Bull vs Bear View on Tesla's Robotaxi Rollout and FSD v15
Tesla’s robotaxi value is framed as hinging on improving FSD software v15 for a large-scale rollout, with management citing progress such as merged tracks in early builds. Reported NHTSA incident data is analyzed to show four 2026-to-mid-July incidents directly faulted to unsupervised robotaxis under FSD. The outlook is weighed against shortfalls versus earlier fleet estimates, while Ark Invest expects lower cost per mile than Waymo.