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CYBERCAB & THE AUTONOMOUS FUTURE: TESLA’S VISION FOR A WORLD WITHOUT STEERING WHEELS – ELON MUSK ON THE END OF HUMAN DRIVING Cybercab is more than a robotaxi—it’s the physical manifestation of Tesla’s bet that full autonomy will make human-driven cars obsolete. No steering wheel, no pedals, no driver—just...

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The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 Aufrufe • vor 6 Monaten

FULL TRANSCRIPT OF ELON'S CYBERCAB AND ROBOVAN PRESENTATION 00:00 Welcome 01:16 Cybercab & Future of transportation 04:33 Cost 05:53 Timeline 07:13 Self-driving technology 10:05 Inductive charging 10:24 The cities of the future 11:04 Robovan 12:13 Optimus Welcome Welcome to the We, Robot party. We have quite a show for you tonight. I think you're going to like it. As you can see, I just arrived in the Robotaxi, the Cybercab. And there's 20 more where that came from. So they've been traveling, there's no people in them. As you can see, the car is just going by with no people. We have 50 fully autonomous cars here tonight. So you'll see model Y's and the Cybercabs, all driverless. You'll be able to take a ride in the Cybercab. There's no steering wheel or pedals. So I hope this goes well, we'll find out. You see a lot of sci-fi movies where the future is dark and dismal, where it's not a future you want to be in. So, you know, I love Blade Runner, but I don't know if we want that future. We want that duster he's wearing, but not the bleak apocalypse. We want to have a fun, exciting future that, if you could look in a crystal ball and see the future, you'd be like, yes, I wish I could be there now. That's what we want. Cybercab & Future of transportation So, when we think about transport today, there's a lot of pain that we take for granted, that we think is normal. Like having to drive around LA in 3 hours of traffic. Yeah, people that live in LA, I mean, you know, try to get from Pasadena to El Segundo during rush hour. You can fly to another city faster than you can get to LA. And you have to drive the whole way, unless you're in a Tesla. Of course, our Tesla already does quite well at this supervised self-driving. So, supervised full self-driving is actually working quite well. I'm sure there's people in the crowd who are using that. So, we'll move from supervised full self-driving to unsupervised full self-driving where the car, you could fall asleep and wake up at your destination. But there's also a challenge for a lot of people that cars cost too much. I mean, when you factor in everything that goes into a car and the car insurance and the car payments, storage of the car, it's very expensive. You say, like, how many hours a week are cars used? Your average passenger car is only used about 10 hours a week out of 168 hours. So, the vast majority of the time cars are just doing nothing. But if they're autonomous, they could be used, I don't know, five times more, maybe ten times more. So you could actually, for the same car, would have five times as much value, maybe ten times as much value. There's 168 hours in the week, and like I said, only ten of them are used for driving. And then, a bunch of those hours are looking for a parking spot, which can be pretty annoying at times. So, with autonomy, you get your time back. This is a very big deal. So it's not just, it'll save lives, like a lot of lives and prevent injuries. I think we'll see autonomous cars become ten times safer than a human. I mean, if you think of times past where there used to be an elevator operator in every elevator but once in a while, they get tired and accidentally shear somebody in half. Now, we have automated elevators. You just get an elevator and you press a button and you don't even think about it and it just takes you to the floor. And if you did see an elevator operator with a big relay switch, you'd be like, that's weird. That's how cars will be. And it's not just the lives saved in injuries, but if you think about the cumulative time that people spend in a car and the time that they will get back that they can now spend, well, I guess, on their phones or watching a movie or doing work or whatever you want to do you can think of the car in autonomous world as being like just little lounge. You're just sitting in a comfortable little lounge and you can do whatever you want while you're in this comfortable little lounge. And when you get out, you will be at your destination. So, yeah, it's gonna be awesome. Cost So, in fact, I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a bus per mile for a city, not the ticket price, because that is subsidized, but the average price is about a dollar a mile, whereas the cost of Cybercab we think probably over time, the operating cost is probably going to be around twenty cents a mile. Including taxes and everything else, it probably ends up being 30 or 40 cents a mile. And you will be able to buy one. And we expect the cost to be below $30,000. And I think there'll be an interesting business model where, let's say somebody is an Uber or Lyft driver today where they can actually sort of manage a fleet of cars and like, sort of manage, I don't know, 10, 20 cars and just take care of them. Like a shepherd tends their flock. You have a little flock of cars and you're the shepherd and you take care of your flock of cars. I think that would be pretty cool. I think it's going to be a glorious future. It's going to be really something special. Timeline We do expect actually to start fully autonomous unsupervised FSD in Texas and California next year. And that's obviously, that's with the Model 3 and Model Y. And then we expect to be in production with the Cybercab, which is really highly optimized for autonomous transport in probably, I tend to be a little optimistic with time frames, but in 2026. So, yeah, before 2027, let me put it that way. And we'll make this vehicle in very high volume. But well, before that, you will experience a robotic taxi via the Model 3 and Model Y program and model S and X, too. But the Model 3 and Y will achieve unsupervised full self-driving with permission, in wherever regulators essentially approve it. In the US, and then to follow outside the US. And Cybertruck, too. All our cars are basically, all cars that we make. Let's not get nuanced here. Self-driving technology One of the reasons why the computer can be so much better than a person is that we have millions of cars that are training on driving. It's like living millions of lives simultaneously and seeing very unusual situations that a person in their entire lifetime would not see. With that amount of training data, it's obviously going to be much better than what a human could be because you can't live a million lives. And it's also, it can see in all directions simultaneously and it doesn't get tired or text or any of those things. So, it will naturally be, like I said 10, 20, 30 times safer than a human, just for all those reasons. And I want to emphasize that the solution that we have is, AI and vision. So, there's no expensive equipment needed. The Model 3 and Model Y and S and X that we make today will be capable of full autonomy, unsupervised. And that means that our cost of producing the vehicle is low. Now, we are going to actually over-spec the computer for the Cybercab. So, our AI 5 computer will be somewhat over-spec'd because I think there's actually also an opportunity, sort of like an Amazon Web Services, where if the car is driving for 50 hours a week, there's still over 100 hours left and there's a potential there to have a massive amount of distributed inference compute, where if you've got like a fleet of 100 million vehicles and a kilowatt of efficient inference compute, you have 100 gigawatts of compute, which is really quite substantial. And if it's there, you might as well use it so that I think will make sense. So, our autonomous future is here. As I said, we've got 50 Teslas driving autonomously. We're trying to give you a sense of what cities will be like in the future. And when you get in, you'll see like, it's really quite a wild experience to just be in a car with no steering wheel, no pedals, no controls, and it feels great. So we have enough vehicles here, so everyone should be able to try it out and experience the set that we've built here. It's a very big set. So it's like really we've used I don't know, 20, 30 acres or something like that. It's really big. So, it goes on, the ride's long. And we set it up to feel like a ride, like a park ride. So, it'll be cool and you'll get to experience it tonight. Inductive charging Something we're also doing is and it's really high time we did this is inductive charging. So, the robotaxi has no plug. It just goes over the inductive charger and charges. So, yeah, it's kind of how it should be. The cities of the future One of the things that is really interesting is how will this affect the cities that we live in. And when you drive around a city, or when the car drives you around the city, you'll see there's a lot of parking lots. There's parking lots everywhere, parking garages. What would happen if you have an autonomous world is that you can now turn parking lots into parks. And so, from we're taking the inglot out of parking lot. You're welcome. So, there's a lot of opportunity to create green space in the cities that we live in. So, like, that would be quite fantastic. Robovan Oh, and also, what happens if you need a vehicle that is bigger than a Model Y? The Robovan. We're going to make this and it's going to look like that. Now, can you imagine going down the streets and you see this coming towards you? That'd be sick. So this can carry up to 20 people, and it can also transport goods. You can configure it for goods transport within a city. Or transport of up to 20 people at a time. The Robovan is what's gonna solve for high density. If you want to take a sports team somewhere or you're looking to really get the cost of travel down to, I don't know, 5, 10 cents a mile, then you can use the Robovan. One of the things we want to do, and we've seen this with the Cybertruck, is we want to change the look of the roads. The future should look like the future. Optimus Speaking of robots. Everything we've developed for our cars, the batteries, power electronics, the advanced motors, gearboxes, the software, the AI inference computer, it all actually applies to a humanoid robot. The same techniques. It's just a robot with arms and legs instead of a robot with wheels. We've made a lot of progress with Optimus. And as you can see, we started up with someone in a robot suit. And then, we've progressed dramatically, year after year. So, if you extrapolate this, you're really going to have something spectacular, something that anyone could own. So, you can have your own personal R2-D2-C3PO. And I think at scale, this would cost something like, I don't know, $20,000, $30,000, probably less than a car is my prediction, long-term. It'll take us a minute to get to the long term. But fundamentally, at scale, the Optimus robot, you should be able to buy an Optimus robot for, I think, probably $20,000 to $30,000, long-term. And what can it do? It'll basically do anything you want. It can be a teacher or babysit your kids, it can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks whatever you can think of, it will do. And, yeah, it's going to be awesome. I think this will be the biggest product ever of any kind, because I think everyone of the 8 billion people of Earth, I think everyone's going to want their Optimus buddy. And there's going to be maybe two. And then, they'll be producing products and services. I predict, actually, provided we address risks of digital superintelligence, 80% probability of good outcome, look on the bright side, the cup is 80% full, the cost of products and services will decline dramatically. And basically, anyone will be able to have any products and services they want. It will be an age of abundance the likes of which people have not, almost no one has envisioned. It will be something special. So now, one of the things we wanted to show tonight was that Optimus is not a canned video. It's not walled off. The Optimus robots will walk among you. Please, please be nice to the Optimus robots. You'll be able to walk right up to them and they'll serve drinks at the bar. I mean, it's a wild experience just to have humanoid robots and they're there, you're just in front of you. So yeah, with that, let's party!

