Cybercab robotaxi news update! $25K Price, 5.5 mi/kWh efficiency, 2M/year production, no Model 2

[Administrator]

Collection of the Cybercab / robotaxi / ride-hailing headlines from today's Q3 earnings report and investor call that we posted up on Cybercab Robotaxi Forum.

Links:

Cybercab will cost $25,000

5.5 mi/kWh efficiency confirmed for Cybercab robotaxi

Tesla aiming for at least 2 million Cybercabs produced per year; volume production in 2026

Ride-hailing app already being used internally among Tesla employees

Sponsored

 

[GnarlyDudeLive]

Collection of the Cybercab / robotaxi / ride-hailing headlines from today's Q3 earnings report and investor call that we posted up on Cybercab Robotaxi Forum.

Links:

Cybercab will cost $25,000

5.5 mi/kWh efficiency confirmed for Cybercab robotaxi

Tesla aiming for at least 2 million Cybercabs produced per year; volume production in 2026

Ride-hailing app already being used internally among Tesla employees

$25K with FSD included at that price?

 

[stumby]

$25K with FSD included at that price?

Has to be included in that price... without FSD the Cybercab can't operate.

 

[rizvend]

Has to be included in that price... without FSD the Cybercab can't operate.

I got an ICE car to sell you. Premium steering wheel optional. ?

 

[SteelMyHeart]

The production model must have more than 2 seats if you are gonna sell it to anyone for personal use who has a family. I could see a 2 seat option for people that want to rideshare and a 4 seat option for families.

 

[TheLastStarfighter]

The production model must have more than 2 seats if you are gonna sell it to anyone for personal use who has a family. I could see a 2 seat option for people that want to rideshare and a 4 seat option for families.

That's called the Model Y. Most cars only have 1 or 2 people in them at any given time.

 

[SteelMyHeart]

That's called the Model Y. Most cars only have 1 or 2 people in them at any given time.

They will just artificially limit their market. It doesn't cost 10k+ to put in 2 more seats in a cybercab, which is how much the model Y price is above cybercab. The 7 seat model Y costs only a couple thousand more than the 5 seat.

 

[WheresMyCybertruck]

If they hit 2 mil/year I feel like they're either going to not have enough demand to sell all 2 mil or they're going to fulfill all their demand within 1-2 years and slow down production significantly. I guess we'll see how things play out though

 

[Crissa]

They will just artificially limit their market. It doesn't cost 10k+ to put in 2 more seats in a cybercab, which is how much the model Y price is above cybercab. The 7 seat model Y costs only a couple thousand more than the 5 seat.

They have a Model 3, a Model Y, a Model S, a Model X, and a Cybertruck.

Why does the Cybertaxi need to be a copy of the Model 3/Y else it will 'limit their market'?

-Crissa

 

[GnarlyDudeLive]

Has to be included in that price... without FSD the Cybercab can't operate.

Not really, FSD it could be a for subscription option only at whatever the going rate is at that time.

 

[Crissa]

Not really, FSD it could be a for subscription option only at whatever the going rate is at that time.

Then it would only operate while they paid the subscription. That's not a great business model for the buyer.

-Crissa

 

[vandytom]

Not really, FSD it could be a for subscription option only at whatever the going rate is at that time.

Tesla will get a cut anyway via booking fees

 

[SteelMyHeart]

They have a Model 3, a Model Y, a Model S, a Model X, and a Cybertruck.

Why does the Cybertaxi need to be a copy of the Model 3/Y else it will 'limit their market'?

-Crissa

It's not a copy. It has no steering wheel or pedals and cost is 25k so it is clearly different. I'm saying for 27k you could probably add two seats and get a wider market for a seemingly low fixed cost. For example, I don't envision many people who make 6 figures with kids buying a cybercab as it is not practical for their personal use and they likely wont want the headache of managing a lone autonomous Uber. The market for 2 seats cars are typically rich people looking for a performance vehicle so all I'm saying is a 2 seat option only for 25k doesn't seem to be a logical limitation you place on your own product.

Your logic would say why have a 7 seat model Y, they already have the X with 6 or 7 seats? Except the 7 seat model y taps a wider marker who want capacity at a lower price.

 

[SteelMyHeart]

The value proposition for the cybercab doesn't make much sense. You can get with tax rebate a model 3 for close to same price but you are not automatically tethered by fsd because you have pedals and a steering wheel. You can still use unsupervised fsd on any tesla so why buy one with no steering wheel or pedals that offers same autonomous tech? Why buy the cybercab for 4 k less but then if a camera breaks you can't use it at all because you can't manually drive it and fsd can't function if a camera is broken and oh by the way it only seats two people?

You want to pick your kid and his fiance up from the airport and go to dinner. You can't do it with cybercab and for only 4 k you could buy a 3.

I see the cybercab as a fleet lease play for people who want to undercut Uber with lower fixed costs. Remember Uber works well for the company not so well for the drivers:

https://www.businessinsider.com/is-driving-for-uber-worth-it-earning-strategies-gig-economy-2024-5

This is why I don't see people making 6 figures, which is 50% or more of Tesla customer base being tempted by cybercab. Maybe a newer demo will want it but if they are making less than 6 figures they likely can't afford two vehicles so once they turn off the ride hailing in the app and the cybercab is their personal vehicle they have two seats and no steering wheel or pedals.

 

[Crissa]

It's not a copy. It has no steering wheel or pedals and cost is 25k so it is clearly different. I'm saying for 27k you could...

It's cheaper because it's smaller.

It's not as tall, it's not as long, it's made more simply.

They already make five five-seat vehicles and two seven-seat vehicles. What reason would they have to make something that competed directly with the Model 3?

They already make the Model 3, which also supports autonomy.

-Crissa

Sponsored