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
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.
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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.”
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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.
Lifestyle
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.
A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.
The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.
En route with @tesla_semi pic.twitter.com/ZfuOjaeLH1
— Tesla Robotaxi (@robotaxi) May 7, 2026
This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.
The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”
Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.
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