Tesla is entering one of the most closely watched chapters in its history as Elon Musk’s long-promised robotaxi strategy moves from concept to execution, placing the company under intense scrutiny from investors, regulators and the wider technology industry.

Over the coming months, Tesla faces a series of critical milestones tied to its autonomous driving roadmap. At the center of attention is the company’s plan to deploy a dedicated robotaxi service powered by its latest Full Self-Driving software and next-generation vehicle platform. For Tesla, this is not simply a new product launch — it is a defining test of its long-term business model.

According to analysts, the robotaxi program could fundamentally reshape how Tesla generates revenue. Instead of relying primarily on vehicle sales, the company aims to build a high-margin mobility network, allowing owners and fleet operators to place vehicles into an automated ride-hailing system.

Elon Musk has repeatedly described autonomy as Tesla’s most valuable asset. If large-scale deployment proves successful, it could unlock a new category of recurring income and position Tesla as a major player in the global transportation services market, not just an electric vehicle manufacturer.

However, expectations are extremely high. Investors are watching closely for software performance benchmarks, regulatory approvals in key regions, and real-world safety data. Any delays or technical setbacks could quickly impact market confidence.

At the same time, competition is accelerating. Established autonomous driving developers and major technology firms are also racing to secure partnerships, licenses and pilot programs in major cities.

For Tesla, the coming period is widely viewed as a moment that could redefine its future — either confirming Elon Musk’s bold autonomy vision or forcing a strategic reset.