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Tesla says Cybercab production already outpaces Robotaxi deployments

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Tesla says its Cybercab production line can already build vehicles faster than the company can deploy them. Lars Moravy said during a Munro Live factory tour that the line does not run every day because it is "outpacing our deployments." The vehicle uses Tesla's unboxed manufacturing system, with major sections assembled and tested separately. According to Tesla, about 78% of the process is automated, the framing line is fully automated, and final assembly requires just 25 stations. The company also says floor space per vehicle drops by roughly 50%.…

🔎 Why it matters: Lars Moravy said the Cybercab line already builds faster than Tesla deploys Robotaxi vehicles, so the bottleneck shifts to getting them into service.
📈 Upside: The unboxed process automates about 78% of manufacturing and uses 25 final-assembly stations, versus five to ten times as many on a conventional Model Y line, depending on the factory.
📉 Risk: Deploying vehicles already built is now the immediate challenge: 463 registered with the DMV against a stated annual capacity above 125,000 units.
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