---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000524792.md"
description: "$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.”"
datetime: "2026-03-13T17:17:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000524792.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000524792.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000524792.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# $Tesla(TSLA.US) bulls in full attack mode against …


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
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- [UBER.US](https://longbridge.com/en/quote/UBER.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**