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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.Â
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 made a dramatic change to the Online Design Studio to show its plans for Full Self-Driving, a major part of the company’s plans moving forward, as CEO Elon Musk has been extremely clear on the direction moving forward.
With Tesla taking a stand and removing the ability to purchase Full Self-Driving outright next month, it is already taking steps to initiate that with owners and potential buyers.
On Thursday night, the company updated its Online Design Studio to reflect that in a new move that now lists the three purchase options that are currently available: Monthly Subscription, One-Time Purchase, or Add Later:
🚨 Check out the change Tesla made to its Online Design Studio:
It now lists the Monthly Subscription as an option for Full Self-Driving
It also shows the outright purchase option as expiring on February 14 pic.twitter.com/pM6Svmyy8d
— TESLARATI (@Teslarati) January 23, 2026
This change replaces the former option for purchasing Full Self-Driving at the time of purchase, which was a simple and single box to purchase the suite outright. Subscriptions were activated through the vehicle exclusively.
However, with Musk announcing that Tesla would soon remove the outright purchase option, it is clearer than ever that the Subscription plan is where the company is headed.
The removal of the outright purchase option has been a polarizing topic among the Tesla community, especially considering that there are many people who are concerned about potential price increases or have been saving to purchase it for $8,000.
This would bring an end to the ability to pay for it once and never have to pay for it again. With the Subscription strategy, things are definitely going to change, and if people are paying for their cars monthly, it will essentially add $100 per month to their payment, pricing some people out. The price will increase as well, as Musk said on Thursday, as it improves in functionality.
I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve.
The massive value jump is when you can be on your phone or sleeping for the entire ride (unsupervised FSD). https://t.co/YDKhXN3aaG
— Elon Musk (@elonmusk) January 23, 2026
Those skeptics have grown concerned that this will actually lower the take rate of Full Self-Driving. While it is understandable that FSD would increase in price as the capabilities improve, there are arguments for a tiered system that would allow owners to pay for features that they appreciate and can afford, which would help with data accumulation for the company.
Musk’s new compensation package also would require Tesla to have 10 million active FSD subscriptions, but people are not sure if this will move the needle in the correct direction. If Tesla can potentially offer a cheaper alternative that is not quite unsupervised, things could improve in terms of the number of owners who pay for it.
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Tesla Model S completes first ever FSD Cannonball Run with zero interventions
The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end with no interventions.
A Tesla Model S has completed the first-ever full Cannonball Run using Full Self-Driving (FSD), traveling from Los Angeles to New York with zero interventions. The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end, fulfilling a long-discussed benchmark for autonomy.
A full FSD Cannonball Run
As per a report from The Drive, a 2024 Tesla Model S with AI4 and FSD v14.2.2.3 completed the 3,081-mile trip from Redondo Beach in Los Angeles to midtown Manhattan in New York City. The drive was completed by Alex Roy, a former automotive journalist and investor, along with a small team of autonomy experts.
Roy said FSD handled all driving tasks for the entirety of the route, including highway cruising, lane changes, navigation, and adverse weather conditions. The trip took a total of 58 hours and 22 minutes at an average speed of 64 mph, and about 10 hours were spent charging the vehicle. In later comments, Roy noted that he and his team cleaned out the Model S’ cameras during their stops to keep FSD’s performance optimal.Â
History made
The historic trip was quite impressive, considering that the journey was in the middle of winter. This meant that FSD didn’t just deal with other cars on the road. The vehicle also had to handle extreme cold, snow, ice, slush, and rain.
As per Roy in a post on X, FSD performed so well during the trip that the journey would have been completed faster if the Model S did not have people onboard. “Elon Musk was right. Once an autonomous vehicle is mature, most human input is error. A comedy of human errors added hours and hundreds of miles, but FSD stunned us with its consistent and comfortable behavior,” Roy wrote in a post on X.
Roy’s comments are quite notable as he has previously attempted Cannonball Runs using FSD on December 2024 and February 2025. Neither were zero intervention drives.
Elon Musk
Tesla removes Autopilot as standard, receives criticism online
The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders.
Tesla removed its basic Autopilot package as a standard feature in the United States. The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders, and shifts the company’s strategy towards paid Full Self-Driving subscriptions.
Tesla removes Autopilot
As per observations from the electric vehicle community on social media, Tesla no longer lists Autopilot as standard in its vehicles in the U.S. This suggests that features such as lane-centering and Autosteer have been removed as standard equipment. Previously, most Tesla vehicles came with Autopilot by default, which offers Traffic-Aware Cruise Control and Autosteer.
The change resulted in backlash from some Tesla owners and EV observers, particularly as competing automakers, including mainstream players like Toyota, offer features like lane-centering as standard on many models, including budget vehicles.
That being said, the removal of Autopilot suggests that Tesla is concentrating its autonomy roadmap around FSD subscriptions rather than bundled driver-assistance features. It would be interesting to see how Tesla manages its vehicles’ standard safety features, as it seems out of character for Tesla to make its cars less safe over time.
Musk announces FSD price increases
Following the Autopilot changes, Elon Musk stated on X that Tesla is planning to raise subscription prices for FSD as its capabilities improve. In a post on X, Musk stated that the current $99-per-month price for supervised FSD would increase over time, especially as the system itself becomes more robust.
“I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve. The massive value jump is when you can be on your phone or sleeping for the entire ride (Unsupervised FSD),” Musk wrote.
At the time of his recent post, Tesla still offers FSD as a one-time purchase for $8,000, but Elon Musk has confirmed that this option will be discontinued on February 14, leaving subscriptions as the only way to access the system.
Tesla makes dramatic change to Online Design Studio to show FSD plans
Tesla Model S completes first ever FSD Cannonball Run with zero interventions
