Tesla executives detailed during their Q4 and FY 2025 earnings call how the company plans a comprehensive robotaxi service that accommodates various passenger needs without relying solely on the two-seater Cybercab. The service will leverage the Cybercab for most trips, supplemented by Model Y vehicles and the Robovan for larger groups. Production of the autonomous Cybercab is set to begin in April 2026.
Tesla's Q4 and FY 2025 earnings call highlighted the strategic design of its upcoming robotaxi network, emphasizing efficiency based on current travel patterns. Vice President of Vehicle Engineering Lars Moravy noted that over 90% of vehicle miles traveled today involve two or fewer passengers, which directly influenced the Cybercab's two-seater configuration.
"Autonomy and Cybercab are going to change the global market size and mix quite significantly... Over 90% of vehicle miles traveled are with two or fewer passengers now. This is why we designed Cybercab that way," Moravy said.
Elon Musk reinforced this approach, stating there is no fallback for the Cybercab's fully autonomous design. "The point that Lars made, which is that 90% of miles driven are with one or two passengers... is a very important one… So this is clearly, there’s no fallback mechanism here. It’s like this car either drives itself or it does not drive… We would expect over time to make far more CyberCabs than all of our other vehicles combined," Musk explained.
The robotaxi service will not depend on a single vehicle type. The Cybercab will handle the majority of one- or two-person trips. For groups of three or four, the Model Y will serve as the backbone. An extended-wheelbase Model Y L could accommodate five or six passengers if approved for North America, while the Robovan will cater to larger groups or commercial needs, seating over ten.
This modular lineup unifies under Tesla's autonomous software and fleet platform, mirroring diverse transportation options today. The call also disclosed 1.1 million active Full Self-Driving subscribers worldwide, with over 70% as upfront purchases, underscoring growing adoption of the technology essential to the robotaxi vision.
Cybercab production is slated to start in April 2026, positioning Tesla to scale its autonomous fleet rapidly.
