$Tesla(TSLA.US) bulls in full attack mode against anyone skeptical of the Cybercab business case. If not selling to consumers, how will $Tesla(TSLA.US) convince fleet owners/investors to buy $30K Tesla robotaxis with 2 seats, no pedals/steering wheel and commodity autonomous ride hailing that will compete against other autonomous vehicles in the Uber/Lyft networks and which depreciate completely over 5-6 years? Many on X show capacity-based analyses (# trips per week x miles per trip x rev - costs per mile) instead of far more relevant TSLA share-based demand analysis with 10 or more manufacturers all providing unsupervised autonomous ride hailing.
My predictions:- TSLA will delay release of Cybercab until late-2026 given regulatory/safety issues.- TSLA will add optional steering wheels and pedals to Cybercabs. - TSLA will add an optional small back seat for those who want seating for 4. - TSLA will sell Cybercabs to investors/fleet owners rather than commit TSLA’s own capital (2M x $30K = $60B/year) vs a 2026 capital budget “in excess of $20B.”The copyright of this article belongs to the original author/organization.
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