Questions to inspire discussion.
🤖 Q: What is Tesla’s vision for autonomous vehicles? A: Tesla is prioritizing a robo taxi future with Cybercab and potentially Robovan, likely to focus on producing robo vehicles over traditional cars in the near future.
📊 Q: How does the Model Y L fit into Tesla’s robotaxi plans? A: The Model Y L would be a good fit for the robo taxi network, offering a bigger car with more versatility that people want, even if they don’t need the space, and would be a hot seller in the US market.
Tesla’s Full Self-Driving Progress.
🚀 Q: How close is Tesla to achieving full self-driving? A: With version 14 of FSD almost complete and version 15 likely to be the final needed version within a year, Tesla is expected to fully commit to the robo taxi future.
🏢 Q: How has Tesla’s leadership approached the robotaxi strategy? A: Tesla’s executives previously resisted Elon Musk’s push to bet the company on robo taxis, but are now likely to fully commit given the progress in FSD development.
Cybercab and Robovan Production.
🚕 Q: What is the production outlook for Tesla’s Cybercab? A: Tesla’s Cybercab production is undeniable, with 20–30,000 units expected by the end of next year, though scalability remains a key challenge.
🚐 Q: What can we expect from Tesla’s Robovan? A: Tesla’s Robovan will be a platform for various uses (delivery, mobile homes, commuter shuttles), with the first model being smaller than the 2023 Wi-Fi robot event prototype.
Robotaxi Implementation.
🌆 Q: Where is Tesla currently testing its robotaxi service? A: Tesla’s Robo Taxi is currently operating in Austin and California with full self-driving capabilities, but requires approval in all cities and logistics for cleaning and maintenance.
🛠️ Q: How will Tesla approach Cybercab production? A: Cybercab production is expected to be Tesla’s most painless endeavor, utilizing simple parts and lessons learned from Cybertruck, with Elon Musk pushing for no slowdowns.
Robovan Design.
🚙 Q: What are the key features of Tesla’s Robovan? A: The Robovan will have a four to six person capacity and include a mini camp interior with features like a table, movie theater, limousine setup, meeting room, and sleeping beds.
## Key Insights.
Tesla’s Autonomous Future.
🚗 Tesla’s FSD version 14 will be “basically done,” enabling the removal of supervisors in the robotaxi network and paving the way for a true robo taxi future.
🏭 Tesla plans to shift US production capacity from Model Y to cyber cabs and robo vans if autonomy succeeds, potentially never manufacturing the Model Y L in America.
🤖 The Cyber Cab is already in production, with 20,000 units expected by the end of next year, though scalability may be limited due to untested production lines.
Strategic Product Decisions.
🚙 The Model Y L, already designed and ready for release, may be deliberately withheld from the US market to avoid cannibalizing Model Y sales.
📊 Tesla will continue selling the Model 3 and Model Y in the US while focusing on autonomous vehicles, indicating a strategic product mix.
🚐 The Robo Van, though not yet on the roadmap, is envisioned as a versatile platform for various uses including delivery, mobile homes, and commuter shuttles.
Current and Future Operations.
🌎 The Model Y has already launched in China and Europe, with an imminent launch in Germany, despite initial concerns about its timing.
🚕 Tesla’s robotaxi service is currently operational in Austin and California with supervised vehicles, expected to become fully autonomous in 2–3 years.
🛻 The Cybertruck is confirmed as a production vehicle, not a prototype, with its steer-by-wire system already tested and proven in the Cyber Cab.
Miscellaneous Insights.
✈️ Tesla’s flying car concept is not a serious product plan, but the company may explore drone technology for future package delivery.
🔋 The focus on autonomous vehicles suggests a significant shift in Tesla’s product strategy and potential market positioning.
🔬 Tesla’s approach to autonomy and vehicle production indicates a long-term vision for transforming transportation and urban mobility.
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Tesla, led by Elon Musk, is considering delaying or discontinuing the Model Y Long Range in the US to focus on developing autonomous vehicles, such as robo-taxis, and other future projects.
Tesla’s Model Y L Strategy 🚗 Q: Why might Tesla not produce the Model Y L in the US? A: Elon Musk stated the Model Y L variant won’t start US production until end of next year and might not ever be made in the US, likely to avoid cannibalizing Model Y sales rather than due to production capacity or technical issues. 🏭 Q: Is Tesla capable of producing the Model Y L in the US? A: Yes, the Model Y L is already designed with tooling in place from the Juniper retooling, allowing US production without significant additional investment or technical hurdles. Tesla’s Robotaxi Future 🤖 Q: What is Tesla’s vision for autonomous vehicles?