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Tesla’s S3XY range updates show how ridiculously far legacy auto has fallen in the EV race
Anyone that has followed the Tesla story over the past few years would know that one of the primary talking points against the electric car maker is the impending competition that’s coming from more experienced, more competent carmakers. Critics argued that once legacy automakers get serious in their electric car efforts, a company as inexperienced as Tesla would easily be overwhelmed. This scenario has not happened at all — and if Tesla’s recent range updates to its S3XY lineup are anything to go by, it is becoming evident that legacy auto has fallen ridiculously behind in the electric car race.
Tesla’s recent range updates, which were rolled out together with the “refresh” of the Model 3, further cemented the company’s place at the top of the EV market. With the new updates, the Model 3 Long Range Dual Motor AWD was able to hit an EPA-estimated range of 353 miles per charge, and even its heftier, heavier sibling, the Model Y, was able to achieve a range of 326 miles. The Model X, an incredibly heavy tank of a vehicle, reached 371 miles per charge, and even the power-hungry Tesla Model S Performance is nearing 400 miles at 387 miles per charge.
It should be noted that Tesla was able to accomplish these improvements without any of the big updates that it announced during Battery Day. During the highly-anticipated event, Tesla revealed its batteries’ new 4680 form factor, which has 5x the volume of the Model 3 and Model Y’s 2170 cells. Tesla also announced a new vehicle manufacturing system that prioritizes single-piece casts and a structural battery pack. Other innovations, such as the use of high-nickel cathodes and silicon anodes, were discussed as well.
None of these innovations are in Tesla’s recently-updated vehicles.
Ultimately, Tesla’s recent updates highlight just how far the company has gone ahead of the pack in the electric vehicle sector. The fact that the electric car maker was able to achieve a 371-mile range for the Model X Long Range Dual Motor AWD with the same 100 kWh battery pack and the same 18650 cells as its Model X 100D predecessor is almost ridiculous. This is especially notable considering that the Audi e-tron, which has a battery pack that’s almost the same size as the Model X, has a range of 222 miles, and that’s the variant with the improved range already.
Tesla’s lead in range becomes even more significant when one considers the Model 3 and the Model Y, both of which utilize a battery pack that pretty much tops up at 75 kWh. A comparison of the two vehicles against the competition shows a stark contrast, with the Polestar 2, a car that’s largely considered as a legitimate rival to the Model 3, having an EPA-estimated range of 233 miles from a 78 kWh battery pack. The Jaguar I-PACE, a crossover that’s pretty close in size to the Model Y, follows the same pattern, having an EPA-estimated range of 246 miles per charge from a 90 kWh battery.
There are likely numerous reasons behind Tesla’s insane lead in the electric car sector today, but a good part of it likely has a lot to do with the company’s intense focus on battery tech and development. Tesla has been focused on improving and optimizing its batteries since Day 1, and as could be seen in the recent range updates of the S3XY lineup, this obsessive pursuit of optimization matters a lot. These efforts are not emulated at all with most legacy automakers, as veterans seem typically content with using off-the-shelf batteries from suppliers for their EV programs.
Yet perhaps the most uncomfortable reason behind legacy auto’s distance from Tesla’s vehicles today is something far simpler: hubris. While legacy automakers have been stating for years that they are serious about their future shift to electric cars, their actions have largely been far less tangible than their words. Today, it is almost as if Tesla’s competitors in the EV sector were far too comfortable just watching the electric car maker improve over the years. And now that Tesla has turned into a force that’s very difficult to ignore, they are scrambling to catch up.
Unfortunately, it is very difficult to catch a moving target. By the time legacy automakers can catch up to where Tesla is today, it is almost certain that the electric car maker will be even further ahead. This distance will likely be even farther, too, as Tesla’s next-generation battery technology is yet to enter the picture. Once Tesla’s 4680 cells are in production and its vehicles are being built with structural battery packs, the gap between the electric car maker and its competitors will most definitely be even more significant. And that, at least for legacy auto, is a scenario worthy of the final act of a tragedy.
Tesla has quietly opened a public interest form for companies that want to buy fleets of its purpose-built Cybercab robotaxis, marking the first official channel for commercial purchases of the two-seat autonomous vehicle. The form went live on September 3, the same day Tesla hosted an invite-only Cybercab launch event in Austin, Texas.
Tesla titled the page “Help Us Build Our Robotaxi Network.” Applicants provide name, email, phone number, company name, and deployment region. They then select one or more categories: Cybercab fleet vehicle purchasing, mobility hubs and infrastructure, event collaboration, or other. Tesla says a representative will follow up with those who express commercial interest.
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: https://t.co/Ut0yoiEyXD pic.twitter.com/uuaCXmksIO
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
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Until now, the company had no public ordering path for the vehicle, which was first shown as a concept at the October 2024 “We, Robot” event.
The Cybercab is designed from the ground up for unsupervised operation. It has no steering wheel and no pedals.
Regulatory filings list a 48-kilowatt-hour battery, a single 219-horsepower front motor, a curb weight of 3,113 pounds, and an EPA-adjusted range near 290 to 300 miles. Tesla has already registered dozens of the vehicles with Texas authorities and has been testing them on public streets around Austin.
