There are only a few days left before the Tesla Cybertruck’s first deliveries, and in an apparent effort to generate more attention for the vehicle, the EV maker has brought its all-electric pickup truck to several of its physical stores. The public’s reaction has been very notable.
Tesla bulls such as The Future Fund Managing Partner Gary Black have noted that the Cybertruck will have a “halo effect” of sorts for the electric vehicle maker. This suggests that even those who will not be purchasing the Cybertruck may end up purchasing one of the company’s other electric cars because their attention was captured by the all-electric pickup truck.
Over the past few days, this does seem to be the case. In social media posts, electric vehicle advocates and Tesla community members shared photos and images of Cybertruck displays that were attracting quite a lot of interest from visitors. Such a reaction bodes well for the Cybertruck, as it hints that the vehicle really is an attention-grabbing product.
The following are some of the posts shared by electric vehicle enthusiasts about Tesla’s Cybertruck displays.
$TSLA halo effect. https://t.co/n12vWwXxQA— Gary Black (@garyblack00) November 25, 2023
People go check out Cybertruck. It does attract eyeballs for some reason. pic.twitter.com/GQYvTuvjwo— Ray (@ray4tesla) November 25, 2023
The Cybertruck is FŮĊĶING INSANE!
I just left the Bellevue Square @Tesla showroom. It was packed with curious mall goers and fans.
The Cybertruck looked like it was ready for mass production. This is my third time seeing one in person and I could not see any flaws in this… pic.twitter.com/bk31FmiYHJ— Matthew Donegan-Ryan (@MatthewDR) November 27, 2023
I just saw the Tesla Cybertruck in person for the first time and it did not disappoint! Any photos and videos you see online doesn't do it justice.
Much more impressive in person.
One of the Tesla employees at the showroom said that anyone with a reservation number starting… pic.twitter.com/nPUFV7ocur— Collin Rugg (@CollinRugg) November 27, 2023
Anyone that underestimates the ripple effect the Cybertruck will have on accelerating the world’s transition to sustainable energy, are all about to be shell shocked. This is the best product that Tesla has ever created & people absolutely fuckin love it. pic.twitter.com/VoiNTVgnxi— Teslaconomics (@Teslaconomics) November 25, 2023
The Cybertruck hype is for real and anyone standing on the other side of change will probably get run over pic.twitter.com/xoqMXAqmmv— Teslaconomics (@Teslaconomics) November 26, 2023
The attention surrounding the Cybertruck seemingly echoes the interest that surrounded the Tesla Model 3 prior to its unveiling. At the time, Tesla was only delivering the Model S sedan and the Model X SUV, so the company was not considered a mass-market car manufacturer yet. The Model 3 was the electric car maker’s first mass-market car, and EV enthusiasts were so hyped about the product that some stood in line for hours just to reserve the vehicle. Later Model 3 displays also attracted a lot of attention.
Needless to say, the EV market has changed a lot since the Model 3 was unveiled. But despite the electric car segment being far more mature now, one could not help but feel like the Cybertruck is indeed yet another Model 3 or Model Y moment for Tesla. Sure, it’s just another EV that just happens to be designed differently compared to others in its segment. But considering the consumer interest it is already drumming up today, it does seem like Tesla is about to capture lightning in a bottle once more with the Cybertruck.
The Tesla Cybertruck is expected to have its first delivery event at Giga Texas this November 30, 2023.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
Lifestyle
Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.