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 FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
SpaceX IPO is coming, CEO Elon Musk confirms
