Part 7/14:
Both Larry and Jeff see CyberCab as emblematic of a new era in transportation. They agree that it will eventually be produced across all Tesla factories, forming a platform distinct from the Model Y and Model S/X. The CyberCab’s modular platform could enable a broader family of AI-driven vehicles that serve both as robo-taxis and personal means of transport.
While acknowledging that full-scale commercialization may take several years, the hosts believe that Tesla’s investment in automation, manufacturing efficiency, and AI will gradually expand the robo-taxi network. This would transform Tesla from a car manufacturer into a transportation services company, where autonomous fleet management generates substantial recurring revenue.