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Everyone keeps talking about Cybercab being under $30K, but Jeff Lutz 🔋 thinks the more interesting number is what it costs to run over its entire life! Tesla is basically designing this thing to work all day, rack up miles, and stay cheap to maintain. That’s why little details... show more

Herbert Ong

104,241 subscribers

14,104 views • 3 days ago •via X (Twitter)

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11 Comments

Jason aka “The Bauminater” 📐🚀3 days ago

@thejefflutz Low cost, low maintenance, big money! Win win win

Mark☠️⚡🪕💙💛3 days ago

@thejefflutz I wonder how these will affect Hertz, Avis etc?

Eraserhead3 days ago

@thejefflutz The brakes alone are revolutionary. No hydroelectrics, no wires, just electronics. The cybercab is about to completely revolutionize transportation

Scott Hart3 days ago

@thejefflutz Do you think a 5-year service life is the right planning assumption, or could simpler panels and fewer moving parts push that closer to 10 years?

Rich Perry 🇺🇸3 days ago

Regarding the $30k CyberCab cost, for now, this number is meaningless because Tesla has already bought and paid for its CyberCabs. We have no information about CyberCab retail availability, prices, or costs. There are too many unknowns. Tesla may decide to bifurcate their market by selling Model Y for retail autonomous fleets and keep CyberCabs wholly within Tesla for their autonomous fleet. Or they could go 180° and wholesale CyberCabs to whoever wants to buy one or more and push maintenance and charging out to individual fleets. In other words, each fleet owner has to build or buy their own charging and maintenance infrastructure. For example Waymo has been building their own maintenance “garages”. Would a CyberCab fleet owner be able to contract maintenance and charging from Waymo?

Co Builder2 days ago

@thejefflutz $TSLA's goal is to 25-50x the profits per car - from ~$5-10K (onetime) profits per car to $250-$500K per car over ~5-6 years! If they build out the 'robotaxi operating platform' for just the top 10-20 US cities over the next 1-3 years, it's an exponential future for $TSLA.

Relax_to_Rich3 days ago

@thejefflutz Whole‑life costs are what make fleet profits work. Whether durable design delivers hinges on real‑world long‑term wear.

Rob Nichols2 days ago

@thejefflutz Owning a fleet might be a better investment than owning the stock.

Mudrok3 days ago

@thejefflutz @grok if a Cybercab does 250 miles a day. How many years does it take to drive 800 thousand miles ?

mecredy3 days ago

@thejefflutz Let's just say planned life of the vehicle is 5 years, wouldn't you say Tesla could reserve the right to buy it back and recycle it. That would be pretty old considering iterative improvements and upgrades and refreshes along the way.

Tesla is a T-Rex2 days ago

@thejefflutz Watching you guys now 🤗

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🚨 Cybercab might not be the cheapest car Tesla can build, but Cern Basher thinks that’s missing the point! Tesla seems to be designing it around one thing: how cheap can this thing be over its entire life? If a Cybercab can handle 500K+ miles of Robotaxi duty, spending a little more upfront on the battery, materials, and durability starts to make a lot more sense! It’s kind of like Starship, build it tougher, use it longer, and spread the cost across way more trips. $TSLA

🚨 Cybercab might not be the cheapest car Tesla can build, but Cern Basher thinks that’s missing the point! Tesla seems to be designing it around one thing: how cheap can this thing be over its entire life? If a Cybercab can handle 500K+ miles of Robotaxi duty, spending a little more upfront on the battery, materials, and durability starts to make a lot more sense! It’s kind of like Starship, build it tougher, use it longer, and spread the cost across way more trips. $TSLA

Herbert Ong

18,088 views • 4 days ago

🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and Jeff Lutz 🔋 thinks that’s totally fine! He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable. We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves. But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get. If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA

🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and Jeff Lutz 🔋 thinks that’s totally fine! He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable. We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves. But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get. If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA

Herbert Ong

31,915 views • 9 days ago

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

Herbert Ong

16,935 views • 4 days ago

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

Herbert Ong

17,892 views • 1 month ago

Tesla can be behind on its FSD goals and still be making solid progress. Those two things aren’t mutually exclusive. Jeff Lutz 🔋 thinks the hardware is mostly there. The real challenge now is software, cleaning up edge cases, improving the models, and seeing what the v15 architecture unlocks. Robotaxi miles also appear to be doubling every 5–8 weeks, while Tesla keeps deploying more hardware. So instead of judging FSD by every good or bad clip on X, the more interesting question is: where does it look 3–6 months from now? $TSLA

