News
Tesla Cybertruck is keeping its massive size; now it’s an even better rival to flagship pickups and SUVs
After a significant degree of consideration, CEO Elon Musk has noted that the Tesla Cybertruck will likely be keeping its original physical size. This means that the all-electric pickup will be just as massive and daunting as the prototype that shocked the automotive industry in its unveiling late last year.
Musk’s comments came as a response to a tweet showcasing a clip from an upcoming Jay Leno’s Garage feature, which is currently being promoted by CNBC. The upcoming episode of the popular auto show will be focused on Tesla, and teasers have shown Elon Musk and Jay Leno discussing the Cybertruck, the Roadster, the S3XY line, and even the Semi.
In his recent update, Musk stated that he recently reviewed the design of the Cybertruck with Tesla Design Chief Franz von Holzhausen, and they figured that even a 3% reduction in size to the all-electric pickup would make the vehicle too small. With this in mind, the production version of the Cybertruck will likely be identical in size to the massive prototype that was featured in the vehicle’s unveiling late last year.
Musk did note that this would likely mean that Tesla will be releasing a smaller truck sometime in the near future. This could actually be strategic for Tesla considering that veteran truck makers such as Ford have both full-sized trucks such as the F-150 and smaller pickups like the Ranger. The Cybertruck will be a rival to the F-150, but Tesla has no response to the Ranger, and the market for midsize trucks is significant as well.
While the Cybertruck’s massive size will likely result in the vehicle being too large for some American garages, Musk’s decision to keep the pickup’s dimensions identical to the prototype would mean that it will be comparable to some of America’s most popular pickups and SUVs. This is because the American market is quite fond of large vehicles, and this has resulted in flagship trucks and SUVs getting bigger by the year.
A survey from USA Today has determined that the drive for bigger vehicles in the United States has started bumping into the physical limitations of American homes and garages. Jeff Dyke, president of Sonic Automotive, one of the largest automotive dealership networks in the US, described this trend in a statement to the publication.
“The next-generation Suburban is gonna be so big – my wife drives one – you’re not going to be able to park it in the garage. The Tahoe is the new Suburban, and the new Suburban is a school bus.” Dyke said. Despite this, Americans want large vehicles, as indicated by the demand for full-sized trucks and SUVs. “Gas prices are low, they’re reasonable, and the country’s in love with SUVs,” he added.
These challenges associated with large vehicle sizes do not appear to be adversely affecting the pickup and SUV market, or at least not as much. Both segments remain popular, and they do not seem to be poised to drop anytime, either. Instead of stopping the purchase of these vehicles, consumers in the United States have responded to this trend by simply parking their trucks and SUVs on their driveways.
This presents some challenges, of course, since exposing vehicles to the elements means that their paint may get damaged, among other things. Vehicles left outside are prone to getting punished by the elements, which is bad news if they are exposed to things like hail. As it happens, the Cybertruck actually addresses these factors, as the vehicle appears to be designed to be parked outside.
In previous tweets, Musk has stated that the vehicle will have an option where its motorized tonneau cover is fitted with solar panels, allowing the Cybertruck to charge its batteries while it’s parked outside. The all-electric pickup is also unpainted, which means that it can take a lot of punishment without flinching. Musk even noted recently that the Cybertruck would pretty much be impervious to hail, on account of its steel body and Armor Glass.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
