Tesla Cybercab is an emerging asset class, not a stock tip.
A living intelligence portal for Tesla Robotaxi / Cybercab investment. Every financial output traces to a documented assumption — and every assumption traces to graded evidence. We publish what is confirmed and what is unknown with equal loudness.
Truth Dashboard
The core investment question
What can actually be invested in today?
What are the asset-level unit economics?
What do disclosures, regulation, permits, hiring, registrations and OSINT suggest comes next?
Cybercab vehicle, fleet, mobility hub, charging, real estate, financing, supplier, TSLA — or nowhere yet?
Claim & evidence ledger
Facts, forecasts, and unknowns are never blended. Each carries an evidence class (A1–E, M) and a confidence label.
Tesla operates an official Robotaxi commercial-interest pathway referencing Cybercab fleet purchasing and mobility hubs/infrastructure.
as of 2026-09-12
Two Texas-record projects named “Tesla Center – Air Center Blvd Robotaxi” near Houston IAH (Bldg 1 ~28,293 sqft/~$915k; Bldg 2 ~12,006 sqft/~$450k; Oct–Dec 2026).
as of 2026-09-12
Austin 405 E. St. Elmo Rd Tesla project ~82,107 sqft, ~$2.117M, construction Sep 2026–Jan 2027.
⚠ Robotaxi car-wash interpretation is secondary/inferred, not primary.
as of 2026-09-12
EPA/NHTSA: 2026 Cybercab, Austin-built passenger car — 326V, ~146Ah, ~47.6kWh nominal, 163kW motor, FWD, ~219hp, ~3,113lb curb.
⚠ ~418mi is a lab certification-test result, NOT the retail rated range.
as of 2026-09-12
Tesla disclosed installed annual Cybercab capacity above 125,000 units in Texas.
⚠ Installed capacity is NOT the same as current production rate.
as of 2026-09-12
Texas law is structurally compatible with a permitted TNC using automated vehicles supplied under contract by third parties.
⚠ Does not prove Tesla will offer third-party fleet contracts.
as of 2026-09-12
Current 2026 Tesla third-party Cybercab network fee.
⚠ Historical ~25–30% (2019) is a scenario anchor only. Model 10–40%.
as of 2026-09-12
Final Cybercab commercial purchase price.
⚠ Not published in official commercial terms. Gates the entire ROI model.
as of 2026-09-12
Who pays insurance in a third-party Cybercab fleet arrangement (Tesla, owner, or shared).
⚠ TX TNC: ~$1M aggregate/incident during a prearranged ride; 50/100/25 between rides.
as of 2026-09-12
Investment pathways
| Pathway | Investor owns | Capital intensity | Status |
|---|---|---|---|
| TSLA equity | Tesla shares | Low → unlimited | Available |
| Individual Cybercab | One vehicle | Moderate | Interest signaled; terms unresolved |
| Cybercab fleet | Multiple vehicles | Moderate → very high | Interest signaled |
| Mobility hub | Property + charging/service infra | High | Tesla interest pathway exists |
| Charging infrastructure | Charging equipment / power access | High | Plausible |
| Fleet financing | Debt / leasing exposure | High | Likely future layer |
| AV insurance | Underwriting risk | High | Emerging layer |
| Wait / cash | Optionality | None | Rational if terms are unattractive |
Coming next
Apple-style flow: set fleet size, fare, utilization, network fee, financing → live IRR / NPV / DSCR.
One headline number, or the full sensitivity + Monte Carlo panel.
Per-city attractiveness scores and a news-to-economics feed.