Arcimoto CEO Mark Frohnmayer and I chatted about the new Mean Lean Machine Cybertrike. This is Part 2 and the final part of my interview with Mark. If you haven’t read Part 1, you can go back and read that here.
Starting from where we left off, Mark was speaking about Arcimoto’s acquisition of Tilting Motor Works and shared how the team incorporated the technology into the MLM Cybertrike.
The MLM acronym itself
Mark and I joked about the acronym which also stands for multi-level marketing.
“People are like, ‘did you know that Mean Lean Machine is MLM?’ And I’m like, ‘of course I know that,’ and they’re like ‘well don’t you know that MLMs are bad?’ and I’m like, ‘Not this one! It’s actually the ultimate multi-level marketing scheme. Every one of our customers will sell them.”
Here, Mark is referring to word-of-mouth marketing which is something that has served Tesla well. Owners will share their experiences with their friends who will be inspired to buy one.
Making Things That Sell Themselves
The topic of MLMs opened up another conversation about selling and Mark pointed out that the best thing to do is make things that sell themselves.
“For a long time, I actually loathed the selling process but the best thing to do is to make things that sell themselves.”
I agreed with Mark on this point. Make something that you love and people will see it and be inspired.
“Absolutely. And if all I do is just tell people honestly my experience with and how I feel about the Fun Utility Vehicle, the Roadster, and the Cybertrike, I kinda just can’t help myself.”
“I’m just like, ‘it’s so awesome! You must try it! And then you’ll probably want one.’”
The Arcimoto MLM vehicle Tiers
Mark said that there are three tiers or versions of the Mean Lean Machine.
“The Cybertrike is the only one that we have shown what the actual final product is going to look like. But we talked a little bit about the Sidewinder which is going to be the base model.”
“There’s an entry-level model and we’ve not announced pricing yet for any of these but will be coming soon. Then there’s the Cybertrike and then the true Mean Lean Machine that is going to be on the high end. Both of those other ones are in the works and we are very excited to show those when they’re ready.”
A point made at the Arcimoto Ramp It Up! Event
During the Ramp It Up! event that Arcimoto held in February, Mark made a very critical point about the weight of other EVs and the use of materials–especially since we are having supply chain constraints.
In the video, Mark shared an example. The General Motors electric Hummer weighs 9,036 pounds.
“This is a vehicle that when driven alone is more than 40 times the weight of its occupant. That is enough material to build two Model Ys. If we hit our targets, it’s enough material to build eight Fun Utility Vehicles.”
Mark further explained to me that the same material for that Hummer can produce approximately 100 Mean Lean Machines.
The real purpose of Arcimoto’s program.
Mark told me the real purpose of Arcimoto’s MLM program is to make an e-bike class vehicle that appeals to a much wider audience while using a fraction of the material cost of a full-sized car.
“When you think about the real purpose of this whole program, it’s to make an e-bike class vehicle that can appeal to a much wider audience. People who don’t want to fall off a bike, or don’t want to brake a chain, who want to carry a lot more stuff and want a more comfortable ride.
“But provide that at a tiny fraction of the material cost of a full-sized car. And if we follow the news on the limiting factors of electric vehicles, a bit limiting factor is the availability of raw materials to produce vehicles.
“Given that that is the case, we believe that it makes all the sense in the world to really rethink how big the vehicles are that we are using to get around. And that really is the purpose of the Mean Lean Machine.”
“It’s to provide something so awesome in the true micro-mobility e-bike class that it really starts to move the market in ways that it’s still not moving fast enough right now.”
News
Tesla Giga Shanghai celebrates 5 million electric drive unit milestone
The milestone was celebrated by the company in a post on its official Weibo account.
Tesla China has reached another manufacturing milestone at Gigafactory Shanghai, rolling out the facility’s 5 millionth locally produced drive unit.
The milestone was celebrated by the company in a post on its official Weibo account. In its post, the Giga Shanghai team could be seen posing with the 5 millionth drive unit.
Giga Shanghai’s major benchmark
The milestone drive unit was produced at Gigafactory Shanghai, which produces the Model Y and the Model 3. In a release, Tesla China noted that its three-in-one integrated electric drive system combines the motor, gearbox, and inverter into a single compact assembly. This forms a powerful “heart” for the company’s electric cars.
Tesla China also noted that its drive units’ integrated design improves energy conversion efficiency while reducing overall weight and complexity, benefits that translate into stronger performance, improved handling, and longer service life for its vehicles.
The new milestone builds on earlier achievements at the same site. In July 2024, Tesla announced that its 10 millionth electric drive system globally had rolled off the line at the Shanghai plant, making it the first self-produced Tesla component to reach that volume.
More recently, the factory also produced its 4 millionth China-made vehicle, a Model Y L. The factory has also continued hitting global production milestones, rolling out Tesla’s 9 millionth EV worldwide late last year, with the landmark vehicle being a Tesla Model Y.
Tesla China’s role
Construction of Giga Shanghai began in January 2019, with production starting by the end of that year. This made it the first wholly foreign-owned automotive manufacturing project in China. The facility began delivering Model 3 vehicles locally in early 2020 and added Model Y production in 2021. The plant is now capable of producing about 1 million vehicles annually.
