Towing has become the battle cry against electric trucks, but is this issue as pertinent as it sounds?
With the release of electric trucks to the market (Rivian R1T, Hummer EV, F-150 Lighting), towing, in particular, has become the albatross around the necks of EV truck manufacturers. Is the issue accurately portrayed by angry Facebook commenters, journalists, and YouTubers alike? I’ll give you one guess.
To start, electric trucks offer an amazing set of benefits to recreational and commercial consumers alike. They offer supercar-like specifications, they offer new use cases to a utilitarian and active market segment, and they do both of these things while remaining cheap to operate. Yet, despite these advantages, there is no denying that EVs face a set of new and daunting challenges regarding towing.
First of all, towing is very energy intensive. There is a reason an MPG estimate isn’t placed on the window tag of a new F250, RAM2500, or Silverado 2500. Not only is the vehicle tasked with overcoming an added thousand pounds or more, but it must do so while also battling increased air resistance. EVs are not unique in this aspect, but they must also deal with both limited charging infrastructure in many rural areas, as well as decreased range compared to gas and diesel alternatives. Compounding this issue, available chargers are often not designed for trailer-mounted vehicles, sometimes forcing the driver to detach the trailer, charge, and reattach, a task not required for ICE-powered counterparts. This combined set of problems can mean that some areas of the country are unreachable by electric towing vehicles.
Rivian R1T’s first real-world towing test shows 62% range loss
Even electric truck manufacturers are acknowledging these issues. On Ford’s most recent earnings call, the company stated that they would continue to sell and develop new gas and diesel Super Duty vehicles; the vehicles often tasked with towing the largest trailers, boats, and the like.
The Fast Lane Truck did a fantastic video covering these exact issues with an F-150 Lightning, a test where they were only able to achieve a range of close to 100 miles and were not able to reach their intended destination due to lack of charging infrastructure.
However, and this is an important question, how important is this problem? This is not to say that people should not have the ability to tow, but perhaps towing can be more accurately placed on their list of needs/wants when deciding on a vehicle to own.
To start, according to a poll of 250,000 full-size truck owners conducted by Strategic Vision, only 75% of owners towed between 0 and 1 time per year, with only the remaining 25% towing more frequently than once per year. And while mileage and towing weight were not included in the poll, it seems as though there may be a vast contingent of truck owners who don’t tow at all.
Furthermore, there are many use cases of towing that would involve traveling less than 100miles; local carpenters and construction workers moving within city limits, a truck towing an incapacitated vehicle to the closest repair shop, or even people towing their boats to the local lake or waterway. These use cases would not only fit even the limited range of 100 miles, but each could find many benefits from unique features such as onboard generators offered on many electric trucks, running power tools, running appliances, etc.
Overall, consumers should be more mindful of their actual needs and more carefully weigh the countless benefits offered by new electric offerings. For many, the conclusion may be that they still need the range and capability of an ICE truck to best suit their leisure activities and/or their livelihoods, but to say that this group is more than a minority is, at least somewhat, a fallacy. For manufacturers and infrastructure planners, this should be a wake-up call; there is a contingent of people who, despite the amazing advances of EV technology, are unable to use them to achieve certain tasks. These should be some of the first things addressed in efforts to expand EV adoption.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
