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Elon Musk’s Tesla pickup truck will likely have few competitors from legacy auto
Elon Musk admits that while Tesla probably has the most exciting product roadmap in the industry today, he has a soft spot for the company’s upcoming pickup truck. In a recent appearance at the Recode Decode podcast hosted by veteran tech journalist Kara Swisher, Musk stated that the Tesla Truck would be “super futuristic,” to the point where it would not look out of place in the Blade Runner franchise.
Musk candidly added that if the first pickup, with its cyberpunk tech and features, proves too radical for the market, then Tesla would release a more conventional truck. Ultimately, it remains to be seen if the company would breach the pickup market through Elon Musk’s Blade Runner cyberpunk truck or a more conventional pickup, but one thing is sure. Tesla would soon be competing in America’s most lucrative auto segment.
It could be argued that pickup trucks are the quintessential American vehicles. In 2017 alone, pickup truck sales across the US accounted for 16.4% of the country’s total car sales. Within this number were nearly 900,000 Ford F-Series pickups and about 950,000 GM-branded trucks. Speaking to Trucks.com last January, Michael Ramsey, an automotive analyst at Gartner Inc., noted that in several areas in the US, a truck is a preferable vehicle for consumers.
“In many areas of the country, the truck is just the preferred lifestyle look. They handle much better than before, and with the aid of technology, are even easier to navigate in tight spaces. The U.S. is ideally suited to bigger vehicles because of big parking spaces and roads,” the auto analyst said.
While the disruption of the auto industry with electric-powered vehicles could be felt in the passenger car market thanks to vehicles like the Tesla Model 3, the EV movement is yet to breach the pickup truck segment. EV startups like Bollinger Motors and Rivian are working on all-electric pickup trucks, but both companies are still building facilities capable of manufacturing vehicles on a mass scale. Rivian, for one, is tooling its 2.6 million sq ft factory in Normal, IL. Legacy automakers, which actually have the necessary infrastructure to mass produce all-electric trucks, have mostly taken a rather conservative stance.
Ford has noted that it is developing a hybrid version of its best-selling F-150 pickup truck. In a post on its official website, the company stated that the F-150 hybrid would be a vehicle with no-compromises, “from low-end torque for extra pulling power to serving as a mobile generator on the job site.” Ford, though, has not announced an official release date for the vehicle, though there is speculation that the legacy automaker would launch the hybrid truck around 2020.
GM, on the other hand, recently took an even more conservative stance. In a statement to the Detroit Free Press, vice president of global strategy Mike Abelson declared that GM would lead the EV industry in the “next decade or so.” Despite this, Abelson noted that its core business — comprised of large, gasoline and diesel-powered pickup trucks — would remain intact for the next couple of decades.
“The core business is going to be the core business for a couple of decades to come. There will not be any AV/EV pickups,” Abelson said.
With legacy automakers seemingly taking their time once more, Elon Musk’s Blade Runner truck might end up being one of the first movers in the electric pickup market. And if there is anything that could be learned in the domination of the Model S and 3 in their respective segments, ignoring Tesla and the potential of its vehicles could be a pretty big mistake.
In a brief brainstorming session on Twitter earlier this year, Elon Musk accepted suggestions for features that would be useful for the upcoming Tesla pickup truck. Among these include four-wheel steering, the capability to parallel park itself, seating for six people, a 240-volt connection for power tools, and a maximum towing capacity of 300,000 pounds. Tesla is yet to provide a teaser for the release date of its pickup truck, though speculations are high that the vehicle would be announced after the Model Y, which is expected to be unveiled in 2019.
Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.
Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.
This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.
🚨 Tesla is using different light bar colors to help riders understand which vehicle is theirs
Pretty cool strategy pic.twitter.com/eGMpEMeRpc
— TESLARATI (@Teslarati) August 27, 2026
Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.
Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.
Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.
Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.
Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.
Tesla has said goodbye to one customization option for its vehicles: the wrap service it launched several years ago.
After launching an in-house wrap service in August 2020 for the first time in China. In the U.S., it launched in October 2023. Tesla continued to expand the program and adjust it with better pricing and fewer options for the Cybertruck.
By December 2023, it was giving owners of the Model 3, Model Y, and the Cybertruck the opportunity to give their vehicle a fresh look with a vinyl wrap.
Tesla revamps in-house vinyl wrap service with better pricing
It was only available in five locations: Costa Mesa, Oceanside, Santa Clara, West Covina, all in California, and Seattle, Washington.
