Tesla's CyberCab will dominate the robotaxi market because of its lower costs, faster scaling, and AI advantage, leaving competitors unable to sustainably compete.

I must say, I don't know how Waymo will compete when the CyberCab is launched . Why do the smartest people in the room all seem to agree on the success of the Tesla Cyber Cup?

all seem to agree on a future in which Tesla CyberCab will sweep the self- driving taxi market, capture a large share, and dominate in terms of price and performance.

Tesla has announced that it has expanded the rollout of its Cyber Cab vehicles in Texas. They have just registered 79 Model Y vehicles for their self-driving taxi service.

Tesla's official robotaxi account, which kids will surely be excited about, posted that CyberCab vehicle number 67 has joined Austin's fleet.

The obvious next step would certainly be to add two more CyberCab cars, and why not? And what do you know, breaking news, Tesla has just added two more CyberCab vehicles to its robotaxi fleet, bringing the total to 69.

This is starting to look more, you know, less like an experiment and more like a real fleet. In Las Vegas alone, Tesla recently said it will deploy 2,500 CyberCab vehicles next year.

Tesla’s official long- term goal is to get one million robotaxi vehicles in commercial operations as quickly as possible. If you do the estimations , Tesla's ride-sharing revenue is likely to reach around one hundred billion dollars.

To put that in context, this represents roughly the size of Tesla's entire business right now. However, robotaxi's profits are likely to be much higher given that it relies primarily on software as a service rather than sales of small-margin hardware, such as bulky batteries and vehicles.

Let's take a quick look at a video here just to remind people how awesome CyberTrack is. You already know what it looks like and how great it is. Absolutely fantastic. Yes, a very cool design.

It's a beautiful design. And it looks perfect in gold.

And at the Gigafactory, do you remember the one that was disassembled so you could see all the parts inside? It is a very beautiful and lovely design. It also doesn't have many moving parts, so you can see how they'll manufacture it on an incredible scale .

Learn, just from a consumer's perspective, all my friends who drive the new fully self-driving Model Y cars say, " Wow, this is life-changing ." "I literally go anywhere thanks to full self-driving."

The waiting list is now about 3 months for the Model Y. But three months from today, it will be completely sold out. By the way, depending on the car category, a number of Tesla cars and their categories have already been completely sold out throughout the year in the United States.

As we heard in Tesla’s recent earnings call, the 55% adoption rate of Full Self-Driving in new car sales in the United States clearly demonstrates that Full Self-Driving significantly increases the number of people who buy Tesla cars.

It's not about the car itself, but about the software that can do all the work.

Just imagine what will happen when it becomes legal to have fully autonomous, unsupervised driving . Attractive, you'll want to talk to it all the time, artificial intelligence will be everywhere.

So, you might want to join this waiting list because you will want to talk to your artificial intelligence and continue your conversation, work, and fun. On the ceiling, you know, it will be amazing.

And you, by the way, another quick update on this topic: the "Groc" robot is now being integrated into Tesla cars. This means that you can literally do exactly that. Continue working with your "Groc" robots in your Tesla.

So, if there are entrepreneurs out there when Cybertrucks are launched, buy 100 of them, put them into business, and you will have a fleet of Cybertrucks generating income for you. I think this will be an incredible business.

I will say that I love my Tesla Model Y 2026 Juniper Launch Series. It's life-changing. Full self-driving is amazing. The car's build quality is amazing.

I can't wait for cyber taxis and robot taxis in general to arrive in Boston.

That's an excellent point from Peter. Any place on Earth that does not proactively pave the way for safer, human-driven autonomous vehicles— meaning fewer accidents, fewer injuries, fewer permanent disabilities, and fewer deaths—is not only unprepared for the technological singularity, but may also be unlivable if you have the choice.

This level of backwardness in management, where officials are making decisions that prevent life-saving technologies , may push me to plan to move as soon as possible, in complete secrecy.

I am actually forced to sell my beloved Tesla Model S of 10 years to get a Model Y because I need the fully autonomous driving system.

First, there are three small things here. One of them is the shift from buying a car to driving self-driving, income-generating miles. What is the cost per self-driving, income-generating mile, right ?

If you can do that at a reasonable cost and adjusted for the level of security, that's truly tremendous.

