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Cybercab wasn’t built like a Model Y with the wheel deleted. It’s Tesla’s first autonomous-first vehicle — no steering wheel, no pedals — and the most integrated product they’ve ever made across engineering, software, manufacturing, legal, policy, service, and infrastructure. Lead vehicle engineer Eric (Eric) on what that forced:...

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Tesla Owners Silicon Valley

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53,480 görüntüleme • 15 gün önce •via X (Twitter)

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Cern Basher profil fotoğrafı
Cern Basher15 gün önce

Excellent interview! Fleshing out the implications...

Warren Redlich - Chasing Dreams 🇺🇸 profil fotoğrafı
Warren Redlich - Chasing Dreams 🇺🇸14 gün önce

I'd love to know why it's so hard to get to 6 miles/kWh and to do better than that. They dropped so much weight, improved aero so much, and did so much more, but it's not really that much more efficient than Model 3 if you think about that.

Smokey da Bear profil fotoğrafı
Smokey da Bear15 gün önce

This is awesome, thanks for sharing 🫶

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley15 gün önce

Yeah thanks for Eric’s time.

Eric profil fotoğrafı
Eric15 gün önce

@Smokehbear Anytime

Smokey da Bear profil fotoğrafı
Smokey da Bear15 gün önce

@teslaownersSV Hope to meet you at 10/10 brother.

📐_Cyber_Owl_🦉 profil fotoğrafı
📐_Cyber_Owl_🦉15 gün önce

Eric is awesome 🫶🏻

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley15 gün önce

He’s awesome. They made the most efficient vehicle ever made

Jason aka “The Bauminater” 📐🚀 profil fotoğrafı
Jason aka “The Bauminater” 📐🚀15 gün önce

Excellent overview and great hearing from a Tesla engineer! Tesla killed it with the Cybercab!

AJ profil fotoğrafı
AJ15 gün önce

Awesome you took the time to do some interviews

Aurora Sky profil fotoğrafı
Aurora Sky15 gün önce

Awesome Interview🤩

Tesla Hype profil fotoğrafı
Tesla Hype14 gün önce

Congrats Tesla team on another amazing product launch

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley14 gün önce

It’s a golden banger

野良浮世 profil fotoğrafı
野良浮世15 gün önce

おはようございます

princess Leonar 👑 profil fotoğrafı
princess Leonar 👑14 gün önce

The long-term thesis here is certainly worth examining.

Sat profil fotoğrafı
Sat15 gün önce

Thank you for an awesome interview and great questions. And also for Eric for giving us a better understanding of the hardwork behind the scenes. For us Tesla supporters it’s fascinating!

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley14 gün önce

Thanks for watching and I’m thankful for Eric’s time.

ZeeBeav profil fotoğrafı
ZeeBeav15 gün önce

so excited, thanks for posting!

The Travel Dish..all posts are opinion/questions. profil fotoğrafı
The Travel Dish..all posts are opinion/questions.15 gün önce

People pay to have an drink at Starbucks partly for the electricity for their phones so good to know you can charge your device given that the Apps require the use of the phone

Carrie A Miller profil fotoğrafı
Carrie A Miller14 gün önce

Simplify simplify simplify and then do it all over again. Economy of motion creates savings. Engineering for tomorrow today. In the end a Cybertruck is born.

Impossible Machines profil fotoğrafı
Impossible Machines15 gün önce

Unboxed manufacturing is impressive, but this looks even cheaper: one beetle in, one Tesla out. No assembly line required. 🪲

Myles profil fotoğrafı
Myles15 gün önce

@theXtakeover The future of transportation has arrived.🇺🇸🇺🇸🇺🇸

Mark jaxon profil fotoğrafı
Mark jaxon15 gün önce

The Cybercab is a fundamentally different design philosophy, autonomy first, fewer parts, lower energy use, and manufacturing built around cost per mile. Simplification is the whole strategy.

Firdavs Khodzhiev profil fotoğrafı
Firdavs Khodzhiev14 gün önce

Not a Model Y with the wheel deleted. No pedals is the design constraint that forces the rest of the car.

