Musk calls Cybercab 'game over' as he says volume production has begun
- Elon Musk said on April 24 that Tesla had “started production” of the Cybercab robotaxi at Gigafactory Texas, two days after Tesla’s Q1 update. - In Tesla’s April 22 earnings call, Musk said Cybercab output had just started but warned the initial ramp would be “very slow.” - Tesla had already told investors it was preparing Cybercab lines and lifting 2026 spending above $25 billion. (tesla.com)
Elon Musk said on April 24 that Tesla had started production of the Cybercab, the two-seat robotaxi the company unveiled in October 2024. (bloomberg.com) (finance.yahoo.com) Tesla had already pointed investors in that direction on April 22, when its first-quarter 2026 update said the company had “further prepared lines for start of production” of Cybercab at Gigafactory Texas. (tesla.com) On the same earnings call, Musk said Tesla had “just started production” of Cybercab and cautioned that early output would be slow before ramping later in 2026 and into 2027. (finance.yahoo.com) (news.alphastreet.com) Cybercab is central to Tesla’s robotaxi plan because it is designed without a steering wheel or pedals and is meant to operate as a dedicated autonomous ride-hailing vehicle. (insideevs.com) (finance.yahoo.com) That push comes as Tesla’s core car business is under pressure. The company said it delivered 358,023 vehicles in the first quarter, while using its April 22 update to highlight robotaxi, artificial intelligence and robotics investments. (tesla.com 1) (tesla.com 2) Tesla also raised its 2026 capital spending plan to more than $25 billion, with management saying the money will go toward artificial intelligence, new products and manufacturing scale-up. (finance.yahoo.com) (msn.com) Musk paired the Cybercab message with another one on Optimus, Tesla’s humanoid robot. On the earnings call, he said Tesla was increasing internal Optimus production for testing and expected it to be useful outside Tesla “sometime next year.” (news.alphastreet.com) (transcripts.platformaeronaut.com) Independent confirmation of Cybercab production scale remains limited. Public evidence so far consists mainly of Tesla’s investor materials, Musk’s statements and short videos posted from the Texas factory. (tesla.com) (businessinsider.com) For now, Tesla has moved the Cybercab from promise to production claim. The harder test is whether the company can turn a slow first ramp into a working robotaxi business at scale. (finance.yahoo.com) (tesla.com)