The CPUC confirmed Friday that Tesla has not applied for the necessary authorization to operate autonomous vehicles for public passenger service-paid or unpaid-in the state. The clarification comes in direct response to reports that Tesla planned to launch its robotaxi service in the Bay Area as early as this weekend.

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.

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