Lifestyle
Legacy auto still has a chance to win on electric pickup trucks, but will they take it?
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A recent consumer survey conducted by Autolist.com revealed some interesting indicators about the future of electric pickup trucks. On one hand, there’s still time for legacy auto makers to read the memo about the future of their industry with regard to power source. Decades of branding and (mild) innovations could pay off for them because their customers are watching what they’re doing and extending some good will based on the reputation they’ve built. Tesla might be playing a big role in the industry’s directional change, but they don’t necessarily win customers by default because of that role.
On the other hand, car buyers (as expected) don’t seem to be that into radical changes when making a personal transportation choice, but they could be convinced over time. In fact, Autolist’s survey might show that if big truck companies either don’t play ball in the EV transition or they only play half-heartedly, their industry leadership could be chipped away until things collapse altogether.
Let’s look at the survey’s data to break down why I think these things are indicated.
Out of about 1,100 people surveyed to choose one of four electric truck options, of which there was a 50/50 split between those who’d currently/previously owned a truck and those who never had, GM’s still non-existent future truck was the highest-ranked. Ford’s F-150 and Rivian’s R1T came in the middle, and the Tesla Cybertruck was ranked last. Although GM’s vehicle is sight-unseen, the number one reason those surveyed made it their number one choice was due to their trust and existing preference for the brand. Ford’s F-150 was primarily chosen by those people for the same reason as well.
These replies indicate that the billions invested in marketing and production over the years could pay off for GM and Ford in the EV sector. However, their brands of trucks were also expected to have good performance and be reliable, the number 2 and 3 reasons they were chosen. In other words, just putting their name on a vehicle won’t be enough in the long term. In fact, the number one reason why the Tesla Cybertruck was the first choice of those people was the expected performance. The cyberpunk look of the pickup didn’t even rank, and Tesla’s other investments – Autopilot and their charging network – were tied for reasons number 2 and 3 in those customer choices. Interestingly enough, the styling of Rivian’s R1T was the number one reason it was ranked by those responders by a long shot (75%).
It seems that the traditional “look” of a truck is pretty much preferred by customers, as expected by many, but as also expected by many, the performance is important enough to turn heads in unconventional directions. I mean, this is all probably just preaching to the choir for lots of EV watchers and so forth, but seeing some data come in to validate the opinions is interesting.
Another interesting breakdown in the survey that somewhat validates both camps on whether Cybertruck can appeal to enough buyers to be considered successful is that among prior and current truck owners, only 14% preferred it over the other three options. GM’s unseen truck was preferred by 35% of respondents, Ford by 28%, and Rivian by 23%. I’d say that is definitely validation for people saying that “truck” people like their trucks to look like what they’ve come to think trucks should look like. Cybertruck, however, was the number one choice of those who’d never owned a truck before. But, I think there’s still a caveat here.
Cybertruck may have been the number one truck choice for first-time truck buyers, but that number one rank was nearly even with the other three choices. Tesla’s pickup came in at 25.8%, Rivian’s R1T was 24.8%, and the F-150 and GM trucks tied at 24.7% – all are within a percentage of one another. So, even among people that might be more open-minded about what a truck should look like, Cybertruck is still only appealing to a minority of consumers. Overall, it looks like 75% of even first time truck buyers want one that looks traditional, and 85% of current/prior truck owners want the old look as well.
Yet still, the “big guys” don’t really have the wiggle room to loose even the smaller percentage of people that want something different in a truck. As many commenters pointed out under Teslarati’s report on this survey, GM has some workforce headaches and retirement obligations that make its bottom profit line very thin.
Already, it’s tough for union-weighted factories to make significant changes to their product lineups because workers’ jobs are threatened by various parts of the innovations, thus strikes and shutdowns and bankruptcies are always looming. If GM and other companies with similar balancing acts can’t make enough changes to get their electric trucks to compete with the performance of Cybertruck (and perhaps the R1T), they’re going to leak customers where they just can’t afford to leak them, and when customers leave…so goes their money. Shareholders will only tolerate so much squeezing (or so it seems).
Tesla is already hitting hard with a $40k truck whose performance expectations are incredible. If their competition can’t play ball with those specs on something that looks traditional, losing money along the way, they could end up losing the “big” game (i.e., shut down completely) and have to bow out to Tesla and Rivian altogether. Tesla could also go in for the kill move, too, and just put something out there for the same price range and specs as Cybertruck that looks fairly “normal” to scoop up GM’s and Ford’s customer holdouts over style.
We shall see. Isn’t speculation fun?
Elon Musk
NASA’s first human outpost on the Moon starts now – SpaceX on deck
NASA named the rovers, landers, and vendors that will build America’s first Moon Base.
