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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.

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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.

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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?

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Elon Musk

How to use Grok Bot to block spam calls and texts

Musk told users to ask Grok Bot to scrub their phone numbers from spam lists.

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Elon Musk has a new use case for Grok Bot, and it is the spam call. On Thursday he replied to an X user named Arash with a short instruction: “Ask your @Grok @Bot to remove your phone number from spam call & text lists!” Arash had said he got tired of the calls, had an AI bot find his number on listing sites and file removal requests, and packaged the process as a free skill for others.

The skill is called Spam-Call Scrubber, which is described to find a phone number on people search sites and data brokers, submits the opt outs, completes the confirmation emails those sites send back, and rechecks on a schedule the user picks. Using it requires the Grok Bot app. The pitch is time saved, since most broker opt outs sit behind separate forms on separate sites.



Musk said Grok Bot now gives each bot its own email address, and that it can detect scam emails. On Thursday he also said SpaceX would make users whole if the bot botches a purchase or leaks a card, then told users to shop away from Amazon after the retailer blocked the agent, as Teslarati reported. The terms of service we reviewed at the time put responsibility for what an agent does on the user.

For Tesla owners, Grok Bot is not just a phone app. Tesla brought Grok Bot into its vehicles on September 22, and we argued earlier this week that the Cybercab’s real advantage may be the errands it runs during a ride. Every Cybercab and the rest of the Model Y Robotaxi fleet has it enabled. The more routine tasks like this one become, the more a rider has reason to hand over something personal in the back seat.

The new Spam-Call Scrubber skill can be downloaded for free and works on sites that honor removal requests, while noting that listings can reappear, and illegal robocallers do not check any registry. Whether Spam-Call Scrubber cuts anyone’s call volume is something the first wave of users will find out, and Musk’s endorsement guarantees that wave is coming.

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Lifestyle

Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.

Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.

Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.

This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?

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If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.

What do you think? Leave me a comment.

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Lifestyle

Tesla’s mirrorless Cybercab will give riders a visibility upgrade

Tesla engineer confirms Cybercab update letting riders pull up rear and repeater cameras on demand.

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Tesla Cybercab camera visibility for passengers (Credit: Dan Burkland via X)
Tesla Cybercab camera visibility for passengers (Credit: Dan Burkland via X)

Tesla is working on a Cybercab update that would let passengers pull up the vehicle’s rear and side cameras on demand, and the request came straight from a rider.

The exchange played out on X late Friday. Cybercab rider Dan Burkland shared photos of the two-seater’s cabin screen after an evening ride, praised the UI team’s work, and left one request: let riders open the rear and repeater cameras whenever they want, “especially for peace of mind.” Tesla UI software engineer Evan (@CarCoder) answered with two words: “In development.”

The idea fits a pattern Teslarati has tracked since public rides began. Days after paid Cybercab service opened in Austin, Tesla sent riders a survey that asked them to rate the touchscreen, the app and the cabin, and to pick the features they wanted most. We reported on that survey in September, and a camera view is the kind of small software change Tesla can push quickly if riders keep asking.

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It also speaks to something unique about the vehicle. With no steering wheel, no pedals and no driver, passengers have no mirror to check and no way to see behind them. The hardware is clearly built for camera awareness, from the repeater cameras to the rear camera. Letting a passenger look through those same cameras would give a nervous first time rider a way to confirm what is around the car.

The timing matters because the fleet is growing fast. Tesla’s Robotaxi account said on Saturday that more than 300 Cybercabs are now serving Austin, an eightfold increase in 30 days, and Tesla AI chief Ashok Elluswamy named Dallas as the next city. More cars and more cities mean more people riding in a driverless vehicle for the first time, which is exactly when small trust features carry weight.

For now, the feature is confirmed only as in development. If Tesla follows its usual pattern with Cybercab software, riders could see it appear in a point release without any announcement, and Teslarati will watch for it.

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