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The key insight is that Tesla’s investment in the Cyber Cap signals confidence in their self-driving technology's readiness. Since the vehicle is intended exclusively for autonomous use, Tesla's scale-up of Cyber Cap production directly correlates with their belief that full self-driving (FSD) capabilities are mature enough for broad commercialization.
Production Timeline and Investment
Elon Musk publicly stated that mass production of the Cyber Cap could begin as early as Q2 of the following year (from the transcript's date, likely Q2 2026). The detailed ramp-up involves billions of dollars in capital expenditure, signaling that Tesla has already initiated the factory build-out, supplier contracts, and design finalization.