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Will Tesla sell a Cybercab for 30k or less in 2026?

polymarketCompanies·2026-10-18·view on polymarket ↗
6%
Agent
10%
Market Price
-4.0%
Edge
72%
Confidence
65,568
Volume
2.0c
Spread
74
Days to resolution
1
Markets in event
final rationale
Mean of 2 draws (0.06, 0.06). (0) The condition is not met. Late-September and mid-October reports (Newsweek, tslna, Autonomix, Benzinga) agree that Tesla has no Cybercab MSRP, no order page and no retail delivery. Every unit goes to Tesla's own Austin and Dallas fleet, and the only sales channel is a fleet or commercial interest form. (a) About 10.5 weeks remain until Dec 31, 2026. The Oct 21 Q3 call and the Oct 30 NHTSA sworn-response deadline are the main catalysts. (b) If nothing changes, the market resolves NO. (c) NO scenario: Tesla keeps all output in its fleet while volume ramps and the NHTSA Special Order on FMVSS self-certification stays open. Any sales go to fleet operators, which do not count, and retail slips into 2027, consistent with the Q2 letter dropping 2026 volume production and Musk saying material Cybercab revenue comes in 2027. (d) YES scenario: Musk, motivated by his Feb 2026 'Yes' and the MKBHD bet, announces a sub-$30k retail order page on the Oct 21 call. Tesla then completes a token December delivery to a member of the public under public terms. The market sits at 10%, down 7 points in a week. I shade slightly below it because of the strict 'bona fide retail customer under publicly available terms' wording, the open NHTSA audit, and Tesla's long record of slipped timelines. I keep a non-trivial tail for a Musk-driven headline sale.
re-scan context
This market has been scanned before. Previous predictions:
datepredictedmarket priceconfidence
2026-10-06 22% 26% 57%
2026-08-25 6% 8% 78%
1. Planner Opus 5.5 · picks the research tools
Tools chosen: polymarket_direct resolution_source polymarket_related kalshi_related earnings_data wikipedia
Planner reasoning
Polymarket price is the anchor. The resolution source is official Tesla information, so the Cybercab page and order status matter. Related markets on Cybercab production or sales give cross-venue signal, earnings_data for TSLA captures recent Q3 earnings commentary on Cybercab timing, and Wikipedia gives background on production status.
2. Research parallel tool calls + 4 web research loops (Sonnet 5.5) · read raw by the forecasters
at a glance
RESEARCH DIGEST (built in code: tool summaries and each report's bottom line; the forecasters read the full tool outputs and reports) Tools - polymarket_direct: ## This Market's Polymarket Data **Will Tesla sell a Cybercab for 30k or less in 2026?** - Current price (probability): 10.00% (live; bid 9% / ask 11%) - 7-day price change: -7.00% - 30-day price change: -0.50% - Total volume: $65,568 (USD notional) - Price range: 10.00% - 22.50% - Data points: 87 days - resolution_source: already_resolved=unclear; matches_criteria=False; last_updated=2026-09-28 (latest dated secondary report; no October 2026 confirmation found). No retail Cybercab sale has happened yet. As of the late-September 2026 reports, Tesla has no public Cybercab order page, no published price (MSRP) and no consumer delivery date. Every Cybercab built so far has gone into Tesla's own Austin robotaxi fleet, w - polymarket_related: Polymarket search over 2 keyword(s), kept 6 matches. keyword 'Cybercab': 1 markets | keyword 'Tesla robotaxi': 5 markets - kalshi_related: 0 related markets / summaries. keyword 'Cybercab': no matches | keyword 'Tesla robotaxi': no matches - earnings_data: Fetched FMP data for 1 ticker(s). - wikipedia: Fetched 1 Wikipedia entries (0 missing pages). Research loops, bottom lines - current state: As of Oct 18, 2026, Tesla has no public order book, no listed price, and no announced retail date for the Cybercab. Only fleet and commercial inquiries are open, so a qualifying retail sale at $30k or less by Dec 31 would need a sudden announcement and delivery in about 10 weeks. The Oct 21 earnings call is the next chance for one. - base rate: Outside view: Musk's dated product promises usually slip, and Tesla has already walked back "volume production in 2026". With about 10 weeks left there is no price, order page or consumer channel, only an X reply. Production is going to Tesla's own fleet, and an NHTSA audit is open. A qualifying retail sale at or below $30k by Dec 31 would need a very sudden launch, although Musk has publicly committed to it. - yes case: The YES case rests on Musk's repeated public commitment, a $18k estimated production cost, running production and a newly opened purchase channel. It still requires a retail order page, a price at or below $30k and a first delivery inside 10 weeks. Every official step so far is fleet-only. - no case: A YES needs a listed price at or below $30k, an open consumer order channel, and a delivered sale within about 10 weeks. Tesla would also need to do this while NHTSA's sworn audit response is due Oct 30, retail units are not yet allocated, and the Q2 letter had already scaled back 2026 Cybercab production goals. The status quo, with fleet-only use, no price and no channel, resolves NO.
