Day two of the Tesla Cybercab chip story closed Friday with no formal product-launch update. The chip Tesla said would launch the Cybercab — AI5 — will not reach volume until mid-2027 per Elon Musk's November 15, 2025 disclosure. [1] The vehicle is scheduled for production in 2026. The gap is still approximately one year, and the Cybercab will still ship on the current-generation AI4 hardware. [1] Electrek and notateslaapp logged the consequence; no Tesla press release, no Investor Relations note, and no engineering blog post has revisited the swap since November. [2]

The paper's Thursday brief on the silent demotion named the FSD Unsupervised capability question that the AI5-to-AI4 swap creates: Tesla has committed to deliver FSD Unsupervised on AI4 vehicles, while Musk has separately called AI5 "existential to Tesla" and roughly H100-class as a single chip. Both claims cannot be true without specifying which capabilities are AI4-bounded. Friday produced no specification.

The April 15 tape-out put AI5 nearly two years behind the original promise. [2] The AI6 schedule, Samsung-2nm-bound, is now slipping to Q4 2027. Whether the production Cybercab is upgradeable to AI5 has not been disclosed.

A robotaxi without a steering wheel or pedals, shipping on the prior-generation chip, is the production-line story behind the showcase. Day two is the same story, dated one calendar tick later, with no new stage line.

-- DAVID CHEN, Beijing