Tesla can be behind on its FSD goals and still be making solid progress. Those two things aren’t mutually exclusive. Jeff Lutz 🔋 thinks the hardware is mostly there. The real challenge now is software, cleaning up edge cases, improving the models, and seeing what the v15 architecture unlocks. Robotaxi miles also appear to be doubling every 5–8 weeks, while Tesla keeps deploying more hardware. So instead of judging FSD by every good or bad clip on X, the more interesting question is: where does it look 3–6 months from now? $TSLA

Herbert Ong

11,971 views • 23 days ago

Comparing Tesla FSD to Waymo just because they’re both self-driving is kind of like saying the iPhone and Palm Treo were basically the same thing. Jeff Lutz 🔋's point is that the whole package matters! Tesla isn’t just building autonomy. It has the software, the cars, the customer experience, FSD sales, and now Cybercab all working together. Other companies can build impressive self-driving tech too. But the real question is whether they can turn it into a business that actually scales and makes money. Same category doesn’t mean same product, or same business model. $TSLA

Comparing Tesla FSD to Waymo just because they’re both self-driving is kind of like saying the iPhone and Palm Treo were basically the same thing. Jeff Lutz 🔋's point is that the whole package matters! Tesla isn’t just building autonomy. It has the software, the cars, the customer experience, FSD sales, and now Cybercab all working together. Other companies can build impressive self-driving tech too. But the real question is whether they can turn it into a business that actually scales and makes money. Same category doesn’t mean same product, or same business model. $TSLA

Herbert Ong

12,194 views • 3 days ago

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

Gali

39,308 views • 4 months ago

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Herbert Ong

14,396 views • 1 month ago

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.

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

32,424 views • 1 day ago

All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There is more money and more gains from AI than anything else. The prize is thousands of trillions of dollar. What is at stake ? EVERYTHING $SPCX $TSLA Elon Musk

All that matters today for SpaceX and Tesla is the life and death battle to win AI. Every strategic move is URGENT. There is no time to wait years for robotaxi. Tesla and SpaceX must merge ASAP. There is more money and more gains from AI than anything else. The prize is thousands of trillions of dollar. What is at stake ? EVERYTHING $SPCX $TSLA Elon Musk

nextbigfuture

17,905 views • 2 months ago

🚨 Tesla’s Robotaxi fleet in Texas is starting to pick up some serious momentum! Jeff Lutz 🔋 points to 432 registered autonomous vehicles, including 45 Cybercabs, with more cars continuing to join the fleet. And the reason Tesla can keep adding them? The software is getting better. Fewer weird pickups, drop-offs, and loops means more confidence to put more cars on the road. Then you’ve got autonomous miles growing around 17% week over week. Add more cars, bigger service areas, and longer hours, and that growth can compound pretty quickly. Feels like Robotaxi is moving from testing the idea to actually figuring out how fast Tesla can scale it. $TSLA

🚨 Tesla’s Robotaxi fleet in Texas is starting to pick up some serious momentum! Jeff Lutz 🔋 points to 432 registered autonomous vehicles, including 45 Cybercabs, with more cars continuing to join the fleet. And the reason Tesla can keep adding them? The software is getting better. Fewer weird pickups, drop-offs, and loops means more confidence to put more cars on the road. Then you’ve got autonomous miles growing around 17% week over week. Add more cars, bigger service areas, and longer hours, and that growth can compound pretty quickly. Feels like Robotaxi is moving from testing the idea to actually figuring out how fast Tesla can scale it. $TSLA

Herbert Ong

14,847 views • 3 days ago

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

Herbert Ong

32,473 views • 4 months ago

$Fox News made a segment about “the first direct-to-consumer robotaxi”, a startup company from San Jose called Tensor. The “Market Researcher” then goes on and says “This is nothing at all like Tesla is doing, Tesla is relying on entirely on cameras, which is a fundamentally flawed approach to doing a Robotaxi.” The car looks absolutely hideous with all its LiDAR sensors. Plus, even if it goes hit the market, it’s going to be way to expensive to even compete with Tesla. You’ll be able to get a Cybercab for the fraction of the price. Fox News discredited Tesla big time in this segment.$

Fox News made a segment about “the first direct-to-consumer robotaxi”, a startup company from San Jose called Tensor. The “Market Researcher” then goes on and says “This is nothing at all like Tesla is doing, Tesla is relying on entirely on cameras, which is a fundamentally flawed approach to doing a Robotaxi.” The car looks absolutely hideous with all its LiDAR sensors. Plus, even if it goes hit the market, it’s going to be way to expensive to even compete with Tesla. You’ll be able to get a Cybercab for the fraction of the price. Fox News discredited Tesla big time in this segment.

Nic Cruz Patane

62,245 views • 1 year ago

🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA

🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA

Herbert Ong

25,540 views • 2 months ago

Cybercab production over the past week or so has been noticeably very low, but today, we are seeing more starting to line up on the W side of the EOL at Giga Texas, but this time, many with the “Cybercab” logos on the doors and the hatches. Not sure if this indicates anything of note, but is worth keeping an eye on! I know there is a lot of interesting details in how and when these will begin to be part of the Tesla Robotaxi fleet & service, but I think we still have some time to go until that happens, but I hope its soon-ish!