tools
toolstatustimeitemssummary
polymarket_direct OK 0.3s 1 ## This Market's Polymarket Data **Will Tesla sell a Cybercab for 30k or less in 2026?** - Current price (probability): 10.00% (live; bid 9% / ask 11%) - 7-day price change: -7.00% - 30-day price change: -0.50% - Total volume: $65,568 (USD notional) - Price range: 10.00% - 22.50% - Data points: 87
resolution_source OK 16.1s 1 already_resolved=unclear; matches_criteria=False; last_updated=2026-09-28 (latest dated secondary report; no October 2026 confirmation found). No retail Cybercab sale has happened yet. As of the late-September 2026 reports, Tesla has no public Cybercab order page, no published price (MSRP) and no co
polymarket_related OK 0.6s 6 Polymarket search over 2 keyword(s), kept 6 matches. keyword 'Cybercab': 1 markets | keyword 'Tesla robotaxi': 5 markets
kalshi_related OK 0.7s 0 0 related markets / summaries. keyword 'Cybercab': no matches | keyword 'Tesla robotaxi': no matches
earnings_data OK 0.5s 1 Fetched FMP data for 1 ticker(s).
wikipedia OK 0.4s 1 Fetched 1 Wikipedia entries (0 missing pages).
research loops · 4/4 ok · 17 searches · 4 page reads
dimensionstatustimesearchespage readsreport
current state OK 18s 5 0 3961 chars
base rate OK 19s 4 2 4092 chars
yes case OK 18s 4 0 4061 chars
no case OK 20s 4 2 5104 chars
report: current state
- [2026-02-18] Musk replied "Yes" on X to a question asking whether Tesla will sell a Cybercab to regular consumers for $30k or less before 2027. This is a social-media statement, not a listed price or an order page. https://www.teslarati.com/elon-musk-confirms-tesla-cybercab-pricing-consumer-release-date/ - [2026-04-23] On the Q1 call, Musk said Cybercab production had begun at Giga Texas. Tesla says it self-certified the vehicle to FMVSS, so it avoids the NHTSA 2,500-unit exemption cap. https://electrek.co/2026/04/23/tesla-cybercab-production-starts-no-nhtsa-2500-vehicle-cap/ - [2026-09-03] Tesla held an invitation-only Cybercab launch event in Austin. Musk did not attend and no livestream aired. Paid Cybercab rides began in Austin the next day through the Robotaxi service. https://en.wikipedia.org/wiki/Tesla_Cybercab - [2026-09-03] NHTSA opened an audit of Tesla's Cybercab self-certification, including its view that some standards don't apply to a vehicle without manual controls. https://www.newsweek.com/can-you-buy-the-tesla-cybercab-robotaxi-rides-launch-in-austin-12405851 - [2026-09-04] Newsweek (fetched): Tesla is not accepting Cybercab orders and has not announced when sales will begin. The Cybercab FAQ only has an inquiry form for "a fleet or an individual Cybercab vehicle for commercial purposes". This points to commercial buyers first. https://www.newsweek.com/can-you-buy-the-tesla-cybercab-robotaxi-rides-launch-in-austin-12405851 - [late Aug 2026] A Joe Tegtmeyer piece says there is still no public order book. Early units appear to be feeding Tesla's own fleet. https://x.com/JoeTegtmeyer/article/2094248066509406541 - [~2026-10-08] Autonomix Investor says Tesla has published no official Cybercab MSRP and that Cybercabs are not for sale. Its page also lists a waitlist for a future 100-cab depot unit. https://autonomixinvestor.com/insights/tesla-robotaxi-price/ - [~2026-10-12] OANDA preview: Cybercabs registered in Texas rose from 169 to 319. The Austin fleet is above 300 vehicles. Tesla reportedly got an extension to Oct 30 to answer a regulatory request. https://www.oanda.com/eu-en/blog/tesla-q3-2026-earnings-preview-deliveries-beat-estimates - [2026-10-15] Investors on Tesla's Say platform asked when the Cybercab will be available for customer purchase or ownership, and when private owners can buy one. These questions were still