All eyes today are on the Model Y L, but this does not mean to say that Tesla’s other key projects are being put on the back burner.

Based on recent images taken of the Giga Texas complex, it appears that the electric vehicle maker is still moving full steam ahead with its preparations for the Cybercab, its two-seat dedicated autonomous Robotaxi.

New equipment deliveries

As observed by longtime Giga Texas watcher Joe Tegtmeyer during a recent flyover, Tesla is currently hard at work setting up the Cybercab lines. Based on the drone operator’s observations, much work is being done on the facility’s structural pack area, which has resulted in the buildout of more mezzanine floors and the installation of new equipment.

“The structural pack area has been undergoing a lot of upgrades over the past few months, including more mezzanine floors, production expansion & new equipment installation, & these images are an example of this work underway,” the drone operator wrote in a post on X.

Based on the pace of preparations being done in the Giga Texas complex, it appears that initial production of the two-seat Robotaxi might start soon. Tesla, after all, has an aggressive target for the ramp of the Cybercab.

Cybercab targets

Tesla CEO Elon Musk has stated that he expects a run rate of about 2 million Cybercabs per year. For context, Tesla has yet to produce such a number from its existing lineup to date, even with the company’s production facilities across the United States, China, and Germany. Musk has stated that the Cybercab will be mass-produced at Giga Texas, but it will also be manufactured in other facilities when it is fully ramped. 

The Cybercab has a few tricks up its sleeve that should make it easier to produce. These include its “Unboxed” process, which should allow Tesla to ramp the production of the autonomous two-seater quickly. Elon Musk has noted in the past that the Cybercab line will be unlike anything that the world has ever seen, as it would resemble a consumer electronics line more than a conventional automotive assembly system.

The Tesla Model Y L is several things for the electric vehicle maker. It is a competitor in China’s unforgiving premium family hauler segment, and it is also a dedicated family car that rivals the Model X in space at a far more affordable price.

More importantly, the Model Y L is a deathblow for competitors in the autonomous ride-hailing market, such as Waymo.

All space and comfort

A look at the Model Y L’s cabin would immediately give the impression that Tesla worked hard to ensure that the vehicle is as comfortable as possible. Its second row seats are equipped with cooling and heating functions, and its third row seats are actually spacious enough for regular-sized adults. 

A number of the Model Y L’s features are evidently designed to provide optimum comfort to passengers, such as its second row seats’ electric armrests and extendable thigh support system. Even otherwise minor improvements in the Model Y L like its A/C vents on the third row seem designed to ensure that passengers on all three rows are provided with a luxurious and comfortable ride every time they step inside the vehicle.

The price and scale advantage

The Model Y L’s amenities are great for road trips and short stints across the city, and they are especially great if one were to look at the vehicle as a dedicated autonomous Robotaxi. As a Robotaxi, the Model Y L will be very difficult to challenge. It could easily offer comfortable seating for five passengers while still providing a lot of cargo space for Robotaxi riders. And considering all its amenities, Tesla could even position Robotaxi rides in the Model Y L as a slightly more premium option for customers.

But ultimately, it would be the Model Y’s price and scalability that would be the true killer in the autonomous ride-hailing market. Tesla sells the Model Y L in China for $47,180, which is only a fraction of the cost that it takes to produce one autonomous Waymo self-driving vehicle. The Model Y L is also produced in the same lines as the standard Model Y, which means Tesla would likely be able to build large fleets of Model Y L Robotaxis in a very short time. When that happens, Tesla’s dominance in the Robotaxi market may indeed be undeniable. 

Tesla seems determined to bring its FSD system to all corners of the globe as quickly as possible, and countries like Japan and Thailand are seemingly next on the list.

This was hinted at in recent reports suggesting that Tesla is now looking to bring FSD to the two Asian countries. 

FSD in Japan

As noted in a recent report from Nikkei, Tesla has started operating self-driving vehicles using FSD on public roads in Japan. The vehicles have a person in their driver’s seat, but they are only there to monitor the vehicle’s behavior since the actual driving is being done by FSD. The initiative reportedly started nationwide this summer.

The publication noted that while Tesla Japan is still in the process of testing FSD for public roads, the company is aiming to roll out the system to customers as soon as possible, pending compliance with domestic safety standards and guidelines. Both new vehicles and Teslas that have already been sold in Japan are expected to be capable of receiving FSD when it becomes available in the country. 

FSD is also coming to Thailand

Apart from Japan, Tesla is also working on making FSD available to Thailand. This was, at least, according to CEO Elon Musk in a post on social media platform X. Musk’s comment came as a response to a Tesla retail investor and owner who noted that there is still no FSD in Thailand. In his post, the TSLA retail investor noted that Tesla drivers in Thailand are eagerly anticipating the release of FSD.

Musk responded that Tesla is actually working on releasing FSD into the country, though the company is “waiting on regulatory approval.” Musk’s comment triggered speculations among Tesla watchers on X, with several speculating on just how many territories the company is bringing FSD into in the near future. Taking on Thailand’s roads is also a notable endeavor for FSD, considering that some cities, such as Bangkok, tend to have congested roads.