CyberCab的推出对TSLA而言是一个重大利好，因为其在电动汽车生产和运营方面具有独特的盈利能力和低成本优势。

Heartiest congratulations to the entire Tesla team on the official launch of their dedicated robotic taxi, the "CyberCab". Not much for Tesla customers, not yet, but for Tesla investors and the company itself, this is huge. The future has arrived .

In this video, I will explain why CyberCab is so important, especially for Tesla investors. What most people misunderstand and do not realize about Tesla's "Cyber Cab".

I will also discuss why Tesla did not broadcast the CyberCube launch event , and why Elon was not at the launch party.

Let's start with why " CyberCap" is so important, especially for Tesla investors. The short answer is that no other company on Earth, even with infinite resources , could replicate the CyberCap experience.

No company other than Tesla will be able to put on the roads, at a similarly low cost, at a similar pace and scale , and with similar or even better ongoing operating costs, anything comparable to the CyberCab.

This is extremely important. The Cyber ​​Cap wasn't just designed to look cool.

" CyberCap," behind the scenes, are things that a Tesla consumer or a "CyberCap" platform user will not notice or care about, but they are very important to Tesla investors.

The CyberCab, the devices themselves, were designed and engineered from the ground up to have the lowest operating costs of any road vehicle. Highly efficient electric motor , superior aerodynamics, and the lowest possible mass. This is why it's a two-seater vehicle.

The actual cost per mile to run a CyberCab is the only thing that matters once it hits the roads, taking into account the initial production cost. Cost per mile is a big deal because cost per mile translates directly into what you can charge customers per mile while still making a profit from the use of the service.

No other company will be able to produce a vehicle that is as efficient, comfortable, safe, and functional, and match or surpass Tesla's cost of running per mile. This is a big deal. It's not the only big thing, but it's very important.

Everything about the design of the CyberCab revolves around operational efficiency and the lowest running cost per mile. In addition, before the Cybertruck made its way to the streets and into service, Tesla reinvented how vehicles are manufactured.

They call this "unpackaged" process the Standard Manufacturing System. They spent years reinventing the way the vehicle was built to drastically reduce production costs .

Tesla was dealing with cost from two different directions. Operating costs after production must be extremely low , but the actual manufacturing cost must also be extremely low. Today, the list of companies on Earth that produce electric cars profitably and on a large scale contains only one name , and that is Tesla.

I mean, Tesla buys batteries from BYD. Now, the reason I mention this, and this brief digression, is to make people realize that there is only one company today that can produce electric cars profitably and on a large scale.

And now, they have completely reinvented the entire manufacturing process to produce an attractive electric vehicle, this time the Cybercab, a dedicated robotic taxi , which will cost significantly less than Tesla’s current Model 3 and Model Y, which are again the only mass-produced electric vehicles in the world today that are profitable.

All of this means that anyone who believes, thinks, or feels that any company that wants to compete with Tesla in the field of large-scale autonomous driving will magically be able to match the cost at which Tesla can put an attractive, safe, affordable, reliable, and low- operating-cost robotic taxi on the roads. Anyone who thinks that a company other than Tesla will be able to match or outperform Tesla in the cost of initial hardware is a very stupid person.

My best estimate is that at mass production, Tesla will initially manufacture Cyber ​​Cab cars in the $25,000 range , perhaps in the lower $20,000 range . But with mass production, that would approach around $18,000, which is fantastical.

Another result of the modular manufacturing system is a significant reduction in the factory space required to actually produce these things and a much higher production rate, meaning more CyberCab cars are produced per minute, per hour, and per day from a much smaller factory.

This gives Tesla the ability to scale up these things rapidly and deploy thousands, tens of thousands, and saturate city after city . They have the skills and manufacturing expertise to do so, unlike, for example, companies like Waymo, Uber, or any taxi company.

Low production cost, high speed, and extremely low operating cost. The key takeaway here, and the most important point about CyberCab, and why it's so important to Tesla and Tesla investors, is that no other company on Earth has a chance of coming close to Tesla's cost of putting devices on the roads, nor of matching or even surpassing its ongoing operating costs per mile.

Tesla, in essence, will produce a luxury product at an economical price, resulting in a luxury service at an economical price that no other company can match. This is a big problem if you are not Tesla and are trying to compete in the field of self-driving taxis. If you try to match Tesla's cost per mile, you will lose money on every trip and eventually go bankrupt . If you don't try to match Tesla's cost per mile and charge much higher prices for a similar or lower-quality service, you won't get a large number of customers. Therefore, you will not have a great and reliable business.

What most people don't understand about Tesla's "Cyber Truck" is that everything in this product is meticulously designed for mass production. This includes the ability to produce them very quickly and at a very low cost with very low operating costs.

But, in addition, Tesla’s Full Self-Driving (FSD) software is also designed for wide-range operation. Unlike so-called competitors who rely on every sensor on Earth and high-resolution maps burdened with countless obstacles to expansion into any new location, their systems, while efficient, secure, and in most cases safer than humans, are constrained by the fact that they have not sought overall autonomy, meaning that their vehicles, and the software themselves, compensate for their " little brains" with a chaotic stacking of sensors, safety nets, and barriers .

