Lars Moravy — Tesla VP: CyberCab Lines Running, Optimus Landing at Fremont, and Why Every AV Cost Model Is Wrong

Tesla VP Lars Moravy revealed that CyberCab production at Giga Texas is running at 90%+ automation with ~150 units built, flagged an upcoming "Scaling Big" announcement for July 7, and discussed how existing AV cost models from analysts like ARK and Wells Fargo miss Tesla's vertically integrated manufacturing advantage.