MLet's talk Tesla. A different story's brewing.
CGo on.
MTesla says the Cybercab is expanding beyond Austin. Two seats, no steering wheel, no pedals.
CThe robotaxi push. They've been running a pilot in Austin and people keep asking: what's next?
MThe account from The Times of GenZ framed it as a major expansion, but Tesla's actual language is more careful: they plan to expand, no destination named.
CStill, the idea getting past one city means the ops are stable. Charging, cleaning, insurance. That's the hard part.
MAnd yet, a two-seat car for a rideshare service? Most rideshare trips have one passenger, but not all.
CThat's the design bet. More like a minicab than a taxi. I think it's clever for cost, but families won't use it.
MWhich is why Waymo went with the I-Pace and now a purpose-built vehicle with a back seat. More universal.
CFair. You lose airport runs with luggage. But for single urban trips, the Cybercab is cheaper.
MCheaper to build, sure. Cheaper to operate with no driver? Some data says cleaning and remote assistance eat margins.
CThat's an infrastructure problem, not a design problem. Every robotaxi company has it.
MI'm not saying fail. I'm saying the two-seat format limits markets before scaling starts.
CLet's see where they expand. That'll tell us if they want city density or public trust.
MMeanwhile, one post on X is spreading a claim I want to knock down: that California would rather buy EVs from Chinese BYD than Tesla or Rivian.
CThat's a big claim. Who made it?
MJames Croft, a California guy mad at Gavin Newsom. He says the state is giving contracts to BYD over American companies.
CIs there any contract?
MCouldn't confirm one. California has taken actions against Tesla, and BYD is expanding here, but no fleet contract preference could be verified.
CSo it's a vibes claim. The state excluded Tesla from an EV rebate proposal, people hear that, and suddenly it's 'buying Chinese.'
MExactly. The rebate exclusion was about market share, not contracts. And Rivian wasn't excluded.
CI hate when this stuff spreads. Newsom does plenty worth criticizing without inventing a BYD contract.
MAnd BYD doesn't even sell passenger EVs in the US right now. Their California work is buses and trucks.
CSo the post is disconnected from reality twice over. Like we needed that confirmed.
MDifferent world entirely: Rivian's R2, the SUV slated for under fifty thousand dollars, is getting closer.
CNow that one's real. Rivian pinned the R2 against the Model Y, Ioniq 5, EV6, Mach-E.
MThe account Test Miles framed it as a marketplace signal: Rivian lands in the most competitive EV segment.
CBut Rivian already has a brand: adventure, quality, software. The R2 brings that to people who can't pay R1S money.
MThe risk is margin. Under fifty grand in that segment, with Rivian's materials, the profit is thin.
CVolume could fix that if they nail production. R1 line struggles taught them a lot.
MI'd say the bigger risk is timing: by 2026, that segment will have more entrants, not fewer.
CTrue, but Rivian's differentiator is not price. It's the brand. I think they hold it.
MWe'll know when the R2 ships. For now, that's the EV landscape today: one fake contract, one real robotaxi step, one real SUV.
CAnd one robotaxi that still has to prove it can work in more than one city.