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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 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.
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 big Full Self-Driving change to reflect future plans
Tesla Model S completes first ever FSD Cannonball Run with zero interventions
