Tesla Q2 2026: 3 New Robotaxi Markets, 36% Fewer Paid Miles & Waymo Puts a Date on the Uber Divorce

Tesla launched Cybercab service in three new Florida markets (Tampa, Orlando, Miami) but Q2 2026 earnings revealed a 36% drop in paid robotaxi miles quarter-over-quarter despite geographic expansion, raising questions about fleet utilization versus the company's bullish unsupervised miles narrative. Waymo separately announced a separation timeline from Uber, reshaping the competitive landscape.