There will be two eras in the near term for Robotaxi: pre-Cybercab and Cybercab.
Every other AV operator has their official Robotaxi vehicle for service. Tesla is just using Model Ys, the same ones I use every day to get around.
Once Tesla releases the Cybercab into the fleet, everything changes. It is Tesla’s first vehicle built from the ground up as a fully autonomous Robotaxi.
Cost per mile goes down, efficiency goes way up, no controls, no HD mapping, with an annual run rate of over 125,000 (based on Q2 deck) that will increase to over 1M over time. It is the safest, most affordable vehicle you can travel in, and it’s not even close.
People are underestimating this vehicle.