Tesla is limiting further Model Y additions to its robotaxi fleet while prioritizing the Cybercab, according to a JPMorgan note following a management meeting at the Fremont facility. Tesla said it is confident in Cybercab's near-term production potential and views it as the first form factor of a broader platform that could include concepts such as the Obovan. JPMorgan said the current HW4 stack can run FSD V15 and unsupervised FSD, while AI4.5 is designed to provide about 10% more compute and roughly twice the memory as robotaxi demands increase. Investor Ross Gerber disputed that assessment, saying current Tesla vehicles may not become genuine robotaxis or achieve Level 3, 4 or 5 autonomy. Tesla expects commercial Optimus Gen 3 sales in the second half of 2027 and plans to reveal the robot closer to Fremont production. JPMorgan maintained a Neutral rating and a $445 price target; Tesla shares were cited at $350.82 in Wednesday overnight trading and $347.53 in Thursday overnight trading.