Future_Martian profil fotoğrafı
Future_Martian14 gün önce

🔥🔥🔥 wow that was great!!! Well done!! 👏👏👍💪🤖🚕🤖🚕

Stanley profil fotoğrafı
Stanley14 gün önce

Love it! Great interview! Thanks for sharing and @EricETesla keep killing it! 💯🫡🔥

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley14 gün önce

@EricETesla Absolutely amazing

MrMoonBound 🍊📐 profil fotoğrafı
MrMoonBound 🍊📐15 gün önce

LFG

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley15 gün önce

Orange world

MrMoonBound 🍊📐 profil fotoğrafı
MrMoonBound 🍊📐15 gün önce

this guy gets it

Linda Atkins profil fotoğrafı
Linda Atkins14 gün önce

👍🌹

Kentnguyen profil fotoğrafı
Kentnguyen15 gün önce

Autonomous-first Cybercab — no wheel, no pedals — is product densification across software, mfg, and policy. Not a Model Y with the column deleted. $TSLA

Daniel Weinstein🇺🇸🇺🇦🇮🇪 profil fotoğrafı
Daniel Weinstein🇺🇸🇺🇦🇮🇪15 gün önce

Yes, but the Model Y and 3 should be built like the Cybercab. The argument about sunk costs, belongs with companies like Ford and GM, not Tesla. Moving these technologies, particularly the unboxed manufacturing process, would save more money than it would cost to change the lines.

YOKESWARAN AS profil fotoğrafı
YOKESWARAN AS15 gün önce

👇

That1EvGuyJay profil fotoğrafı
That1EvGuyJay14 gün önce

Hell yeah. Great video.

Tesla Owners Silicon Valley profil fotoğrafı
Tesla Owners Silicon Valley14 gün önce

Thank you bro

Dirk profil fotoğrafı
Dirk15 gün önce

Thank you John for the great interview. That's some nice inside info. Congrats to the Tesla Team. Great Product. Can't wait to try it.

Emanuel Dorian profil fotoğrafı
Emanuel Dorian13 gün önce

@X is the global town square 👨‍⚖️ approved @elonmusk 🤷‍♂️ ' thuggish gathering of independent thinkers ' 😅

Elodie 3DFontaine profil fotoğrafı
Elodie 3DFontaine15 gün önce

Cutting electricity endpoints by ~50% is the most believable claim here. Every connector is a future fault point. Tiny plugs are the final boss, ask my thermistor wires. Specs matter.

🅰️RTIFICIAL 🅱️ADMAN ©️OMMANDO profil fotoğrafı
🅰️RTIFICIAL 🅱️ADMAN ©️OMMANDO15 gün önce

If Tesla can deliver the promised efficiency and scale, the combination of fewer parts, lower mass, and Unboxed manufacturing could be a major step toward making autonomous transportation economically viable. Simplify first, then scale. 🚀

La Torre y el Alfil profil fotoğrafı
La Torre y el Alfil15 gün önce

Designing from first principles means Cybercab isn’t competing with traditional passenger cars; it’s competing with the marginal cost per mile of public transit. Slashing mass, removing legacy controls, and targeting ~6 miles/kWh via the Unboxed process unlocks true hyper-scalable autonomy. Radical efficiency at its peak. 🚕⚡📉 @EricETesla @Tesla @elonmusk

Benzer Videolar

Our first ride in the Tesla Cybercab: • Fully Autonomous Vehicle • No Pedals or Steering Wheel • Close to 300 miles of real-world range • No Charge Port. Exclusively wireless charging • 20.5” Touch Screen • Power Butterfly Doors • Power trunk • 20 cents per mile operating cost. • Shares batteries, cameras, computers with Optimus Bot and other Tesla products • Use for personal use, or hire them out on the Tesla Robotaxi network to earn income. • You will be able to sleep, do work, and more while the vehicle drives you around. • Production starting early 2026. Cost: ~$30,000.
0:57

Our first ride in the Tesla Cybercab: • Fully Autonomous Vehicle • No Pedals or Steering Wheel • Close to 300 miles of real-world range • No Charge Port. Exclusively wireless charging • 20.5” Touch Screen • Power Butterfly Doors • Power trunk • 20 cents per mile operating cost. • Shares batteries, cameras, computers with Optimus Bot and other Tesla products • Use for personal use, or hire them out on the Tesla Robotaxi network to earn income. • You will be able to sleep, do work, and more while the vehicle drives you around. • Production starting early 2026. Cost: ~$30,000.

Nic Cruz Patane

595,825 görüntüleme • 1 yıl önce

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.
0:21

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 görüntüleme • 8 ay önce

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale
0:22

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale

X Freeze

12,961 görüntüleme • 18 gün önce

The attention to detail Tesla put into the Cybercab is pretty amazing. It’s around 7:40 in the morning. I’m sitting here with no steering wheel, no pedals, my feet kicked out, music playing… and the entire cabin is moving with the song. The light bar across the dash pulses with the beat. The floor lighting reacts with it too. It literally feels like I’m having my own little party while the Cybercab drives itself through Austin. No driver, no one to tell me to turn the music down. Just me, my music, the lights, and Tesla’s software handling the entire ride. That’s what makes the Cybercab so much fun. The Tesla team thought about what it should actually feel like when you no longer have to drive. You can relax. Stretch out. Listen to music. Watch the city go by. And apparently have a light show at 7:40 in the morning. I was sitting there smiling the whole time. The software, the hardware, the cabin experience… it all works together. Tesla’s attention to detail is on another level.
0:41

