Tesla Confirms Cybercab Has No Production Cap as Ramp Begins

Key Points:

• Tesla has begun mass production of the Cybercab, a fully autonomous, steering wheel-less vehicle, at Gigafactory Texas, marking a major step toward its driverless future and Robotaxi network expansion.
• Tesla bypasses the U.S. NHTSA's 2,500-unit annual limit on autonomous vehicles without traditional controls by self-certifying the Cybercab under Federal Motor Vehicle Safety Standards, allowing unlimited production.
• The Cybercab will soon join Tesla's Robotaxi fleet, currently operating with modified Model Ys in Dallas and Houston, accelerating Tesla's unsupervised full self-driving ride-hailing service rollout.
• Tesla has launched new themed lifestyle products, including a CyberDemitasse espresso set, a thermal mug inspired by vehicle cooling technology, and an Optimus robot-themed T-shirt, reinforcing its brand presence beyond automobiles.
• Tesla disclosed that its Full Self-Driving (FSD) software subscription service now generates $546 million in annual recurring revenue from 476,100 active subscribers, contributing to a total of 1.3 million paid FSD customers and funding Tesla's ambitious future projects.