Internal forecasts target Cybercab production in the 'hundreds' per week

Tesla said this week that Cybercab production has started at Gigafactory Texas, moving its two-seat robotaxi from prototype reveals into factory output. (electrek.co) (bloomberg.com) Chief executive Elon Musk said on Tesla’s first-quarter 2026 earnings call, “We have just started production of Cybercab,” and said the first phase would be slow. (electrek.co) (finance.yahoo.com) Musk said the slow start reflects “a completely new supply chain, new everything,” and he described the launch curve as a stretched S-curve that should steepen later this year. (electrek.co) Tesla’s shareholder update said the company had prepared lines for the start of Cybercab production and expects Cybercab to become the largest-volume vehicle in its robotaxi fleet over time. (tesla.com) The same filing said paid robotaxi miles nearly doubled sequentially in the first quarter, while Tesla launched unsupervised robotaxi rides in Dallas and Houston in April. (tesla.com) Cybercab is the purpose-built version of that service: a two-seat vehicle shown without a steering wheel or pedals and designed around autonomous rides instead of private ownership first. (statesman.com) (electrek.co) Tesla vehicle engineering vice president Lars Moravy said the Cybercab is not subject to the National Highway Traffic Safety Administration’s 2,500-vehicle annual exemption cap, because Tesla says it complies with federal motor vehicle safety standards without a waiver. (electrek.co) That removes one production ceiling on paper, but it does not settle the harder question of unsupervised driving at scale. Musk said unsupervised Full Self-Driving in customer cars would arrive “probably Q4” 2026. (electrek.co) Tesla has previously said Cybercab could cost less than $30,000 and, at full scale, reach annualized output far above today’s launch pace. The gap between those long-range targets and this month’s low-rate start is now the central test. (finance.yahoo.com) (forbes.com) For now, the concrete change is simple: Tesla is no longer talking about when Cybercab production will begin. It says the build has begun in Texas, and the rest of 2026 is about whether that slow ramp turns into volume. (electrek.co) (tesla.com)