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.

For Tesla to operate a steering wheel-less robotaxi, it may need to introduce geo-fenced, mapped environments—similar to Waymo’s approach. Tesla has also floated the idea of launching its own ride-hailing service, called the “Tesla Network,” but this has yet to materialize.

Tesla reported a smaller-than-expected rise in third-quarter deliveries on Wednesday as incentives and financing deals failed to lure enough customers for its aging electric vehicles, sending shares down more than 6%.