Tesla CEO Elon Musk recently noted on X, formerly Twitter, that while the upcoming $25,000 car and the Robotaxi would not necessarily be Cybertruck-inspired, the driverless vehicle would “look like the future.” A concept image of Tesla’s dedicated Robotaxi included in Walter Isaacson’s Elon Musk biography suggests that this may indeed be the case.
As Tesla watchers eagerly awaited the release of Isaacson’s book, a page from the Musk biography was shared online. The page seemed to represent the start of a chapter that’s dedicated to the upcoming driverless vehicle, and it also included two photos. One photo showed Tesla’s core executives, and another featured a concept.
The vehicle is, as one could describe it, undoubtedly futuristic. It is also nothing like anything that Tesla has launched so far. Described as a “Robotaxi Concept,” the illustration featured two seats, no steering wheels, and no pedals. The vehicle also had butterfly doors, as well as what seemed to be a three-wheel setup.
Tesla Robotaxi
Omead Afshar, Elon Musk, Franz von Holzhausen, Drew Baglino, Lars Moravy, and Zach Kirkhorn#ElonMusk pic.twitter.com/EB49u0wAKG— rs295 ? (@RS295X) September 12, 2023
Interestingly enough, such a vehicle was also teased during a CBS interview with Isaacson. The interview featured some B-roll footage and photos, including an image of Tesla Chief Designer Franz von Honzhausen standing before a wood model of a vehicle. Just like the Robotaxi concept on the Musk biography’s page, the wood model featured two seats, no steering wheels or pedals, and some cargo space that’s enough for some luggage.
Did CBS inadvertently just share a photo of Tesla’s upcoming Robotaxi?
Just a few hours ago CBS released a segment called Walter Isaacson on the volatile Elon Musk. They shared a wood model of a small vehicle but in the left corner they showed something even more substantial… pic.twitter.com/qreKTQJF3y— Dave Lee (@heydave7) September 10, 2023
Behind the wood model were two posters that seemed to represent the vehicle. The image was not clear, but it seemed like they were showing two variants of the futuristic car — one with three wheels and another with four wheels. If the Robotaxi is indeed designed for high volume and low-cost production, then it would not be too farfetched if Tesla produces two variants of the vehicle. In such a scenario, a three-wheel Robotaxi may be perfect for one or two passengers, and a four-wheel variant could be designed for groups of three to five.
Perfect.
No clue if this is what it'll actually look like, but I've been expecting something like this.
That's because most trips only involve one to two people.
For other trips you can hail another S3XY vehicle from the Tesla Network. https://t.co/pEAU1AlLva— The Limiting Factor (@LimitingThe) September 11, 2023
As noted by battery enthusiast and tech veteran Jordan Giesige of YouTube’s The Limiting Factor channel, a small, two-seat Robotaxi would actually be useful since most ride-hailing trips only involve one or two people. That being said, Tesla enthusiasts should probably take the Robotaxi concept image in Isaacson’s Musk biography with a grain of salt. After all, it does seem unlikely that Tesla will share the design of a yet-to-be-released vehicle before it is formally unveiled.
Walter Isaacson’s CBS interview can be viewed below.
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Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.
After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.
Tesla launches new Cybertruck trim with more features than ever for a low price
The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:
Just cancelled my 59k CT order today. My screenshot from that day of order (feb 20th) clearly shows that it would be eligible.
Terms were retroactively modified. Our 2020 Y and 2023 S are just fine for now. pic.twitter.com/D9PFnId1B4
— Ryan Scanlan 👥 (@Xenius) June 8, 2026
Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.
Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:
- proceed without the transfer,
- upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
- cancel the order and be refunded the $250 order fee.
Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.
These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.
It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.
Investor's Corner
Tesla just did something in South Korea that no foreign carmaker has ever done
Tesla’s Model Y just became South Korea’s best-selling car, beating every domestic model in May.
Tesla did something last month that no foreign car has ever done in South Korea by outselling every vehicle in the country, domestic or imported, finishing the month with Model Y as the single best-selling car across the entire Korean market. According to data from the Korea Automobile Importers and Distributors Association released on June 4, the Model Y recorded 8,762 units sold in May, pushing the Kia Sorento into second place at 7,836 units and the Hyundai Grandeur into third at 5,183 units. It is the first time an imported vehicle has outsold every domestic model on a single-month basis.
Tesla imported 10,866 cars into South Korea in May, making it the top import brand for the fourth consecutive month. BMW followed at 6,555 units, less than two-thirds of Tesla’s total, while BYD registered just 1,032 units. The combined domestic sales of GM Korea, Renault Korea, and KG Mobility last month totaled just 7,019 units, meaning a single Tesla model outsold three Korean automakers combined.
Tesla FSD earns high praise in South Korea’s real-world autonomous driving test
South Korea has historically been one of the hardest markets for foreign automakers to crack. Hyundai and Kia together control close to 70% of the overall market and carry deep consumer loyalty built over decades. Tesla’s path into this market was an uphill battle due to high import duties, limited service infrastructure, and early skepticism about charging networks. In 2024, the Model Y was the best-selling imported car in South Korea with 18,717 units for the full year. By 2025, after the Juniper refresh, it cleared 50,000 units and took the top spot among all EVs.
Year to date, Tesla has a 250.8% increase in the country over the same period last year, and now holds a 30.8% share of the entire imported car segment for 2026. EVs as a category represented 48.6% of all imported passenger car registrations in May. As Teslarati has reported, the Juniper refresh brought meaningful improvements to range, interior quality, and ride refinement that addressed the most common criticisms of earlier Model Y versions. Those upgrades appear to be resonating in markets like South Korea where buyers compare Tesla directly against high end domestic competitors.
Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations
Tesla tipped its hand at where Robotaxi is heading next
