Tesla could easily scale Model Y robotaxis in Texas right now. The geofence is large enough, safety isn’t a constraint, and the occasional convenience interventions for edge cases could be handled by a small team of operators.
But they’re not doing it. Why?
If the capability exists and they’re choosing not to use it, the logical conclusion is that they don’t want to—at least not yet.
Here’s one theory: Tesla has spent more than a decade engineering this moment around the Cybercab. The Cybercab isn’t meant to be just another robotaxi. It’s positioned as a true paradigm shift in transportation.
Aggressively scaling Model Y robotaxis today would risk making the Cybercab launch feel incremental rather than transformative. Tesla appears to be holding back so the Cybercab can arrive with maximum impact—and plans to drive real scale alongside or through it.
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