open as of this article. https://www.tradingview.com/news/benzinga:da501a8d0094b:0-when-can-you-buy-a-tesla-cybercab-investors-press-elon-musk-on-robotaxis-hw3-fsd-and-more-ahead-of-tsla-s-q3-earnings/ - [2026-10-21] Scheduled: Tesla Q3 earnings call at 5:30pm ET (8-K confirmed). This is the main event before the question closes where retail-sale timing or pricing could be stated. https://www.sec.gov/Archives/edgar/data/0001318605/000162828026064366/exhibit991111111.htm - [2026-10-30] Scheduled: Tesla's response deadline in the regulatory matter, per the OANDA preview above. Treat the topic and agency as unconfirmed; the preview did not name them. https://www.oanda.com/eu-en/blog/tesla-q3-2026-earnings-preview-deliveries-beat-estimates - [2026-05-10] Aggregator blogs cite a "$25,000" Cybercab price. It traces to social-media posts and Musk's earlier cost remarks, not a Tesla listing. https://www.basenor.com/blogs/news/tesla-cybercab-starting-price-confirmed-at-25-000 BOTTOM LINE: As of Oct 18, 2026, Tesla has no public order book, no listed price, and no announced retail date for the Cybercab. Only fleet and commercial inquiries are open, so a qualifying retail sale at $30k or less by Dec 31 would need a sudden announcement and delivery in about 10 weeks. The Oct 21 earnings call is the next chance for one. NOT FOUND: Any Tesla.com Cybercab price or order page. Any confirmed retail delivery. Any post-Oct 15 statement from Musk on consumer sales timing. The Q3 call outcome, which has not happened yet. Confirmation of what the Oct 30 deadline concerns.
report: base rate
- [2026-10-14] As of this date there is no public MSRP, no order page, no configurator and no delivery estimate for the Cybercab. Cybercabs exist only inside Tesla's own robotaxi service. Tesla has an interest form for fleet operators and hubs, which would come before any individual sales. https://tslna.com/en/tesla-cybercab-guide-2026/ - [2026-02-17] Musk answered "Yes" on X when asked whether Tesla would sell a Cybercab to regular consumers for $30k or less before 2027, and added "Gonna happen" on the MKBHD bet. This is an X reply, not an official Tesla order or price list. MKBHD had said he would shave his head if Tesla did it. https://www.techrepublic.com/article/news-elon-musk-tesla-cybercab-30000-price-2027/ - [2026-10-14] On the Q1 call, Musk said material Cybercab revenue is unlikely before 2027, and every unit built this year goes into Tesla's own fleet. https://tslna.com/en/tesla-cybercab-guide-2026/ - [2026-07-22] The Q2 shareholder letter dropped the goal of "volume production" of Cybercab in 2026. In January Tesla had still said it would reach volume production this year. https://techcrunch.com/2026/07/22/tesla-spending-skyrockets-as-cybercab-semi-megapack-production-timeline-slips/ - [2026-10-14] Cybercab paid rides began in Austin on Sept 3–4, 2026. Tesla says 300+ Cybercabs now serve Austin, though Texas registration counts were lower (about 169 earlier in October). All of these are Tesla-operated vehicles, not retail sales. https://tslna.com/en/tesla-cybercab-guide-2026/ - [2026-10-08] NHTSA opened Audit Query 26002 on Sept 3 on whether Tesla's self-certification of FMVSS compliance is valid. Tesla's sworn answers to 21 questions are due Oct 30. Tesla self-certified without an exemption. Zoox, by contrast, got a Part 555 exemption capped at 2,500 vehicles a year. This adds regulatory risk to any retail sale of a car with no controls. https://teslahubs.com/blogs/tips/nhtsa-extends-tesla-s-cybercab-response-deadline-to-october-30-2026 - [2026-10-14] Reference class: Musk and Tesla timelines slip routinely. Cybercab production was promised "before 2027" and the first unit