Is this effectively asking if Tesla will sell Cybercab to end customers?

@Prin From the article:

"Tesla has told suppliers it wants to start production of a new mass market electric vehicle codenamed "Redwood" in mid-2025"

"Tesla plans to make an inexpensive robotaxi and an entry-level, $25,000 electric car based on the same vehicle architecture"

I guess if they can make the Cybercab into a regular mass market vehicle for end customers then yes but it's unlikely it would be the exact same car with the exact same name.

Other reference for the spirit of the market:

https://en.wikipedia.org/w/index.php?title=Tesla_next-generation_vehicle_platform

@SIMOROBO
That may have been true prior to q3 2024 earning call.

Q3 2024 Earnings call, Musk said

So, anyway, basically, I think having a regular 25K model is pointless. It would be silly. Like it would be completely at odds with what we believe. ...

And if you try to make a car that is essentially a hybrid, manual, automatic car, it's not going to be as good as a dedicated autonomous car. So, yes, Cybercab is just not going to have steering wheels and pedals.

What we designed is optimized for autonomy. It will cost on the order of -- cost roughly 25K, so it is a 25K car. And you can -- you will be able to buy one exclusively if you want. So, it just won't have steering wheels and pedals.

You don't need it.

https://www.fool.com/earnings/call-transcripts/2024/10/23/tesla-tsla-q3-2024-earnings-call-transcript/

As this is clear that they are going to sell cybercab cars to people that want them but they are not going to have steering wheel or pedals then it is clearly just one model the cybercab that has to drive itself.

I think "but it's unlikely it would be the exact same car with the exact same name" may have been true when the market was created but it is not unlikely since Oct 2024. There was a redwood project at the time of claim creation and this was a separate model similar to cybercab that was to be sold to customers. This project was cancelled as reuters claimed (Musk tweeted that they were lying but it wasn't specific about what the lie(s) were - possibly just about abandoning plans for lower cost cars).

So if this turns out to be the case (as fairly clearly signalled) and a cybercab is sold and delivered to a customer by June 30 2026 and there is no separate redwood model, will this be enough to resolve the market as yes?

@ChristopherRandles I do hold a position so I will turn to mods if there is clear disagreement.

The way I see it, I don't think the Cybercab without a steering wheel is a regular car, so it should not count. But if they made a Cybercab with a steering wheel, or Model 2, or Model Q, then I would have to consider it to be project Redwood.

There are still rumors pushing the idea that a Cybercab with a steering wheel, or Model 2, or Model Q, will happen this year. You can look up "tesla model 2" and still find rumors and clickbait posted in the past month that predict exactly that.

So I will wait for June 30, 2026.

That is fine.

BTW from Q4 2025 earnings call:
But the CyberCab, which is a specific model that we're making, does not have a steering wheel or pedals. So this is clearly, there's no fallback mechanism here. It's like this car either drives itself or it does not drive.
https://www.fool.com/earnings/call-transcripts/2026/01/28/tesla-tsla-q4-2025-earnings-call-transcript/

Also later
But if you start going beyond three years, and we look at the scaling plans, and how many fabs are getting built, especially if you factor in geopolitical uncertainty, there's always risk that maybe those chips don't arrive that people were expecting to arrive. That's why I think we need to have more fab capacity in the US. Just in case. Chips don't stop arriving for any reason. This is really existential for Tesla, Inc. because Optimus is completely useless without an AI chip. It's not like at least the cars we can put steering wheels and pedals in. Or retrofit them if need be.

I think it’s fine to wait until June, but I also think the “Redwood” program was effectively cancelled. This is quite clear if you read the Outlook section of the shareholder letters, starting with the Q1 2024 report.

Tesla states that the “more affordable models” will be built on existing manufacturing lines, while only the robotaxi (Cybercab) will use the new unboxed manufacturing method—which I think was the defining characteristic of “Redwood.” Those more affordable models ultimately materialized as the Model 3 and Model Y Standard versions introduced in Q4 last year.

In all subsequent quarters, they essentially reiterated the same message, until the “Standard” trims were ultimately launched.

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

From the Outlook / Product section (page 10) of the letter:

We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025.

These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and will be able to be produced on the same manufacturing lines as our current vehicle line-up.

This update may result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex-efficient manner during uncertain times. This would help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 50% growth over 2023 production before investing in new manufacturing lines.

Our purpose-built robotaxi product will continue to pursue a revolutionary “unboxed” manufacturing strategy.