According to Sawyer Merritt on X (formerly Twitter), Tesla's upcoming Cybercab will feature a two-seat configuration to maximize efficiency and automation in the autonomous ride-hailing market (source: x.com/TheEVuniverse/status/1994056887659028908). This design choice, verified by industry sources, is driven by AI-powered fleet optimization, targeting the high-demand, short-trip urban mobility segment. By streamlining interior space with only two seats, Tesla can reduce vehicle weight, improve energy efficiency, and lower operational costs for its AI-driven robotaxi network. This approach also enables faster production and easier fleet maintenance, creating significant business opportunities in AI-enabled transportation and the growing Mobility-as-a-Service (MaaS) sector.

According to Sawyer Merritt citing Morgan Stanley’s Adam Jonas, Tesla’s autonomous vehicle technology is considered sufficiently advanced to remove safety drivers at scale in major metropolitan areas, particularly in Texas, where no additional regulatory approval is required (source: Sawyer Merritt, Twitter, Oct 27, 2025). Tesla’s reliance on a passive optical-only AV system, rejecting radar and LIDAR, challenges established robotaxi industry norms, potentially accelerating AI-driven mobility solutions. With 8 million vehicles and 12% FSD penetration, Tesla could achieve $1.2 billion in annualized Full Self-Driving (FSD) revenue with high margins, indicating significant recurring business potential and positioning Tesla as a leading player in the AI-powered mobility sector (source: Sawyer Merritt, Twitter, Oct 27, 2025).