Thread by @PTrubey

Tesla VP of Vehicle Engineering @larsmoravy talked for 55 minutes today at the X Takeover event and he gave us some nuggets. A 🧵

@larsmoravy The upcoming unboxed process for Cybercab increases line speed and manufacturing density. Instead of moving these big empty frames all over the factory on a long 150-200 station final assembly line, unboxed has a 25 station final assembly line.

@larsmoravy Cybercab is engineered to be long lasting and hyper efficient on a cost/mile basis. It has cheap easily replaceable body panels. I suspect Tesla will self insure owned Cybercabs and will repair them after accidents. Yet another vertical integration cost reduction strategy.

@larsmoravy When designing Cybercab’s body with “plastic panels”, they were able to have a single 2 hour meeting with in-house materials team, Franz’s design team, engineers who make the assembly line machines, etc. Would have taken months at any other company.

@larsmoravy Optimus has micron level precision parts. They are designing the manufacturing line to make thousands per week.

@larsmoravy Lars is most looking forward to Semi. Total Cost Of Ownership will be so compelling it’ll be a “no brainer” for truck operators to buy it. Wish he was asked about charging infrastructure since I suspect that'll be the gating factor for both depot and long haul.

@larsmoravy They just built revised "beta" Semis in their prototype factory and will have production versions in January 2026.

Btw, forgot to mention above that did did their first Cybercab crash test last week and it passed with flying colors ("of course" Lars said).

@larsmoravy Lars ends saying that five years ago he was hoping Tesla would still be alive in five years, and he says the same thing now. Tesla continues to take “big swings” like autonomy and Semi. Tesla is simply not afraid to do hard, risky but rewarding projects.

@larsmoravy Full interview:

https://x.com/teslaownersSV/status/1949228233293193301