Overview
- Tesla has begun building the Cybercab robotaxi at its Austin factory and is producing both a steer‑less version and one with a steering wheel.
- Use without a safety driver depends on regulators, and Tesla says the unsupervised Full Self-Driving software is effectively approved only in Austin.
- Musk said output will start slowly under a stretched S-curve, with a possible acceleration late in 2026.
- Analysts expect robotaxi revenue to stay small until at least 2027 because operations remain confined to a few places.
- Tesla is shifting more investment to Cybercab and its Optimus robot, with Fremont preparing for robot production and a V3 reveal targeted for mid-year as the stock sits about 23% below its December peak.