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Ford follows up electric F-150 ‘real work truck’ claims with flashy teaser video
Just last week, a Ford Motors executive threw some shade at the upcoming Tesla Cybertruck and other manufacturer’s similar all-electric pursuits, claiming its competitors were producing ‘lifestyle’ trucks rather than ‘real’ work vehicles. In a follow up to those claims, the maker of America’s most popular pickup truck has released a flashy new video showing off their all-electric F-150 doing some tough, work-heavy action.
In the marketing bit, the company’s well-known “Built Ford Tough” motto is clearly used as the clip’s inspiration. The electric F-150 featured has the phrase on its hood, and the truck is seen handling environments meant to show off its capabilities. In particular, the vehicle travels up steep inclines with a large trailer in tow and easily commutes through large boulder-ridden trails. This recent video clearly indicates that Ford is not just serious about its EV commitment, but it intends to keep its crown in the American pickup segment.
In a media briefing on September 16th, Ford’s president of the Americas and international markets, Kumar Galhotra, highlighted that the upcoming electric F-150 would be built for heavy-duty hauling and towing. Ford won’t precisely aim for the recreation crowd, as its rivals Tesla and Rivian have supposedly done with their brands. “The all-electric F-150 is designed and engineered for hard-working customers that need a truck to do a job,” Galhotra explained.
Even with a 100-year-plus head start in terms of market presence, Ford will be delivering its first electric truck later than any of its newer peers. The American automaker expects the electric F-150 to be due around the middle of 2022. However, both Tesla and Rivian are planning trial production and customer deliveries in mid-2021. Notably, although Ford’s recent advertisement is meant to differentiate the legacy automaker from its rivals, even Rivian has put out videos already with the R1T pickup handling challenging environments similar to those taken up by the F-150.
Ford’s entry into the EV world may also be hindered by battery cell production – a problem that seems to be a recurring theme for most electric car companies. Due to a legal dispute between LG Chem and SK Innovation, the latter being the cell supplier for the battery-powered F-150, SK Innovation may be blocked from establishing a battery production facility in the US. This would most likely impact Ford’s ability to ramp production of its upcoming truck. Volkswagen is also affected by the SK Innovation legal hurdles.
With Tesla’s early start on electric vehicle production in 2012 combined with its most recent entry into battery cell production to be detailed at tomorrow’s Battery Day event, perhaps Ford will need to look a bit more towards its rivals to help navigate the future despite being such a leader in the past.
You can watch Ford’s new electric F-150 video below:
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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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.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
