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The Tesla Blockade Coming from Legacy Automakers and Trump
Look, as the great Hunter S. Thompson used to write, the “fat is in the fire.” The auto industry is ready to do what it does best, rest on its laurels and block any disruption on their March to Mediocrity. The recent picks, by the Trump transition team, show that Tesla is not getting invited to the “economic party” and will endure real obstacles in trying to sell its range of products.
GM’s Mary Barra, the ring-leader of mediocrity in the automotive universe, was invited last week to the exclusive, inner-circle by Mr. Trump to discuss job creation. As the New York Times reported, Elon Musk wasn’t there. The man that has lead to the creation of 30,000 manufacturing jobs in the last eight years between SpaceX, Tesla Motors and the newly acquired Solar City.
And, just think about how many more jobs could have been if Texas, Iowa, Utah, Connecticut and Michigan would just say yes to America.
I digress but Tesla is the only hope for a successful transition to sustainable transport, with an administration that doesn’t want anything to do with this disruptor. It’s “all or nothing” with these king-hell, greed freaks and the sooner Tesla nation understands this ugly truth, the better. And, most do.
Sustainable Transport Competition?
So, what about the upcoming Bolt versus Model 3 showdown? Green Car Reports just bestowed the 2017 green car of the year to the Bolt. So, how did GM parlay this prestigious award into a marketing tidal wave? They didn’t. Amazingly, there wasn’t one press release about the accolade since mid-November 2016.
I also did a quick search for 2016 for other press releases on the Bolt and there’s only one. It’s about the Bolt’s plant and its green manufacturing credentials in Ontario.
Seems like one mention of the #Bolt in 2016 isn't exactly getting behind the product https://t.co/0FVduPBa8P #GM @GreenCarReports
— Grant Gerke (@grantgerke) December 8, 2016
Plus, GM will have a limited release of the Bolt in 2017 — for practical profit reasons — and on a recent Talking Tesla podcast; the fellas mentioned the scarcity of Volts currently in California. Yes, California.
However, there’s good news on the horizon for Tesla as I like the chances of the Model 3 arriving on time in 2017. In the most recent shareholder letter, financial analyst Daniel Sparks noted that Tesla seems keen on Model 3 volume manufacturing for the second half of 2017. From the Q3 shareholder letter in November:
“Gigafactory construction and Model 3 development both remain on plan to support volume Model 3 production and deliveries in the second half of 2017.”
Plus, it seems the masses are waiting for the Model 3. A recent CleanTechnica article shows that the BMW 3 Series sales are declining. See figure below.
BMW 3 Series Sales Getting Clobbered In USA As Tesla Model 3 Looms (Down 44,000 In… https://t.co/mBfjwNMpfq pic.twitter.com/8ynAZkxuhL
— CleanTechnica (@cleantechnica) December 12, 2016
However, the Tesla squeeze is coming from these oil-based cretins, and it may come in the form of limited service centers as it’s the only way to knock out Tesla. My prediction is for states to stay in opposition to consumer rights groups and block Tesla out of states like Texas, Utah and, of course, Michigan.
Some are pointing to Trump’s meeting with Silicon Valley tech leaders today as a way to extend an olive branch to Musk and others. I see it as Trump playing to the room and having Musk spill any information on the company’s plans. I doubt Musk will be too forthcoming and this meeting is probably all optics on some level.
With this mutant power structure in place and legacy automakers following, Tesla is the only hope for sustainable transport and Musk knows it.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.

Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.

Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”