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Morgan Stanley forecasts that Tesla (TSLA.O) will significantly expand its Robotaxi fleet by the year 2026 as important technological and regulatory milestones are achieved. The firm points out that the unsupervised testing in Austin is a key validation of Tesla's strategy and one of the most important catalysts in the near future. Morgan Stanley predicts that with the continuous improvement of safety indicators and the production of Cybercabs in April 2026, the size of Tesla's Robotaxi fleet will increase from the current few vehicles to around 1,000 vehicles by 2026.