The attention to detail Tesla put into the Cybercab is pretty amazing. It’s around 7:40 in the morning. I’m sitting here with no steering wheel, no pedals, my feet kicked out, music playing… and the entire cabin is moving with the song. The light bar across the dash pulses with the beat. The floor lighting reacts with it too. It literally feels like I’m having my own little party while the Cybercab drives itself through Austin. No driver, no one to tell me to turn the music down. Just me, my music, the lights, and Tesla’s software handling the entire ride. That’s what makes the Cybercab so much fun. The Tesla team thought about what it should actually feel like when you no longer have to drive. You can relax. Stretch out. Listen to music. Watch the city go by. And apparently have a light show at 7:40 in the morning. I was sitting there smiling the whole time. The software, the hardware, the cabin experience… it all works together. Tesla’s attention to detail is on another level.

Teslaconomics

660,867 görüntüleme • 6 gün önce

This is what it’s like to be picked up by the new Tesla Cybercab This is really cool. The vehicle lights up green to indicate it’s your car. You can open the trunk to put your items inside Once in the car there is no steering wheel, no peddle. You just relax, watch a show, play a game or just do anything you want to do while you are driven to your destination Right now the Tesla Cybercab is about half the price as Uber and Lyft Elon Musk says the goal is to make them much cheaper Elon Musk says Cybercab operating cost at scale should be around 20 cents per mile, with a rider price including taxes of 30–40 cents per mile For reference it’s about $1.70 per mile with Uber and Lyft plus a base fair, booking fee and random surge pricing
3:47

This is what it’s like to be picked up by the new Tesla Cybercab This is really cool. The vehicle lights up green to indicate it’s your car. You can open the trunk to put your items inside Once in the car there is no steering wheel, no peddle. You just relax, watch a show, play a game or just do anything you want to do while you are driven to your destination Right now the Tesla Cybercab is about half the price as Uber and Lyft Elon Musk says the goal is to make them much cheaper Elon Musk says Cybercab operating cost at scale should be around 20 cents per mile, with a rider price including taxes of 30–40 cents per mile For reference it’s about $1.70 per mile with Uber and Lyft plus a base fair, booking fee and random surge pricing

Wall Street Apes

666,835 görüntüleme • 15 gün önce

Taking my FIRST EVER ride in a Tesla Cybercab! No steering wheel, no pedals. This was one of the most surreal moments of my life. The powered-butterfly doors auto-present when you walk up to it, and you can easily identify your Cybercab by the RGB lighting inside and out. IT DRIVES INCREDIBLY SMOOTH. It feels VERY solid, and it’s so quiet. The interior is next level, the amount of legroom is honestly ridiculous. By reclining the seats you can pretty much lie down in the car. The 21” screen is so crisp, watching videos on it is WILD. Best in-car UI experience you can have bar none, it’s not even close. MASSIVE congratulations to the entire Tesla team involved in creating this absolutely beautiful product. You guys are shaping the future. THANK YOU ❤️
0:54

Taking my FIRST EVER ride in a Tesla Cybercab! No steering wheel, no pedals. This was one of the most surreal moments of my life. The powered-butterfly doors auto-present when you walk up to it, and you can easily identify your Cybercab by the RGB lighting inside and out. IT DRIVES INCREDIBLY SMOOTH. It feels VERY solid, and it’s so quiet. The interior is next level, the amount of legroom is honestly ridiculous. By reclining the seats you can pretty much lie down in the car. The 21” screen is so crisp, watching videos on it is WILD. Best in-car UI experience you can have bar none, it’s not even close. MASSIVE congratulations to the entire Tesla team involved in creating this absolutely beautiful product. You guys are shaping the future. THANK YOU ❤️

Nic Cruz Patane

24,376 görüntüleme • 18 gün önce

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra
23:41

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra

Tesla Owners Silicon Valley

23,396 görüntüleme • 17 gün önce

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026
0:37

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

Shay Boloor

100,902 görüntüleme • 9 ay önce

Transportation Secretary Sean Duffy on Autonomous Vehicle Regulations: “My philosophy is this: if I move the regulations too slowly, we kill innovation, we kill the companies, or they’ll go overseas. If I go too fast and the AVs aren’t ready for the rules I give them, people get hurt. I have to find the Goldilocks approach — the right stage of where we are with AVs before we set them loose. “Congress has to say the federal government should regulate these standards. We shouldn’t have every state individually deciding yes or no, what they’ll allow and what they won’t. It’s a hodgepodge. Let us set one standard. That’s the biggest issue for AVs right now. “If you have an autonomous vehicle, do you need rearview mirrors? “Do you need windshield wipers? “Do you need a brake pedal and a gas pedal? “Do you need a steering wheel? “There are a whole bunch of conversations we have to have about what we think we need in an automobile versus what an autonomous vehicle actually should have.”
2:16

