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Tesla robotaxi fleet limited to 31 cars, Gordon Johnson notes

Tesla robotaxi fleet limited to 31 cars, Gordon Johnson notes
Tesla robotaxi fleet small but adds value

Gordon Johnson, CEO / Analyst at GLJ Research, questions the substance behind Tesla's highly anticipated robotaxi rollout. According to Johnson, the active robotaxi fleet numbers just 31 vehicles, with only 14 capable of operating truly unsupervised, all within geofenced areas and requiring a human ready to take over remotely. He suggests that these modest figures have nonetheless contributed to a significant increase in Tesla's market capitalization.

Johnson has also raised concerns about broader market liquidity. Earlier this year, he warned that a $300 billion U.S. Treasury T-Bill issuance could drain funds from U.S. markets and put pressure on bitcoin prices. In a separate analysis, he reported that Federal Reserve liquidity shifts have reduced banks’ ability to invest in bitcoin.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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