However, Tesla made some big adjustments to its shop, and the wrap service is officially gone:
Tesla has made a LOT of changes to its online shop recently — price increases, price cuts, new options, and several products being removed entirely.
Some of the biggest increases are wheel covers. 👀
📈 PRICE INCREASES
• 2017-2023 | Model 3 Aero Wheel Cover — Style: Refresh…— Phoenix Self-Driving 🐦🔥 (@PhoenixFSD) August 25, 2026
Wraps are very popular across the Tesla lineup, especially since the company offers relatively few colors. Many choose to wrap their Teslas with interesting colors, patterns, or even finishes, turning their cars from glossy to satin or matte.
However, Tesla’s wrap service was so limited geographically that it never really had a chance to get off the ground or compete with local shops. Every area in the United States is now overflowing with detailing shops, mobile detailers, and other automotive specialists, many of whom perform wrap services.
Tesla’s service was confined to the Pacific time zone and only spanned across two states. It was never going to be something Tesla was a major competitor in, nor was it going to disrupt the wrapping industry. Now that the program has ended, it seems pretty ideal to believe it was always going to be a short-term thing.
Along with the wrap service, Tesla removed several other products, but nothing too crazy. The Model 3 Door Pocket and Cupholder Liners, the Model S 19″ Magnetite Wheel and Winter Tire Package, Model X/Y Ski/Snowboard Carrier for Hitch Rack, Tesla’s Electric Summer Party Tee, and the Electric Summer Tee were the other items the company totally eliminated from its online shop.
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Tesla Robotaxi fleet gets a brain upgrade ahead of Cybercab launch event
Tesla’s Robotaxi service now runs longer hours nationwide as its unsupervised fleet quietly grows larger.
Tesla’s Robotaxi service just got easier to catch, with the company’s official Robotaxi account noting that rides are now available from 6 a.m. to 10 p.m., seven days a week, across its operating footprint. The account also said its unsupervised fleet is “a lot bigger” than before, though without specifics. The bigger change is what Tesla says upgraded intelligence in vehicle distribution and routing is what’s actually cutting wait times, not a new Full Self-Driving version.
While Tesla did not name the team behind the upgrade, the language points to its AI and fleet software group rather than the driving stack itself. Vehicle distribution and routing in Robotaxi has functioned mostly as a dispatch problem with the software deciding which idle car goes to which rider, and how far it has to travel to get there. “Upgraded intelligence” suggests a smarter version of that dispatch logic, likely using demand forecasting to position idle cars near where riders are about to request them rather than reacting once a request comes in. Tesla’s AI division has built similar prediction systems for other parts of the business, including the neural networks that power FSD itself, so applying that same approach to fleet logistics would be a natural extension rather than a new discipline for the team.
Robotaxi now runs 6am to 10pm, 7 days/week
Unsupervised fleet is a lot bigger
Also, upgraded intelligence in vehicle distribution & routing means you wait less pic.twitter.com/UFZ4bqg2dZ
— Tesla Robotaxi (@robotaxi) August 26, 2026
Tesla is also about a week away from a separate robotaxi milestone. The company plans to launch Cybercab, its purpose built two seat robotaxi with no steering wheel or pedals, in Austin on September 3. Cybercab has been giving employees rides on public and private roads for weeks, and the September event is expected to fold those vehicles into the existing Robotaxi fleet within days of the launch.
Thank you so much @Tesla for inviting us to the Cybercab launch in Austin! 🤠 pic.twitter.com/F1rAR8zd5O
— TESLARATI (@Teslarati) August 22, 2026
Austin previously ran Robotaxi from 6 a.m. to 2 a.m. as of last September, a schedule set before the service expanded into Dallas, Houston, Miami, Tampa, Orlando and the Bay Area. Wednesday’s post did not specify whether that extended overnight window still applies in Austin specifically or whether 6 a.m. to 10 p.m. is now the standard across every market. Tesla’s post, visible on its official Robotaxi account, framed the change simply as fewer riders waiting around for a car.
Whether the wider hours hold once Cybercab enters the fleet next week is the next thing worth watching. Tesla has tended to expand Robotaxi in increments, first geofence, then hours, then fleet size, and each step so far has arrived without much advance notice.
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Tesla Cybercab uses a unique strategy for picking up the right rider
Tesla ends in-house wrap service that always seemed like a short-term program
