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Ford announces major changes and Tesla-inspired EV design goals
Ford has announced a series of changes and design goals it will be implementing to increase profitability and improve its EV offerings.
Ford’s Q4 earnings report highlighted two major problems for the company; profitability and quality control. Despite a strong demand for many of its vehicles, particularly its electric offerings, the company saw declines in those two key areas.
To battle these shortcomings, Ford CEO Jim Farley and his team of executives have announced a series of changes that they hope will revitalize the brand.
According to Reuters, the vast majority of the changes being put in place are in efforts to achieve an 8 percent profit margin on Ford’s next generation of electric vehicles. Compared to rivals, Ford believes it is down by roughly $8 billion in costs, which is easy to imagine considering the company’s massive $50 billion in planned spending towards electrification.
Some of the most significant changes that will be put in place to tame costs include improving the management of production scheduling, which Ford states could reduce expenses by $2.5 billion alone. Further, thanks to the commodities market finally beginning to cool, Ford is poised to see a decrease in vehicle production costs already.
More specifically, regarding electric vehicles, Ford aims to produce its new LFP batteries for under $70 per kWh, a massive leap compared to the NMC batteries Ford currently relies on. The Blue Oval will also be working to reduce battery sizes while maintaining range, thanks to aerodynamics technology they hope to garner from the company’s new F1 team. In the words of Jim Farley, “Why do you think we are doing Formula 1? Because they have the best aero people in the world.”
Ford will also be adopting a technology that has aided Tesla in its efforts to lower costs: large underbody castings. While the company was not specific regarding which vehicles would be receiving these new castings, they could likely be implemented within the next generation of many of its models, and the upcoming SUVs and trucks that Ford says have finalized designs.
Ford executives maintained that changes will still be coming to its dealership model. Reduced inventories and an increased reliance on online ordering will be done to cut down on costs, further improving profitability. Through these dealership changes, Ford will also be able to implement more changes to manufacturing, supply chain, and distribution operations.
Ford’s plan of slimming down offerings and improving manufacturing sounds quite similar to Volkswagen’s initial electrification strategy put in place by the now departed Herbert Diess. However, unlike Diess, Farley has the unique backing of his executives and board members, including Bill Ford, who states that Farley’s new plan will be “a full court press,” something he believes the company desperately needs.
Ford is at a pivotal point in its history, but unlike the other two brands that constitute “the big three,” it has proven time and time again that it can endure and succeed. Hopefully, that will be the case with electrification, and perhaps, it will lead to faster electrification of the industry overall.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
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Tesla Cybercab ramps Robotaxi public street testing as vehicle enters mass production queue
Recent sightings on public roads and growing fleet activity at Giga Texas signal Tesla’s accelerating push toward the Cybercab’s commercial launch.
Tesla Cybercab is being spotted with increasing frequency both on public roads and across the grounds of Gigafactory Texas, suggesting that the company’s road testing and validation program is ramping meaningfully ahead of mass production.
A total of 25 Cybercab units were recently observed across three separate locations at Giga Texas by drone observer Joe Tegtmeyer — with 14 metallic gold units parked in a tight formation outside the factory exit, nine more at the crash testing facility undergoing structural and safety validations, and two additional units at the west end-of-line area for final checks.
The activity on public roads is just as telling. The Cybercab was spotted testing on public roads for the first time last October, near Tesla’s Engineering Headquarters in Los Altos, California, marking a significant development in the vehicle’s progression toward commercial readiness. As expected at that early stage, a safety driver was present in the seat.
Since then, sightings have only become more frequent. Community observers on X have posted fresh footage of Cybercabs navigating public streets in Silicon Valley, with each new clip adding to a growing body of evidence that Tesla’s validation efforts are well underway. The production backdrop supports the momentum. Tesla’s production line at Giga Texas moved into a higher volume early in March, representing what observers are calling the largest single-day grouping of Cybercabs seen to date.
- Tesla Cybercab spotted in San Jose, CA testing on public roads with Robotaxi validation equipment [Credit: Nic Cruz Patane via X]

Tesla Cybercab spotted testing on public roads in Los Gatos, CA – March 10, 2026 [Credit: Osman Sarood via X]
Tesla ramps Cybercab test manufacturing ahead of mass production
Musk has also stated that Tesla is aiming for at least 2 million Cybercab units per year across more than one factory, with a potential ceiling of 4 million annually.
With testing activity on public roads accelerating and factory output visibly increasing week over week, the coming months at Giga Texas are set to be pivotal in determining how quickly Tesla can bring the Cybercab from validation to volume.
News
Tesla opens Supercharging Network to other EVs in new country
Tesla’s Supercharging infrastructure is the most robust in the world, and it has done a wonderful job of keeping things up and running for the millions of owners out there. As it expanded access to non-Tesla EVs a couple years back, it has still managed to keep things pretty steady, although the need for more charging is apparent.
Tesla has started opening its Supercharging Network, which is the most expansive in the world, to other EVs in a new country for the first time.
After expanding its Supercharging offerings to other car companies in the United States a few years ago, Tesla is still making the move in other markets, as it aims to make EV ownership easier for everyone, regardless of what manufacturer a consumer chose to purchase from.
