Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

I attended Tesla’s Cybercab launch in Austin and spent 2.5+ hours questioning engineers about unboxed manufacturing, the plastic exterior body panels, brake-by-wire, the battery pack, AI5 and more. My takeaway: Cybercab may be Tesla’s most important product since the Model 3. I fit as much info as I could... show more

Dave Lee

631,337 subscribers

371,777 Aufrufe • vor 5 Tagen •via X (Twitter)

Wissenschaft & Technologie Bildung

Anya Rossi• Live Now

Private livecam show

34 Kommentare

Profilbild von Dave Lee

Dave Leevor 5 Tagen

YT link:

Profilbild von Minh Nguyen

Minh Nguyenvor 5 Tagen

Good to see you posting again, wish your wife a fast recovery

Profilbild von Franc

Francvor 5 Tagen

Dave it is sooo good to have you back in Teslasphere!

Profilbild von ThebasedTeslabull 🤙🏿

ThebasedTeslabull 🤙🏿vor 5 Tagen

Absolutely LOVE to have you back Dave. The Tesla influencer cult’s IQ has fallen off a cliff since your and Rob’s departure. You are greatly missed by everyone. wishing you well and thanks for the video

Profilbild von Sat

Satvor 5 Tagen

It was a pleasure being able to meet you again!

Profilbild von DiplomaticTake

DiplomaticTakevor 5 Tagen

Thank you for this video. You are the OG and the GOAT of Tesla informational videos.

Profilbild von Soonie K

Soonie Kvor 5 Tagen

The best updates for the event!!! 👍 Thank you! David ~ I felt like I was there with you~

Profilbild von Ryan

Ryanvor 5 Tagen

This is a great video. Watched it on YouTube this morning.

Profilbild von Dan

Danvor 5 Tagen

Dave my thoughts are with your family, hoping your wife heals fully and no reoccurrences happen, and I hope you make the most out your time with your kids these coming years. I appreciate very much your updates on Tesla and hoping to hear more from you in the near future. Thanks!

Profilbild von The Humanoid Hub

The Humanoid Hubvor 5 Tagen

Thanks for sharing, Dave

Profilbild von SLMP

SLMPvor 5 Tagen

An excellent report and highly valued. Many thanks.

Profilbild von ExistenceExists

ExistenceExistsvor 5 Tagen

GPT summary for those that prefer to read

Profilbild von Chansoo Byeon

Chansoo Byeonvor 5 Tagen

Cybercabs are the way Buy American 🇺🇲 Buy Winner 🏆 Buy Tesla! Best products & services like Tesla & Starlink simply WIN 🌎 Way too many people don't know buying a Tesla is cheaper than buying a Corolla! & Don't forget to use a Tesla referral code when ordering your Tesla! Tesla expanded its referral program to & certain parts of Europe & Asia! USA & Canada: 3 months of FSD Germany: €250 France: €500 Netherlands: €500 Norway: 11,500kr UK: £500 Australia 🦘: $350AUD New Zealand: $400 Italia: €500 Switzerland: 250 CHF Sweden: 11400 SEK South Korea 🇰🇷: 165,000 Won Japan: 60,000 yen Singapore: S$300 Malaysia: RM 4200 Thailand: B8,500 Hong Kong: HK$1,900 Macau: MOP$1,958 Philippines: ₱13,000 Taiwan: NT$8,000 India: ₹22,000 Here is mine if you need one: DMs are open for questions. FSD is mind-blowing!!

Profilbild von 🏴‍☠️🏴‍☠️Ryan⚡️💎

🏴‍☠️🏴‍☠️Ryan⚡️💎vor 5 Tagen

Yes

Profilbild von steve schuster

steve schustervor 5 Tagen

This is by far the most detailed information I've heard about the tesla cybercab. Thankyou Dave for putting this video together and for asking all those wonderful questions.

Profilbild von Steph Debour

Steph Debourvor 5 Tagen

From Montreal, I wonder how durable that RIM plastic is after freeze thaw and road salt?