Transportation Secretary Sean Duffy on Autonomous Vehicle Regulations: “My philosophy is this: if I move the regulations too slowly, we kill innovation, we kill the companies, or they’ll go overseas. If I go too fast and the AVs aren’t ready for the rules I give them, people get hurt. I have to find the Goldilocks approach — the right stage of where we are with AVs before we set them loose. “Congress has to say the federal government should regulate these standards. We shouldn’t have every state individually deciding yes or no, what they’ll allow and what they won’t. It’s a hodgepodge. Let us set one standard. That’s the biggest issue for AVs right now. “If you have an autonomous vehicle, do you need rearview mirrors? “Do you need windshield wipers? “Do you need a brake pedal and a gas pedal? “Do you need a steering wheel? “There are a whole bunch of conversations we have to have about what we think we need in an automobile versus what an autonomous vehicle actually should have.”

Katie Miller

482,591 görüntüleme • 21 gün önce

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 summon, ride, and arrive cheaper, safer, and greener than any alternative. With production targeted for in Q2’26, Cybercab paves the way for a transportation revolution where personal car ownership becomes optional and roads become dramatically safer. “The future is autonomous. Once you have unsupervised FSD that’s safer than human drivers, owning a car becomes optional for most people. Cybercab will cost so little per mile that it will be cheaper to use a robotaxi than to own and maintain a vehicle.” This shift changes everything: • Cost collapse — ~$0.20–$0.30 per mile vs. today’s $1+ for rideshares or $0.60–$1.00 for personal car ownership (including depreciation, insurance, fuel/charging, maintenance). • Safety leap — Unsupervised FSD eliminates the ~94% of crashes caused by human error—potentially saving hundreds of thousands of lives annually once scaled. • Abundance of mobility — Fleets of Cybercabs run 24/7 at high utilization, turning idle time into revenue and freeing up parking space for parks, housing, and commerce. • Environmental win — Electric, efficient, and shared—massive reduction in emissions compared to today’s car-centric infrastructure. • New economy — Owners can add their Cybercabs (or future autonomous Teslas) to the network for passive income; cities rethink zoning, traffic, and public transit. Cybercab isn’t the endgame—it’s the beginning of an era where transportation becomes a utility like electricity or internet: always available, incredibly cheap, and far safer than today. From Model S proving EVs could be desirable to Cybercab proving autonomy can be ubiquitous, Tesla is rewriting mobility.
0:38

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 summon, ride, and arrive cheaper, safer, and greener than any alternative. With production targeted for in Q2’26, Cybercab paves the way for a transportation revolution where personal car ownership becomes optional and roads become dramatically safer. “The future is autonomous. Once you have unsupervised FSD that’s safer than human drivers, owning a car becomes optional for most people. Cybercab will cost so little per mile that it will be cheaper to use a robotaxi than to own and maintain a vehicle.” This shift changes everything: • Cost collapse — ~$0.20–$0.30 per mile vs. today’s $1+ for rideshares or $0.60–$1.00 for personal car ownership (including depreciation, insurance, fuel/charging, maintenance). • Safety leap — Unsupervised FSD eliminates the ~94% of crashes caused by human error—potentially saving hundreds of thousands of lives annually once scaled. • Abundance of mobility — Fleets of Cybercabs run 24/7 at high utilization, turning idle time into revenue and freeing up parking space for parks, housing, and commerce. • Environmental win — Electric, efficient, and shared—massive reduction in emissions compared to today’s car-centric infrastructure. • New economy — Owners can add their Cybercabs (or future autonomous Teslas) to the network for passive income; cities rethink zoning, traffic, and public transit. Cybercab isn’t the endgame—it’s the beginning of an era where transportation becomes a utility like electricity or internet: always available, incredibly cheap, and far safer than today. From Model S proving EVs could be desirable to Cybercab proving autonomy can be ubiquitous, Tesla is rewriting mobility.

Tesla Owners Silicon Valley

18,653 görüntüleme • 7 ay önce

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.
0:35

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.

