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Tesla plans to sell Cybercab to customers by end of 2026

📍 Electrek

On the third-quarter earnings call, Tesla said it is trying to deliver Cybercabs to customers before the end of 2026, according to VP of Engineering Lars Moravy. Most units produced in Texas will go to Tesla's own Robotaxi fleet. Separately, Ashok said unsupervised FSD will reach customer cars in mid-2027 (Q2 2027), instead of the usual "end of next year." Musk added that Cybercabs would mostly be Tesla-owned transport-as-a-service vehicles. The company also said it will not give customers access to its driving software, even in areas where it already operates, until Q2 2027.…

🔎 Why it matters: Tesla sets Q2 2027 for both unsupervised FSD in customer cars and customer access to the software, while Cybercab would be sold before that date. The stated timelines leave about six months between vehicle delivery and access to the driving software.
📈 Upside: The call sets concrete, verifiable dates: Cybercab to customers before end of 2026 and software access in Q2 2027.
📉 Risk: Musk said Cybercabs would mostly be Tesla-owned transport-as-a-service vehicles, which does not fully fit the customer sales announced for end of 2026.
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