Do they know how to scale up an autonomous taxi service? I mean, maybe? There's no sign of that anywhere in the Tesla data, though.
The original target was Robotaxis to cover "half the US population by the end of 2025," so we're nowhere close to on-target, and those goals weren't given with any asterix on the earnings call when they were declared. I don't see any reason to move the goalpost, it's just a miss taken to a funny conclusion.