TradingKey – On September 4 Eastern Time, Tesla (TSLA) shares fell more than 6%, giving back all of yesterday’s gains. Market reaction shows that investor focus on Cybercab’s official entry into the Robotaxi fleet has shifted from “whether it can be launched” to “whether it can achieve commercial operation at scale.”

According to public registration records, as of the previous week, Tesla had registered approximately 420 autonomous vehicles in Texas, including 45 Cybercabs, with the remainder mainly being Robotaxi-version Model Ys. This data does not indicate that all vehicles have entered commercial operation; Goldman Sachs cautioned that some vehicles may still be in the testing phase or equipped with safety monitors.