Tesla doesn't have the permits to run an autonomous vehicle taxi in California, but probably nothing stops a driver-assist based taxi.

The CPUC confirmed Friday that Tesla has not applied for the necessary authorization to operate autonomous vehicles for public passenger service-paid or unpaid-in the state. The clarification comes in direct response to reports that Tesla planned to launch its robotaxi service in the Bay Area as early as this weekend.

Survey data shared exclusively with WIRED suggests that Tesla’s newest autonomous driving technology has freaked out some consumers.

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Gary Black expressed skepticism about Tesla's robotaxi test in SF. Black says FSD cannot be fully autonomous until safety driver is removed.

Waymo’s robotaxis are fully driverless and expanding fast, while Tesla’s service is still limited and invite-only. The gap is bigger than you think.

Tesla's valuation gains today follow a bigger sell-off in yesterday's trading that was spurred by disappointing second-quarter results and comments from management suggesting that performance headwinds could continue in the near term. The company's share price has seen some big swings in 2025, and is down roughly 21% year to date with today's pop.

A good part of Tesla's future hinges on the autonomous vehicle narrative, but I see another opportunity quietly winning in the background.