Profilbild von Naya Vee

Naya Veevor 4 Tagen

@grok Please sum up everything he says.

Profilbild von Robert Sperry

Robert Sperryvor 5 Tagen

Did anyone talk about why the doors go up and out, instead of just straight up?

Profilbild von Dr. Eddie 🇺🇸 🐈🐕🙏

Dr. Eddie 🇺🇸 🐈🐕🙏vor 5 Tagen

Home schooling = tons of stress for your wife’s shoulder. Especially in Korean culture. Stop doing it now. She needs to have some time away from kids everyday. Telling you as a medical professional. My wife is a pharmacist if you guys have any questions let me know.

Profilbild von Terrence Greene

Terrence Greenevor 5 Tagen

@farzyness Great recap, the best I’ve seen for the unusual Tesla event.

Profilbild von Stargazer Tim

Stargazer Timvor 5 Tagen

Good post Dave, your voice, opinion is missed. Be well look after your family.

Profilbild von Ash Reddy

Ash Reddyvor 5 Tagen

Hope your wife comes thru this ordeal. Wishing you all the best.

Profilbild von Dan Burkland

Dan Burklandvor 5 Tagen

Added to my watchlist for tomorrow!

Profilbild von TeslaFan

TeslaFanvor 5 Tagen

Thank you Dave

Profilbild von Mystery

Mysteryvor 4 Tagen

Thanks Dav, good to see you back mate. Keep them coming and very informative 👌

Profilbild von Rajjitha

Rajjithavor 3 Tagen

don't waste time until stocks back to $400

Profilbild von Dean

Deanvor 5 Tagen

Great - as always - to see you Dave. The Tesla family misses you but wishes you all the best!🙏

Profilbild von Ben YY

Ben YYvor 5 Tagen

The spreadsheet says disruption; the driveway says bring snacks.

Profilbild von Architectoid

Architectoidvor 5 Tagen

@sobieski902 Great video miss your Tesla insight. 🙏

Profilbild von Marc Jöhl

Marc Jöhlvor 4 Tagen

thank you for the great Cybercab review! Sending you both so much strength and hope. Thinking of you guys and standing right behind you! 🙏🤍

Profilbild von Leon Soren

Leon Sorenvor 5 Tagen

Congrats Dave this is best report I’ve seen on

Profilbild von Chief Bagholder

Chief Bagholdervor 5 Tagen

Finally a video, thanks Dave!

Profilbild von Doug

Dougvor 5 Tagen

@EmmetPeppers 2500 max cars is a failure. A bust.

Profilbild von JoeZ

JoeZvor 5 Tagen

@EmmetPeppers Very informative

Ähnliche Videos

The Tesla haters celebrating NHTSA’s investigation (of Tesla’s unsupervised Cybercab rides in Austin)— as usual— wouldn’t be… if they apprehended the facts. Here’s a free 3-minute clip from the 67-minute Subscriber-exclusive video I uploaded earlier today:

The Tesla haters celebrating NHTSA’s investigation (of Tesla’s unsupervised Cybercab rides in Austin)— as usual— wouldn’t be… if they apprehended the facts. Here’s a free 3-minute clip from the 67-minute Subscriber-exclusive video I uploaded earlier today:

James Stephenson

39,062 Aufrufe • vor 5 Tagen

I still remember Elon telling me that Tesla Robotaxi is a $3-5 trillion opportunity for Tesla. I believed him then. And after riding in more Cybercabs myself, I believe it even more now. The more I experience this product firsthand, the more bullish I become on Robotaxi, Cybercab, and Tesla’s future. Sometimes you have to actually use the product to understand how big the opportunity could be. I’m seeing it now.

I still remember Elon telling me that Tesla Robotaxi is a $3-5 trillion opportunity for Tesla. I believed him then. And after riding in more Cybercabs myself, I believe it even more now. The more I experience this product firsthand, the more bullish I become on Robotaxi, Cybercab, and Tesla’s future. Sometimes you have to actually use the product to understand how big the opportunity could be. I’m seeing it now.

