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.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
