Could the Robotaxi delay just be a "new form factor" training issue? (Like the Cybertruck)
I’ve been trying to wrap my head around the true reasons behind the delay in getting the Robotaxi deployed, and I wanted to see if this theory makes sense to anyone else based on what we saw with the Cybertruck.
I own a Cybertruck, and when it first launched, it didn’t have FSD at all. If I remember right, it took something like 8 to 10 months after delivery day for FSD to finally roll out to the truck.
My assumption at the time was that Tesla’s AI team needed real-world fleet data to train the FSD model specifically for the Cybertruck's unique physical dimensions, camera placements, and steering physics.
Since the Robotaxi (Cybercab) is a completely new form factor, it stands to reason that they’re running into the exact same hurdle. Even if the software is great on a Model 3 or Y, they probably need to rack up millions of validation miles on actual Robotaxi prototypes before the model is safe and accurate enough to handle that specific body type unsupervised.
Does this logic hold up, or do you think the delays are driven more by regulatory hurdles, hardware production scaling, or something else entirely?
Would love to hear your thoughts.