I had the fantastic opportunity to talk with Aptera Co-Founder Chris Anthony on Friday. Our short half-hour conversation highlighted production timelines, vehicle design, sustainability, and more.
This weekend, Aptera is participating in the Fully Charged Show, an Electric Vehicle convention in San Diego, where they will be unveiling their Gamma vehicle. According to Co-CEO Chris Anthony, this vehicle is the last stop before attempting to enter production next year. And while the company has a long way before delivering orders, they have over 30,000 reservation holders eagerly awaiting the vehicle’s release.

Design language –
The first question I had to ask Mr. Anthony about was the design language of Aptera’s first vehicle. Specifically, what is Aptera attempting to make consumers think and feel when they see the car for the first time?
The first thing that came to the CEO’s mind was capability; he wants consumers to feel like Aptera is just as capable as any other vehicle and can even do more with its unique energy generation capabilities. When he has had the opportunity to have people sit in the vehicle, testers have stated that the vehicle is comfortable, and Mr. Anthony hopes the vehicle’s driving dynamics only further improve the experience.
Capability as a “do everything” vehicle –
Besides the Aptera’s beautiful design, many are looking to buy the Aptera for its function. Coming out of COVID lockdowns, many consumers have been spending more time outside the house, hiking and mountain biking, meeting with friends and family, and taking trips to local events and scenic locations. How has Aptera engineered capability into their vehicle to perform these tasks?
Mr. Anthony points to the car’s solar power generation and the surprising amount of interior space as two critical features in helping people use their vehicles in everyday life. The car’s numerous solar cells mean the vehicle can go further and do more things, which is the ultimate goal of capability. At the same time, the vehicle’s interior is surprisingly spacious, with seven feet of space behind the front seats to the tail; enough room to camp in the vehicle, throw in their mountain bikes, or just travel with their dog.
Customization –
A key part of how many people interact with vehicles today is how they make them their own, customizing the look, feel, and capabilities of the vehicle to best suit their needs. Aptera is not only in support of this goal but is actively working with third-party suppliers to make that dream a reality.
The CEO clarified that Aptera would be more than willing to supply third-party accessory makers with everything from dimensions to CAD files to detailed systems information. He says, “We are happy to share information to help our users find [the vehicle] to be more useful.” As he would note later in the interview, this stems from a “right to repair mindset.”
Possible use of the Tesla Connector –

Aptera previously announced that they were not only attempting to include the Tesla connector on their vehicle but also attempting to make the connector the U.S. standard EV connector. However, it remains unclear if Aptera will include the connector in the vehicle, and doubtful that the Tesla Connector would become the US standard.
Nonetheless, Mr. Anthony stood behind the engineering of the Tesla connector. Foremost, he cited the connector’s ease of use and smaller size, which makes it far easier to maneuver than other connector types. But the connector also benefits from supporting the vast majority of electric vehicles in the U.S.
The CEO even went as far as saying that the U.S. should be spending more money supporting Tesla supercharger locations as long as the government plans to expand EV charging anyway.
Aptera’s future goals –
It is clear that Aptera will be focused on getting to production and delivering to their over 30,000 reservation holders in the immediate future. But if the company can achieve these goals, where does the CEO see the company’s next focus?
First, Mr. Anthony doesn’t see the company abandoning the two-door/two-seater form factor. He argues that the Aptera is an ideal complimentary car, helping you complete your daily commute and essential activities that don’t require a lot of space.
Perhaps more excitingly, the CEO did hint at the possibility of multiple variants of the Aptera, a commercial version or a version with more cargo capacity, for instance. No other details are known about these ideas yet.
Production timeline –
With the unveiling of Aptera’s Gamma vehicle this weekend, the company will now be shifting to getting to production as soon as next year. And while the CEO acknowledged that the timeline might not be as fast as some have wanted, he believes in doing the process correctly the first time and hopefully avoiding future issues.
“We have the good graces of our reservation holders to do it right…”
With Aptera’s current production facility in California, they aim to produce 20,000 units within the first year, meaning that filling the 30,000 reservations will take roughly a year and a half. However, any prediction outside of the company is pure conjecture.
Sustainability –
Consumers now more than ever are looking to get the best option for them and the best choice for the planet. Automakers recognize this, and many produce vehicles with sustainable interior parts, recycled metal components, and more. What does the pursuit of sustainability look like for Aptera?
The most sustainable material on Earth is the material not mined, was the conclusion of Mr. Anthony. While others may have been looking to use more sustainable materials, Aptera has pointed itself at using fewer materials in the first place. Aptera achieves this by producing a smaller vehicle, pursuing low curb weight, and reducing the number of interior components.
The pursuit of lightweight sustainability has trickle-down effects as well. Because of the vehicle’s low weight, it requires less energy to move and hence can use fewer batteries to achieve the same range, once again reducing weight (a positive feedback loop).
Ultimately, Mr. Anthony notes that fewer rare earth minerals are mined, and the vehicle as a whole becomes a more sustainable option for consumers. More specifically, Aptera uses 30% of the metal found in a typical vehicle, uses recycled composite materials for its exterior body panels, and uses recycled cloth and plastics on the interior.
The long-term goal is to have these vehicles on the road 50 years from now via upgraded parts along the way; better batteries, improved solar cells, replaceable interior pieces, etc.
Efficiency and beauty –
Manufacturers worldwide have been using aerodynamics to improve efficiency since the car’s inception. But perhaps most recently, due to the limitations of battery capacity, this pursuit has resulted in finding the most efficient shape possible, arguably at the cost of design. While vehicles like the Lucid Air and Mercedes EQS may have been beautiful in previous years, with the introduction of the Volkswagen ID Aero, it is clear that manufacturers are willing to trade unoriginality for efficiency.
Mr. Anthony doesn’t think that this has to be the case. In his response to this issue, he notes that Aptera proves that new and exciting designs can still be made in different form factors while still achieving maximal efficiency.
Are smaller vehicles the future? –
Aptera has highlighted the numerous benefits of producing smaller form factor vehicles. They can be more efficient, reduce manufacturing costs, be more aerodynamic, and be more sustainable. But are these motivators enough to get Americans to buy smaller vehicles in the future?
The CEO doesn’t believe so. Americans are obsessed with huge vehicles, evidenced by exceptionally high SUV and Truck sales. But perhaps, if anything, Aptera can show Americans what future transportation could look like, and if they are willing to give it a chance, maybe it will even change hearts and minds.
Aptera CEO Chris Anthony was incredibly gracious in giving Teslarati a piece of his busy schedule. If you want to learn more about the company’s vehicle, go to their website. And if you happen to be in the San Diego area, it’s worth the trip to the Fully Charged Show to check out the Aptera booth and the numerous other manufacturers attending the event.
William is not an Aptera ambassador, order holder, or investor.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Tesla Cybercab gets a for sale date at last
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.