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Elon Musk’s ‘Cyberpunk’ Tesla Pickup Truck: Go, Tesla, Go! Or Why, Elon, Why?
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The Tesla Truck reveal is only a month away now, and a few more specifics about what it looks like have been revealed by Elon Musk. We already expected something cyberpunk, but now we also are to expect a military-styled armored personnel carrier as part of its inspiration. This all sounds very cool as a concept vehicle, perhaps, but will it sound cool to a large enough consumer base to be worth the time and effort to put in on the market?
Actually, another question has started to creep into my mind: What exactly is the point of the Tesla Truck?
Whereas other Tesla vehicles were designed to directly take on ICE cars and revolutionize the EV market in their own sporty or practical way, the pickup truck market seems to be more particular about what converts a potential customer into an actual customer. That said, a cyberpunk beast is an odd choice for a company that has proven so many EV myths false and arguably inspired a lot of legislation to be aimed squarely at legacy manufacturers. If Tesla can do it, regulators seem to say, so can you. But one area EVs really need to take on to truly be a completely mainstream option is pickup trucks.
That’s where Rivian seemed to be coming in, albeit their starting prices are a bit on the high side for the mainstream truck customer. It could all be proven completely worth the expense down the line, but when Tesla fired shots with an “under $50k” potential truck price tag, it certainly seemed like there was going to be a real shakeup that put an affordable and all-electric work truck on the road soon. The more I hear about the style of the Tesla Truck, though, the more I scratch my head. Yes, Rivian did their own style thing with the piggy-nose headlights, but that was really just one feature people have started to warm up to. The point of it was also so they would be very recognizable and distinguished as their brand. An entire vehicle going against the grain is a different matter entirely.
I know Musk has his mantra of aiming to design a vehicle that he would personally want to buy, and I respect the logic behind that. However, there’s also the other angle about him that doesn’t jive with Harrison Ford being behind the wheel of this kind of Tesla in a Hollywood production: Making EVs mainstream.
Sure, the Model S and even Model X aren’t really practical purchases for more fiscally-limited consumers (i.e., most of them). There’s an argument to be made for them, though. After proving that EVs could be amazing, the improvements that went into their manufacturing has now translated into the mass market Model 3. There’s already an existing parallel in the ICE world on this as well via racing. The US gas company Sonoco exemplifies this with their motto that their gas is the “official fuel of NASCAR” despite regular car fuel being totally different from racing car fuel. The thought is that if they know how to manufacture super performance gas, their fuel will have an overall higher level of refinement technology that your car will benefit from. I have no idea if it actually does, but that’s the message.
That said, maybe the Tesla Truck is supposed to be this beast that has amazing specs which inspire customers to crave a “normal” looking truck from Tesla to eventually be produced. The next question will be whether enough buyers will go along with the cyberpunk thing and justify the expense from all the tweaks that will inevitably be necessary to develop a mass market pickup truck to follow. The Model S was very expensive, but it was still a traditionally designed sedan which appealed to a large enough consumer base to help fund Tesla’s next developments.
The Tesla Truck is kind of an outlier on this thinking, too. It will be a somewhat inexpensive truck with an even smaller consumer base. Or, does Musk hope to change what people think of in terms of a pickup truck? I am a staunch doubter on this, period. If there’s one thing the pickup market doesn’t seem to be very open to, it’s that sort of radical change. I’ll gladly be proven wrong, but until that day comes, I can’t really entertain this possibility.
Maybe Musk isn’t going for a mass market pickup at all. Maybe he just wants to prove that he can make a truck, make it cheaper, and make it better.
Then again, the Taycan also wasn’t supposed to be a true Tesla competitor, either, yet here we are. Plaid Mode is capturing headlines and significant interest in the EV community. Would we be hearing about it so soon without the Taycan reveal? I have my doubts, but who really knows?
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.
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