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I think people should rewatch this presentation from Tesla on how the Cybercab will be built, starting in 2026. The Cybercab will use a revolutionary "unboxed" manufacturing process that will enable industry-leading cost efficiency. Here's Lars explaining what it means:

431,840 просмотров • 1 год назад •via X (Twitter)

Комментарии: 11

Фото профиля Gary Black
Gary Black1 год назад

@Tesla @larsmoravy Amazing manufacturing efficiency.

Фото профиля SecBriefs | Making Cybersecurity Simple
SecBriefs | Making Cybersecurity Simple1 год назад

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Фото профиля Whole Mars Catalog
Whole Mars Catalog1 год назад

@Tesla @larsmoravy most people forgot about this since they gave the details 2 years ago! thanks for putting the relevant sections all together

Фото профиля Sawyer Merritt
Sawyer Merritt1 год назад

@Tesla @larsmoravy It's finally coming together ⌚️

Фото профиля JC Christopher
JC Christopher1 год назад

@Tesla @larsmoravy Tesla is the only company brave enough to disrupt themselves and not allow somebody else to do it, like every other company has had done TO them for time in memoriam.

Фото профиля Chansoo Byeon
Chansoo Byeon1 год назад

@Tesla @larsmoravy BULLISH for $TSLA BEARISH for @MKBHD

Фото профиля Overly Optimistic Future
Overly Optimistic Future1 год назад

@Tesla @larsmoravy I agree. Tesla has been working on this process for a while, and there's a reason for the hype surrounding the Cybercab and future vehicles. I can't wait to see actual footage of this process in the future!

Фото профиля CyberJohn
CyberJohn1 год назад

@Tesla @larsmoravy Ty was definitely worth rewatching It's going to be epic! Next gen will have steer by wire You need to experience to know what that means! After getting a cybertruck a friend of mine said driving his Porsche felt like driving a school bus 🤯 iykyk

Фото профиля chillwan ⚔️
chillwan ⚔️1 год назад

@Tesla @larsmoravy One word: moat

Фото профиля Tech Viking
Tech Viking1 год назад

It is speculation time: - Model 2/Q will be released last day of June - Based on the Cybercab platform and similar looking - Unboxed mfg process - Ramp starting - 48v system - Steer by wire - With as much re-use as possible for Cybercab. Basically no steering column so the steering wheel can be removed for the Cybercab - V2H supported - 50 ish KWh battery - Bumper cam - Possibly AI5 Interesting times - I think this will be next Tesla - I am placing a pre order the first day :-)

Фото профиля Juan M Santos
Juan M Santos1 год назад

@Tesla @larsmoravy Yeah I think this is so BIG it’ll make peoples heads EXPLODE. 🤯

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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 просмотров • 6 месяцев назад

TESLA’S SURPRISE ⚡️ Lars recently told Herbert Ong and Jeff Lutz 🔋 that “a week from Tuesday there will be some cool news about things happening around Giga Texas as part of the scaling effort”! Going out on a limb here, but I think I know exactly what Tesla has in store. It's something I predicted in a video 15 months ago - and I am impatient to the bone to see the official announcement. The news will show the convergence of two massive Tesla product lines: Cybercab and Optimus. The Cybercab line will be almost completely automated by industrial robots - it’s the machine that builds the machine. However, there will still be tasks requiring human-level dexterity and flexibility where building dedicated, custom machinery is just too complex and costly. But to become a true alien dreadnought, spitting out cars every 5 seconds, humans must be removed from the loop. To enable that, those specific jobs will be performed by Optimus robots - ideally from Day 1. 🤖🚖 While I'm not sure if all stations are already staffed by Optimus, I am certain some are. Lars uncharacteristically struggled to keep this secret to himself, and this feels like exactly the milestone he’s hinting at. Enclosed is the relevant clip from my 3/31/2025 video 👇🏼 What do you think? Are we about to see Optimus officially take over the Cybercab line next week, or do you have another theory on what Lars is teasing? Let me know below!

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