was built in Feb 2026, but volume production slipped. The same pattern covers Robotaxi, Semi and Optimus. The 2024 "below $30k" price is a target. One source (autoedgeview) says $25–30k refers to production cost, not consumer pricing. https://autoedgeview.com/ev-reviews/tesla-cybercab-purchase-guide-2026 - [2026-10-14] Unsourced aggregator posts claim a "$25,000 starting price" and "retail sales confirmed". These trace to X posts or Musk's replies, not to a Tesla price list. I treat them as unreliable. https://www.basenor.com/blogs/news/tesla-cybercab-starting-price-confirmed-at-25-000 - [2026-10-14] The most-upvoted Q3 shareholder question asks how the fleet scales. Others ask when customers can buy a Cybercab outright. The Q3 earnings call is Oct 21, the next catalyst for any consumer-sale announcement. https://teslanorth.com/2026/10/14/tesla-q3-2026-earnings-questions/ - [2026-09-05] A commentary on X summarised the position as "No consumer has been sold a Cybercab". The price and date rest on a Musk reply on X. https://x.com/GeniusGTX/status/2096134811434029313 - [2026-10-11] Official Tesla fleet figures and the Dallas expansion point to a fleet-first model. Nothing found shows a retail path opening. https://www.teslarati.com/tesla-cybercab-dallas/ BOTTOM LINE: Outside view: Musk's dated product promises usually slip, and Tesla has already walked back "volume production in 2026". With about 10 weeks left there is no price, order page or consumer channel, only an X reply. Production is going to Tesla's own fleet, and an NHTSA audit is open. A qualifying retail sale at or below $30k by Dec 31 would need a very sudden launch, although Musk has publicly committed to it. NOT FOUND: Any Tesla-official consumer price, order page or retail delivery. Any Q3 earnings-call statement, since the call is on Oct 21 and had not happened. Any expert or analyst forecast with a track record on this specific milestone. Any outcome for the MKBHD bet.
report: yes case
YES means: Tesla completes at least one bona fide retail sale of a Cybercab to a member of the public, at a listed base price of $30,000 or less, by Dec 31, 2026 (11:59 PM ET). - [2026-02-17/18] Musk's "Yes" on X is the only on-record commitment. The same day, per Autoblog, he appeared to confirm a $30,000 starting price in a reply to a Tesla content creator. Autoblog's key points say customers include ride-hailing companies. This is a stated intent from the CEO, not a listing. https://www.autoblog.com/electric/tesla-builds-first-production-cybercab - [2024-10] At the unveil Musk himself tied the target to "before 2027" (Tom's Guide). That is the same window this market uses, so the Feb 2026 reply fits an unchanged plan. https://www.tomsguide.com/vehicle-tech/evs/elon-musk-unveils-tesla-self-driving-cybercab-for-under-usd30-000-what-the-heck-is-it - [2026-09 to 2026-10] Cost headroom exists, as eletric-vehicles.com reports. Ark's estimate is about $18,000 landed production cost per Cybercab, and Musk replied to that comparison on X on the day of the Sept 3 launch event. At $18k cost, a sub-$30k price still leaves margin. https://eletric-vehicles.com/tesla/musk-touts-cybercab-cost-edge-over-waymo-ojai-hours-before-launch-event/ - [2026-04] Production is not the constraint. Built In says Tesla began production in April 2026 and touted capacity above 125,000 a year. Texas registrations rose from 169 to 319 by about Oct 12 (per the colleague report). Units exist, but they are going to Tesla's fleet. https://builtin.com/articles/tesla-cybercab - [2026-09-03] Tesla opened a purchase channel (fetched TechCrunch). The form lists "Cybercab fleet vehicle purchasing". TechCrunch says it is not definitive proof of