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.

According to @XPengMotors, the Center of Automotive Management (CAM) has ranked XPENG as the world’s most innovative automotive group in its latest Connected Car Innovation study, with a strong emphasis on AI-driven autonomous driving and advanced safety systems (Source: CAM, 2025). This recognition highlights XPENG’s leadership in integrating AI technologies into smart vehicles, positioning the company for expanded business opportunities in the global autonomous mobility market and reinforcing its competitive edge in developing intelligent vehicle platforms.

According to XPeng Motors (@XPengMotors), the company released a new video campaign highlighting the capabilities of its AI-powered autonomous driving technology. The video emphasizes how XPeng's vehicles, equipped with advanced AI systems, can provide users with a seamless and relaxing driving experience, especially when facing stress or uncertainty. This campaign showcases XPeng's commitment to integrating AI into electric vehicles, underlining business opportunities in the rapidly growing autonomous mobility market. Practical applications include AI-driven navigation, safety features, and user personalization, positioning XPeng as a key innovator in the smart electric vehicle industry (Source: @XPengMotors, Dec 11, 2025).

According to Sawyer Merritt, legacy automakers such as Ford and GM excel in mass manufacturing vehicles but lag in developing advanced self-driving AI, while tech giants like Google’s Waymo lead in autonomous technology but lack large-scale production capabilities. Tesla stands out as the only Western company with both expertise, thanks to its vertical integration. This gives Tesla a significant business edge in designing scalable, cost-effective robotaxi platforms, controlling both hardware and AI software development. In contrast, Waymo relies on third-party manufacturers like Zeekr for its sixth-generation vehicles, and traditional automakers are likely to license autonomous driving technology from external providers. This strategic positioning enables Tesla to optimize robotaxi design, reduce costs, and accelerate market adoption, creating substantial business opportunities in the autonomous mobility sector. (Source: Sawyer Merritt on Twitter)