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Story summary
- Tesla's robotaxi push is a key driver of EV value, with a pilot in Austin, Texas.
- Analysts foresee robotaxis adding about $1 trillion to Tesla by 2026.
- Regulatory hurdles and tech limits could slow expansion beyond Austin; subsidies end in 2026.
- Rivian is pitched as steadier, focused on affordable EVs, while Tesla remains high-risk and uncertain.