third-party sales. This is the first official sales path, and it is commercial only. Fleet buyers, not retail, are the likely first customers. https://techcrunch.com/2026/09/03/tesla-is-asking-people-if-they-want-to-buy-and-run-cybercab-fleets/ - [2026-09 / 2026-10-15] Tesla's own shareholder letters leave the door open. Its outlook says deliveries depend on "allocation decisions between sale to customers or use for our owned and operated fleet" (Q2 8-K). Retail-sale language is therefore still in Tesla's official guidance. Shareholder Say questions on customer purchase are ranked #2 among top questions, per Drive Tesla Canada (search snippet; page returned 403). https://www.sec.gov/Archives/edgar/data/0001318605/000162828026049213/exhibit991.htm - [2026-10-21] Most likely path to YES, all in about 10 weeks: - On the Oct 21 call, or by X post, Musk or Tesla announces a retail Cybercab order page at $30k or less, probably limited to Texas or other unsupervised-FSD areas. - Tesla delivers at least one unit to a retail buyer, not an employee, before Dec 31. - The NHTSA self-certification audit (answers due Oct 30) does not block delivery. - Tesla accepts a "token" retail delivery for the headline, which would meet the criteria's literal wording ("at least one"). - A Tesla-style year-end push is the most plausible timing. The Feb 2026 reply and the MKBHD bet give Musk a public reason to want a delivery before Jan 1. https://www.sec.gov/Archives/edgar/data/0001318605/000162828026064366/exhibit991111111.htm - [2026-02-17] The Musk "gonna happen" reply on the MKBHD bet gives him a personal reputational incentive. I found no evidence that he has retracted it. https://www.techrepublic.com/article/news-elon-musk-tesla-cybercab-30000-price-2027/ BOTTOM LINE: The YES case rests on Musk's repeated public commitment, a $18k estimated production cost, running production and a newly opened purchase channel. It still requires a retail order page, a price at or below $30k and a first delivery inside 10 weeks. Every official step so far is fleet-only. NOT FOUND: Any Tesla-published Cybercab price, retail order page or retail delivery. Any Musk statement after Feb 2026 that reaffirms retail sales this year. Any Q3 call content (not yet held). A readable copy of the Drive Tesla Canada page (403).
report: no case
YES means: Tesla completes a bona fide retail sale of a Cybercab to a member of the general public at a listed base price of $30,000 or less by 2026-12-31, 11:59 PM ET. Preorders, deposits, fleet or employee sales, and pricing targets do not count. - [2026-10-08] The NHTSA Special Order (signed Sept 10) requires a sworn officer's affidavit by Oct 30. NHTSA gave 30 days, not the eight weeks Tesla asked for. The order restates NHTSA's view that a car with no foot brake control "could not certify" to FMVSS 135, and it asks how the Cybercab complies without a Part 555 exemption. Penalties run up to $27,874 a day, capped near $139M. NHTSA has not found a violation, but a retail sale of the car to the public would be made while this audit is open. Source: https://teslanorth.com/2026/10/08/cybercab-nhtsa-extension/ - [2026-10-08] NHTSA's 21 requests include Tesla's plans to scale commercial Cybercab operations. Analysts say how NHTSA responds after Oct 30 may determine how fast the Cybercab expands. Even a clean response leaves under 8 weeks to open retail sales. Source: https://teslahubs.com/blogs/tips/nhtsa-extends-tesla-s-cybercab-response-deadline-to-october-30-2026 - [2026-07-22] The Q2 letter dropped "volume production" of Cybercab for 2026. It said battery cells, mainly 4680, are the limiting factor for scaling Cybercab and Semi. If cells are the bottleneck, units are