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Tesla Cybertruck dodges competition from an electric Ford F-150 due to pandemic
There was a time when the Tesla Cybertruck seemed to be headed for a head-on collision with Ford’s electric F-150 when the vehicles enter the market. But if recent reports from Ford are any indication, it appears that the Cybertruck may end up losing one of its potential rivals when it begins production late next year.
With the electric pickup truck segment emerging, vehicles like the Tesla Cybertruck, Rivian R1T, Ford F-150 Electric, and the GMC Hummer EV appeared to be set for a rivalry. The market for electric pickups is immense, considering how popular trucks are in the United States. Few electric trucks have been unveiled by automakers so far as well, leaving the segment free for the taking.
While electric pickups like the Tesla Cybertruck and Rivian R1T were created by companies that are electric from their roots, other vehicles like the Ford F-150 electric and Hummer EV are the products of legacy automakers aiming to break into the electric sphere. Ford, for its part, has taken a significant stake in Rivian, and it has announced its intentions to utilize the EV truckmaker’s tech for its upcoming vehicles.
Among these is an all-electric SUV under Ford’s luxury brand, Lincoln. Following this, other electric pickups and SUVs were expected to be released, some of which will be using Rivian’s skateboard platform. Among these is the F-150 electric, a truck that was demonstrated to have enough power to pull a 1 million-pound freight train loaded with other F-150 pickups.
Unfortunately, Ford has announced to Automotive News that its Rivian-based Lincoln all-electric SUV has been officially canceled. Lincoln did state that it will still be working with Rivian and it will be releasing a vehicle based on the EV company’s skateboard platform, but it would be an “alternative vehicle,” not an EV.
“Given the current environment, Lincoln and Rivian have decided not to pursue the development of a fully electric vehicle based on Rivian’s skateboard platform. Our strategic commitment to Lincoln, Rivian and electrification remains unchanged and Lincoln’s future plans will include an all-electric vehicle,” a Lincoln spokesperson said.
Such a development may end up delaying the release of Ford’s all-electric vehicles, including the highly-anticipated F-150 EV. Ford has not disclosed if the all-electric pickup will be using Rivian’s tech or skateboard platform, but such a strategy would not be surprising considering the company’s $500 million investment in the young truck maker last year.
It is unfortunate, but the delay in the electric Ford F-150 may very well benefit the Tesla Cybertruck. Tesla’s expansion plans have remained relatively unchanged despite the ongoing pandemic, and save for the Semi; the electric car maker has not announced any other significant delays to its upcoming vehicles. The Roadster’s release may be adjusted as well, considering that its initial delivery estimate was set for this year, but that’s a low-volume supercar, with Elon Musk expecting to produce just around 10,000 per year.
The following year would definitely be critical for the industry’s electric truck makers. Due to the ongoing pandemic, delays in vehicle releases have been announced. Even Rivian, which beat Tesla to the punch in unveiling its electric truck, has announced that R1T and R1S deliveries have been moved to 2021. GM has also revealed that the Hummer EV’s unveiling has been delayed. With the Ford F-150 electric likely moved back, the electric pickup market next year may end up being dominated mainly by the Cybertruck and the R1T, at least depending on Rivian and Tesla’s capability to build and deliver their vehicles.
Tesla has secured regulatory approval for its Full Self-Driving (Supervised) system in Denmark, marking a significant step in the technology’s expansion across Europe.
Announced on June 9, the approval positions Denmark as the fourth European country to greenlight FSD Supervised, following the Netherlands, Lithuania, and Estonia.
Rollout to Danish vehicle owners is expected to begin soon, the company said.
The Danish Road Traffic Authority granted provisional approval after reviewing the original type approval issued by the Dutch vehicle authority (RDW) on April 10, 2026.
FSD Supervised now approved in Denmark 🇩🇰
Rollout will begin soon pic.twitter.com/Xpxwcme10k
— Tesla Europe, Middle East & Africa (@teslaeurope) June 9, 2026
This national recognition approach allows individual countries to bypass slower EU-wide harmonization processes, accelerating deployment. Lithuania activated the system on May 20, with Estonia following on May 29, demonstrating a rapid domino effect across the region.
FSD Supervised enables advanced driver assistance capabilities, including automatic steering, acceleration, braking, lane changes, and navigation through complex urban and rural environments. The system is designed for supervised use, as its name states, meaning drivers must remain attentive and ready to intervene at all times.
It adapts to diverse conditions, such as rain, night driving, and varied road types common in Denmark, but it is important to note that the tech is not fully autonomous.
Following a launch in Europe just a few months ago, with its first approval coming in the Netherlands, Tesla is just now highlighting the successful start.
Early data from the Netherlands highlights strong safety performance. Between April 10 and June 5, vehicles using FSD Supervised recorded 3.5 times fewer collisions than manual driving overall, with zero crashes reported on highways across more than 16.6 million kilometers driven.
These results underscore the potential of the technology to enhance road safety when properly supervised.
Tesla’s European push builds on its global footprint, now reaching 12 countries with FSD Supervised availability. The software receives continuous over-the-air updates, improving performance based on real-world data from millions of miles.
In Denmark, owners with compatible hardware—particularly newer vehicles equipped with Hardware 4 (HW4)—are anticipated to gain access first, though exact timelines and eligibility details will be confirmed during rollout.
This approval reflects growing regulatory confidence in supervised autonomy across Europe. As more nations recognize the Dutch certification, Tesla continues to demonstrate how its AI-driven approach can navigate real-world driving scenarios effectively. Denmark’s addition strengthens Tesla’s position in the region, paving the way for broader adoption on a continent that his been surprisingly slow to adopt the technology.
With FSD Supervised now approved in four European markets in just two months, the technology is steadily advancing toward wider availability. Tesla aims to refine the system further through ongoing data collection and software iterations, supporting its vision for safer and more efficient transportation.
Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.
After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.
Tesla launches new Cybertruck trim with more features than ever for a low price
The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:
Just cancelled my 59k CT order today. My screenshot from that day of order (feb 20th) clearly shows that it would be eligible.
Terms were retroactively modified. Our 2020 Y and 2023 S are just fine for now. pic.twitter.com/D9PFnId1B4
— Ryan Scanlan 👥 (@Xenius) June 8, 2026
Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.
Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:
- proceed without the transfer,
- upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
- cancel the order and be refunded the $250 order fee.
Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.
These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.
It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.
Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval
Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations
