TSLA
The Cybercab is no longer just a powerpoint prop
Tesla says the Cybercab has started production, and Elon Musk backed it up with a video showing the vehicle driving around and out of Gigafactory Texas. No steering wheel. No pedals. Just a big screen and a whole lot of faith in the robotaxi future.
Why this matters
This is not just another shiny Tesla clip for the timeline. If Cybercab production is actually getting underway, it’s a concrete step toward the company’s long-promised autonomy play — the one Wall Street keeps trying to model, and then immediately regretting trying to model.
The broader Tesla plot twist
The timing also lands right after Tesla’s Q1 earnings call, where Musk said HW3 cars won’t be able to reach unsupervised Full Self-Driving. Translation: Tesla’s autonomy dreams may be real, but some older cars might be left waiting outside the club.
Meanwhile, Tesla is clearly rebalancing its identity around robotaxis and Optimus-style moonshots, even as critics question the company’s retreat from premium models like the S and X. Big picture: Tesla is betting the market cares more about what it will build next than what it sells today — and that’s either visionary, or wildly expensive, depending on your mood.