Teslaconomics

34,016 Aufrufe • vor 6 Tagen

I was one of the select few invited to Tesla’s first Robotaxi launch in Austin on June 22, 2025. Now, in 6 days, I’m going back for the Cybercab launch on Sept. 3. It’s game time. Everyone who said Tesla was moving too slow is about to be shell-shocked.

I was one of the select few invited to Tesla’s first Robotaxi launch in Austin on June 22, 2025. Now, in 6 days, I’m going back for the Cybercab launch on Sept. 3. It’s game time. Everyone who said Tesla was moving too slow is about to be shell-shocked.

Teslaconomics

17,203 Aufrufe • vor 13 Tagen

Thrilled to share my exclusive interview with Lars, Tesla’s VP of Vehicle Engineering, at X Takeover 2025 in San Mateo, CA! Hosted by Tesla Owners Silicon Valley, this polished, well-edited video dives into the future of Tesla’s engineering marvels. From the game-changing Tesla Semi and Cybercab to the SpaceX-infused Roadster and Optimus robot, Lars reveals insider details on Tesla’s cutting-edge innovations, including the revolutionary unboxed manufacturing process and sneaky Model Y upgrades. This 55-minute conversation is a must-watch for EV enthusiasts and tech visionaries!

Thrilled to share my exclusive interview with Lars, Tesla’s VP of Vehicle Engineering, at X Takeover 2025 in San Mateo, CA! Hosted by Tesla Owners Silicon Valley, this polished, well-edited video dives into the future of Tesla’s engineering marvels. From the game-changing Tesla Semi and Cybercab to the SpaceX-infused Roadster and Optimus robot, Lars reveals insider details on Tesla’s cutting-edge innovations, including the revolutionary unboxed manufacturing process and sneaky Model Y upgrades. This 55-minute conversation is a must-watch for EV enthusiasts and tech visionaries!

Tesla Owners Silicon Valley

101,877 Aufrufe • vor 1 Jahr

Want to know a little more about the key Tesla Cybercab structural elements? This is a short discussion of 3 castings observed & being used for Cybercab production & how the entire structure comes together to provide a remarkably strong body, much stronger than you might think based on the diminutive size of the Cybercab. I also use extremely rare footage & images I was able to get in a recent drone flight of the completed rear assembly of the Cybercab! I hope you find this helpful!

Want to know a little more about the key Tesla Cybercab structural elements? This is a short discussion of 3 castings observed & being used for Cybercab production & how the entire structure comes together to provide a remarkably strong body, much stronger than you might think based on the diminutive size of the Cybercab. I also use extremely rare footage & images I was able to get in a recent drone flight of the completed rear assembly of the Cybercab! I hope you find this helpful!

Joe Tegtmeyer 🚀 🤠🛸😎

58,942 Aufrufe • vor 9 Monaten

1 Day left until the Tesla Cybercab Launch Event here in Austin and the Giga Texas test track was busy with more Cybercab night testing with beautiful views of downtown Austin peeking over the horizon supervising the final preparations! I have hear night testing has been on-going for quite some time, particularly in the last week. I hope you enjoy this short video clip of the action on this last day before Cybercab makes its grand debut!

1 Day left until the Tesla Cybercab Launch Event here in Austin and the Giga Texas test track was busy with more Cybercab night testing with beautiful views of downtown Austin peeking over the horizon supervising the final preparations! I have hear night testing has been on-going for quite some time, particularly in the last week. I hope you enjoy this short video clip of the action on this last day before Cybercab makes its grand debut!