likely to go to Tesla's own fleet first. Source: https://techcrunch.com/2026/07/22/tesla-spending-skyrockets-as-cybercab-semi-megapack-production-timeline-slips/ - [2026-07-22] The Q2 call said Tesla still needs to accumulate miles on Cybercabs retrofitted with steering wheels and pedals to calibrate to the Cybercab chassis. CNBC noted it is "not clear" when Cybercab will be deemed safe and available for individuals. This is a technical gate before any private sale. Sources: https://finance.yahoo.com/quote/TSLA/earnings/TSLA-Q2-2026-earnings_call-653184.html and https://www.cnbc.com/2026/07/22/tesla-tsla-q2-2026-earnings-report.html - [2026-07-22] The Q2 shareholder deck describes the Cybercab as "designed to be the workhorse of our Robotaxi fleet." Its deployment steps are engineering drives, employee rides, then fleet use. The deck has no mention of retail sales or pricing. Source: https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q2-2026-Update.pdf - [2026-09-09] Tesla's Asia Cybercab road show, which started in Hong Kong, "does not involve sales, test drives or commercial robotaxi operations." Tesla has so far only studied sales to third-party fleet operators. Neither is a retail channel. Source: https://en.wikipedia.org/wiki/Tesla_Cybercab - [2026-09-05] An analyst thread noted that the $30k price and the date rest only on a Musk reply on X, and that the economics assume unsupervised autonomy is legal where the owner parks. State-level legality for private owners is a further hurdle. Source: https://x.com/GeniusGTX/status/2096134811434029313 - [2026-02-18] Musk's "Yes" is an intent statement made in a reply on X. It is not a listing under "publicly available terms." The resolution criteria exclude preorders, targets and fleet deployments. Even a $30k quote to a fleet operator or a "commercial purposes" inquiry buyer would arguably fail the "qualifying retail customer" test. Source: https://www.techrepublic.com/article/news-elon-musk-tesla-cybercab-30000-price-2027/ - [2026-10-08] The $25k figure comes from Musk's earnings-call remarks, restated in a June 30 Electrek report. It is not a Tesla price list. Tesla has published no MSRP, so a sale at $30k or less would also need a public listing at that price. Source: https://autonomixinvestor.com/insights/tesla-robotaxi-price/ - [2026-10-15] The Giga Texas tracker still lists only a "125,000/yr lower bound" for Cybercab capacity, which Tesla's footnote says is not the current production rate. Output is being absorbed by the Austin and Dallas fleet build-out. Tesla has no inventory-rationing reason to open retail sales while the fleet is still ramping. Source: https://teslanewswire.com/giga-texas-tracker - [2026-09-22] The Robotaxi account posted that Cybercab #67 had joined the Austin fleet. That is the count of fleet-numbered cars, as opposed to the 300+ registrations cited earlier. The fleet is still small and growing, which is consistent with keeping units in-house. Source: https://teslanorth.com/2026/10/08/cybercab-nhtsa-extension/ BOTTOM LINE: A YES needs a listed price at or below $30k, an open consumer order channel, and a delivered sale within about 10 weeks. Tesla would also need to do this while NHTSA's sworn audit response is due Oct 30, retail units are not yet allocated, and the Q2 letter had already scaled back 2026 Cybercab production goals. The status quo, with fleet-only use, no price and no channel, resolves NO. NOT FOUND: Any Tesla.com Cybercab price, configurator or order page. Any retail delivery. Any Tesla statement on consumer sales timing newer than Oct 15. Any state-law analysis of private ownership of a no-controls vehicle. Q3 call results (Oct 21 has not happened).