Teslaconomics

34,223 görüntüleme • 13 gün önce

🚨 ELON MUSK ON CYBERCAB: Twenty cents a mile to run. Thirty or forty with taxes. And yes, you can buy one under $30,000. “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 city bus per mile, not the ticket price, because that is subsidized, is about a dollar a mile. The operating cost of Cybercab will be around 20 cents a mile. Including taxes and everything else, probably 30 or 40 cents a mile. Yes, you will be able to buy one. We expect the cost to be below $30,000. I think there’ll be an interesting business model where, let’s say, somebody is an Uber or Lyft driver today, they could actually manage a fleet of cars, maybe 10 or 20 cars, and take care of them like a shepherd tends their flock. I think that would be pretty cool. And I think it’s going to be a glorious future.”
1:35

🚨 ELON MUSK ON CYBERCAB: Twenty cents a mile to run. Thirty or forty with taxes. And yes, you can buy one under $30,000. “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 city bus per mile, not the ticket price, because that is subsidized, is about a dollar a mile. The operating cost of Cybercab will be around 20 cents a mile. Including taxes and everything else, probably 30 or 40 cents a mile. Yes, you will be able to buy one. We expect the cost to be below $30,000. I think there’ll be an interesting business model where, let’s say, somebody is an Uber or Lyft driver today, they could actually manage a fleet of cars, maybe 10 or 20 cars, and take care of them like a shepherd tends their flock. I think that would be pretty cool. And I think it’s going to be a glorious future.”

As Found

329,622 görüntüleme • 19 gün önce

Scott Belsky on the most common mistake founders make when building a product “Every product has what we call a ‘first-mile experience’, which is the part of your product that the most customers will see. And it’s all drop-off from there. What gets people through the first-mile experience? First, you have to empathize with where that customer is at — whether they’re a consumer or an enterprise customer, in the first 30 seconds of that first mile of your product, I guarantee you, they’re lazy, vain, and selfish. They want to get through it fast. They want to look good to their boss or their friends or feel good about themselves. There needs to be some quick hit of feeling successful in that first mile for them to engage further.” Ironically, the first-mile experience is the last thing many companies and product people will focus on. “Typically it’s the final mile before you launch where you’re like, ‘Oh wait, what should the onboarding be?’ or ‘What should the defaults be?’ That’s like a happenstance conversation towards the end of shipping when in fact that’s the only thing that every customer will ever see. So why not nail that?” Scott takes this point even further: “If you can really just nail the first-mile experience of your product — even if after that it’s all kind of crappy — you’re probably in the top 1% of products out there.” Another interesting point Scott makes here is that optimizing the first-mile experience is something that you’ll have to continually work on because your customers change over time. “Your first cohort of customers that used your product, those were early adopters — and your first-mile experience was nailed for them. But [as you’ve grown] this new cohort of customers that started using your product are no longer early adopters. They’re pragmatists. They’re not coming because they like to test and try new products. They’re coming because their boss told them they had to or they read some blog that said this was the best product in the space, and the first-mile needs to be different for them.” Scott sums his point up as follows: “Spend consistent time, forever on that first-mile experience of your product.” Video source: South Park Commons (2025)
3:25

Scott Belsky on the most common mistake founders make when building a product “Every product has what we call a ‘first-mile experience’, which is the part of your product that the most customers will see. And it’s all drop-off from there. What gets people through the first-mile experience? First, you have to empathize with where that customer is at — whether they’re a consumer or an enterprise customer, in the first 30 seconds of that first mile of your product, I guarantee you, they’re lazy, vain, and selfish. They want to get through it fast. They want to look good to their boss or their friends or feel good about themselves. There needs to be some quick hit of feeling successful in that first mile for them to engage further.” Ironically, the first-mile experience is the last thing many companies and product people will focus on. “Typically it’s the final mile before you launch where you’re like, ‘Oh wait, what should the onboarding be?’ or ‘What should the defaults be?’ That’s like a happenstance conversation towards the end of shipping when in fact that’s the only thing that every customer will ever see. So why not nail that?” Scott takes this point even further: “If you can really just nail the first-mile experience of your product — even if after that it’s all kind of crappy — you’re probably in the top 1% of products out there.” Another interesting point Scott makes here is that optimizing the first-mile experience is something that you’ll have to continually work on because your customers change over time. “Your first cohort of customers that used your product, those were early adopters — and your first-mile experience was nailed for them. But [as you’ve grown] this new cohort of customers that started using your product are no longer early adopters. They’re pragmatists. They’re not coming because they like to test and try new products. They’re coming because their boss told them they had to or they read some blog that said this was the best product in the space, and the first-mile needs to be different for them.” Scott sums his point up as follows: “Spend consistent time, forever on that first-mile experience of your product.” Video source: South Park Commons (2025)