Joe Tegtmeyer 🚀 🤠🛸😎

711,820 Aufrufe • vor 8 Tagen

Final Tesla Cybercab ride in Austin, TX! Over the last week, I’ve taken 21 trips (16 Cybercabs and 5 Model Ys). I’ve spent 7 hours being driven by Unsupervised FSD, totaling 92 miles. Just want to give a big thanks to the entire Tesla team for giving us the chance to experience and learn about Cybercab early. This week has been nothing short of incredible, and will be one that I look back on forever. Congratulations to every team that brought Cybercab to life (Manufacturing, UI, AI, Design, Engineering teams, etc). I’m blown away by how well the launch was executed. This product is going to change the industry and save so many lives. Thank you. ❤️

Final Tesla Cybercab ride in Austin, TX! Over the last week, I’ve taken 21 trips (16 Cybercabs and 5 Model Ys). I’ve spent 7 hours being driven by Unsupervised FSD, totaling 92 miles. Just want to give a big thanks to the entire Tesla team for giving us the chance to experience and learn about Cybercab early. This week has been nothing short of incredible, and will be one that I look back on forever. Congratulations to every team that brought Cybercab to life (Manufacturing, UI, AI, Design, Engineering teams, etc). I’m blown away by how well the launch was executed. This product is going to change the industry and save so many lives. Thank you. ❤️

Nic Cruz Patane

12,813 Aufrufe • vor 1 Tag

Tesla’s setup is starting to get pretty interesting again! Jo Bhakdi got cautious around earnings, but he’s turning bullish again as the market rebounds and $TSLA still looks like it has some catching up to do. Meanwhile, Robotaxi hiring continues, Cybercab production could reportedly reach ~2,000/month in September, and a commercial launch may be getting close. Jo’s looking for $370–$380 over the next three weeks. If the Cybercab catalysts start landing, things could move quickly.

Tesla’s setup is starting to get pretty interesting again! Jo Bhakdi got cautious around earnings, but he’s turning bullish again as the market rebounds and $TSLA still looks like it has some catching up to do. Meanwhile, Robotaxi hiring continues, Cybercab production could reportedly reach ~2,000/month in September, and a commercial launch may be getting close. Jo’s looking for $370–$380 over the next three weeks. If the Cybercab catalysts start landing, things could move quickly.

Herbert Ong

13,955 Aufrufe • vor 22 Tagen

This is what happens when you bet ON Elon Musk. I’d rather be on this side 100 times out of 100. Tonight I’m sitting in a beautiful home in the heart of Austin, a brand-new black Tesla Model Y outside, with my family right beside me… and tomorrow I’ll be there for the Cybercab event. One of the most important - if not THE most important - moments in Tesla’s history. I’m taking this one in. Bc this is personal to me. I still remember the people who told me I’d be nobody. The people who told me I was betting on the wrong person. The people who said Tesla would fail, Elon would fail, and eventually I’d lose everything. I heard all of it. People shit on me left, right, and center my whole life. And now I’m here. Not because the road was easy. It was NOT. It was in fact really damn hard. I’m here today bc I stayed convicted. I stayed disciplined. I kept going when it would’ve been so much easier to doubt myself, listen to everyone else, and give up. And now, the night before Cybercab, I’m sitting here soaking it all in and remembering when everyone told me this day would NEVER come. The Cybercab is here. Tomorrow, I get to watch a piece of history happen in person and be part of it. I’ll remember this night for the rest of my life… the night before the official Cybercab launch. I’m ready. 🔥🔥🔥