Tesla is the only company that has pursued general autonomy, and that means Tesla vehicles have learned how to drive, period. It's not how to drive in this small patch of one neighborhood in one city, but how to drive, period. Just like humans. This is extremely important.

When a person learns to drive, there are a number of general principles, rules, and abilities that are learned and related to driving, period. For example, rule number one, don't bump into anyone or anything. Rule number two: Roads usually have one side where you are allowed and supposed to drive, and another side where you are not allowed because there is oncoming traffic . Lane dividers, traffic signals. These are things of a general nature. This is why a driver can go to a new area within his city, or a new state, or even a new country and know how to drive, period. It is understood that if you are in a foreign country, you may also need to learn a little of the local language to interpret some of the road signs.

By the way, all of this is designed for a vision-only system, but you already know how to drive, period . This is why we see Tesla's fully supervised self-driving system spreading in country after country around the world with local specificities, such as Melbourne in Australia which has the "hook-and-go " feature.

For those who don't know, I confirm that in May 2025, Tesla's official AI account posted footage of supervised self-driving tests , which have since been launched in Melbourne, Australia. And yes, it also included mastering the hook turn absolutely.

And how exactly did Tesla's software learn to handle the hook turn ? Did they need to set up camp in Melbourne, send a group of technicians, designers, engineers and vehicles to test using lidar, radar, sonar and so on, and map the entire city with high accuracy? No, they simply fed the system a set of videos and telemetry data of Tesla drivers in Melbourne navigating hook turns to train their software.

Humans are a great example of what Tesla has done with its CyberCab and robotic taxis, because it uses a vision-based system. Multiple cameras, just as humans have a pair of eyes with which they observe. The same applies to Tesla; it has slightly more cameras to be able to see everywhere at once.

As with humans, if you are going to a new part of the city or a new neighborhood, you may drive more cautiously at first because you do not intuitively know the roads. Do you know where the hell you are or not, buddy? You've never been there before, but you know how to drive. This analogy applies perfectly to what is happening with Tesla Cybertrucks.

Tesla's standalone software is more familiar with downtown Austin, Texas, which is why the Cybertruck was launched in downtown Austin first.

But it won't be long before Cybertrucks appear in a number of other cities where Tesla has already started its robot taxi service, gained a foothold, and begun operating fully self-driving Model Y vehicles . Because their cars , again, know how to drive, period.

A few years from now, people will be amazed at how widely and rapidly Tesla Cybertrucks spread throughout the United States. So, the biggest thing that people don't properly understand about CyberTrack, or simply don't grasp, is that everything in this product, from the hardware to the software, is designed and optimized to achieve a very broad range.

So why didn't Tesla livestream the Cybertruck launch event yesterday ? I think the answer to this is quite obvious if you think about it . Tesla typically broadcasts major events live, such as the unveiling of a new product or important technology updates for investors, for example, Tesla's Independence Day, or the unveiling of the humanoid robot Optimus. These are key moments for informing investors about a new product. The "We Robot" event and the official unveiling of Cybertruck were one such example.

The official launch of CyberTrack in Austin, Texas is the final stop for something we've known was coming for a few years. This was an opportunity for the engineers who worked on this program, the vehicle itself, the modular manufacturing system , and the software , to celebrate amongst themselves with a very small group of Tesla fans, and perhaps even one or two haters who also snuck in.

This is not the kind of event you would want to showcase to millions of fans and followers, because what would they do about it? These vehicles currently operate legally in only one American city, Austin, Texas. So, unless you live in Austin, Texas, or are prepared to travel there, what do you care ?

As for Tesla investors, we care about these things. The good news is that there are enough people on X, YouTube and elsewhere to cover the event, so you should be able to find the presentation if you want to.

There is a lot of exciting new information for enthusiastic Tesla investors about how vehicles will sync with your preferences via the app, pick up where you left off on Netflix or music, and how vehicles will be coded with interior LED lights to match the app and visually show you, through color, which Cybertruck among those ubiquitous in the city is yours. We learned information about the drag coefficient, and some other similar details.

But this is not the kind of event that Tesla would be heavily promoting and broadcasting to the world.

As a company, a large company like Tesla, you have to choose your moments carefully here. It's a huge achievement for investors and a great opportunity for Tesla engineers to say, "Hello, experts, shut up ." We were right. Only computer vision works. "Swallow it up."

This wasn't a new product unveiling like Optimus Humanoid, or Cybertruck, or Modular Manufacturing, or Cybertruck again. This was Tesla saying, "Oh yeah, we've just done the thing we said we were going to do, the thing you all knew was coming. You've seen the production ramp-up. We told you back in April it had started. We told you before that how it was going to be made. Timing, and all that nonsense . Yeah, we're actually doing it , and here's what we said before and what we're doing now. Nice story, mate."

