Uber would welcome Tesla on platform once camera-only FSD is safe

Uber would welcome Tesla on platform once camera-only FSD is safe | when the day comes when those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well.

Watch events: Waymo 1M rides/wk (end-2026); Tesla Robotaxi scaling; NHTSA AV rules

when the day comes when those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
  "mode": "SPECULATION",
  "role": "Guest-CEO",
  "caveats": "As to whether we will or will not is TBD",
  "context": "when the day comes when those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well... As to whether we will or will not is TBD, but there are plenty of other partners in the space and we think there going to be many many winners.",
  "verbatim": "when the day comes when those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well.",
  "conv_cues": "when the day comes; TBD",
  "direction": "HAPPEN",
  "timeframe": "When Tesla FSD cameras-only proves safe",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -10,
      "source_id": null,
      "expected_date": "2026-10-13",
      "observed_date": null
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: Tesla FSD unsupervised wide deployment by Nov 2026",
      "status": "pending",
      "weight": 0.7,
      "ordinal": -9,
      "source_id": "S_ROBOTAXI_TESLA_2026",
      "expected_date": "2026-11-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla unsupervised FSD enabled on customer-owned cars in geofenced area",
      "source": "Musk Q1 2026 earnings: Unsupervised FSD probably Q4 2026 rollout",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.basenor.com/blogs/news/tesla-update-v15-1",
      "expected_date": "2026-12-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-03-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Tesla pushes Unsupervised FSD release notes to non-employee customer vehicles; tracked via Electrek + Tesla blog"
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla FSD v15 released to fleet",
      "source": "Automotive World: 'Musk defers scale to FSD V15'",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://www.automotiveworld.com/news/tesla-robotaxi-fleet-hits-25-as-musk-defers-scale-to-fsd-v15/",
      "expected_date": "2027-01-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Tesla pushes FSD v15.0+ release notes; precondition for large-scale Robotaxi per Musk Q1 2026"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2027-03-29",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla Robotaxi fleet exceeds 1,000 cumulative vehicles",
      "source": "Morgan Stanley: 1,000 Robotaxi vehicles by end of 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.tesery.com/blogs/news/tesla-confirms-aggressive-robotaxi-expansion-to-seven-major-us-cities-in-first-half-of-2026",
      "expected_date": "2027-05-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-12-01"
      },
      "measurement_criterion": "Cumulative Robotaxi count >=1,000 across all cities; Morgan Stanley target"
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla Cybercab or successor begins production deliveries",
      "source": "Road to Autonomy 'Tesla Unsupervised Robotaxi Cybercab Line' transcript",
      "status": "pen
... (truncated)