Tesla VP Lars Moravy discussed the Robotaxi expansion to San Francisco during his keynote at the X Takeover 2025 event in San Mateo on July 26, 2025. He confirmed that Tesla plans to roll out Robotaxi operations in the San Francisco Bay Area, marking it as the next expansion after Austin, Texas.

Here is a video where I, Brian Wang, made an analysis of the imminent expansion of Tesla robotaxi and compared the safety data of Tesla and Waymo in Austin.

Tesla has a better safety record in Austin than Waymo does. Tesla has had one safety incident in 7000+ miles over 30 days for 15-35 vehicles and for 50+ expansion testing vehicles. Tesla had 500+ vehicle days (vehicles times days) and 3000 vehicle days of testing. The expansion test vehicles have another 30,000+ miles.

Waymo has had 6 incidents (1 collision, 1 near miss, 4 safety incidents) in July for up to 2300 vehicle days. Waymo had 14 incidents in May and 11 in June for up to 6000 vehicle days. Waymo has an incident for 200-300 vehicle days. Tesla has had one incident for every 500-3500 vehicle days.

Tesla VP Gave Details of Tesla Plans

Tesla VP Lars Moravy gave a 55 minute keynote talk about the Tesla Robotaxi and future Tesla car models.

Moravy's career journey from Honda to Tesla (starting in 2010), engineering insights on Tesla's vehicle lineup (Model S/X refreshes, Model 3 Highland, Model Y Juniper, Cybertruck), challenges in global factory changeovers, updates on upcoming products like the Tesla Semi, Roadster, Cybercab (Robotaxi), and Optimus, as well as broader topics like battery tech, working with Elon Musk and Franz von Holzhausen, in-house manufacturing ("the machine that builds the machine"), and Tesla's future mission.

Tesla Semi Reno factory updates : built beta units last week for durability testing; production equipment (e.g., powder coat lines, battery/drive unit lines) being installed 24/7.
Tesla starts building production version end of 2024/early 2025; ramp up through second half of 2026. Already delivering pilot fleets beyond Pepsi (e.g., WV, SIA, Tesla's own fleet).
It is designed for low cost per mile, making it a "no-brainer" for fleets compared to diesel trucks. Expects them to be "everywhere" in 2-3 years.