Business Insider tech reporter Grace Kay shares where plans stand with Tesla's robotaxi service in the Bay Area.

The Tesla CEO said the company expects to expand their autonomous driver service to include customer-owned cars.

Elon Musk had more bold projections for Tesla's robotaxi. But investors didn't get much insight on the Austin launch during Wednesday's earnings call.

Tesla also faces challenges with its robotaxi offering, but it's well positioned, provided it can demonstrate safety and efficacy. Funnily enough, it could be argued that Tesla (NASDAQ: TSLA) isn't really a pure EV company either.

Meta, Amazon and Microsoft lead an earnings wave, along with a Fed meeting and Trump tariff deadline. Tesla "robotaxis" are about to hit San Francisco, with a caveat.

Gary Black expressed skepticism about Tesla's robotaxi test in SF. Black says FSD cannot be fully autonomous until safety driver is removed.

Tesla is looking to roll out a robotaxi service in the Bay Area, but with human operators in the driver's seat.

Elon Musk sees "rough quarters." A likely "robotaxi" launch in San Francisco comes with caveats. BYD is near a buy point.