Elon Musk speaks on the slow ramp-up of Cybercab and Optimus production, with factory visuals on screen.
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Elon Musk warns of agonizingly slow Cybercab and Optimus production ramps

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Tesla CEO Elon Musk stated that initial production for the Cybercab robotaxi and Optimus humanoid robot will start agonizingly slowly due to almost entirely new components, following an S-curve to high volume. Cybercab output begins at Giga Texas in under 100 days, supporting Tesla's unsupervised self-driving and Robotaxi ambitions, amid past 'production hell' experiences.

Tesla CEO Elon Musk addressed production expectations for the Cybercab and Optimus on X on January 20, 2026, responding to news of Cybercab production starting in less than 100 days. "Initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast," Musk wrote.

The Cybercab, a two-seater autonomous vehicle without a steering wheel or pedals—just seats and a screen—is priced around $25,000 and designed exclusively for Tesla's self-driving platform and Robotaxi service. Production kicks off at Giga Texas, with Musk maintaining the purist design despite some executives suggesting flexibility. He drew parallels to past hurdles like Model 3 'production hell' in 2017 and Cybertruck's stainless steel challenges. Long-term, Musk aims for at least 2 million Cybercab units annually across multiple factories, potentially reaching 4 million, aided by the model's simpler design.

Optimus, the humanoid robot for undesirable tasks, targets initial output toward late 2026, with a goal of 1 million units per year. Musk views it as potentially eclipsing Tesla's vehicle business in value.

These updates follow Tesla's geo-fenced robotaxi service in Austin using Model Y with Full Self-Driving and safety monitors, progressing to no front-seat monitors. Tesla's $1.39 trillion valuation hinges heavily on faith in autonomy and robotics, despite EV core revenue. In October 2024, Tesla's VP of AI software warned of 2026 as the hardest year yet.

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Discussions on X center on Elon Musk's post warning of an 'agonizingly slow' initial production ramp for Cybercab and Optimus due to their novel designs, expecting an S-curve acceleration later. Enthusiasts and Tesla accounts express optimism for eventual massive scaling, while skeptics mock it as another delay tactic and question high valuations amid execution risks. High-engagement posts include Musk's statement, community clips, and investor analyses.

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Illustration depicting Tesla stock chart volatility, Elon Musk warning on slow Cybercab and Optimus production, with trading floor and factory elements.
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Tesla stock volatile after Musk's warning on slow Cybercab and Optimus production

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Tesla shares experienced volatility on January 21, 2026, dropping about 4% initially before rebounding nearly 3%, following CEO Elon Musk's comments on the slow start to production for the Cybercab robotaxi and Optimus humanoid robot. Musk described the early ramp-up as 'agonizingly slow' due to the novelty of the technologies. Investors await the company's Q4 earnings report on January 28 for more details on timelines and regulatory hurdles.

Following Tesla's Q4 2025 earnings announcement to repurpose factories for Cybercab robotaxis and Optimus robots, CEO Elon Musk warned on X of 'agonizingly slow' early production rates due to the projects' novelty, though he expects eventual rapid scaling. This tempers expectations amid Tesla's push into AI and autonomy.

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Tesla is targeting a pivotal 2026 with Cybercab robotaxi production, Optimus humanoid robot manufacturing, Roadster demonstrations, and Full Self-Driving expansions, aiming to counter declining sales—including Cybertruck—and competition from BYD through AI and autonomy advancements.

Following the recent prototype sighting in downtown Austin, leaked images and video reveal Tesla's production-ready Cybercab—a steering- and pedal-less vehicle for the 2026 Robotaxi fleet. Design refinements prioritize passenger comfort, with the vehicle displayed at Santana Row showroom in San Jose and spotted on Austin public streets.

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Tesla's board chair Robyn Denholm indicated that the company's upcoming Cybercab robotaxi might feature a steering wheel and pedals to comply with U.S. safety regulations. This potential change contrasts with the vehicle's original design as a fully autonomous two-seater without manual controls. Production is slated for 2026, but regulatory limits could restrict deployment without such adaptations.

Following a prior downtown Austin sighting, two Tesla Cybercab prototypes equipped with steering wheels were photographed driving together on South Lamar on December 30, 2025. The images highlight ongoing public road testing amid debates on achieving unsupervised autonomy for the 2026 robotaxi launch, with Elon Musk confirming early production trials and an April ramp-up.

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Building on his announcement the previous day at the World Economic Forum in Davos, Elon Musk specified Tesla aims to sell Optimus humanoid robots to consumers by late 2026, subject to safety and reliability validation. With robots advancing in factories and leveraging Tesla's AI, this pivot underscores diversification as EV sales decline.

 

 

 

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