So, that's why this wasn't an official Tesla live stream like you might expect to unveil a brand new product , robot, CyberCab, Model Y, or CyberTruck, and that also explains why Elon Musk wasn't there.

Believe it or not, Elon Musk is not the kind of person who types on a computer 24/7, magically solving the self-driving dilemma or designing a manufacturing system. He has an incredible team. This was their moment to shine. They certainly shone.

We have learned some fascinating new information about CyberCap, and I must say, I hate to use this analogy, but it is fitting. This is the iPhone moment for robot taxis.

Ease of use, intuitiveness , and the features and functions we have come to expect from the "Cyber Cab". Again, synchronization, picking up where you left off on Netflix, and the song you were listening to: Tesla is addressing the problem of having huge numbers of " cybercabs" in cities. How do you know which one will take you? You have the app that shows it to you in color.

However, this was a highly specialized event . It's extremely important, a huge milestone, big congratulations. Tesla investors should be extremely happy. The fact that Tesla has now designed, engineered, manufactured, tested, validated, obtained legal approval, and now deployed its CyberCab cars for the first time anywhere on Earth is a huge moment.

A few years from now, CyberCab cars will be everywhere in the United States, and people will look back and say, "Damn, they weren't kidding about the massive range."

According to highly reliable financial media outlets, which include a person from the fake news media , check out this headline. "Tesla's Cyber Cab launch did not live up to the hype ." Well, I don't know, what were people expecting?

I saw a user on the X platform, wearing a nice suit in his profile picture there, who said: "Despite efforts to control the narrative, Tesla's CyberCup event was largely a failure."

While we were on Platform X, I saw this interesting post from Jason, who wrote, sharing his prediction for the global market share of self- driving vehicles 10 years from now? Tesla, 40%, i.e., in first place .

He adds: "Uber and Tesla are the deals of a lifetime at under $100 and under $400 respectively, in my opinion." He says.

To be fair, the majority of my net worth at the time of recording this video is currently invested in Tesla stock. Therefore, I also have a good reason to deal with this situation. I find it a little difficult to understand exactly how Jason came to the conclusion that, a decade from now, despite Tesla’s enormous cost advantage in terms of on-road hardware, operating costs, vertical integration, Tesla’s manufacturing expertise, and its ability to spread and saturate city after city.

I am very interested to know the basic logic that led Jason to conclude that Uber and Tesla would be roughly equal in total market share within a decade. If Tesla can scale up quickly and extensively, possess general self-driving capability and a huge cost advantage to put its devices on the roads, and achieve very high cost-per-mile efficiency in the ongoing operating costs of robot taxis, I find it difficult to understand how other companies will be able to compete with Tesla in cost-per-mile.

I also find it difficult to understand why a consumer would choose to pay for a service that costs significantly more than Tesla's robot taxi service if it is not better.

Or perhaps they won't, in which case I find it hard to understand how companies trying to compete with Tesla on cost per mile will be able to sustain losses on every trip for a whole decade without simply declaring bankruptcy .

How does Uber prevent its network from being disrupted by having to lower its prices for human drivers to remain competitive with vertically integrated autonomous vehicle providers like Tesla, especially since other providers only have a fraction of Tesla's reach?

I would have asked more: How do they compete with the cost of Tesla's hardware, like the Cybertruck, on the road at a certain cost versus a much higher cost for everyone else?"

"This is the ability to scale. No one else has this range. No one else has the comprehensive solution for self-driving. No one else can match their ongoing operating cost per mile.

Or do you think people will say, 'Damn it.' Yes, I'll get the thing that costs half the price for the exact same service. Thanks."

But I think what I take away from Jason, his basic argument behind the thesis of why Tesla and NEO will be essentially converging in self-driving vehicle market share a decade from now, is that Uber must, and will, work with regulators to purposefully slow the rollout of self-driving on a large scale to protect the jobs of people who drive today for a living and don't have a Plan B, C, D, or E. That is, by slowing down the rollout of self-driving cars and working with regulators to stop companies like Tesla, for example, from rapidly and widely expanding their safe and affordable self-driving vehicles across the planet.

This will result in both Uber and Tesla having a comparable market share of self-driving vehicles about a decade from now. It is not because Tesla lacks the ability to expand faster than Waymo, drastically reduce costs, and offer a superior, more affordable, safer, and better service to consumers at a much lower cost, but because the global growth of self-driving vehicles will be significantly curtailed by—wait a minute, a deliberate wordplay—regulatory “hurdles” that prevent the rapid expansion and widespread adoption of safe, reliable, and ubiquitous self-driving vehicles.

Who else would work with regulators to slow Tesla down, basically?

I am a huge Tesla fan and a blind defender of Elon, and my argument about Tesla's cost advantage, their size advantage, their manufacturing advantage, and their overall solution to automation is completely irrelevant and does n't matter.

My new model for evaluating Tesla and SpaceX over 20 years is now also available on Patreon for backers at the investor level and above.