Cybercab production over the past week or so has been noticeably very low, but today, we are seeing more starting to line up on the W side of the EOL at Giga Texas, but this time, many with the “Cybercab” logos on the doors and the hatches. Not sure if this indicates anything of note, but is worth keeping an eye on! I know there is a lot of interesting details in how and when these will begin to be part of the Tesla Robotaxi fleet & service, but I think we still have some time to go until that happens, but I hope its soon-ish!

Joe Tegtmeyer 🚀 🤠🛸😎

209,529 views • 1 month ago

🚨 THE TESLA CYBERCAB LOOKS LIKE THE FUTURE - AND IT’S ABOUT TO REWRITE THE ROAD The Cybercab is more than a car. It’s a signal flare fired straight into the skyline announcing that the future isn’t coming - it’s clocking in for work. Sleek, sexy, unapologetically futuristic. Forget the yellow cab, the minivan Uber, the bland city fleet. This thing redefines the silhouette of traffic. If the Model S made electric cars cool, the Cybercab makes the rest of the road look medieval. The Cybercab is an infrastructure disruptor: Designed for autonomous fleets, built to run 24/7. Meant to replace entire swarms of city cars. Zero tailpipe emissions, zero legacy baggage. It’s the first vehicle that looks like it was designed for a world with no human drivers. And yes - people will roast it, meme it, obsess over it. But give it 6 months and your brain will do the same thing it did with the Cybertruck: go from “what is that?” to “oh, that’s just the future, get used to it.” Once these start rolling out in major cities, urban streets will split into 2 eras - Pre-Cybercab and Post-Cybercab. The road won’t change overnight. But its aesthetics just did. Source: Tesla, Tesla Owners Silicon Valley

🚨 THE TESLA CYBERCAB LOOKS LIKE THE FUTURE - AND IT’S ABOUT TO REWRITE THE ROAD The Cybercab is more than a car. It’s a signal flare fired straight into the skyline announcing that the future isn’t coming - it’s clocking in for work. Sleek, sexy, unapologetically futuristic. Forget the yellow cab, the minivan Uber, the bland city fleet. This thing redefines the silhouette of traffic. If the Model S made electric cars cool, the Cybercab makes the rest of the road look medieval. The Cybercab is an infrastructure disruptor: Designed for autonomous fleets, built to run 24/7. Meant to replace entire swarms of city cars. Zero tailpipe emissions, zero legacy baggage. It’s the first vehicle that looks like it was designed for a world with no human drivers. And yes - people will roast it, meme it, obsess over it. But give it 6 months and your brain will do the same thing it did with the Cybertruck: go from “what is that?” to “oh, that’s just the future, get used to it.” Once these start rolling out in major cities, urban streets will split into 2 eras - Pre-Cybercab and Post-Cybercab. The road won’t change overnight. But its aesthetics just did. Source: Tesla, Tesla Owners Silicon Valley

Mario Nawfal

27,699 views • 9 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.

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

363,012 views • 4 days ago

I’ve finally found what Tesla uses for the Cybercab’s RIM body panels 😉 The technology is KraussMaffei's ColorForm modified for Tesla's requirements and size/scale The machine in the video is tiny, but for the Cybercab body panels Tesla must require machines of at least 4,500 tons of clamping force Much smaller than the Giga Press for aluminum Gigacastings Context: Tesla makes Cybercab exterior panels with Reaction Injection Molding (RIM): two liquid polyurethane precursors mix and cure in a closed mold at low pressure Color is mixed into the polymer, so the gold finish is built through the part rather than sprayed on. That lets Tesla skip a paint shop, cut cycle time from hours to minutes, and drop emissions on those parts. KraussMaffei Colorform tech:

I’ve finally found what Tesla uses for the Cybercab’s RIM body panels 😉 The technology is KraussMaffei's ColorForm modified for Tesla's requirements and size/scale The machine in the video is tiny, but for the Cybercab body panels Tesla must require machines of at least 4,500 tons of clamping force Much smaller than the Giga Press for aluminum Gigacastings Context: Tesla makes Cybercab exterior panels with Reaction Injection Molding (RIM): two liquid polyurethane precursors mix and cure in a closed mold at low pressure Color is mixed into the polymer, so the gold finish is built through the part rather than sprayed on. That lets Tesla skip a paint shop, cut cycle time from hours to minutes, and drop emissions on those parts. KraussMaffei Colorform tech:

Luca Greco

133,744 views • 4 days ago

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

Herbert Ong

24,504 views • 3 months ago

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.

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