3. Forecasters 2 draws · Opus 5.5 + GPT · plain mean
claude-opus-5-5 · high effort
72% conf
Yes 6%
No 94%
(0) The condition is not met. Late-September and mid-October reports (Newsweek, tslna, Autonomix, Benzinga) agree that Tesla has no Cybercab MSRP, no order page and no retail delivery. Every unit goes to Tesla's own Austin and Dallas fleet, and the only sales channel is a fleet or commercial interest form. (a) About 10.5 weeks remain until Dec 31, 2026. The Oct 21 Q3 call and the Oct 30 NHTSA sworn-response deadline are the main catalysts. (b) If nothing changes, the market resolves NO. (c) NO scenario: Tesla keeps all output in its fleet while volume ramps and the NHTSA Special Order on FMVSS self-certification stays open. Any sales go to fleet operators, which do not count, and retail slips into 2027, consistent with the Q2 letter dropping 2026 volume production and Musk saying material Cybercab revenue comes in 2027. (d) YES scenario: Musk, motivated by his Feb 2026 'Yes' and the MKBHD bet, announces a sub-$30k retail order page on the Oct 21 call. Tesla then completes a token December delivery to a member of the public under public terms. The market sits at 10%, down 7 points in a week. I shade slightly below it because of the strict 'bona fide retail customer under publicly available terms' wording, the open NHTSA audit, and Tesla's long record of slipped timelines. I keep a non-trivial tail for a Musk-driven headline sale.
claude-opus-5-5 · high effort
72% conf
Yes 6%
No 94%
(0) The condition is not met. Secondary reports through mid-October 2026 (Newsweek, tslna, Autonomix, Benzinga's Oct 15 piece) agree there is no Cybercab order page, no MSRP and no retail delivery. Every unit has gone into Tesla's own Austin and Dallas robotaxi fleet, and the only sales path is a fleet/commercial interest form. (a) About 10.5 weeks remain until Dec 31, 2026. The Oct 21 Q3 call is the main catalyst, followed by the Oct 30 deadline for Tesla's sworn answers to NHTSA's audit of its self-certification. (b) If nothing changes, the market resolves NO. (c) NO scenario: Tesla keeps allocating scarce, cell-constrained output to its own fleet while the NHTSA audit is unresolved, and retail sales slip into 2027. That fits Musk's own Q1 remark that every unit built this year goes to the fleet and the Q2 letter dropping 2026 volume-production goals. Even a fleet-operator sale would fail the retail test. (d) YES scenario: on the Oct 21 call or on X, Musk opens a public order page at $30k or less, perhaps limited to Texas, to honor his Feb 2026 'Yes' and the MKBHD bet. Tesla then makes a token delivery to a member of the public by late December. The criteria need only one sale, which keeps this tail alive. The market's 10% (bid 9 / ask 11, down 7 points this week) is the anchor. I shade slightly below it because every hurdle (listed price, consumer channel, delivery, regulatory cover) is still open, and Musk deadline promises have a poor track record.
4. Final plain mean of 2 draws
6% (72% confidence)
Yes: 6% No: 94%
Mean of 2 draws (0.06, 0.06). (0) The condition is not met. Late-September and mid-October reports (Newsweek, tslna, Autonomix, Benzinga) agree that Tesla has no Cybercab MSRP, no order page and no retail delivery. Every unit goes to Tesla's own Austin and Dallas fleet, and the only sales channel is a fleet or commercial interest form. (a) About 10.5 weeks remain until Dec 31, 2026. The Oct 21 Q3 call and the Oct 30 NHTSA sworn-response deadline are the main catalysts. (b) If nothing changes, the market resolves NO. (c) NO scenario: Tesla keeps all output in its fleet while volume ramps and the NHTSA Special Order on FMVSS self-certification stays open. Any sales go to fleet operators, which do not count, and retail slips into 2027, consistent with the Q2 letter dropping 2026 volume production and Musk saying material Cybercab revenue comes in 2027. (d) YES scenario: Musk, motivated by his Feb 2026 'Yes' and the MKBHD bet, announces a sub-$30k retail order page on the Oct 21 call. Tesla then completes a token December delivery to a member of the public under public terms. The market sits at 10%, down 7 points in a week. I shade slightly below it because of the strict 'bona fide retail customer under publicly available terms' wording, the open NHTSA audit, and Tesla's long record of slipped timelines. I keep a non-trivial tail for a Musk-driven headline sale.
Pipeline Timing
Total pipeline time: 50.3s
Per-tool research timings shown in the Research section above.