Imo Elon wanted unboxed car to be 100% robotaxi because he thinks it's best to go allin on robotaxi. He likes to bet the house because by doing that the company has a higher chance of succeeding at doing the task. Franz et al were unsure if robotaxi software would be ready. Franz convinced Elon to do both on same platform. They planned on making unboxed in Mexico first. Then they realized that it's better do do unboxed first in Texas as the engineers prefers that. Then V12->V12.3.3+ showed great improvement making Elon and the engineers more confident in Robotaxi software being ready in time. So now the order has gone out to reprioritize resources from 25k car to Robotaxi. Resources here is basically everything Tesla has got ie manpower, compute, buildings, construction team, cash etc. Reprioritize means that in their software that decides what to do which is an optimization tool they upped the weight of robotaxi. They are still doing 25k car, just that engineers etc will spend a higher percent hours etc on robotaxi than they would have done without the repriortization. Lets say some engineers spend their days like
10% validation, 10% improve old features, 10% new features, 10% model Y/3/S/X, 20% cybertruck, 20% robotaxi, 20% 25k car.
now it's more like:
10% validation, 10% improve old features, 10% new features, 10% model Y/3/S/X, 20% cybertruck, 30% robotaxi, 10% 25k car.