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A lot of this is extremely valid. The only catch with that cyber cab is it's never going to be sold to someone who lives outside the area where they're currently performing.
The mental gymnastics to defend MKBHD are kind of insane.
First Cybercab launches in 2026. They say "but it hasn't sold to a customer under $30k yet!". Ok, fair.
Now Tesla says they will sell some for under $30k before the end of the year. And the new argument is "But are they selling to individual customers, or fleet managers?"
Go back and listen to what he said two years ago. After trying it he said it was "the weirdest tech event I've ever been to" and that "the biggest red flags are the timelines, this is notorious Elon stuff. He gets on stage and says we're going to have this vehicle out for $30,000 before 2027. No they're not! If they do, I will shave my head on camera, because I'm that confident they won't do it"
If people are buying them for $30,000 or less before 2027, it's pretty hard to argue that doesn't meet the definition of "get the vehicle out for $30,000 before 2027". It is a real vehicle people are using every day.
MKBHD elaborates further that there is "too much stacked up against it" because of 1) regulatory approvals needed to launch FSD Unsupervised and release a vehicle without a steering wheel and 2) the ability to hit the $30,000 price point in spite of inflationary pressures.
This is actually a very reasonable and honest analysis from Marques. I can't fault any sane person for going to this event and saying "How the hell are they going to get a pure vision autonomous car with no steering wheel launched before 2027?". That is a completely reasonable take. But that is exactly what Tesla has done.
If and when anyone buys a Tesla Cybercab for less than $30,000 before 2027, Tesla will have successfully achieved unsupervised FSD, navigated the regulatory environment, and delivered a low cost vehicle platform despite inflationary pressures. Trying to split hairs over what kind of customer is buying the car completely misses what the discussion was originally about. MKBHD said that achieving unsupervised FSD, not being stopped by regulators, and hitting cost targets were so unlikely that he would shave his head if they did it. They did exactly what he thought was so improbable that he was willing to bet his hair on it.
He wasn't out there arguing, "yeah this vehicle will enter production and they will achieve unsupervised FSD, and they will hit the $30,000 cost target... but they will only be able to sell it to fleet owners". He doubted any of it would be achieved.
Tesla hasn't won the bet yet, but all they have to do is pick someone off their fleet interest form, sell them one or more Cybercabs for less than $30k a pop, and MKBHD has to shave his head on camera.
Again, I don't think Marques is stupid or unreasonable for doubting that this could happen by the end of 2026. I didn't think it was a sure thing either. But he went out to his millions of viewers and said I'm so convinced this will not happen that I will shave my head on camera if it does. We didn't ask him to, it was his idea.
If Tesla completes a sale in the next two months and he shaves his head, I'll have much more respect for everyone involved. If he tries to split hairs and say they didn't really do what they said, I will just be shaking my head and thinking "come on..."
Because it will cost Tesla $10 BILLION dollars to make right. And when it comes out that HW4 ain't getting unsupervised either.... it'll bankrupt @tesla. Unless of course they just 🖕 all their customers which appears to be the game plan at the moment.
Right @elonmusk ?
Fix my cars or refund me my $30k.
@ZacksJerryRig@Tesla@elonmusk You mean like when GM did that when Obama bailed them out and stuck it to all the shareholders. Yeah I don't see that happening here