Tesla Cybercab sightings broaden well outside of Austin with autonomy in focus
The company’s existing Robotaxi service, which currently uses modified Model Y vehicles in parts of Texas and Florida, is expected to add Cybercabs as production ramps up at Gigafactory Texas.
The form signals that Tesla is preparing to treat the Cybercab as more than an in-house fleet asset. Investors and operators have discussed buying groups of the vehicles and placing them on Tesla’s ride-hailing network, with Tesla taking a platform fee. High-profile figures have publicly stated plans to acquire fleets if Tesla allows third-party ownership.
The new page gives those parties a direct way to register interest rather than waiting for a conventional configurator.
Whether the form leads quickly to firm purchase agreements remains unclear. Regulatory approval for widespread unsupervised operation still varies by state, and Tesla has not published pricing or delivery timelines for fleet customers. The company has previously discussed a target price near $25,000 to $30,000 per vehicle.
For now, the form is an early signal that Tesla wants partners to help scale the network rather than operate every Cybercab itself.
Pairing the launch of the Cybercab fleet form with the Austin event is no coincidence. Tesla is inviting businesses to participate in the next phase of its Robotaxi plan at the moment the production vehicle first appears in public.
Tesla has updated its Robotaxi app so riders can pick which vehicle they want before they book. The latest in-app screens now show two options side by side: the two-seat Cybercab and the four-seat Model Y.
A screenshot circulating Thursday shows the change in practice. In Austin, a rider could choose a gold Cybercab for two people or a Model Y for four. Tesla’s updated description calls Cybercab “our first purpose-built autonomous vehicle,” designed for safety, accessibility, and comfort, and says the lineup is available only through the Robotaxi app.
Tesla has updated their Robotaxi page in the App Store. You’ll be able to select if you want a Cybercab or Model Y Robotaxi.
“Our Robotaxi vehicle lineup now includes Cybercab, our first purpose-built autonomous vehicle. Designed for safety, accessibility and comfort, Cybercab… pic.twitter.com/Jff4klilDr
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
The distinction is more than cosmetic, and it’s important to note that Robotaxi refers to the platform, while Cybercab refers to a vehicle.
Model Y Robotaxis have carried the service since it opened in Austin in mid-2025 and later expanded to Dallas, Houston, and parts of Florida. Those vehicles are converted production SUVs that still have steering wheels and pedals.
Cybercab is different. It has no driver controls, butterfly doors, a low seat height meant to work with wheelchairs, extra trunk space for assistive devices, and braille on the handles. Tesla has registered dozens of the two-seaters with Texas regulators in the days leading up to its September 3 Austin event.
Giving riders a choice lets Tesla match the vehicle to the trip. Most rides involve one or two people, which is where Cybercab is meant to be cheaper and more efficient to operate. Groups of three or four, or anyone who needs more space, can still request a Model Y.
The same app handles booking, payment, cabin settings, and, on Cybercab, features such as phone-based door opening and in-cabin voice controls.
The update does not mean every city suddenly has both cars available. Cybercab support is listed for Austin first, and the purpose-built fleet is still small compared with the existing Model Y roster. Even so, the app change marks a shift from a single-vehicle pilot to a mixed fleet.
Riders can now choose between the compact, purpose-built robotaxi and the familiar SUV that launched the service.
Tesla Cybercab sightings are broadening far and wide, well outside of downtown Austin, Texas, with autonomy in focus as the company plans to launch the all-electric, two-seater this evening in the Lone Star State.
Tesla is set to launch Cybercab to a small group of people this evening in a dedicated event in Austin, Texas. Public details on the event are relatively slim.
However, Tesla’s focus on Cybercab falls well outside of the downtown Austin area and is expanding well across the United States as things continue to move quickly with the company’s autonomous efforts in 2026. Today, various images of Cybercab fleets in interesting locations have started to circulate.
The most notable is a fleet of at least 20 Cybercabs at Miami International Airport in Florida. Spotted last night, the fleet is expansive and is indicative of a looming release of Cybercabs once regulatory boxes are checked off.
Tesla has already been operating the Robotaxi platform in Miami for several months, but this Cybercab fleet at the airport could be joining the ride-hailing platform as approvals arrive:
20+ Cybercabs spotted near Miami international airport. pic.twitter.com/ORLsw8yFhf
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
Another fleet of Cybercabs was spotted at the Devon, PA showroom just outside of Philadelphia. We have seen several Cybercab units testing around the Philadelphia Metro Area, which is interesting considering Tesla does not have any active Robotaxi geofence in Pennsylvania.
Cybercab at the Devon location in PA has multiplied over the weekend. Seeing a few more test vehicles in the lot 👀 pic.twitter.com/DhJT4P1EkU
— Billy (@billykyle) August 22, 2026
Philadelphia would be an ideal location to test ride-hailing due to its dense tourist population, large, sprawling city layout, and to compete with other ride-hailing companies that operate in the city.
Expansive fleets of Cybercabs will be popping up in and around major cities throughout the rest of the year, if we were betting on it. Tesla has made it obvious that the Cybercab rollout will be aggressive and fast-paced, but within reason. Tesla is still prioritizing safety, so these testing phases will likely go on for some period of time before more members of the public are able to snag a Cybercab for a personal chariot.
Tesla hints its already prepping for Cybercab fleet orders
Tesla Robotaxi riders will face the best dilemma when booking a ride
