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.