Tesla expects to start handing Cybercabs to customers before 2026 is out. Just don't expect many of them to end up in private driveways.
"In short, we're trying to get to customers by the end of this year, 2026," Vice President of Engineering Lars Moravy said on Wednesday's third-quarter earnings call. "Obviously we're producing them on the line in Texas, but all of those are currently going into our own internal robotaxi fleet."
That last part is the whole story. Tesla has built a few hundred Cybercabs so far, and every one of them is headed into the company's own robotaxi operation. The handful that reach private buyers will more or less function as beta testers. CEO Elon Musk, who once promised a Cybercab costing under $30,000, spent the call reframing what the thing even is.
"Cybercab is primarily going to be something that is offered as 'transport as a service.' Whereas our other cars will be more the cars you want to own, like the 3 and the Y, and the Roadster, obviously," Musk said. "The vast majority of the Cybercab stuff will be essentially Tesla-owned and transport as a service."
This is a notable shift. When the Cybercab was unveiled, the sales pitch leaned heavily on the idea that you could buy one, or snap up a Model 3 or Model Y, and send it out to earn its keep ferrying strangers on Tesla's ride-sharing app. Now Musk is describing the Cybercab as a service Tesla owns and runs itself, the way every other robotaxi operator already does.
The vehicle's missing steering wheel complicates the ownership question further. How, or whether, a private buyer could drive one remains unanswered. Tesla is already under federal investigation for running a vehicle that lacks certain federally mandated equipment.
Tesla currently offers paid rides in Austin, with Dallas expansion coming soon. For now, the robotaxi fleet gets the cars. The $30,000 Cybercab in your garage remains theoretical.
[Image: Tesla]
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