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🚨 Cybercab’s biggest advantage over Waymo might not just be the AI. It could be how the whole car is built. FutureAzA points to Tesla’s unboxed process, where things like brake-by-wire, huge castings, and a structural battery make the car much simpler to assemble! Tesla’s long-term goal? Build one...

15,007 views • 1 day ago •via X (Twitter)

11 Comments

𝕏SportsHawk's profile picture
𝕏SportsHawk1 day ago

@FutureAZA Much simpler to repair as well

Ruby Dooby Arrive On Time's profile picture
Ruby Dooby Arrive On Time1 day ago

@FutureAZA "Part goes bad you replace it." The way cars used to be!

Ledge Andary's profile picture
Ledge Andary1 day ago

@FutureAZA The manufacturing angle is huge. Fewer parts and a simpler assembly path should matter a lot once this scales.

Brandon LaBianco's profile picture
Brandon LaBianco1 day ago

@FutureAZA Maybe but the AI is definitely a big advantage as well. pure camera means less data through the ai training models. AI compute is super important.

Magnus's profile picture
Magnus1 day ago

@FutureAZA This just makes so much sense now that we’re seeing it.

Couch Investor🛋️'s profile picture
Couch Investor🛋️1 day ago

@FutureAZA Actually, no.

philip Teng's profile picture
philip Teng1 day ago

@FutureAZA It the fact Tesla build a car completely vertically integrate no supply chain to compete w other vendor even chips, think what chip demand will be like when robo everything ramps up, what will stop any company supply chain ! Uber has 0 capability to build or deploy

hybridcarguy's profile picture
hybridcarguy1 day ago

@FutureAZA Cybercab revenues: 0

Erika Reed's profile picture
Erika Reed1 day ago

@FutureAZA Rule 1: the winner of this isn't the best driver, it's the best factory. Everyone keeps grading the software.

Steph Debour's profile picture
Steph Debour1 day ago

@FutureAZA The factory was always the product, and Cybercab is the first car designed to prove Elon’s old line that Tesla’s real edge is the machine that builds the machine.

Mahmood Alsagoff's profile picture
Mahmood Alsagoff1 day ago

@FutureAZA 💯

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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 views • 7 months ago

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

364,003 views • 5 days ago