X @Herbert Ong

Market Perception of Cybercab - There is significant discussion and diverse opinions regarding the Tesla Cybercab, particularly concerning the inclusion of a steering wheel and pedals [1][2] - A key question is whether there is sufficient demand for fully autonomous vehicles without manual driving capabilities to justify the Cybercab's design and market acceptance [2] - Many potential customers desire a lower-cost vehicle and view a Cybercab with a steering wheel as a viable option, considering the Model 3 too large and expensive [2] - A substantial number of individuals are ready to purchase a Cybercab if it includes manual driving capabilities [2] - Most people want the option to manually drive and use autonomy "on demand" [2] - Many perceive limitations in autonomy across various use cases, emphasizing the need for manual driving capabilities [2] Regulatory and Technological Concerns - There are concerns that regulatory and public approval for fully autonomous vehicles like the Cybercab without manual driving capabilities may take longer than Tesla anticipates, potentially limiting production and deployment [2] - Skepticism remains regarding the feasibility of unsupervised autonomy in the near future, with many believing it will take at least five more years [2] Tesla's Strategic Considerations - Tesla should consider customer feedback and correlate it with existing data, such as FSD take rates, to inform its strategy [2] - A "bridging" strategy may be a better approach until full autonomy is more widely accepted [2]