> they don't really seem like a company that actually wants to launch a robotaxi.

Because they can't. They don't have the technology to do so, despite promising for years it's right around the corner. Musk backed Tesla into a corner by promising dates and missing them several times, and this is just another instance of that. They're playing a shell game and they've been able to hide the ball so far by calling things "beta" or a "rollout" or "supervised", but when it comes to robot axis they have to actually be autonomous, and Tesla tech cannot deliver that.

So all I'm wondering is where they're going to hide the ball next. I don't think they can push robotaxis any longer, which is why you see Musk preemptively suggesting robots and AI are the future of Tesla. Actually I think he's more likely to claim victory in self driving, ditch the entire car company saying it's so last century, and pivot Tesla into robotics than to actually release failure robotaxis. It's the only way he can keep the grift going; the self driving grift is done.