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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 officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
