Tesla’s Robotaxi event—We, Robot—is right around the corner. It takes place this Thursday, October 10th. Invites for the event were recently sent out in batches to those who won the shareholder raffle, and those who RSVP will receive their tickets 2-3 days before the event.
And it’ll be happening in none other than Hollywood, Los Angeles. The event will take place at the Warner Bros. Discovery Inc. Studios, a massive 110-acre location that includes large sets prepared for all sorts of movies and TV shows.
So, let’s take a minute to take stock of what we know about the event, and what we can expect.
What We Know
We know the event is taking place in and around Discovery Inc. Studios, as Tesla has been intensively gathering FSD data in the area around the studio before the event. In addition to that, some camouflaged Robotaxi prototypes have been seen driving around the actual Studio grounds.
What’s interesting is that Tesla has been intensively gathering data throughout San Francisco, Los Angeles, and the Bay Area – including certain destinations like the Tesla Diner in Hollywood. We saw Robotaxi Mules – vehicles equipped with cameras in places we expect the Robotaxi to have them – running the routes in these areas, gathering data ahead of time to train the FSD model.
With all that, we have some of our own expectations for the event.
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What We Expect
There’s a lot of speculation about the Robotaxi, and lots of hints that Tesla has dropped over time. We expect Tesla to deliver a small, two-door sedan with two seats. The car is expected to have four wheels, although there was some speculation of three wheels at one point. It’ll likely include a good amount of trunk space for luggage as well. Based on camouflaged vehicles, sneak peeks Tesla has shared, and the Robotaxi mules, we expect the vehicle to be quite a bit smaller, although the body styling appears to be similar to a Model 3.
Tesla’s focus will likely be on autonomy and cheap production, so don’t expect large screens, rotating seats, tables, etc, in the vehicle. It’ll likely include a single screen in the middle like the Model 3. The UI for the vehicle will likely be very similar to production vehicles today but simplified since you won’t be able to control some aspects. There may also be new modules that will display important customer information front and center, such as their ETA and fare price.
We’re not sure how much Tesla will talk about FSD hardware at the event, as they won’t want customers to feel like they’re being left out, but we expect the Robotaxi to include Tesla’s upcoming Hardware 5 FSD suite or a completely different hardware that focuses on redundancy and safeguards that will be crucial to operate an autonomous fleet.
A concept of what the UI in the Robotaxi may look like
@dkrasniy
One of the key things we expect at the event is the opportunity for attendees to experience Robotaxi, along with the entire Tesla experience from start to finish. The event will probably start with a keynote address from Elon Musk and Ashok Elluswamy – the directors of the upcoming show.
It will likely progress to a virtual demonstration of Robotaxi – including how Tesla’s upcoming Robotaxi summoning will work via the Robotaxi app, and then a quick showing of some other information at the keynote. We’ll also find out whether or not Tesla will initially launch their Robotaxi network with Tesla-owned Robotaxis, customer-owned Robotaxis, or customer-supervised vehicles.
Hopefully, Tesla also showcases a few more things – including that wireless EV charging, and potentially some other things that have been behind the curtain.
The final and most exciting portion of the event will be when users get the opportunity to be hands-on with the Robotaxi. Hopefully, they’ll get access to the interface from their Tesla app and be able to summon a Robotaxi and have it take them somewhere on the studio grounds. This time will also serve as a chance for people to get up close and personal with Robotaxi, poke around and see any unique features of the vehicle. We still have a lot to learn about the vehicle.
Of course, these are just our expectations of the event. For all we know, it could turn out to be the same, but in reverse.
For those who have been lucky enough to receive a ticket, please let us know if you have a +1. We’d love to be able to cover the event in person and experience Robotaxi ourselves.
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Tesla is holding its 2025 Q1 earnings call today at 2:30 pm PT / 5:30 pm ET / 9:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales for the quarter, FSD Unsupservised and the Robotaxi network. Tesla may also discuss its upcoming, more affordable model, Optimus, and other products.
Listen Live
The event will be live-streamed on Tesla’s site. It is also expected to be streamed on X and YouTube like it has been in the past. Tesla has changed this from an Earnings Call to a Company Update, but it’s unclear whether the phrase change holds any significance in what will be shared.
We will provide links here when the live stream becomes available later today. So check back at the time indicated below to listen to the event live.
Start Time
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (April 23rd) - Sydney, Australia
Q&A Questions
The questions asked during the Q&A portion of the call come directly from investors. These are currently the top-voted questions, so we’ll likely see answers to several of these questions:
What are the highest risk items on the critical path to robotaxi launch and scaling?
When will FSD unsupervised be available for personal use on personally-owned cars?
Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
Does Tesla see robotaxi as a winner-take-most market, and as you approach the Austin launch, how do you expect to compare against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility?
Can you please provide an update on the unboxed method and how that is progressing?
How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs?
Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?
Robotaxi still on track for this year?’
Look Back at 2025 Q1 Numbers
Most of Tesla’s Q1 deliveries, 323,800 units, were unsurprisingly for the Model 3 and Model Y, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries.
Comparing these numbers to Q1 2024, the Model 3/Y is down about 13%, while the Model S/X and Cybertruck are down about 24%.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but stated that the ramp is “going well.” However, deliveries and production were both down year over year.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Although Tesla doesn’t officially break down its numbers by region, Troy Teslike, who closely monitors Tesla's delivery and production numbers has provided estimates that show Tesla’s deliveries across regions. Tesla delivered the most vehicles in China this past quarter, so it’ll be interesting to see if this trend continues.
Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
The castings laid out.
@JoeTegtmeyer
The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.
These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
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