Tesla has reportedly received tens of thousands of expressions of interest from those interested in running a Cybercab fleet.

The latest version of the Tesla app has code suggesting that the company will soon offer Robotaxi rides rather than Uber credits or loaners for some customers.

As Tesla launches the Cybercab robotaxi in Austin, click to read a comparison of TSLA's progress to that of Alphabet's (GOOG) Waymo.

Investment narratives matter, and Tesla could be about to overperform expectations on its robotaxi rollout.

Tesla has expanded the operational geofence for its driverless Robotaxi service in Austin, Texas, marking the first such increase in some time. The updated Service Area for Robotaxi in Austin now spans about 288 square miles and is roughly 9 percent larger than the previous boundary.

The gold-colored, driverless car features butterfly doors and a spare interior with seating for two — but no steering wheel or pedals.

Tesla's future hinges on one key catalyst.

Max de Zegher, who runs Tesla’s North American Charging unit, said that the company is building dedicated stations that will serve its growing fleet of Robotaxis. For now, the driverless cabs are using public Supercharger stations, where they’re usually topped up at night by a human operator.