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Tesla opens interest form for third-party Cybercab fleet purchases

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Tesla opens interest form for third-party Cybercab fleet purchases

This digest was compiled by AI from multiple sources — links to the originals are below.

Tesla published an interest form on Thursday for businesses considering Cybercab fleet purchases or infrastructure support. The form, released ahead of the Austin Cybercab event, signals the company may widen its robotaxi network beyond its own operations.

Key Facts

  • Tesla published the robotaxi interest form on Thursday, ahead of its Cybercab event in Austin.
  • The form asks interested parties to select from options including Cybercab fleet purchasing, mobility hubs and infrastructure, event collaboration, and other.
  • Tesla CEO Elon Musk predicted in 2020 that autonomous robotaxis from Tesla would appear the following year, though that vision did not materialize.
  • Moove, a fleet operator for Waymo in Phoenix, Miami, and Las Vegas, raised $250 million last month at a $2.1 billion valuation.

The Interest Form

Tesla published a form on Thursday for businesses interested in buying Cybercab fleets or providing infrastructure for its network. The robotaxi interest form was released ahead of the company's Cybercab event in Austin. The form asks interested parties to pick one of several possible options, including Cybercab fleet purchasing, mobility hubs and infrastructure, event collaboration, and "other." The form says it "helps us build our robotaxi network," suggesting the company sees promise in widening the circle to include third-party companies.

Shift in Strategy

Tesla CEO Elon Musk has talked for years about building a massive fleet of low-cost robotaxis, initially centered on personally owned Tesla vehicles. As early as 2016, Musk spoke publicly about a future in which Tesla owners could earn money by renting out their vehicles with self-driving software. At the company's Autonomy Day in 2019, Musk said the Tesla network would allow owners to add their autonomous vehicles to its ride-sharing app, similar to Uber's business model. Musk said in 2020 he felt confident predicting autonomous robotaxis from Tesla the next year, though not in all jurisdictions due to regulatory approval. That vision never materialized; instead, Tesla has focused on testing and operating its own fleet of robotaxis, first with Model Y vehicles and now the purpose-built Cybercab.

Fleet Management Market

A growing number of companies are entering the robotaxi fleet management business. Moove, an African fintech startup that initially focused on vehicle financing for ride-hailing drivers, is scaling up an autonomous fleet management business. Moove raised $250 million last month at a $2.1 billion valuation. The startup is the fleet operator for Waymo in Phoenix, Miami, and Las Vegas, and plans to operate in London in the future. Moove does not own the Waymo vehicles, but its CEO told TechCrunch that it plans to.

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