#Earnings Call

9 articles
Tesla confirms Cybercab production has started despite delays in unsupervised driving
Cybertruck Apr 23, 2026

Tesla confirms Cybercab production has started despite delays in unsupervised driving

Tesla has officially started production of its Cybercab autonomous vehicle at its Texas factory. A key development is that the vehicle will not be limited by a regulatory cap on the number of autonomous vehicles that can be produced annually. This means Tesla can scale Cybercab production without that specific restriction, pending regulatory approval for its self-driving technology.

Tesla confirms Optimus production starting late July at Fremont on former Model S/X line
Optimus Apr 23, 2026

Tesla confirms Optimus production starting late July at Fremont on former Model S/X line

Tesla will begin production of its Optimus humanoid robot in late July or August 2026 at its Fremont factory, repurposing the former Model S/X assembly line. However, CEO Elon Musk cautioned that initial output will be very slow and unpredictable due to the robot's complexity. This marks Tesla's official transition into a new product category, signaling a major strategic shift beyond automotive manufacturing.