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F-150 Lightning vs Tesla Cybertruck vs Rivian R1T: How Ford’s new EV stacks up against younger competitors
Ford recently unveiled the F-150 Lightning, marking the entry of another legacy automaker into the all-electric pickup truck market. The Ford F-150 is an iconic pickup truck, and its transition to the electric vehicle spectrum is a big step for American auto manufacturing.
However, as the Ford F-150 enters a new playing field, the OEM will be met with new contenders from startup EV makers such as Rivian and Tesla. While the Ford F-150 has been the standard for pickup trucks, Tesla has made a name for itself in the EV space. Rivian seeks to forge its own path in the EV market by delivering the first all-electric pickup truck to customers as well.
Rivian aims to start deliveries of the R1T Launch Edition in June 2021. As such, the Rivian R1T will be the first all-electric pickup truck to hit the market. Rivian told Teslarati that it has started contacting reservation holders in preparation for deliveries. Along with the start of deliveries, Rivian plans to launch a 4-month Demonstration Drive program across the United States to help new owners navigate their R1T pickup trucks.
The Tesla Cybertruck will be produced in Gigafactory Texas, which has been progressing rather quickly. Tesla has also started reaching out to Cybertruck reservation holders and reiterating its late 2021 delivery goal for the Tri-Motor AWD and Dual-Motor AWD variants.
Ford still has about a year to go before producing the all-electric F-150 Lightning at its Rouge plant. The legacy automaker plans to produce four variants of the F-150 Lightning, including one specifically produced and priced for business owners. Ford has not listed the price of the Lariat or Platinum yet. However, it did state that the Lightning’s MSRP starts at $39,974 and goes up to $90,474.
When it comes to function and utility, each of the electric pickup trucks has its advantages. For instance, Rivian made the R1T for owners who seek adventures outdoors. To accommodate future R1T explorers, Rivian has included certain features like the Gear Tunnel for muddy or wet items and an air compressor with a maximum pressure of 150 psi for tires or inflatable items.
On the other hand, the Ford F-150 Lightning seems geared more towards business owners. Ford seems to know its customer base very well as it added certain details to the F-150 Lightning that would be useful on the job site, like enhanced zone lighting and a slew of power outlets both front and back.
In a unique twist, the OEM also built the F-150 Lightning with Ford Intelligent backup power, allowing the vehicle to off-board up to 9.6 kW of peak energy. Ford estimates that the F-150 Lightning can power an entire home for three days or up to ten days if the power is rationed. Its estimates are based on home usage of 30 kWh per day using the F-150 Lightning’s extended battery.
The Tesla Cybertruck seems to tread the middle ground compared to the Rivian R1T and the Ford F-150 Lightning. Each Cybertruck variant could meet the need of explorers or business owners. Tesla also has its unique software system for Cybertruck owners, which has become an ecosystem of its own with features like Camp Mode, Dog Mode, Sentry Mode, and Tesla Theater, among others.
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Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Tesla expands its branded ‘For Business’ Superchargers
Tesla Cybercab ‘breakdown’ image likely is not what it seems
