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Ford F-150 Electric’s edge against rivals like the Tesla Cybertruck may be a gas generator
The pickup truck segment is about to be disrupted by all-electric vehicles, with veterans like Ford and General Motors and younger companies like Tesla and Rivian preparing their respective entries into what could very well be a lucrative market. Amidst this budding competition, each company seems to be making the necessary preparations to ensure that their vehicle has key advantages over the competition.
Tesla seems to be relying on its pedigree as an experienced electric vehicle manufacturer, with the Cybertruck boasting specs that are nothing short of insane at its price point. This is on top of an ever-growing Supercharger Network that’s capable of charging the steel beast at rapid speeds. Rivian, on the other hand, seems to be leaning heavily on the luxury adventure market, with its vehicles boasting clever features that are designed to delight those who love the outdoors. Ford, for its part, appears to be going on a rather interesting route.
A recent patent from the veteran hints at what could very well be Ford’s strategy to ensure that customers of its all-electric truck would not experience concerns about the vehicle’s range. While Rivian’s patents tease an auxiliary battery that could extend range, and while Tesla will no doubt push the Cybertruck’s range as far as it could go through its battery innovations, Ford appears to have opted for something much simpler: a gas generator.
Ford’s patent shows a concept for a portable generator that could be fitted into an all-electric pickup truck. The generator is actually pretty sleek, with the unit being designed to look like a toolbox. As noted by the veteran carmaker, high-voltage battery packs typically provide only a limited amount of electric-only driving range. Thus, it is pertinent to provide a way for customers to add electric-only driving range to their vehicles. A generator addresses this need.
Ford’s generator will not be just an off-the-shelf unit, either. The patent states that all of the generator-related components, from the engine to the fuel to the hookup to the vehicle’s power system, would be contained in a unit that could be fitted and removed from the truck as necessary. This generator could then be utilized to charge the vehicle’s battery pack, among other uses. Ford outlines its idea in the section below.
“The electrified vehicle may be operable to travel over a specific distance prior to energy depletion of the battery pack, which may lead to operator range anxiety. Accordingly, the electrified vehicle may additionally be equipped with a generator for increasing the travel range of the electrified vehicle. Like the battery pack, the generator may be operably connected to the electric machine through the inverter over the voltage bus. The generator may also be connected in either parallel or series relative to the battery pack,” Ford’s patent noted.
Of course, using a gas-powered generator in an all-electric truck kind of defeats the purpose of a zero-emissions vehicle, but there is no denying that longtime Ford owners will likely be more open to the F-150 Electric if such a feature is available. Ultimately, after all, every Ford F-150 Electric that is sold is one less traditional, gas-guzzling F-150 on the streets. And that, in the grand scheme of things, matters a lot, at least to a certain degree.
Read Ford’s gas generator patent for its electric pickup below.
Ford F150 EV Range Extender Patent by Simon Alvarez on Scribd
News
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
News
Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Investor's Corner
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.
As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.
Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance.
He said in April:
“The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.”
Almost all of Tesla’s value long-term will be from AI & robots, both vehicle & humanoid
— Elon Musk (@elonmusk) September 11, 2023
Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter.
In years past, Tesla analysts, investors, and fans were focused on automotive growth.
Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago.
In fact, several large swings occurred because of Tesla either beating or missing delivery estimates:
- January 3, 2022: +13.53%, record deliveries at the time
- January 3, 2023: -12.24%, missed deliveries
- July 2, 2024: +10.20%, beat delivery expectations
- October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown
- July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries
It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects.
These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself.
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
Production-ready Tesla Cybercab hits showroom floor in San Jose
