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Tesla reveals Cybercab battery pack and range efficiency
Tesla aims to make the Cybercab the most efficient EV available, as executives revealed in an interview this week.
Two of the top Tesla executives recently spoke about the Cybercab in an interview with a longtime manufacturing industry expert, sharing details about the electric vehicle’s (EV’s) battery pack size, range, and more.
On Monday, Tesla’s VP of Vehicle Engineering Lars Moravy and Senior Design Executive Franz von Holzhausen told manufacturing industry veteran Sandy Munro that Tesla is targeting a battery pack of under 50kWh for the Cybercab, with “close to” 300 miles of real-world range. This would make the two-seater more efficient than any other EV currently in production, partially due to the two-seater’s highly-aerodynamic design.
Munro says he was expecting a battery pack ranging from 55kWh to 60 kWh, noting how much smaller Tesla is aiming to go. Before revealing the range targets, Moravy also detailed how the Cybercab’s aero wheel covers offer optimal aerodynamics to contribute to the impressive efficiency level.
“As much as Franz hates door handles, I hate the wheel-tire interaction, and this is really the best way for us to get the most aerodynamic wheel-tire we could get,” Moravy explains.
From the wheel covers to the overall design, however, von Holzhausen explains how much thought has gone into making the vehicle so efficient—even down to its shape.
“This car is actually really unique in terms of its teardrop shape,” von Holzhausen said. “It’s actually quite narrow in the rear compared to the front. Obviously, you covered the discs, but the aero efficiency is a huge factor in getting to higher range with a smaller battery pack.”
The fact that the vehicle only has two seats also contributes to some of the design choices Tesla was able to implement, as the executive continues to explain.
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“Really, because it’s a two-seater we were able to really narrow the hips on this car, and when you come to the rear, you actually start to see how narrow it is, but it’s not unattractive,” he adds.
Credit: Tesla | X
🚨 Lars Moravy, Tesla’s VP of Vehicle Engineering, says the Cybercab is not “painted” and they developed a new process where the polyurethane paint is injected into the panel at the same time as manufacturing
(via Ride the Lightning podcast) pic.twitter.com/5g7vjdOpNn
— TESLARATI (@Teslarati) February 23, 2025
READ MORE ON TESLA CYBERCAB: Tesla reveals design inspiration behind Cybercab’s gold color
Moravy reiterates that Tesla is already starting to install production equipment for the Cybercab at Gigafactory Texas, which was revealed in a shareholder’s letter in late January. He also echoes plans that Tesla is aiming for prototype builds for the Cybercab by this summer, along with a launch event around early 2026.
In recent weeks, increasing numbers of Cybercabs have also been seen testing at Giga Texas, and longtime drone pilot and factory observer Joe Tegtmeyer said that he saw as many as six driving around the site on Monday.
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Last month, Moravy also alluded to plans to make the Cybercab “road-trip-capable,” going long distances with wireless charging along the way to make it completely autonomous for passengers.
Along with talking about the Cybercab’s super-efficient design, the two executives also reiterate discussions about the art deco-inspired design of the robotaxi and the larger Robovan, both of which were unveiled in an event in October. Munro and the executives also go on to sit inside the Robovan while talking a bit about its design.
You can see footage from Teslarati‘s first full ride in the Cybercab below, as captured at the “We, Robot” event in Southern California. Or, check out the full Cybercab and Robovan episode from Munro, Moravy, and von Holzhausen below that, clocking in at just under 25 minutes.
🎥: Our FULL first ride in the @Tesla Cybercab pic.twitter.com/6gR7OgKRCz
— TESLARATI (@Teslarati) October 11, 2024
Tesla says its Cybercab wireless charging efficiency is ‘well above 90%’
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
