Source: TechCrunch
Tesla is abandoning the incremental path of selling consumer EVs to stake its identity on a robotaxi service that requires solving fully autonomous driving at scale—a technical and regulatory problem that has humbled every competitor who's tried. If the Cybercab works, Tesla pivots from automaker to mobility operator with recurring revenue; if it fails, the company has signaled that its traditional car business is not its future, which creates massive brand and investor risk. This is a strategic declaration that Tesla's growth story is no longer about making better sedans.