Throughout 2025, Giga Shanghai delivered 851,732 vehicles, representing a 7.08% year-on-year decline, according to data compiled by CNEVPost. Even so, recent months showed renewed momentum.
In December alone, Tesla China recorded wholesale sales of 97,171 vehicles, including domestic deliveries and exports, making it the company’s second-best monthly total on record, per data from the China Passenger Car Association. Retail sales during December reached roughly 94,000 units, up about 13% year over year.
Tesla stock (NASDAQ: TSLA) just got a price target boost from its biggest bear, Gordon Johnson of GLJ Research, who raised his expected trading level to one that is 95 percent lower than its current trading level.
Johnson pushed his Tesla price target from $19.05 to $25.28 on Wednesday, while maintaining the ‘Sell’ rating that has been present on the stock for a long time. GLJ has largely been recognized as the biggest skeptic of Elon Musk’s company, being particularly critical of the automotive side of things.
Tesla has routinely been called out by Johnson for negative delivery growth, what he calls “weakening demand,” and price cuts that have occurred in past years, all pointing to them as desperate measures to sell its cars.
Johnson has also said that Tesla is extremely overvalued and is too reliant on regulatory credits for profitability. Other analysts on the bullish side recognize Tesla as a company that is bigger than just its automotive side.
Many believe it is a leader in autonomous driving, like Dan Ives of Wedbush, who believes Tesla will have a widely successful 2026, especially if it can come through on its targets and schedules for Robotaxi and Cybercab.
Justifying the price target this week, Johnson said that the revised valuation is based on “reality rather than narrative.” Tesla has been noted by other analysts and financial experts as a stock that trades on narrative, something Johnson obviously disagrees with.
Dan Nathan, a notorious skeptic of the stock, turned bullish late last year, recognizing the company’s shares trade on “technicals and sentiment.” He said, “From a trading perspective, it looks very interesting.”
Tesla bear turns bullish for two reasons as stock continues boost
Johnson has remained very consistent with this sentiment regarding Tesla and his beliefs regarding its true valuation, and has never shied away from putting his true thoughts out there.
Tesla shares closed at $431.40 today, about 95 percent above where Johnson’s new price target lies.
News
I subscribed to Tesla Full Self-Driving after four free months: here’s why
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
I have been lucky enough to experience Tesla Full Self-Driving for the entire duration of my ownership experience for free — for four months, I have not had to pay for what I feel is the best semi-autonomous driving suite on the market.
Today, my free trial finally ran out, and I had two choices: I could go without it for a period until I felt like I absolutely needed it, or I could subscribe to it, pay $99 per month, and continue to experience the future of passenger transportation.
I chose the latter, here’s why.
Tesla Full Self-Driving Takes the Stress Out of Driving
There are a handful of driving situations that I don’t really enjoy, and I think we all have certain situations that we would just rather not encounter. This is not to say that I won’t ever experience them as someone who has driven a car for 15 years (it feels weird saying that).
I don’t love to drive in cities; I really don’t like driving on I-695 on my way to Baltimore, and I truly hate parallel parking. All three things I can do and have done, all three within the past few weeks, too.
It takes all the stress out of city driving pic.twitter.com/q0SPPrH4HU
— TESLARATI (@Teslarati) December 4, 2025
However, if I can avoid them, I will, and Tesla Full Self-Driving does that for me.
Tesla Full Self-Driving Eliminates the Monotony
I drive to my alma mater, Penn State University, frequently in the Winter as I am a season ticket holder to Wrestling and have been for 16 years now.
The drive to State College is over two hours and over 100 miles in total, and the vast majority of it is boring as I travel on Rt 322, which is straight, and there is a lot of nature to look at on the way.
I am willing to let the car drive me on that ride, especially considering it is usually very low traffic, and the vast majority of it is spent on the highway.
The drive, along with several others, is simply a boring ride, where I’d much rather be looking out the windshield and windows at the mountains. I still pay attention, but having the car perform the turns and speed control makes the drive more enjoyable.
Tesla Full Self-Driving Makes Navigating Easier
Other than the local routes that I routinely travel and know like the back of my hand, I’ve really enjoyed Full Self-Driving’s ability to get me to places — specifically new ones — without me having to constantly check back at the Navigation.
Admittedly, I’ve had some qualms with the Nav, especially with some routing and the lack of ability to choose a specific route after starting a drive. For example, it takes a very interesting route to my local Supercharger, one that nobody local to my area would consider.
But there are many times I will go to a new palce and I’m not exactly sure where to go or how to get there. The Navigation, of course, helps with that. However, it is really a luxury to have my car do it for me.
To Conclude
There was no doubt in my mind that when my Full Self-Driving trial was up, I’d be subscribing. It was really a no-brainer. I am more than aware that Full Self-Driving is far from perfect, but it is, without any doubt, the best thing about my Tesla, to me.
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
🚨 How I’ve gotten Tesla Full Self-Driving for free…until now
Watch me subscribe to Tesla FSD! https://t.co/bjK7EEOptR pic.twitter.com/cs5CmN5PdJ
— TESLARATI (@Teslarati) January 7, 2026
Tesla Giga Shanghai celebrates 5 million electric drive unit milestone
Tesla price target boost from its biggest bear is 95% below its current level
