Elon Musk first promised that a Tesla robotaxi network was coming in April 2019. Back then, the billionaire was envisaging a fleet of autonomous Tesla cars that could ferry people around town whenever they weren’t needed by their owners.

Elon Musk has spent a decade promising to turn Teslas into robotaxis. CNBC explores whether the company is ready to pivot to autonomy.

Tesla plans to design four new versions of its in-house battery to power the Cybertruck, its forthcoming robotaxi and other electric vehicles, the Information reported on Thursday, citing people with knowledge of its plans.

Shares of Tesla fell 3.5% Wednesday after the electric vehicle maker’s third-quarter deliveries came in slightly below estimates, underscoring the challenges of the EV market and the burden of high expectations.

Tesla’s 462,890 deliveries last quarter was in line with consensus forecasts but failed to match the 470,000 projected by some analysts.

Tesla stock fell in early Thursday trading. Third-quarter delivery results didn’t do it. A product decision might have. Shares of the electric-vehicle maker were down 1.6% in premarket trading at $245.

Tesla shares fell despite recording the highest third-quarter delivery figures, as investors had expected more. Markets will now shift focus to the Robotaxi event and the upcoming earnings reports. Vi