Fleet growth will reduce waiting times, improve the user experience, and increase the number of trips , generating more data, which will create that inner loop that Alex talks about.

So I think there are some amazing benefits to all of this.

It is completely changing. He is absolutely right, and the essential condition for this feeder cycle is the ability to expand your fleet of autonomous vehicles quickly and massively.

Again, insurance, cleaning, charging and all that stuff, I think you're going to turn gas stations into self- driving car cleaning centers, and that sort of thing is going to start happening.

But for me, the biggest thing is that I made a bet. I went on stage 10 years ago and said that my child would never get a driver's license, and I only have one year to put this cyber cap on the line before he decides to get the license anyway just to get away from his parents, but he won't have to and I'll prove my words true.

Therefore, it is important not to lose your credibility as a futuresman . Yes, you know, the story of abundance here is that the poorest people on the planet will be getting around in self-driving electric vehicles.

Yes, it will be the cheapest means of transportation.

Think about the elderly, don't you ? And people who cannot move around easily. Suddenly the market becomes incredibly magical, offering enormous capabilities to segments of the population that cannot do so today. Enormous.

Yes, I will display this image here. I love it; it simply compares Cybertruck and Waymo. This is amazing. I saw it trading on the X platform a week or two ago, maybe. genius. If you're just listening, take a look at it on the screen now .

Believe me, she deserves it. The image here shows Tesla's "Cyber Cab" with a very sleek, streamlined, and beautiful design . And on top of it is a huge brain.

This is a very beautiful metaphor . It illustrates the differences between Tesla's approach to self-driving and any other company attempting to offer self-driving cars as a service to consumers.

And I know I have to say, I don't know how Waymo will compete when CyberCab launches.

Ah, and I know I have to say, I don't know how Waymo will compete when CyberCab launches. Okay, Peter, I agree with you . I'm still waiting for someone to explain to me how Waymo will compete without having to press several magic buttons, a button to catch up with Tesla's magic.

Their best bet , and I'm not joking, is to assume they will make a profit from the service, not aiming for profitable operation on a large scale, but somehow carving out a very narrow niche in a few small pockets as an alternative to the more glamorous CyberCap service .

Imposing a hefty cost per mile, and justifying why consumers should pay more for a service that is somehow equivalent.

People are brainwashed through advertising, I don't know. Their best bet is to somehow trick consumers into paying much higher costs per mile for using an equivalent service in the same areas where Tesla's CyberCab cars operate.

Like Peter, I don't know how Waymo will be able to compete sustainably and profitably with Tesla's CyberCab over time.

CyberCap relies on eight cameras. Once again, Elon explained that if humans can drive with one or two eyes, then a car should be able to do so with just cameras.

I think the point of this brain image is that CyberCap relies heavily on artificial intelligence. Yes, I can't agree more than that. I just realized that I'm kind of funny . It seems that anyone with a mind the size of Tesla's understands the wide-ranging implications of CyberCab.

And how other robotics companies are in a precarious position.

But among people like me, with brains the size of a Waymo, pea brains, average intelligence at best , unlike the geniuses who know that Tesla will sweep , I don't know how it will compete with Waymo. Some people think Tesla will dominate.

Others say no, just press the magic Tesla catch button and you too will be able to offer self-driving service at a competitive price per mile and a similar profit margin, while Tesla competes despite its enormous cost advantages and ability to expand faster than you.

Everyone will get an equal-sized slice of this very small market that certainly won't grow any more than the current ridesharing market, because it's not as if affordable transportation services are going to dramatically increase the number of miles people use the service.

So , in conclusion, all those geniuses who seem skeptical about the ability of companies like Waymo to compete with Tesla's expansion into CyberCab deployment.

And any average person who thinks, like the intellectual giants out there, that Tesla’s huge cost advantage, its general self-driving capability, its ability to mass-produce vehicles faster and cheaper than anyone else, and therefore its ongoing operating costs per mile are significantly lower than anyone else’s, anyone who thinks that this is a huge advantage that companies like Waymo will not be able to compete with sustainably over time, is definitely wrong and/or just a Tesla fanatic and a desperate defender of Elon, because they do not realize that there is a magic button that everyone can press to catch up.