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Auto expert dubs Tesla Cybertruck as Elon Musk’s boldest, greatest creation yet
The Tesla Cybertruck’s design has been teased by Elon Musk long before it was unveiled, yet the vehicle still dropped jaws when it rolled out on stage during its unveiling event. The Cybertruck has notably polarized the car community, but if a veteran auto expert is any indication, the vehicle may very well be one of Elon Musk’s boldest, greatest creations yet.
In an extensive discussion on his YouTube channel and an accompanying blog post, auto expert Jack Rickard covered several aspects of the Tesla Cybertruck, from its design to the underlying disruption that it would likely trigger in America’s pickup market. Rickard noted that despite its less-than-stellar unveiling, he believes that the Cybertruck may very well be the “most brilliant thing” Elon Musk has ever done, and the “most brilliant design” that Franz von Holfhausen has ever issued.
Rickard argued that with the Cybertruck, Tesla has effectively gone for the pickup market’s jugular by releasing a vehicle that is competitive in cost but exceeding its rivals in terms of toughness and durability, power, spaciousness, and off-road capability. With this particular combination in mind, Rickard noted that he believes the Cybertruck would be “astonishingly successful.”
Pickup trucks, apart from vehicles that are used for work, are also vehicles that invoke toughness. This is evident in the way each of the Big Three in the US promotes their flagship pickups: the F-150, Silverado, and Ram are tough vehicles that can tow and take punishment, but Rickard notes that over the years, these trucks have reached a point where it has become difficult to take them through punishing conditions. “Since some of the larger more tricked out trucks can run $60-$80k, you don’t want to be squeamish about taking it offroad. But the gentle brush of a few branches and that stunning paint job turns to a scratched up mess,” Rickard wrote.
This is where the Cybertruck excels in. With its stainless steel exoskeleton, Tesla has pretty much hit the ball out of the park. The Cybertruck is unpainted and domineering, and it can literally take a sledgehammer without missing a beat. Its thin lights are even designed in such a way that it would be very difficult to break them. Much of this has to do with its origami-like XY design, which Rickard notes have been floated around for a long time but never attempted by mainstream manufacturers due to its challenges. “I predict that the shock of that design will be replaced by the genius of it,” the auto expert remarked.
The Cybertruck also excels in power and towing, two key features that are important for real pickup truck buyers. The tug-of-war demo between the Cybertruck and a screaming Ford F-150 spoke volumes: electric motors are more than capable of besting the internal combustion engine. Apart from this, the Cybertruck also has a cavernous interior, which pickup truck buyers would likely love. Six seats, ample legroom at the rear, and arguably the most massive center console in the market are things that the pickup market would not ignore.
Yet, perhaps the one thing that was largely ignored even in the Cybertruck’s unveiling was its off-road capability, which Rickard states are key to the pickup market. This is because when it comes to pickups, a vehicle must have ample off-road capability, even if it never goes beyond the road in its lifetime. In this regard, Rickard notes that Tesla seems to have knocked the ball out of the park once more. The auto veteran noted that the all-electric pickup reminds him of the Hummer H1, a true rough-and-tough vehicle before its line was toned down with the H2 and H3.
“This thing’s a Hummer. A Ford F-150, the tricked out 4×4 Supercrew cab, has 9.6” of ground clearance. This has 16” – that’s like a Hummer. I think the Hummer H1 was 16. So it makes a big difference in off-roading And underneath that, I’m told it’s all armored, it’s all covered, you can’t get at the motors, you can’t get at the batteries, it’s a skidplate. So specifically, on the things that define a pickup truck, and I’m surprised Elon Musk even knew what those were, but he’s got it, and that’s this offroad capability, and this kind of tough, durable, manly kind of gig,” Rickard remarked.
Overall, the Cybertruck may very well remain a polarizing vehicle for years to come, and some may never really grow to like its origami-style XY look. Despite this, Rickard believes that the vehicle hits all the right notes when it comes to price and features that are essential to the pickup buyer. In conclusion, the auto expert noted that some time from now, Tesla Chief Designer Franz von Holfhausen would probably be inducted into the design hall of fame for actually pulling off an XY design. As for CEO Elon Musk, this may be his most brilliant vehicle yet.
“He hit all the right notes, on here is a truck you can take a sledgehammer to, and you can beat this truck all you want and it doesn’t even show damage. And it has an off-road capability in case you ever roll it up onto the front lawn of your house,” Rickard noted.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