NASA has laid out its most detailed Moon Base plan to date, describing a permanent outpost near the Moon’s south pole that the agency intends to build over the coming decade as a direct stepping stone to Mars. “The Moon Base will be America’s and humanity’s first outpost on another celestial world,” NASA Administrator Jared Isaacman said, adding that every mission crewed and uncrewed “will be a learning opportunity as we return to the lunar surface, build the infrastructure to stay, and master the skills required to live and operate in one of the most demanding and dangerous environments imaginable.”
The plan is structured in three phases involving both uncrewed and crewed missions to deliver equipment, vehicles, and infrastructure to the surface, with the first three moon base missions targeted to launch before the end of 2026.
Moon Base I, targeting fall 2026, will use Blue Origin’s Blue Moon Mark 1 lander to deliver scientific instruments to the Shackleton Connecting Ridge, the same region where Artemis astronauts will land. Moon Base II will send Astrobotic’s Griffin lander carrying more than 1,100 pounds of cargo including Astrolab’s FLIP rover to begin developing mobility systems on the surface. Moon Base III will carry the Lunar Vertex science mission on Intuitive Machines’ Nova-C Trinity lander to study lunar swirls near the south pole, with ESA and Korean science payloads aboard.
On the rover side, NASA awarded Astrolab $219 million and Lunar Outpost $220 million to build the first phase of Lunar Terrain Vehicles, with both rovers targeted for deployment to the lunar surface by 2028. Astrolab’s crewed rover weighs roughly 2,000 pounds and can reach over 6 mph. Lunar Outpost’s Pegasus rover can operate autonomously or via remote control at over 9 mph. Blue Origin separately received $188 million with an option worth $280.4 million to deliver cargo landers for rover transport.
NASA also confirmed that MoonFall, a mission deploying four survey drones to scout Artemis landing sites, has selected Firefly Aerospace to build the transport spacecraft, with a 2028 launch target.
SpaceX sits at the center of that commercial layer. SpaceX holds the NASA Human Landing System contract for the Starship-derived lander that will put astronauts on the surface under Artemis IV, currently targeting 2028. Before that can happen, SpaceX must demonstrate in-orbit propellant transfer at scale, a process requiring multiple Starship tanker launches to fuel a single mission. Water ice at the lunar south pole is central to the base’s long-term viability, as it can be converted into drinking water, breathable oxygen, and rocket fuel, directly reducing dependence on Earth resupply. That resource loop becomes far more practical if Starship can land and be refueled on or near the Moon itself.
Elon Musk has publicly stated that Starship V3, which recently completed its first flight, should be capable enough for initial Mars missions. The Moon Base plan announced Tuesday is the infrastructure layer that connects everything between those two ambitions, and SpaceX is the only American company currently contracted to build the rocket that gets humans to either destination.
Elon Musk
Tesla ditches India after years of broken promises
Tesla has ditched its plans to build a factory in India after years of failed negotiations.
Tesla’s long-running effort to establish a manufacturing presence in India is officially over. India’s Minister of Heavy Industries H.D. Kumaraswamy confirmed on May 19, 2026 that Tesla has informed authorities it will not proceed with a manufacturing facility in the country.
Tesla first signaled serious interest in India around 2021, when it began hiring local staff and lobbying the Indian government for lower import tariffs. The ask was straightforward: reduce duties enough for Tesla to test the market with imported vehicles before committing capital to a local factory. India’s position was equally firm, with an ask of Tesla to commit to manufacturing first, then receive tariff relief. Neither side moved, and the talks quietly collapsed.
Tesla to open first India experience center in Mumbai on July 15
India had offered a policy that would reduce import duties from 110% down to 15% on EVs priced above $35,000, provided companies committed at least $500 million toward local manufacturing investment within three years. Tesla declined to participate. The tariff standoff was only part of the problem. Analysts pointed to significant gaps in India’s local supply chain, inadequate industrial infrastructure, and a mismatch between Tesla’s premium pricing and the purchasing power of India’s automotive market as additional factors that made the investment difficult to justify.
First signs of an unraveling relationship came in April 2024, when Musk abruptly cancelled a planned trip to India where he was set to meet Prime Minister Modi and announce Tesla’s market entry. By July 2024, Fortune reported that Tesla executives had stopped contacting Indian government officials entirely. The government at that point understood Tesla had capital constraints and no plans to invest.
The more fundamental issue is that Tesla’s existing factories are currently operating at approximately 60% capacity, making a commitment to building new manufacturing capacity in a new market difficult to defend to investors. Tesla will continue selling imported Model Y vehicles through its existing showrooms in Mumbai, Delhi, Gurugram, and Bengaluru, but local production is no longer part of the plan.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
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