Startup Archive

32,450 görüntüleme • 1 yıl önce

🚀 Exclusive Interview with André Thierig André Thierig, Senior Director of Manufacturing at Tesla Giga Berlin! We sat down for a wide-ranging conversation covering the factory’s incredible journey, major recent milestones, manufacturing breakthroughs, factory culture, and what’s next for Europe’s most important Tesla plant. In this interview we discuss: • Giga Berlin’s evolution and the meaning behind producing the millionth vehicle • The new $250 million investment in the 4680 cell factory (18 GWh capacity + 1,500+ jobs) • 20% Model Y production increase starting in July — what changed operationally • Giga casting, autonomous vehicle movement from the light tunnel to outbound yard, and other manufacturing innovations • The advanced paint shop and how it enables colors like Quicksilver and Midnight Cherry Red • Sustainability efforts, especially the water and wastewater systems • The iconic graffiti artwork, “Giga Berlin Casting Pirates” culture, and what it means for the team • Navigating Germany’s labor environment with IG Metall while keeping Tesla’s speed and intensity • Key takeaways from André’s recent conversation with Elon Musk • Europe sales momentum, the “built in Germany” advantage, and what Tesla needs to stay ahead André also shares his personal message to Tesla owners in Europe and what the world should expect next from Giga Berlin. If you’re into world-class manufacturing, Tesla’s first-principles approach, or just love seeing how the sausage is made at one of the most advanced car factories on the planet — this one’s for you. Tesla Teslaeurope lifeatgigaberlin Tesla Manufacturing
40:10

🚀 Exclusive Interview with André Thierig André Thierig, Senior Director of Manufacturing at Tesla Giga Berlin! We sat down for a wide-ranging conversation covering the factory’s incredible journey, major recent milestones, manufacturing breakthroughs, factory culture, and what’s next for Europe’s most important Tesla plant. In this interview we discuss: • Giga Berlin’s evolution and the meaning behind producing the millionth vehicle • The new $250 million investment in the 4680 cell factory (18 GWh capacity + 1,500+ jobs) • 20% Model Y production increase starting in July — what changed operationally • Giga casting, autonomous vehicle movement from the light tunnel to outbound yard, and other manufacturing innovations • The advanced paint shop and how it enables colors like Quicksilver and Midnight Cherry Red • Sustainability efforts, especially the water and wastewater systems • The iconic graffiti artwork, “Giga Berlin Casting Pirates” culture, and what it means for the team • Navigating Germany’s labor environment with IG Metall while keeping Tesla’s speed and intensity • Key takeaways from André’s recent conversation with Elon Musk • Europe sales momentum, the “built in Germany” advantage, and what Tesla needs to stay ahead André also shares his personal message to Tesla owners in Europe and what the world should expect next from Giga Berlin. If you’re into world-class manufacturing, Tesla’s first-principles approach, or just love seeing how the sausage is made at one of the most advanced car factories on the planet — this one’s for you. Tesla Teslaeurope lifeatgigaberlin Tesla Manufacturing

Tesla Owners Silicon Valley

100,344 görüntüleme • 3 ay önce

Elon's Algorithm: 1. Make Requirements Less Dumb 2. Delete the Part or Process Step 3. Optimize 4. Accelerate 5. Automate "The Algorithm is a five step process that [Elon] installs at all his companies — it's his method for breaking bottlenecks. It starts by questioning the requirements. Question every requirement. It doesn't matter how smart the person is. Accept no requirements from departments, they must have a human name attached to them. The second step is to delete and simplify. Delete anything you possibly can. The most useful heuristic is you have to over-delete. If you aren't adding back at least 10% of what you deleted then you haven't been deleting enough. The reason to simplify is that you get both reliability and low cost. You want fewer parts and fewer lines of code. Complexity is recursive...each additional element causes more complexity and more work. Those first two steps carry 80% of the weight. Number three is optimize which is typical engineering work. The forth is accelerate which is just...go faster. And the fifth is automate. The problem is almost everybody does these five steps in reverse order."
3:13

Elon's Algorithm: 1. Make Requirements Less Dumb 2. Delete the Part or Process Step 3. Optimize 4. Accelerate 5. Automate "The Algorithm is a five step process that [Elon] installs at all his companies — it's his method for breaking bottlenecks. It starts by questioning the requirements. Question every requirement. It doesn't matter how smart the person is. Accept no requirements from departments, they must have a human name attached to them. The second step is to delete and simplify. Delete anything you possibly can. The most useful heuristic is you have to over-delete. If you aren't adding back at least 10% of what you deleted then you haven't been deleting enough. The reason to simplify is that you get both reliability and low cost. You want fewer parts and fewer lines of code. Complexity is recursive...each additional element causes more complexity and more work. Those first two steps carry 80% of the weight. Number three is optimize which is typical engineering work. The forth is accelerate which is just...go faster. And the fifth is automate. The problem is almost everybody does these five steps in reverse order."

