Tesla has finally unveiled its "We, Robot" autonomous vehicle concepts, introducing the Cybercab taxi and Robovan bus.
The Cybercab, appearing as a scaled-down version of the Cybertruck, is slated for production to begin before 2027. Simultaneously, Tesla showcased the Robovan autonomous bus concept, which boasts a highly futuristic design but lacks a definitive release timeline, leading to speculation that it may remain in the concept phase.
Given Tesla's history of delayed concept realizations, doubts have emerged regarding the commercial viability of both the Robovan and the timely production of the Cybercab. For Tesla CEO Elon Musk, presenting the Robotaxi concept on October 10, 2024, represented a significant step. However, true growth for Tesla will only materialize when these vehicles become commercially viable and profitable.
Regulatory challenges loom for Cybercab due to steering wheel absence
The Cybercab resembles a smaller, more stylish two-seater version of the Cybertruck. Musk reiterated that the cost of autonomous transportation would be very low, akin to "personalized public transport," claiming that anyone could purchase one, with costs projected to be under US$30,000.
While the Cybercab boasts a futuristic electric and fully autonomous design, it can only accommodate two passengers per trip, raising concerns about its efficiency as a taxi service.
Moreover, the absence of a steering wheel or pedals means it does not comply with .S federal vehicle safety regulations, posing challenges for future passenger operations. TechCrunch reported that General Motors' Cruise previously attempted to bring its dedicated Origin Robotaxi into production but failed to secure necessary approvals from the National Highway Traffic Safety Administration (NHTSA), ultimately scrapping the project.
Musk believes that over time, the average operating cost of the Cybercab could reach approximately US$0.20 per mile, with plans for Tesla to start deploying Model 3/Y fully autonomous driving (FSD) in Texas and California beginning in 2025. Bloomberg reported that Musk also stated the Cybercab would enter production by 2026 or possibly before 2027.
Additionally, the Cybercab features inductive charging instead of a traditional charging connector, allowing it to charge via a charging pad. Electrek noted that this makes the Cybercab Tesla's first model equipped with standard wireless inductive charging capabilities.
During the event, Tesla did not address how it plans to transition from selling advanced driver-assistance systems to achieving full autonomy for commercial vehicles. Musk's presentation lacked technical details and avoided discussions on regulation or whether Tesla would own and operate its fleet of Cybercabs.
Robovan's futuristic appeal captivates, yet commercial potential remains uncertain
The most surprising reveal was the Robovan, an aesthetically pleasing and futuristic all-electric autonomous bus concept capable of seating up to 20 people while also transporting goods. However, Tesla has not provided any timeline for the Robovan, merely stating that it could change the appearance of roads in the future.
The size of the Robovan is comparable to that of a bus, designed for transporting individuals in densely populated areas. Reuters reported that Musk mentioned Tesla would manufacture vehicles like the Robovan but did not disclose details regarding costs, production methods, or launch timelines. Attendees remarked that the Robovan indeed looked impressive.
With a retro-futuristic exterior, the Robovan showcases metallic elements and shiny sci-fi aesthetics. Its doors slide open from the center, providing seating and standing space inside, and like the Cybercab, it lacks a steering wheel due to its fully autonomous nature. Musk emphasized that the Robovan aims to offer a glimpse into a future world, similar to what the Cybertruck has already achieved.
Previously, Tesla hinted at launching a small cargo van. Part two of Tesla's master plan indicated the development of "high-passenger-density urban transport" and suggested deploying autonomous buses. Earlier in 2024, Musk presented images of a small cloaked cargo van during the annual shareholder meeting.
The Verge reported that given Musk's well-known disdain for public transport, it seems unlikely he would allocate resources toward developing vans. However, in part three of Tesla's master plan, "buses" and "small passenger-cargo vehicles" were listed as pending items.
As competition heats up in the electric light commercial vehicle sector, recent releases such as Volkswagen's ID Buzz and Mercedes-Benz's eSprinter have emerged. The small commercial van market has also seen new entries like the Ram ProMaster EV, Ford E-Transit, and BrightDrop Zevo.