Teslaconomics

112,382 Aufrufe • vor 8 Tagen

🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA

🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA

Herbert Ong

42,159 Aufrufe • vor 4 Monaten

I had the chance to talk to the head of the Reaction Injection Molding (RIM) Tesla team that developed the process, machines, materials and production line responsible for the Cybercab exterior (and some interior) plastic panels. What is RIM? Reaction injection molding (RIM) is a manufacturing process that injects two liquid chemicals into a mold to create strong, lightweight plastic parts. The primary benefits to Tesla? Tesla uses Reaction Injection Molding (RIM) for the Cybercab primarily to eliminate the traditional automotive paint shop, which is historically one of the most expensive, space-consuming, and environmentally taxing parts of car manufacturing. Tesla's goal for mass production is a highly compact, parallel modular assembly system called the "unboxed" process. By skipping the massive infrastructure of a paint shop, Tesla can reduce the factory footprint by roughly 50%. Since the colored panels come out of the molds nearly complete, they don't have to follow a strict sequential painting order and can be easily bolted on toward the end of assembly, minimizing the risk of factory scratches. In the Tesla application for Cybercab, the RIM gold exterior body panels have a underlying reinforced plastic inner support panel that is plastic laser welded (& some industrial adhesives) bonded to the outer panel. When I first saw the early production tests, I noticed there were visible "distortions" where the contact points occurred and this detracted from the overall look of the Cybercab. The team worked very hard to address this issue and made a number of production process modifications that virtually eliminated this issue and I can say the Cybercabs I saw and rode in at the Launch Event looked exceptionally clean. Amazing work by the Plastics team to not only develop this process and the machinery and materials used, but to refine the production process to get such an amazing result! Thanks to Xander Sky for making this video clip!

I had the chance to talk to the head of the Reaction Injection Molding (RIM) Tesla team that developed the process, machines, materials and production line responsible for the Cybercab exterior (and some interior) plastic panels. What is RIM? Reaction injection molding (RIM) is a manufacturing process that injects two liquid chemicals into a mold to create strong, lightweight plastic parts. The primary benefits to Tesla? Tesla uses Reaction Injection Molding (RIM) for the Cybercab primarily to eliminate the traditional automotive paint shop, which is historically one of the most expensive, space-consuming, and environmentally taxing parts of car manufacturing. Tesla's goal for mass production is a highly compact, parallel modular assembly system called the "unboxed" process. By skipping the massive infrastructure of a paint shop, Tesla can reduce the factory footprint by roughly 50%. Since the colored panels come out of the molds nearly complete, they don't have to follow a strict sequential painting order and can be easily bolted on toward the end of assembly, minimizing the risk of factory scratches. In the Tesla application for Cybercab, the RIM gold exterior body panels have a underlying reinforced plastic inner support panel that is plastic laser welded (& some industrial adhesives) bonded to the outer panel. When I first saw the early production tests, I noticed there were visible "distortions" where the contact points occurred and this detracted from the overall look of the Cybercab. The team worked very hard to address this issue and made a number of production process modifications that virtually eliminated this issue and I can say the Cybercabs I saw and rode in at the Launch Event looked exceptionally clean. Amazing work by the Plastics team to not only develop this process and the machinery and materials used, but to refine the production process to get such an amazing result! Thanks to Xander Sky for making this video clip!

Joe Tegtmeyer 🚀 🤠🛸😎

643,840 Aufrufe • vor 6 Tagen

"I always felt a little uncomfortable talking about my faith in public, as much as I love the Lord and as much as it was an important part of my life. I have talked more about Jesus Christ in the past two weeks than I have my entire time in public life." JD Vance

"I always felt a little uncomfortable talking about my faith in public, as much as I love the Lord and as much as it was an important part of my life. I have talked more about Jesus Christ in the past two weeks than I have my entire time in public life." JD Vance

Daily Wire

71,055 Aufrufe • vor 11 Monaten

JD Vance just brought the house down by sharing a few words about his faith. Soak in this moment. We have Charlie Kirk to thank for this. “I always felt a little uncomfortable talking about my faith in public. As much as I loved the Lord and as much as it was an important part of my life. I have talked more about Jesus Christ in the past two weeks than I have my entire time in public life.” This is the biggest and most powerful way Charlie is making an impact, even after death.

JD Vance just brought the house down by sharing a few words about his faith. Soak in this moment. We have Charlie Kirk to thank for this. “I always felt a little uncomfortable talking about my faith in public. As much as I loved the Lord and as much as it was an important part of my life. I have talked more about Jesus Christ in the past two weeks than I have my entire time in public life.” This is the biggest and most powerful way Charlie is making an impact, even after death.