Ti Morse

40,518 görüntüleme • 5 ay önce

ELON MUSK: The Future of AI Power is in Space, Not on Earth. "Once you start thinking in terms of what percentage of the sun's power are you harnessing? You realize you have to go to space and you can't scale very much on Earth. All of the United States currently uses only half a terawatt per hour on average. So you know, if you say a terawatt, that would be twice as much electricity as the United States currently consumes. So that's quite a lot. It's actually very difficult to build power plants and then you don't just need the power plants, you need all of the electrical equipment. Need the electrical transformers to run the transformers. You can build power plants. That's what we did at xAI for Colossus 2. It's very difficult to scale other forms of power. You can scale potentially solar. Solar cells are already very cheap. Now put it in space and it's 10 times cheaper because you don't need any batteries. So the moment your cost of access to space becomes low. By far, the cheapest and most scalable way to generate tokens is space. It's not even close. It'll be an order of magnitude easier to scale five years from now. My prediction is we will launch and be operating every year more AI in space than the cumulative total on Earth."
2:09

ELON MUSK: The Future of AI Power is in Space, Not on Earth. "Once you start thinking in terms of what percentage of the sun's power are you harnessing? You realize you have to go to space and you can't scale very much on Earth. All of the United States currently uses only half a terawatt per hour on average. So you know, if you say a terawatt, that would be twice as much electricity as the United States currently consumes. So that's quite a lot. It's actually very difficult to build power plants and then you don't just need the power plants, you need all of the electrical equipment. Need the electrical transformers to run the transformers. You can build power plants. That's what we did at xAI for Colossus 2. It's very difficult to scale other forms of power. You can scale potentially solar. Solar cells are already very cheap. Now put it in space and it's 10 times cheaper because you don't need any batteries. So the moment your cost of access to space becomes low. By far, the cheapest and most scalable way to generate tokens is space. It's not even close. It'll be an order of magnitude easier to scale five years from now. My prediction is we will launch and be operating every year more AI in space than the cumulative total on Earth."

DogeDesigner

37,916 görüntüleme • 7 ay önce

The Tesla Cybercab isn’t just another EV — it’s set to completely redefine transportation 🚀 Unveiled in 2024 and now ramping toward production in 2026, this purpose-built robotaxi has no steering wheel, no pedals, just pure autonomous freedom. Here’s why it changes everything: • Ultra-low cost → ~$0.20 per mile operating (cheaper than owning a car or taking Uber) • Priced under $30,000 to buy → You could own your personal driverless pod • Inductive (wireless) charging → Automatically tops up, no plugs needed • Massive efficiency → ~300 real-world miles on a <50 kWh pack • 10-20x safer than human drivers → Fewer accidents, saved lives • Lounge-like interior → Huge legroom, butterfly doors, perfect for work, movies, or just relaxing
1:40

The Tesla Cybercab isn’t just another EV — it’s set to completely redefine transportation 🚀 Unveiled in 2024 and now ramping toward production in 2026, this purpose-built robotaxi has no steering wheel, no pedals, just pure autonomous freedom. Here’s why it changes everything: • Ultra-low cost → ~$0.20 per mile operating (cheaper than owning a car or taking Uber) • Priced under $30,000 to buy → You could own your personal driverless pod • Inductive (wireless) charging → Automatically tops up, no plugs needed • Massive efficiency → ~300 real-world miles on a <50 kWh pack • 10-20x safer than human drivers → Fewer accidents, saved lives • Lounge-like interior → Huge legroom, butterfly doors, perfect for work, movies, or just relaxing

Tesla Owners Silicon Valley

31,260 görüntüleme • 8 ay önce

If you an investor in $TSLA today, this is the product that you believe will become a reality. I believe all of these things will be happening and is one of the key reasons I put my $ where my mouth is. This is what we know so far: 1/ Tesla is aiming to produce 2M Cybercabs per year, volume production starting in 2026 2/ Elon believes this product is a $5-7 trillion situation for Tesla 3/ It has no steering wheel, no pedals, doors that go up, seats two people 4/ Expected price tag is below $30,000 5/ Operating cost will be ~20 cents per mile, where typical transport costs ~$1 per mile 6/ It will be able to charge wirelessly, on its own, no need for physical plugs 7/ Owners will be able to earn passive income (potentially ~$30K a year) by adding it into the robotaxi network, similar to Airbnbs 8/ Cybercab will be 10-20X safer than human driven cars 9/ Tesla filed a patent for an automated sanitization system using UV light and steam to clean the vehicle’s interior, aiming to ensure cleanliness between rides 10/ No human required to drive people
0:30

If you an investor in $TSLA today, this is the product that you believe will become a reality. I believe all of these things will be happening and is one of the key reasons I put my $ where my mouth is. This is what we know so far: 1/ Tesla is aiming to produce 2M Cybercabs per year, volume production starting in 2026 2/ Elon believes this product is a $5-7 trillion situation for Tesla 3/ It has no steering wheel, no pedals, doors that go up, seats two people 4/ Expected price tag is below $30,000 5/ Operating cost will be ~20 cents per mile, where typical transport costs ~$1 per mile 6/ It will be able to charge wirelessly, on its own, no need for physical plugs 7/ Owners will be able to earn passive income (potentially ~$30K a year) by adding it into the robotaxi network, similar to Airbnbs 8/ Cybercab will be 10-20X safer than human driven cars 9/ Tesla filed a patent for an automated sanitization system using UV light and steam to clean the vehicle’s interior, aiming to ensure cleanliness between rides 10/ No human required to drive people

