According to Sawyer Merritt on Twitter, Tesla's Cybercab was spotted undergoing highway testing again in Austin, signaling ongoing development in autonomous vehicle technology. The Cybercab, which represents Tesla's next generation of AI-powered robotaxis, highlights the company's commitment to advancing real-world applications of self-driving AI systems. This public testing phase indicates Tesla is moving closer to commercial deployment of autonomous ride-hailing services, potentially disrupting urban mobility and opening significant opportunities for AI-driven transport solutions and smart city integration. The implications extend to fleet management, mobility-as-a-service, and data-driven optimization, positioning Tesla and the broader AI automotive sector for substantial business growth (Source: Sawyer Merritt via Twitter, https://x.com/SawyerMerritt/status/2009865611564986550).

According to Sawyer Merritt on X (formerly Twitter), there are now at least 7 Tesla Cybercabs actively testing on public roads in Austin and the Bay Area, as confirmed by robotaxitracker.com (Source: Sawyer Merritt, robotaxitracker.com/vehicles). This development marks a significant milestone in autonomous vehicle deployment and highlights Tesla's accelerated push into the AI-driven robotaxi market. The ongoing public-road testing signals rapid progress in Tesla's full self-driving AI capabilities, offering new business opportunities in urban mobility, ride-hailing, and smart city integration. Industry observers note that scaling up real-world testing is essential for regulatory acceptance and mass commercialization of AI-powered autonomous taxis.

According to @ai_darpa on Twitter, Tesla's Robotaxis now operate Full Self-Driving (FSD) capabilities without relying on LiDAR technology, validating Elon Musk's 2019 prediction that LiDAR would be unnecessary for autonomous vehicles (source: @ai_darpa, Dec 16, 2025). This strategic shift has significant implications for the AI and autonomous driving industry. Notably, a major LiDAR supplier for Volvo recently filed for bankruptcy, highlighting a market transition toward vision-based AI solutions over hardware-centric approaches. The business opportunity now lies in advanced computer vision, deep learning, and sensor fusion algorithms, as automotive OEMs and AI startups pivot to software-driven autonomy. Industry leaders are expected to invest more in scalable AI software platforms, reducing dependence on costly sensor hardware and opening new avenues for data-driven mobility services.

According to Sawyer Merritt, investment firm Stifel has increased its TSLA price target to $508, up from $483, based on Tesla’s advancements in robotaxi technology, which they describe as a 'game changer' (source: TipRanks, November 17, 2025). Stifel’s analysis emphasizes that Tesla’s AI-powered autonomous vehicles represent a disruptive force in the mobility sector, with significant business opportunities for large-scale deployment of self-driving cars. The firm believes Tesla’s progress in AI-driven robotaxis could reshape transportation, create new revenue streams, and strengthen Tesla’s leadership in artificial intelligence and automotive innovation (source: TipRanks).