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Telsas in a parking lot in Brooklyn
(Spencer Platt/Getty Images)
Machine Learnings

Musk says every Tesla is “capable of being a robotaxi.” But a report says the robotaxis are getting special parts.

Robotaxi hardware upgrades pour some water on Musk’s assertion that every Tesla could be a robotaxi.

Rani Molla

Tesla CEO Elon Musk has repeatedly painted a future where all Teslas would be autonomous and revolutionize the economics of car ownership.

“In the future, most people are not going to buy cars,” he said on the company’s last earnings call. Instead, most people would utilize the Tesla Network, a ride-hailing service that would be made up of company-owned and personally owned vehicles. For those still bullish on buying, their Teslas would become income-generating assets that they lease out to the network when they’re not in use. That’s supposed to include current Tesla owners.

“The vast majority of the Tesla fleet that we’ve made is capable of being a robotaxi,” Musk said on the same call.

Ahead of the company’s tiny but mostly successful robotaxi launch over the weekend, Musk reiterated that the vehicles consumers are buying now, which make up the vast majority of its revenue, are the same ones that will be part of the autonomous ride-hailing future.

“These are unmodified Tesla cars coming straight from the factory, meaning that every Tesla coming out of our factories is capable of unsupervised self-driving!” The robotaxi software, he said, which allows for unsupervised driving, was a “branch” of existing consumer software that would be rolled out to everyone “soon.”

But yesterday, Business Insider reported that Tesla is working on hardware modifications to its Model Ys specifically for the robotaxi program. That includes adding self-cleaning and more durable cameras, as well as a second telecommunications unit to “provide GPS coordinates for the vehicle and allow it to connect with remote operators,” among other changes.

The move suggests the obvious: the needs of a commercial vehicle are more demanding than that of consumer products. They’re also likely more expensive.

Musk has repeatedly knocked Google’s Waymo, which has a much bigger market so far than Tesla’s robotaxi, as costing too much. Indeed, the promise that every Tesla could be a robotaxi is central to the company’s promise to scale the service rapidly.

Presumably the company’s forthcoming Cybercabs — which are supposedly going into “volume production” next year — could bridge the gap between what is acceptable for individuals versus individuals hoping to lease their cars to the Tesla Network, but the BI report pours water on the idea that any car can be a robotaxi.

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