Will Tesla's robotaxis launch in Austin by year-end 2025?

CEO Elon Musk has stated that Tesla's robotaxis are expected to be fully autonomous in Austin by the end of 2025, with plans to double the fleet size.

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How is Tesla advancing its robotaxi business?

Tesla is testing its cybercab business in Austin, Texas, and has announced plans for wider autonomous deployment and fleet expansion.

Home / Business and Economy / Tesla Robotaxis vs. Rivian EVs: Who Wins 2026?

Tesla Robotaxis vs. Rivian EVs: Who Wins 2026?

14 Dec

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Summary

Rivian's share price is up over 23% year-to-date in 2025, outpacing Tesla.
Tesla's 2025 operational performance saw revenue drops but Q3 recovery.
Rivian achieved positive gross margins in Q1 and Q3 2025, securing VW investment.

Tesla Robotaxis vs. Rivian EVs: Who Wins 2026?

As of December 14, 2025, Rivian is currently leading Tesla in stock performance for the year, boasting a 23% increase compared to Tesla's 10%. This marks a significant shift in the electric vehicle market, challenging Tesla's long-held top position.

Tesla faced operational headwinds in early 2025 with declining revenue and deliveries in the first two quarters. While Q3 saw a rebound, adjusted earnings per share (EPS) dropped 31%. The company's 2026 outlook hinges on its nascent robotaxi venture, with ongoing tests in Austin, Texas, and ambitious plans for autonomous deployment.

Conversely, Rivian achieved a significant milestone by reporting positive gross margins for two consecutive quarters in 2025, attracting a substantial $1 billion investment from Volkswagen. The company credits its success to manufacturing efficiencies, including a revamped vehicle design and a new zonal architecture system, which significantly reduced production costs.