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Tesla Cybertruck dodges competition from an electric Ford F-150 due to pandemic

(Credit: Tesla Cybertruck/Instagram, Ford)

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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. 

(Credit: Tesla Cybertruck/Instagram)

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

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A Ford F-150 EV prototype. (Credit: Ford Motor Company)

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. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Robotaxi has already surpassed Waymo in this key metric

Tesla Robotaxi has already overtaken Waymo in Austin in one key metric, but there’s still more work to do.

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Credit: @HanChulYong/X

Tesla Robotaxi has already surpassed Waymo in one extremely important key metric: size of service area.

Tesla just expanded its service area in Austin on Monday morning, pushing the boundaries of its Robotaxi fleet in an interesting fashion with new capabilities to the north. Yes, we know what it looks like:

The expansion doubled Tesla Robotaxi’s potential travel locations, which now include the University of Texas at Austin, a school with over 53,000 students.

The doubling of the service area by Tesla has already made its travel area larger than Waymo’s, which launched driverless rides in October 2024. It became available to the public in March 2025.

According to Grok, the AI agent on X, Tesla Robotaxi’s current service area spans 42 square miles, which is five square miles larger than Waymo’s service area of 37 square miles.

The service area is one of the most important metrics in determining how much progress a self-driving ride-hailing service is making. Safety is the priority of any company operating a ride-hailing network, especially ones that are making it a point to use autonomy to deploy it.

However, these companies are essentially racing for a larger piece of the city or cities they are in. Waymo has expanded to several different regions around the United States, including Arizona and Los Angeles.

Tesla is attempting to do the same in the coming months as it has already filed paperwork in both California and Arizona to deploy its Robotaxi fleet in states across the U.S.

As the platform continues to show more prowess and accuracy in its operation, Tesla will begin to expand to new areas, eventually aiming for a global rollout of its self-driving service.

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Tesla Megapacks arrive for massive battery replacing coal plant

Tesla Megapacks have started arriving on-site to the Stanwell Battery Project, just as Queensland prepares to wind down the Stanwell coal plant.

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Credit: Tesla

The first of over 300 Tesla Megapacks have arrived to the site of a massive battery energy storage system (BESS) being built in Australia, dubbed the Stanwell Battery Project after a coal plant it’s set to replace.

In a press release last week, the Stanwell Battery Project announced that the first Tesla Megapack 2XL units had arrived to the site, which is located outside of Rockhampton in Queensland, Australia. The project will eventually feature 324 Megapack units, set to arrive in the coming months, in order to support the 300MW/1,200MWh battery project.

“The Stanwell Battery is part of the diversification of our portfolio, to include cleaner and more flexible energy solutions,” said Angie Zahra, Stanwell Central Generation General Manager. “It is just one part of the 800 MW of battery energy storage capacity we have in our pipeline.

“Capable of discharging 300 MW of energy for up to four hours (1,200 MWh), our mega battery will be one of the largest in Queensland.”

Credit: Stanwell

READ MORE ON TESLA MEGAPACKS: Tesla Lathrop Megafactory celebrates massive Megapack battery milestone

The state is working with government-owned company Yurika to facilitate construction, and the process is expected to create roughly 80 jobs. The project is expected to come fully online in May 2027, with initial commissioning of the Megapacks aiming for November 2025.

The Stanwell Battery is set to replace the nearby Stanwell coal generation plant, which the government is planning to wind down starting in 2026 as part of efforts to reach an 80 percent renewable energy generation ratio by 2035. Meanwhile, the government is also set to begin winding down the Tarong and Callide coal plants, while several other Megapack projects are being built or coming online. o ya

Tesla currently has two Megapack production facilities, located in Lathrop, California, in the U.S. and another that came online earlier this year in Shanghai, China. The Shanghai Megafactory shipped its first units to Australia in March, while both factories are expected to be capable of producing 10,000 Megapack units per year upon reaching volume production.

xAI receives more Tesla Megapacks for Colossus 2

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The Tesla Diner is basically finished—here’s what it looks like

The company first broke ground on the Diner, Drive-in, and Supercharger location in September 2023. Now, it has served one of its first internal customers.

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Tesla has finally completed the construction of its highly anticipated Diner, Drive-in, and Supercharger in Los Angeles, and recent photos of the interior’s “retro-futuristic” style are making their way around the internet.

X user Brad Goldberg shared photos from the Tesla Diner site last Tuesday, depicting some of the Supercharger stalls, indoor and outdoor seating areas, multiple neon lights, and even an Optimus robot. Goldberg also noted that there had been a “flurry of activity on site” while he was snapping the photos last week, suggesting that the restaurant location could be getting close to opening.

The Tesla Diner also served one of its first internal customers in the past few days, as Elon Musk posted on X on early Monday morning that he had just finished up eating a meal at the site:

I just had dinner at the retro-futuristic Tesla diner and Supercharger.

Team did great work making it one of the coolest spots in LA!

The photos also show that the site is pretty much done, with some of them even showing vehicles charging at the charging stalls.

You can see some of the latest photos of the Tesla Diner below.

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: TeslaKing420 | X

Credit: TeslaKing420 | X

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

READ MORE ON TESLA’S LA DINER: Tesla readies Drive-In Diner Supercharger for launch with app inclusion

When will the Tesla Diner open to external customers?

While it’s still not open to external customers yet, the news again suggests that the company could be close to an official opening date. Tesla first broke ground on the Diner in September 2023, after receiving a wave of building permit approvals throughout that yearTeslarati also covered much of the construction progress throughout last year, including when crews installed the first and second drive-in screens.

Located at 7001 West Santa Monica Boulevard, the idea was first discussed in 2018 by Musk and a few others on Twitter, featuring 1950s rock and roll, waiters on roller skates, and drive-in movie theater screens playing clips from some of history’s best movies. Notably, the photos of the front doors also show that the site will be open 24 hours a day, 7 days a week, whenever it does end up opening.

Tesla’s progress on Supercharger with diner, drive-in seen in aerial footage

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