According to Sawyer Merritt referencing a new Morgan Stanley note on Twitter, Morgan Stanley forecasts that Tesla will expand its AI-driven Robotaxi fleet to 1,000 vehicles on the road by 2026 and scale up to 1 million Robotaxis operating across multiple cities by the end of 2035 (source: @SawyerMerritt). This projection underscores the significant business opportunity in autonomous mobility, highlighting the accelerating adoption of AI-powered vehicles and the disruptive impact on the urban transportation market. The growth of Tesla's Robotaxi fleet is expected to drive innovation in AI software, fleet management, and mobility-as-a-service platforms, offering new commercial prospects for tech providers, automotive manufacturers, and urban infrastructure companies.