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Stellantis RAM 1500 Revolution vs Tesla Cybertruck, Rivian R1T & the Ford F-150 Lightning
Stellantis’ Ram Truck brand revealed its RAM 1500 Revolution battery electric vehicle concept during CES 2023 in Las Vegas. The all-electric RAM pickup has already generated some buzz in the market for its exciting features and next-gen design. With the growing electrified pickup truck market, RAM has developed a strong contender with the 1500 Revolution BEV.
RAM 1500 Revolution BEV Details
The RAM 1500 Revolution BEV will be built on Stellantis’ STLA Frame EV platform, designed to deliver a range of up to 500 miles (800 km). Unlike other STLA platforms—which are unibody—the STLA Frame platform is a body-on-frame. In the past, Stellantis planned to use 2 battery cell chemistries to ensure affordability in its electric vehicles. The company will have to carefully consider the RAM 1500 Revolution’s starting price if it wants the pickup to qualify for tax incentives under the Inflation Reduction Act.
The electrified RAM 1500 Revolution concept includes some nifty tech innovations, including digital side-view mirrors. The rearview mirror alone is packed with tech, like a smart backup camera with 360-degree views, plus speakers and receivers compatible with voice assistants like Alexa and Siri. The review mirror is connected to biometric cameras, which observe the RAM 1500 Revolution’s surrounding environment.
With its EV pickup concept, RAM plans to take advantage of the most useful tech innovations on the market. For instance, the biometric cameras appear connected to the EV pickup truck’s biometric identity recognition and two-factor authentication. The RAM 1500 BEV also utilizes augmented reality (AR) for a see-through heads-up display (HUD). Other features RAM plans for the 1500 Revolution BEV are Shadow Mode and an exterior projector.
RAM vs. Tesla Cybertruck, Rivian R1T & the Ford F-150 Lightning
RAM aims to redefine the pickup truck segment, demonstrating its position in the EV pickup truck market along the way. It is one of North America’s top pickup truck brands, alongside Ford and Chevrolet. The Ram pickup, Ford F-Series pickup, and Chevy Silverado have long held the top three positions in the pickup truck market in the United States. Still, the advent of electric vehicles has opened up the pickup segment to other legacy competitors and EV startups.
Tesla Cybertruck
Tesla unveiled its Cybertruck concept in 2019 and has yet to deliver the futuristic pickup truck. However, Giga Texas has started preparing for Cybertruck production in 2023. Tesla plans to deliver its first batch of Cybertruck units to customers this year.
When the electric truck concept was first revealed, it generated a lot of buzz for its unique design and technology. But other EV trucks have started selling on the market since 2019, so Tesla has improved the Cybertruck’s design and introduced up-to-date technology to the pickup truck. Due to the Cybertruck’s design changes, its prices might also change.
“I worry more about like how do we the Cybertruck affordable despite having awesome technology. That’s the thing that will really set the rate,” Elon Musk said back in the Q4 2021 earnings call.
Rivian R1T
The Rivian R1T has generated some buzz of its own since hitting the market. Rivian’s electric pickup truck appeals to a niche customer base who live for adventure and fun. Rivian literally threw everything into the R1T that an explorer would need—including the kitchen sink.
In preparation for 2023, Rivian has tweaked its R1T configuration options. For instance, the Rivian R1T Quad-Motor with Max battery pack is unavailable this year. However, the company strives to improve its vehicle. Last month, Rivian announced that the 2023 R1T with 21-inch wheels received the highest EPA range estimate for an electric truck in the market.
Ford F-150 Lightning
If Rivian was made for fun and adventure, Ford designed the F-150 Lightning for heavy-duty work. Ford’s all-electric pickup won Motor Trend’s 2023 Pickup Truck of the Year. It was the first electric pickup to win the award with a unanimous vote from the judges.
Ford is steadily ramping up F-150 Lightning production at its Dearborn Truck Plant and Rouge Electric Vehicle Center in Michigan. The legacy automaker initially targeted an annual manufacturing capacity of 40,000 units for the F-150 Lightning. However, demand for the electric pickup seems to be strong since Ford doubled its manufacturing capacity for the Lightning to 80,000 vehicles annually by 2024.
With the RAM 1500 Revolution, Rivian R1T, Ford F-150 Lightning, and Tesla Cybertruck, the electric pickup truck market is starting to take shape. More competitors are likely to come in the future—like Volkswagen’s Scout pickup—making the EV pickup truck market something to watch in the coming years.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