Teslaconomics

121,220 görüntüleme • 1 yıl önce

I think people are seriously underestimating what Cybercab means for Tesla’s future. For the past few years, everyone has been waiting for a smaller, cheaper Tesla to restart growth. And as that car failed to arrive, the assumption became that Tesla had lost its way or abandoned its high-volume ambitions. I think Tesla is laying the foundation for something much bigger. My read is that Elon made a deliberate decision to give up the obvious next product—a cheaper car with a steering wheel—and concentrate the company’s engineering talent on Cybercab and FSD. That takes conviction. You’re walking away from a product people already want, accepting slower growth, and putting enormous pressure on your teams to deliver. But I think Elon understands something that gets overlooked: a large company can have all the talent and resources in the world and still produce mediocre products because its attention is scattered. Remove the backup plan, and suddenly the entire company has to make this work. That kind of urgency can produce extraordinary innovation. And here’s where I think this gets really interesting. Once Tesla proves Cybercab’s software, manufacturing, and vehicle architecture, it can build an entire lineup on that foundation. Small cars. Larger cars. SUVs. All designed around the passenger. All benefiting from simpler systems, fewer parts, and a fundamentally different way of manufacturing. That’s the path I see back to millions more vehicles a year. Cybercab is the first step in that future. The work going into it today could make the vehicles that follow dramatically better and more affordable. Yes, Tesla is paying a price for this decision right now. But I think the focus it creates gives Tesla a much stronger shot at leading the next era of transportation. Five or ten years from now, I suspect we’ll look back at this period and realize how much of Tesla’s future was being built while people were declaring its growth story over. I break down the reasoning and the path ahead in my new video.
35:35

I think people are seriously underestimating what Cybercab means for Tesla’s future. For the past few years, everyone has been waiting for a smaller, cheaper Tesla to restart growth. And as that car failed to arrive, the assumption became that Tesla had lost its way or abandoned its high-volume ambitions. I think Tesla is laying the foundation for something much bigger. My read is that Elon made a deliberate decision to give up the obvious next product—a cheaper car with a steering wheel—and concentrate the company’s engineering talent on Cybercab and FSD. That takes conviction. You’re walking away from a product people already want, accepting slower growth, and putting enormous pressure on your teams to deliver. But I think Elon understands something that gets overlooked: a large company can have all the talent and resources in the world and still produce mediocre products because its attention is scattered. Remove the backup plan, and suddenly the entire company has to make this work. That kind of urgency can produce extraordinary innovation. And here’s where I think this gets really interesting. Once Tesla proves Cybercab’s software, manufacturing, and vehicle architecture, it can build an entire lineup on that foundation. Small cars. Larger cars. SUVs. All designed around the passenger. All benefiting from simpler systems, fewer parts, and a fundamentally different way of manufacturing. That’s the path I see back to millions more vehicles a year. Cybercab is the first step in that future. The work going into it today could make the vehicles that follow dramatically better and more affordable. Yes, Tesla is paying a price for this decision right now. But I think the focus it creates gives Tesla a much stronger shot at leading the next era of transportation. Five or ten years from now, I suspect we’ll look back at this period and realize how much of Tesla’s future was being built while people were declaring its growth story over. I break down the reasoning and the path ahead in my new video.

Dave Lee

367,921 görüntüleme • 16 gün önce

A lot of AI agent products promise “automation.” What they actually give you is another dashboard to micromanage. You spend hours wiring prompts, APIs, workflows, memory systems, and tool calls before the agents even begin doing real work. That’s been my experience with most agent stacks so far. Then I tried Helio The difference hit immediately. Instead of configuring everything like an engineer, I just gave the system an outcome. The AI teammates coordinated tasks, delegated work between themselves, and started executing while I was away. No babysitting. No endless tweaking. No orchestration headaches. For the first time, an AI agent product felt less like “using software” and more like hiring a small autonomous team. That’s the direction the market is moving toward fast.
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A lot of AI agent products promise “automation.” What they actually give you is another dashboard to micromanage. You spend hours wiring prompts, APIs, workflows, memory systems, and tool calls before the agents even begin doing real work. That’s been my experience with most agent stacks so far. Then I tried Helio The difference hit immediately. Instead of configuring everything like an engineer, I just gave the system an outcome. The AI teammates coordinated tasks, delegated work between themselves, and started executing while I was away. No babysitting. No endless tweaking. No orchestration headaches. For the first time, an AI agent product felt less like “using software” and more like hiring a small autonomous team. That’s the direction the market is moving toward fast.

Atul Kumar

34,960 görüntüleme • 3 ay önce