Tesla Robotaxi reveal: What to expect

Core Viewpoint - Tesla is set to unveil its Robotaxi, also referred to as Cybercab, at an event titled "We, Robot," which is expected to showcase a prototype and discuss commercialization strategies, despite previous delays and challenges in production and margins [1][9]. Group 1: Event Details - The Robotaxi event will take place on Thursday at 7 p.m. PT at Warner Bros. Discovery's studio in Burbank, California, marking a departure from Tesla's usual venue for such reveals [1][7]. - The event's title, "We, Robot," references Isaac Asimov's "I, Robot," suggesting a focus on the relationship between robots and humans, potentially including updates on Tesla's humanoid robot, Optimus [9]. Group 2: Vehicle Concept and Design - The expected prototype is a two-door, two-seater vehicle with a Cybertruck-like design, featuring angular edges and a stainless steel finish [2]. - The Cybercab is likely to be built without a steering wheel or pedals, which may pose regulatory challenges due to non-compliance with federal motor safety standards [3]. Group 3: Production and Commercialization Challenges - Tesla's margins have been affected by increased Cybertruck production, and the company has faced disappointing third-quarter deliveries and multiple recalls of the Cybertruck [1]. - Analysts predict that the production of the Cybercab may not begin until at least June 2025, given Tesla's historical delays in ramping up production after product unveilings [11]. Group 4: Market Strategy and Partnerships - There is speculation that Tesla may announce a partnership with Uber to enhance the commercialization of its ride-hailing service, although Musk has previously indicated a preference for an independent approach [10]. - The event may also feature a preview of a $25,000 EV, referred to as Model 2, and a fully autonomous passenger van, based on previous investor presentations [9].