Tesla is evidently preparing for the Cybercab to take over the Robotaxi platform after the pilot program in Austin, Texas, is launched.

That claim is made based on new drone footage from Gigafactory Texas captured by Joe Tegtmeyer, who found hundreds of Cybercab castings that have accumulated on property in Austin.

🚨 The Drone GOAT @JoeTegtmeyer has captured images of “several hundred” Cybercab castings outside of Giga Texas

The Model Y will handle the initial Robotaxi pilot program in Austin, but it looks like Cybercab could be introduced later this year as well! https://t.co/PkPXjuR5Tc pic.twitter.com/iSohkSZcIZ

— TESLARATI (@Teslarati) April 30, 2025

The Cybercab is Tesla’s dedicated Robotaxi vehicle that was unveiled last October. It features just two seats and is minimalistic, aimed toward allowing the Full Self-Driving suite to chauffeur passengers from Point A to Point B without ever having to deal with human interaction or any responsibilities within the vehicle.

In June, Tesla plans to launch its first Robotaxi rides in Texas. Although employees in Austin and in the Bay Area of San Francisco have already had access to over 1,500 trips and 15,000 miles of autonomous (but supervised) travel, Tesla plans to launch a driverless version in a limited fashion in June.

However, this initial pilot program, while presumably operating on an Unsupervised version of the FSD, will only utilize Model Ys, at least at first.

The drone footage captured by Tegtmeyer today seems to tell a story of a quick transition to the Cybercab for the Robotaxi responsibilities, especially as Tesla gets its feet wet with the early Unsupervised FSD rides and gains confidence in the fleet’s ability to navigate passengers:

Many more @Tesla Cybercab Castings at Giga Texas today! Looks like around 75 or so in the racks waiting for production line testing (or more than that?) 😎 pic.twitter.com/0zUdH6BKLx

— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) April 30, 2025

Advertisement

It appears that between 400 and 500 Cybercab castings can be seen in the images Joe captured, a very respectable number considering the company said it will not launch the Robotaxi with the initial rides it gives in Austin.

The images seem to paint a picture that Tesla is truly ready to get things moving in terms of the Cybercab project. While it does not plan to use the vehicle initially, its manufacturing efforts for the car are being prepared by stacking these castings so they’re ready to be expanded upon into the real thing.

On the most recent Earnings Call, Tesla’s VP of Vehicle Engineering, Lars Moravy, said the Cybercab’s engineering has progressed over the last several months to “derisk things like corrosion, the ceiling across the seams of the vehicle, and when you marry several components,” and even things like early crash testing have already taken place.

Moravy continued, “As with all that combined, we kind of go into the builds that we have in this quarter for the Cybercab product, and that’s the next real big test of full-scale integration with the unboxed process. And that’s kind of where we are. So you’ll see them on the test roads in a couple of months.”

The Tesla Semi is not yet in mass production, but the company has accumulated over 7.9 million miles across its test fleet. With Tesla using the Semi for its operations, it is no surprise that sightings of the Class 8 all-electric truck have been abounding. 

These sightings from Tesla enthusiasts vary, but those that capture the the Class 8 all-electric truck moving at speed are most notable, possibly due to their sheer cool factor.

Tesla Semi’s Roar

There is something that just stands out with the Semi, particularly on the road. While the Semi does not have the Cybertruck’s brutalist, angular design, it is still very striking because it’s such a massive machine that moves far too quietly for its size. This is, of course, one of the reasons why the vehicle also becomes extra noteworthy when it fires up its electric motors and accelerates.

Take this video from Tesla Owners Silicon Valley, for example, which shows the all-electric hauler accelerating while pulling what appears to be a full load. In these situations, the Tesla Semi actually becomes audible, but unlike traditional diesel-powered truck, the Class 8 all-electric truck “roars” with its own, unique futuristic, sci-fi sound. In such situations, one could feel the Semi’s raw power, which comes from its three independent motors on its rear axles.

Tesla Semi Ramp

Tesla has been promoting the Semi quite a bit as of late, and recent reports have suggested that the company is putting in a lot of effort to prepare the vehicle for its production in Nevada. Tesla’s Careers website has gone live with over 80 Semi-related job openings recently as well, and a recent report has suggested that Tesla has ramped the Semi’s factory workers in Nevada to over 1,000 employees.

The company has even shared an update video of the Semi factory’s progress near Giga Nevada, as well as the design of the vehicle’s new logo. The Semi’s updated logo is quite interesting as it features elements from the Tesla Model 3’s first logo, which was unveiled way back in 2016.

Morgan Stanley analysts have estimated that the humanoid robot market could offer a $5 trillion opportunity by the middle of the century. This massive opportunity could be tapped by Tesla, thanks to its Optimus humanoid robot.

The analysts, however, noted that the humanoid robots will likely be mostly used in industrial and commercial deployments.

The Estimates

Estimates from Morgan Stanley analysts point to humanoid robots hitting $5 trillion in global revenue by 2050. This, the analysts noted, would be about double the total revenue of the 20 largest automakers in 2024. In 2050, Morgan Stanley analysts estimated that there might be about 1 billion humanoid robots deployed.

As noted in a report from Investing.com, the shift to humanoid robots would be gradual. By 2035, the analysts estimated that just about 13 million humanoid robots will be in use, most of which will be used in industrial and commercial settings. Even in 2050, when the analysts estimated that 1 billion humanoid robots will be in use, an estimated 90% might still be used in industrial and commercial settings.

The advent of humanoid robots will likely be felt in the labor sector, Morgan Stanley analysts noted. By 2030, the analysts noted that humanoid robots could replace about 40,000 jobs. Just ten years later, in 2040, the number of jobs that robots could take over could balloon to 8.4 million. By 2050, the analysts noted that 62.7 million humans may end up watching humanoid robots do their jobs.

Tesla Potential

Morgan Stanley noted that companies like Tesla, which control the “brains, bodies, branding and ecosystems” of the humanoid robots, would be able to offer the highest value. This is good news for Tesla’s Optimus program, as it is a product that is designed to be produced at an extreme scale. During the Q1 2025 All Hands meeting, Elon Musk reiterated the idea that Optimus could very well become the biggest product of all time.

Most importantly, Musk also stated that Tesla is internally aiming to acquire enough resources to produce 10,000 to 12,000 Optimus robots this year. But even if Tesla just manages half of this number, or about 5,000 Optimus robots this year, it would already be impressive.

“Even 5,000 robots, that’s the size of a Roman legion, FYI, which is like a little scary thought. Like a whole legion of robots, I’ll be like ‘whoa.’ But I think we will literally build a legion, at least one legion of robots this year, and then probably 10 legions next year. I think it’s kind of a cool unit, you know? Units of legion. So probably 50,000-ish next year,” Musk stated.