News
Here’s why Tesla’s pickup will transform the heavy-duty truck segment
Following the announcement that Tesla had its sights set on entering the utility truck market with its own version of a pickup truck comes new speculative design features for what a battery-powered and engine-less truck may bring to this new segment.
The folks from Truck Trend have put together in our opinion one of the best renditions of what a Tesla pickup truck may look like. Body lines: sleek. Feature sets: aplenty. Utility: you bet.
In true Tesla fashion, the company’s upcoming foray into the heavy-duty truck market will likely arrive with a compelling list of key differentiators from rival, and arguably traditional, give me a big V8 up front – the bigger the better, truck manufacturers. This won’t be your “good ol’ boys” truck. Rather, the Tesla brand has fashioned itself as being one that carries prestige and a cool factor that people, and the “mass market”, want to be associated with. In other words, Tesla is cool and you can bet your bottom dollar that having a pedigree in NASCAR and dirt bikes won’t be a prerequisite for owning a Tesla pickup truck.
Here’s a list of innovative features for Tesla’s “Model U” (for utility) as envisioned by Truck Trend.
It’s all about the “Frunk”
Tesla owners love their storage space especially the one up front. No engine equals more space to stow groceries, strollers, and – well – stuff. Popping open the frunk won’t be anything short of an Apple unboxing event.
A beautiful and innovative wet/dry storage caddy with drain plug blends seamlessly into a modern looking “engine bay” except there’s no engine. This is what modern day utility will look like. Tesla logo: check. Multiple USB ports and a 120V outlet: double check.
There will be room for extending the use of the frunk through Tesla’s own drop-in accessories that will – you guessed it – be conveniently made available through the company’s online store. Referral program 10.0 will award Tesla pickup truck owners with portable batteries, refrigeration cabinets and organization caddies.
What about the “flatbed”?
Rest assured Tesla’s pickup won’t have any ordinary bed. With the ability to electronically adjust ride-height similar to what’s currently available on the Model S and Model X, Tesla’s truck can lower itself to a position that enables roll-on equipment. An extension in the rear lift gate will create a makeshift ramp allowing bulky items and powersports vehicles to be rolled into the bed.
Truck Trend envisions the Model U to come equipped with a built-in air compressor inside the bed that can be used for running air tools, blowing off dusty bikes or ATVs, or filling up tires.
Source: Truck Trend via Kris Horton
Power and Range
Having four-wheel drive through Tesla’s dual-motor unit is almost a given. Standard, not optional. Power will be abundant. After all, being able to meet Class 3 or even Class 4 towing standards means the electric truck will be capable of hauling up to 14,000 lbs (6350 kg.). That means a big battery pack.
By the time a Tesla pickup truck hits market and the Gigafactory is in full stride, battery pack capacity will likely be upwards of 120 kWh and as high as 160 kWh per pack. The ability to have an add-on battery to further extend power and range isn’t out of the question as we outlined as one possible solution for tackling the Tesla ‘Semi’ conundrum.
A 200 kWh or even 300 kWh pack? Don’t laugh. It isn’t that far-fetched.
What else?
Tesla’s Master Plan – the sequel – envisions a world of sustainable energy generation and accompanying battery-enabled storage solutions. The inevitable Tesla-SolarCity merger will see to it that this isn’t just a vision but a plan the company intends to execute on.
So what does this mean for its upcoming pickup truck? Imagine a battery pack add-on that can double as an extended range unit, but also serve as a home or even small-business power solution. A robot-like device akin to Tesla’s “snakebot” would detach the additional battery pack and slide it from the truck’s bed floor rail system. The battery would then be mounted onto the wall of a garage where it would be charged by a Tesla Energy solar system.
The possibilities are seemingly endless for a Tesla pickup truck. Ideas that may otherwise sound grandiose in nature won’t stop the runaway freight train – that is Tesla – from uprooting and transforming the trucking industry as we know it.
Bring it on.
Photo credit: Truck Trend via Kris Horton
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
