If there were any complaints about Tesla’s “We, Robot” event, it was the fact that the occasion was very light on details surrounding the Cybercab. Fortunately, a good number of Tesla staff and even some executives were reportedly willing to provide some details about the upcoming vehicle.
In a post on social media platform X, longtime Tesla shareholder and owner-enthusiast Matthew Donegan-Ryan noted he was able to speak with Tesla Design Chief Franz von Holzhausen and Vice President of Vehicle Engineering Lars Moravy following the “We, Robot” event. The executives reportedly provided some insights about the upcoming vehicle, some of which were not mentioned in Elon Musk’s presentation at the occasion.
For one, there are reportedly no plans to make a Cybercab with a steering wheel and pedals. This is not surprising as such a vehicle would likely adversely affect the sales of the Model 3, Tesla’s second best-selling vehicle. It does, however, highlight the idea that Tesla is betting a notable part of its future on the Robotaxi and its potential to change the way people commute.
?Big Tesla Cybercab photo dump thread ?
PLUS more details from @larsmoravy and @woodhaus2:
– There are no plans to make a Cybercab with a steering wheel and pedals (demand for the Robotsxi version will essentially be unlimited). pic.twitter.com/RGdf6NgovJ— Matthew Donegan-Ryan (@MatthewDR) October 11, 2024
The Cybercab’s production will reportedly start in Giga Texas, before moving to other factories. The vehicle will reportedly share parts with the Model 3 and the Model Y, making it easier to produce and ramp. Even the Robovan will reportedly share a surprising number of parts from the company’s other vehicles. As for cameras, the Cybercab will reportedly feature the same layout as the Model 3 and Model Y, with the addition of a front bumper camera similar to the one fitted in the Cybertruck.
– All Teslas on the road running hardware 3 or 4 will be able to function as robotaxis without needing any hardware retrofitting. pic.twitter.com/QRHCfWUvy4— Matthew Donegan-Ryan (@MatthewDR) October 11, 2024
Quite interestingly, Donegan-Ryan mentioned in his posts that all Teslas on the road running Hardware 3 or Hardware 4 would be able to function as Robotaxis without needing any hardware retrofits. These exact claims were echoed in a video posted by Tesla owner Kim Java, who was able to conduct a brief interview with von Holzhausen and Moravy following Musk’s keynote. In her interview, Java asked if her 2018 Model 3 with Hardware 3 could run as a Robotaxi. The executives confirmed that yes, such a vehicle could operate as an autonomous car.
– Cybercabs will not have Tesla logos (like Cybertruck). Everyone will know it’s a Tesla by the design. pic.twitter.com/J9HgWXpFcs— Matthew Donegan-Ryan (@MatthewDR) October 11, 2024
Interestingly enough, the Cybercab will reportedly follow in the Cybertruck’s footsteps when it comes to branding, with the vehicle not having a single Tesla badge. This is quite a bold decision, though considering that Tesla plans to mass produce the Cybercab in very large quantities, a badge for the vehicle may not be needed at all. Just like the Cybertruck, people will know it’s a Tesla just by looking at it.
– I have never seen Franz and Lars as excited and positive as they were tonight. They both displayed a great sense of accomplishment. pic.twitter.com/OdVw6Qs2TG— Matthew Donegan-Ryan (@MatthewDR) October 11, 2024
The Cybercab will reportedly feature just three interior buttons, comprised of two window switches and a dome light switch. Every other feature that commuters wish to access or activate would be done through the touchscreen. Finally, the Cybercab will reportedly not be made with steel like the Cybertruck to keep costs low, and the vehicle’s inductive charging system might actually prove cost-effective because it would require fewer materials and cabling.
Watch Kim Java’s video of Tesla’s “We, Robot” event below.
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Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
