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Tesla Cybercab Specs Leaked as SpaceX Topples Amazon

TL;DR
  • New EPA filings reveal the Tesla Cybercab weighs just 3,113 pounds and achieves a range of up to 418 miles.
  • SpaceX has officially overtaken Tesla, Amazon, and Meta in market capitalization, reaching a $1.4 trillion valuation.
  • Democratic Senators are pressuring the NHTSA to investigate Tesla's Full Self-Driving safety claims following a Reuters report.
  • The Dutch road authority RDW confirmed 40,000 Teslas in the Netherlands have driven 14.9 million miles on FSD without serious incidents.

Cybercab Specs Unveiled: The Efficiency King?

New regulatory filings with the EPA have finally pulled back the curtain on the Tesla Cybercab, and the numbers are a masterclass in weight reduction. The purpose-built robotaxi weighs in at a svelte 3,113 pounds, making it roughly 700 pounds lighter than the entry-level Model 3 Gizmodo. This featherweight status is achieved through a stripped-down two-seater design that lacks traditional controls like steering wheels or pedals Automotive World.

Under the hood—or rather, the floor—the Cybercab utilizes a 48 kWh battery pack paired with a 219-horsepower front-mounted motor Gizmodo. While the raw filing suggests a 418-mile range, real-world EPA-adjusted figures are expected to land between 290 and 300 miles The Verge via Gizmodo. At an estimated 165 Wh/mi, the Cybercab is positioned to be significantly more efficient than the Lucid Air, which currently benchmarks at 230 Wh/mi Gizmodo.

SpaceX Eclipses Tesla as the New Market Darling

In a shift of the Muskian power structure, SpaceX has surged past Tesla in market valuation during its first week of public trading. SpaceX shares rose 4.8% on Tuesday, bringing the company’s market cap above those of Tesla, Meta, and Amazon Forbes. The rocket company is now the world’s fifth-largest public entity, fueled in part by its $60 billion acquisition of AI-coding startup Cursor Wall Street Journal.

Wall Street has responded by proposing a new acronym to replace the "Magnificent 7": MANGOS (Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX), notably excluding Tesla and Apple Forbes. Elon Musk’s personal net worth has ballooned to $1.4 trillion on the back of this SpaceX rally, even as Tesla faces headwinds from cooling EV demand and regulatory scrutiny Forbes.

Regulatory Heat and the European Frontier

Tesla’s Full Self-Driving (FSD) software is currently caught between a legislative hammer and a European green light. In Washington, Democratic Senators have formally requested that the NHTSA review Tesla’s safety data following allegations that the company misled regulators regarding accident rates Automotive News. The scrutiny follows a Reuters investigation into whether Tesla’s internal safety metrics accurately reflect the software's real-world performance MarketScreener.

Conversely, the Dutch road authority (RDW) reported that 40,000 Teslas in the Netherlands have successfully utilized FSD software since its April approval Reuters. These vehicles have logged 24 million kilometers (14.9 million miles) without a single serious incident, prompting the RDW to advocate for EU-wide approval of the technology Reuters.

Market Watch

TSLA is currently trading at $397.25, down roughly 0.92% from the prior close of $400.94 Yahoo Finance. The stock has struggled to find momentum this year, down approximately 10% year-to-date, despite a 28% gain over the last 12 months Barron's. Analysts remain divided; while some bulls maintain that Tesla has "solved the self-driving puzzle," others point to the slow rollout of robotaxi services—currently limited to Austin, Dallas, and Houston—as a primary concern Morningstar via Gizmodo.

Quick Hits

  • Rivian CEO RJ Scaringe announced a supervised "point-to-point" self-driving system will launch later in 2026 for Gen 2 and R2 vehicles Road & Track.
  • Tesla has reported only 18 crashes involving automated systems to the NHTSA, though its unsupervised fleet in Texas remains small with only 14 active driverless units Electrek via Gizmodo.
  • Uber plans to launch a premium robotaxi service in Houston by mid-2027 using Lucid Gravity SUVs equipped with Nuro's self-driving tech TechCrunch.
  • Mobileye will launch its own robotaxi service in the U.S. in 2027, directly challenging Tesla and Waymo Automotive News.
  • The 2027 Porsche Taycan has been revealed with a base price of $114,250 and a new "E-Shift" system that simulates an eight-speed gearbox Car and Driver.
  • BYD reports that its "God’s Eye" intelligent driving system now has a 50.91% usage rate among its 3 million equipped vehicles CleanTechnica.
  • A new partnership between Uber and Rivian aims to deploy up to 50,000 fully autonomous R2 robotaxis Road & Track.
  • Tesla is charging €99 ($115) per month for FSD subscriptions in the Netherlands following a one-month trial Reuters.
  • Chevrolet revealed the 2027 Silverado 1500 with a new V8 lineup, signaling continued competition in the high-margin truck segment Automotive World.
  • Zenobē has secured £980m in financing to deploy 5,000 electric buses by 2028 Automotive World.

Sources: Gizmodo | Road & Track | Barron's | MarketScreener | Reuters | Forbes | Automotive News | TechCrunch | Car and Driver | Automotive World | CleanTechnica | Wall Street Journal | Yahoo Finance

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