On October 9, 2026, Tesla added 150 Cybercabs in a single day in Texas, bringing the total to 319 Cybercabs and the Texas autonomous fleet to 739 vehicles (319 Cybercabs + 420 Model Ys). Guosen Auto tracks the acceleration in both registrations and passenger-carrying Cybercabs, and recommends several China-listed autonomous driving and Robotaxi stocks.
Guosen Auto is bullish on the Robotaxi and smart driving sector, citing Tesla's accelerating Cybercab expansion as a sign that the commercialization inflection point is near.
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