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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’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
