Cybercab and Robotaxi Commercialization

Tesla has started shipping Cybercabs with built-in Starlink V5 dish (375+ Mbps) for fleet management and 4K streaming; Musk says all cars will eventually get Starlink. Observational data shows 100+ Cybercabs in Dallas with steering wheels (validation fleet). Florida Governor DeSantis endorsed Cybercab at SunTrax, a strong political signal. Tesla plans robotaxi expansion to Brazil and India by 2026. However, paid miles dropped 36% in June, and Morgan Stanley calls for proof of robotaxi viability, emphasizing fleet size, disengagement rates, and unit economics. Scaling challenges persist with only 42 robotaxis vs Waymo's 577.