The Vigilant Fox 🦊

86,071 Aufrufe • vor 11 Monaten

This video is one of my favourite things I’ve ever been involved in creating. I spent the day we shot it in tears, SO moved by the dancers and the amazing team I got to work with ♥️ I hope you love it as much as I do. Who’s watched it!? 👀🖤

This video is one of my favourite things I’ve ever been involved in creating. I spent the day we shot it in tears, SO moved by the dancers and the amazing team I got to work with ♥️ I hope you love it as much as I do. Who’s watched it!? 👀🖤

Emily Burns

11,435 Aufrufe • vor 2 Jahren

Here is Eric Earley, Tesla’s Cybercab lead / principal product engineer describing how the future goal is to have “millions of Cybercabs everywhere”. Maybe I am reading in to it but his words are important. He says that this will be done not “soon”. Not “very soon”. His exact words are “very, very soon”. We are about to go exponential folks. $TSLA Video Source:Herbert Ong

Here is Eric Earley, Tesla’s Cybercab lead / principal product engineer describing how the future goal is to have “millions of Cybercabs everywhere”. Maybe I am reading in to it but his words are important. He says that this will be done not “soon”. Not “very soon”. His exact words are “very, very soon”. We are about to go exponential folks. $TSLA Video Source:Herbert Ong

Doctor Jack

19,959 Aufrufe • vor 6 Tagen

Cybercab test track testing underway again today, this time using stop lights as well as stop signs. Great look at the action in this video clip along with some maintenance of one Cybercab at the testing operations centers. I also noted more Cybercabs, a lot of Model Y’s and YL’s and new Cybertrucks at the outbound lot and End-of-Line on the west side of the highway today. Check it out and have a great weekend!

Cybercab test track testing underway again today, this time using stop lights as well as stop signs. Great look at the action in this video clip along with some maintenance of one Cybercab at the testing operations centers. I also noted more Cybercabs, a lot of Model Y’s and YL’s and new Cybertrucks at the outbound lot and End-of-Line on the west side of the highway today. Check it out and have a great weekend!

Joe Tegtmeyer 🚀 🤠🛸😎

66,242 Aufrufe • vor 13 Tagen

Cybercab testing at the track continues in earnest today with more stoplights, different configurations of lanes and more as the big Cybercab Launch Event comes up just 3 days from today here at Giga Texas! We also see additional prep work at the test ops center and at the End-of-Line facility. I also noted Cybertruck driving near the Cybertunnel and on the figure 8 test track as well as many hundreds of Cybertruck F & R castings being delivered inside the factory for more production.

Cybercab testing at the track continues in earnest today with more stoplights, different configurations of lanes and more as the big Cybercab Launch Event comes up just 3 days from today here at Giga Texas! We also see additional prep work at the test ops center and at the End-of-Line facility. I also noted Cybertruck driving near the Cybertunnel and on the figure 8 test track as well as many hundreds of Cybertruck F & R castings being delivered inside the factory for more production.

Joe Tegtmeyer 🚀 🤠🛸😎

30,559 Aufrufe • vor 10 Tagen

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

362,653 Aufrufe • vor 4 Tagen

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 Aufrufe • vor 7 Monaten

I think sometimes a Prime Minister should be intimidating. There's not much point in being a weak, floppy thing in the chair, is there? But I spent hours getting the facts. I spent hours deploying them. It was known it was my whole approach. I was fascinated by statistics and having had the training in science: first find the facts and then deduce your conclusion. Yes, I would deploy them. Yes, I would argue, I hope formidably. There's nothing wrong in that. What they may be complaining about was that I won the argument sometimes.

I think sometimes a Prime Minister should be intimidating. There's not much point in being a weak, floppy thing in the chair, is there? But I spent hours getting the facts. I spent hours deploying them. It was known it was my whole approach. I was fascinated by statistics and having had the training in science: first find the facts and then deduce your conclusion. Yes, I would deploy them. Yes, I would argue, I hope formidably. There's nothing wrong in that. What they may be complaining about was that I won the argument sometimes.

Margaret Thatcher

63,992 Aufrufe • vor 8 Monaten