Questions to inspire discussion.

📈 Q: What is the potential annual production capacity for Cybercabs at full speed? A: At full speed with multiple production lines, Tesla’s Cybercab production could reach 2 million vehicles per year.

Tesla’s FSD and Autonomous Driving.

🧠 Q: When is FSD14 expected to be released? A: FSD14 is anticipated to be released in September 2025.

🚗 Q: What capability will FSD14 enable for Tesla vehicles? A: FSD14 will enable unsupervised robo taxi operation for Tesla vehicles.

💼 Q: How might Tesla’s FSD subscription model change? A: Tesla’s FSD subscription could become mandatory for new vehicle purchases.

Tesla’s Market Expansion.

🇨🇳 Q: What potential does the Model Y L have in the Chinese market? A: The Model Y L has the potential to dominate the Chinese SUV market, particularly in the 3-row SUV segment.

📊 Q: What sales figures are projected for the Model Y L in China? A: The Model Y L is expected to achieve 1 million+ sales in China in the next few years.

🌍 Q: Which markets are expected to drive growth in robo taxi demand? A: Uber and the Chinese market are expected to be key drivers of robo taxi demand growth.

Tesla’s Financial Projections.

💰 Q: What is Tesla’s adjusted EBITDA goal? A: Tesla’s adjusted EBITDA goal is set at $400 billion.

📊 Q: What potential valuation could Tesla reach if it achieves its EBITDA goal? A: Achieving the EBITDA goal could lead to a valuation of $20 trillion for Tesla.

🤑 Q: How might Tesla’s success impact its shareholders? A: Tesla’s success could potentially make every Tesla shareholder a multi-millionaire.

Future Plans and Milestones.

📅 Q: Where will Tesla’s future milestones be detailed? A: Tesla’s future milestones are expected to be shown in the company’s proxy statement.

🗺️ Q: What does Tesla’s “master plan part 4” focus on? A: Tesla’s “master plan part 4” details the automation of robo taxis.

📈 Q: What is the projected timeline for reaching 1 million Cyber Cabs in operation? A: Tesla aims to have 1 million Cyber Cabs in commercial operation by the end of 2027.

🚀 Q: How quickly is Tesla’s Cyber Cab production expected to ramp up? A: Tesla’s Cyber Cab production is projected to reach 50,000 per month by the end of 2026.

🔄 Q: How might the Cybertruck’s success impact Tesla’s overall growth? A: Strong demand for the Cybertruck is expected to contribute significantly to Tesla’s scaling potential.

## Key Insights.

Production and Scale 1. 🏭 Tesla’s Cybercab production could start by December 2025 with FS14, enabling 50,000–100,000 units per month by Q1 2026 and potentially 1 million unsupervised robo taxis in commercial operation by Q1 2026. 2. 🚗 The Cybercab’s unboxed process, no painting, and 20x increased labor intensity could enable 2–4 million vehicles per year production, compared to the existing 500,000 per year. 3. 🤖 The Cybercab’s 48vt architecture and steer by wire allow four workers to assemble each module separately, increasing labor intensity by 20x and enabling Tesla bot replacement. 4. 💰 Cybercab’s estimated production cost is $17,000 at 2 million units/year, $19,000 at 1 million units/year, and $22,000 at 500,000 units/year.

Market Potential and Revenue 1. 💹 Cybercab’s 36 cents per mile charging potential, compared to Uber’s $2–4 per mile, could enable 10 trillion miles of driving and $700 billion profit potential. 2. 📈 Tesla’s robo taxi network could reach 10 million active FSD subscriptions by the end of next year, with $50 billion in adjusted EBITDA. 3. 🚙 Tesla’s Model YL has huge market potential in China, with 2.5 million three-row SUV sales per year and 40–50% of the new energy market share.

Technology and Innovation 1. 🧠 FSD14, set to release in September, is expected to be 10x more advanced than previous versions, with 10x the parameters, for unsupervised robo taxi operations. 2. 🎭 The Cybercab is expected to be a $20,000, four-seat vehicle for robo taxi operations. 3. 🚘 Tesla’s Cybertruck and Model YL are “category killers” in China’s SUV market, with the Model YL being a six-seater with movable captain chairs.

Business Strategy 1. 📱 Tesla plans to bundle FSD subscriptions with new purchases of Model 3s, Model Ys, Cybertrucks, Model Xs, Model Ss, and Model YLs. 2. 🔄 Tesla’s master plan part 4 details the automation of robotaxis and bots, with milestones to accelerate the sustainable abundance mission. 3. 🤝 Uber and other companies plan to buy 1 million Teslas to use as robo taxis with FSD.

Financial Projections 1. 💼 Tesla’s 2025 CEO performance award requires 1 million robo taxis in commercial operation by Q1 2026 and $50 billion adjusted EBITDA by 2026. 2. 🎯 Tesla’s adjusted EBITDA goal is $400 billion, potentially making it the most valuable company at $20 trillion with a PE ratio of 40. 3. 🚀 Tesla aims to reach a $5 trillion market cap by 2028–2029 through autonomous driving and robo taxis.

Future Outlook 1. 🌐 Tesla’s robo taxi network could replace 70 cents per mile car ownership costs, making robo taxi ownership cheaper than owning a car. 2. 🔮 Tesla expects to have 20 million vehicles in operation by 2029–2030, significantly growing through autonomous driving and robo taxis.

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Tesla is on the verge of revolutionizing the transportation industry with its innovative technologies, including autonomous driving and robo-taxi services, and is poised for massive growth and potential market dominance Questions to inspire discussion.

Tesla’s Cybercab and Robo Taxi Plans 🚕 Q: When is Tesla expected to start Cybercab production? A: Tesla’s Cybercab production is set to begin in December 2025 with the release of FS14. 🏭 Q: What is the projected monthly production capacity for Cybercabs? A: Tesla aims to produce 50,000–100,000 Cybercabs per month initially. 🌐 Q: How many robo taxis does Tesla plan to have in operation by Q1 2026? A: Tesla plans to have 1 million robo taxis in commercial operation by Q1 2026. 📈 Q: What is the potential annual production capacity for Cybercabs at full speed?