Tesla Cybercab starts production April 2026

Episode Transcript
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(00:00):
You know, when we started Tesla,the, the, the goal was to
accelerate the advent of sustainable energy.
And that is that's what we've done.
I mean, Tesla has really led theway in with, with electric
vehicles, with battery packs, with a lot of solar and many
other companies have have then followed our lead and done that.
And electric cars, which used tobe non existent, are now

(00:24):
prevalent and, and the and the model Y, for example, is the
number one selling car of any kind on earth.
But obviously now with with AI and robotics, we need to update

(00:48):
our mission and our mission. I think it's good.
It's, it's, it's the, it's a great mission, which is to
achieve sustainable abundance, which is, it's like, because I
often ask people like, what is the future that you want?
What's the best future you can imagine?
You know, because we want to tryto make that future, like make

(01:10):
the best future you can imagine.And, and I guess probably the
best future is if people, you know, can have whatever they
want from a goods and services standpoint or medical
standpoint. And, but at the same time, we,
we don't destroy nature and we, we keep the rainforests and the,
the beautiful national parks and, and all the, all that

(01:32):
stuff. And so that's, that's what I
mean by sustainable abundance, is that people, you know, can
have whatever they want, have all the needs met, but we still
keep all of the natural beauty that we want.

(01:53):
I mean, if somebody can think ofa better future, I'm all ears.
But I think that's that's probably the best, the best way
to go. So, yeah.
See. So, yeah, as you know, every
test is designed to be autonomous.
So the it's so nice. Difficult to explain to people

(02:16):
if they've not. In fact, I'm sure you've all
encountered this where you try to tell people that the Tesla
can drive itself and they they think you're crazy or something.
I mean, especially like apart from the cyber truck, our cars
look pretty normal. I mean, they're good looking
cars, but they don't look super then they look normal.

(02:39):
But I guess it's kind of like having a cat or like, and, and
the cats just sitting. Let's say you've got a cat and
it's like just sitting there on the couch and you try to tell
people that the cat can actually, it's actually Puss in
Boots and, and it, and it can actually put on boots and a hat
and, and swashbuckle and sing and dance and feel like no way,

(03:01):
man, that's a cat until the cat does all those things and you're
like, damn, what the. So we've got, you know, millions
of Tesla cars out there that arethe kind of like person boots
that they're intelligent, but people don't know that they're

(03:23):
intelligent. They look like normal cars, but
actually they're super smart andcan drive themselves.
So as I think that's probably the single biggest thing we need
to do is to educate potential customers that you can either
have a car, you can either have a cat that's like normal cat, or
you can have person boots and person boots is very cool.

(03:45):
So that's, so we've these days when people come to our stores
and, or even people that have the car haven't turned it on, we
find, and sometimes people have paid for FSD and haven't turned
it on. We're like what you should at
least try it once. And so now we like the sales

(04:06):
team, the service team will actually sit with customers and
say, look, let us show you how it works and how easy it is.
And then once they've tried it for even just a few days, they,
they can't live without it. And, and, and now with version
14, we're actually getting to the point where we almost feel

(04:28):
comfortable allowing people to text and drive, which is kind of
the killer app because that, that's really what people want
to do and, and do do. And actually right now the, you
know, the versions, you know, the car's a little strict about

(04:49):
keeping your eyes on the road. And but I'm confident that in
the next month or two, we should, we're going to look
closely at the safety statistics, but we will allow
you to text and drive essentially.

(05:17):
Yeah, that's that's, it's certainly about the current
situation, which often people will actually turn off FSD to
text then turn it back on, whichis less safe.
So, so yeah, that's probably thesingle biggest thing is, is just
get people aware of of FSD and then obviously we need to get it

(05:41):
approved in in Europe. So we certainly appreciate the
support of our customers in Europe pushing the regulators to
approve FSD because you can't even get a super, even just
normal supervised FSD is not allowed in Europe currently,
which doesn't make any sense. And I've had these like crazy
conversations with the regulators that seem like a
Franz Kafka novel where where I'm like, well, look, we have,

(06:03):
you know, billions of kilometersof data that shows that FSD
increases safety. And they're like, well, we have
to have all these committee meetings.
I'm like, yeah, but people's lives are at stake here.
So definitely a pressure from our customers in Europe to to
push the regulators to approve would be appreciated.
And then we have partial approval in China.

(06:25):
And we hopeful, hopefully will have full approval in China
around February or March or so. That's what that's what they've
told us. Yeah, but yeah, the, the, the

(06:45):
fact that every Tesla car is capable of full self driving,
every car we build and have built for the last several years
is capable of full self driving is, is pretty wild.
And most people don't don't knowthat.
So, and then we've got the the first car that is specifically
built for unsupervised full selfdriving to be to be a robotaxi.

(07:10):
It's called a cyber cab. It doesn't even have pedals or
steering wheel. Yeah.
So notice there's no side view MERS, there's no yeah.
So it's, it's and it's very muchoptimized to minute for the
lowest cost per mile in our in our autonomous mode.

(07:32):
And that production is happeningright here in this factory and
we'll be starting production in April next year.
So the, the way that Cyber Cab is designed is it's, it's, it's

(07:53):
designed obviously for a purely autonomous world, but also the
manufacturing system is unlike any other car.
If the manufacturing system of the Cyber cab, it's, it's sort
of it's closer to a high volume consumer electronics device than

(08:14):
it is a car manufacturing line. So the net result is that I
think we should be able to achieve, I think ultimately less
than a 10 second cycle time basically unit every 10 seconds,
maybe ultimately take a few years to get there, but it's

(08:34):
theoretically possible to get toa 5 second production time.
And so, So what that would mean is you could get on on on a line
that would normally produce say 500,000 cars a year at a one
minute cycle time like Model Y. The this, this would be maybe as

(09:03):
much as, you know, two or three million maybe ultimately you
know, it's theoretically possible to achieve a 5 million
unit production line if you if you can get to the 5 second
cycle time, so.

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