Tesla Cybertaxi Launches Amid Regulation and Anticipation

Along with this, SpaceX's stock price also fell by 1.2% to $147.95.

The U.S. market is currently holding steady ahead of employment data releases, and Tesla's decline is attributed to its own specific events.

Furthermore, important information such as specific pricing policies or the number of units to be supplied was not announced, disappointing the market. Amidst this situation, Wall Street's Wells Fargo published a negative evaluation report on Tesla.

The U.S. National Highway Traffic Safety Administration (NHTSA) announced that it has initiated an investigation into Tesla's Cybertaxi. This action was taken on the same day that Cybertaxi operations began in Austin. Some market experts, including Gary Black, are emphasizing the regulatory risks stemming from this action.

Since Tesla has not sufficiently disclosed information regarding the Cybertaxi, conflicting forecasts are emerging in the market. Gene Munster anticipates that over 300 additional Cybertaxis will be added within the next month, offering a positive outlook. On the other hand, some express concerns, emphasizing regulatory risks, making information opacity a factor contributing to stock price volatility.

Initial wait times of around 5 minutes have now increased to over an hour, and the service operates on a dynamic pricing model.

This investigation was not initiated due to specific accident records.

It was confirmed that the Cybertaxi does not have manual controls, prompting NHTSA to begin investigating the certification data submitted by Tesla.

This means the government does not inspect all vehicles in advance; instead, it requests supporting data only when a manufacturer's claims are questioned.

In this system, electronic actuators attached to each wheel directly control the brakes, removing the hydraulic system and offering advantages such as simplified processes and minimized maintenance.

This was a significantly challenging technical feat and holds strategic importance in reducing supply chain dependence on China.

Enacted in 1995, this standard operated for 31 years under the assumption that a person presses the brake pedal, but this revision differentiates standards based on the presence of manual controls. However, braking performance requirements apply universally to all vehicles.

This raises questions about the basis for setting the investigation scope.

A portal for expressing interest in purchasing Cybertaxi was quietly opened on Tesla's website on September 3. This portal collects information on corporate customers' purchase intent and desired regions for Cybertaxi, which is expected to be the first official channel for mass production of Cybertaxis.

Currently, the Cybertaxi purchase interest page does not specify pricing or concrete delivery schedules. The market is keenly interested in whether the Cybertaxi's price will be below $30,000.

This extends the timeframe and expands the scope of his previous 2026 bet.

No order to cease operations has been issued for the 45 Cybertaxi vehicles currently in service. This investigation may only transition to a recall if defects are confirmed in the future.

The proliferation of robotaxis is expected to bring about changes in personal car purchases and installment repayment methods, replacing the private car ownership model.