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Tesla's announcement to sell Cybercabs by year-end marks a strategic pivot from retrofitting existing vehicles with software updates to deploying purpose-built autonomous hardware. This shift underscores the industry's move toward dedicated robotaxi fleets, though regulatory scrutiny over safety standards remains a critical variable for near-term deployment. The decision highlights the tension between Musk's long-term vision for unsupervised autonomy and the practical realities of scaling commercial operations without full regulatory clearance.