Mario Nawfal

241,051 Aufrufe • vor 1 Jahr

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,369 Aufrufe • vor 6 Monaten

ELON ON FSD: MOST PEOPLE DON’T UNDERSTAND WHAT’S ABOUT TO HAPPEN “Almost the entire fleet, which will pass 10 million vehicles next year, is capable of full autonomy. So, even without the Cybercab, we still actually have a gigantic fleet that is capable of being autonomous. And the thing about being an autonomous car is that it can be used much more than a car that is not autonomous. A typical passenger vehicle car will be used about 10 hours a week. If you have a car that's a robot car that can drive autonomously, it can now be used potentially for 80, maybe 100 hours a week. So, you could have a car that has 10 times the usefulness of a non-autonomous car, but it still costs the same. In fact, the fleet is already built, so the software update just enables that capability. Overnight you have an increase in usefulness of 10 million cars that suddenly become like 50 million cars or maybe 80 or 100 million cars of usefulness overnight. That's a profound thing. Nothing like that has ever happened before. There is no analogy. There's never been something where a software update increase the value of a gigantic asset base by a factor of like 500 to 1000%. So, it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10 million vehicle fleet has 5 to 10 times the usefulness. It's so profound and there's no comparison with anything in the past, so it doesn’t compute. But it will compute in the future.” Source: Tesla All-Hands, March 2025

Mario Nawfal

1,597,274 Aufrufe • vor 11 Monaten