Tesla’s Supercharging infrastructure is the most robust in the world, and it has done a wonderful job of keeping things up and running for the millions of owners out there. As it expanded access to non-Tesla EVs a couple years back, it has still managed to keep things pretty steady, although the need for more charging is apparent.
Tesla just added a cool new feature for leaving your charger at home or even leaving the Supercharger pic.twitter.com/iw0SDrWuX6
— TESLARATI (@Teslarati) March 10, 2026
Now, Tesla is expanding access to the Supercharger Network to non-Tesla EVs in Malaysia. The automaker just opened up a charging stie at the Pavilion KL Mall in Kuala Lumpur to non-Tesla owners, giving them eight additional Superchargers to utilize with a charging speed of up to 250 kW.
Tesla is also opening up the four-Supercharger site in Shah Alam, a four-Supercharger site at the IOI City Mall, and a six-Supercharger site in Gamuda Cove Township.
Electrive first reported the opening of these Superchargers in Malaysia.
The initiative from Tesla helps make EV ownership much simpler for those who only have access to third-party charging solutions or at-home charging. While at-home charging is the most advantageous, it is not an end-all solution as every driver will eventually need to grab some range on the road.
Tesla has been offering its Superchargers to non-Tesla EVs in the United States since 2024, as Ford became the first company to gain access to the massive network early that year when CEO Elon Musk and Ford frontman Jim Farley announced it together. Since then, Tesla has offered its chargers to nearly every EV maker, as companies like Rivian and Lucid, and even legacy car companies like General Motors have gained access.
It’s best for everyone to have the ability to use Tesla Superchargers, but there are of course some growing pains.
Charging cables are built to cater to Tesla owners, so pull-in Superchargers are most advantageous for non-Tesla EVs currently, but the company’s V4 Superchargers, which are not as plentiful in the U.S. quite yet, do enable easier reach for those vehicles.
News
Tesla Semi expands pilot program to Texas logistics firm: here’s what they said
Mone said the Tesla Semi it put into its fleet for this test recorded 1.64 kWh per mile efficiency, beating Tesla’s official 1.7 kWh per mile target and delivering a massive leap over conventional diesel trucks.
Tesla has expanded its Semi pilot program to a new region, as it has made it to Texas to be tested by logistics from Mone Transport. With the Semi entering production this year, Tesla is getting even more valuable data regarding the vehicle and its efficiency, which will help companies cut expenditures.
Mone Transport operates in Texas and on the Southern border, and it specializes in cross-border U.S.-Mexico freight operations. After completing some rigorous testing, Mone shared public results, which stand out when compared to efficiency metrics offered by diesel vehicles.
“Mone Transport recently had the opportunity to put the Tesla Semi to the test, and we’re thrilled with the results! Over 4,700 miles of operations at 1.64 kWh/mile in our Texas operation. We’re committed to providing zero-emission transportation to our customers!” the company said in a post on X.
🚨 Mone Transport just recorded an extremely impressive Tesla Semi test:
1.64 kWh per mile over 4,700 miles! https://t.co/xwS2dDeomP pic.twitter.com/oLZHoQgXsu
— TESLARATI (@Teslarati) March 10, 2026
Mone said the Tesla Semi it put into its fleet for this test recorded 1.64 kWh per mile efficiency, beating Tesla’s official 1.7 kWh per mile target and delivering a massive leap over conventional diesel trucks.
Comparable Class 8 diesel semis, typically achieving 6-7 miles per gallon, consume roughly 5.5 kWh per mile in energy-equivalent terms, meaning the Semi uses three to four times less energy while also producing zero tailpipe emissions.
Tesla Semi undergoes major redesign as dedicated factory preps for deliveries
The performance of the Tesla Semi in Mone Transport’s testing aligns with data from other participants in the pilot program. ArcBest’s ABF Freight Division logged 4,494 miles over three weeks in 2025, averaging 1.55 kWh per mile across varied routes, including a grueling 7,200-foot Donner Pass climb. The truck “generally matched the performance of its diesel counterparts,” the carrier said.
PepsiCo, which operates the largest known Semi fleet, recorded 1.7 kWh per mile in North American Council for Freight Efficiency testing. Additional pilots showed similar gains: DHL hit 1.72 kWh per mile, and Saia achieved 1.73 kWh per mile.
These metrics underscore the Semi’s ability to slash operating costs through superior efficiency, lower maintenance, and zero-emission operation. As charging infrastructure scales and production ramps toward 2026 targets, participants like Mone Transport are proving electric semis can seamlessly integrate into freight networks, accelerating the industry’s shift to sustainable, high-performance trucking.
Tesla continues to prep for a more widespread presence of the Semi in the coming months as it recently launched the first public Semi Megacharger site in Los Angeles. It is working on building out infrastructure for regional runs on the West Coast initially, with plans to expand this to the other end of the country in the coming years.

![Tesla Cybercab spotted testing on public roads in Los Gatos, CA - March 10, 2026 [Credit: Osmad Sarood via X]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-cybercab-public-road-testing-823x1024.jpg)