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Tesla’s Cybertruck will set the trend for future pickup designs, like it or not
Just over 24 hours following Tesla CEO Elon Musk’s grand unveiling of Tesla’s all-electric, rough-and-tough Cybertruck, a shift in perception has begun and automakers in America’s largest market should lookout. What was widely regarded as a “love it or hate it” type of vehicle with a polarizing design that’s characterized by an unpainted steel Exoskeleton is now seeing its narrative shift towards “I must have this thing”, from “oh no, never.”
It is true that the moment the Tesla Cybertruck entered the stage was a big “WTF” moment for practically everyone in attendance at the unveiling and those watching the event online. But this moment may actually end up playing in Tesla’s favor, as the electric car maker has taken a bold step towards a future where pickup trucks are expected to not look like every other truck in the market. This puts pressure on veteran carmakers such as Ford and even upstarts such as Rivian to eventually come up with vehicles that abandon the traditional pickup truck template.
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- (Credit: @rrosenbl/Twitter)
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- Tesla Cybertruck self-presenting door handles (Photo: Teslarati)
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- Tesla Cybertruck on stage at unveiling event in Los Angeles. Nov. 21, 2019 (Photo: Teslarati)
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- Tesla Cybertruck futuristic aero wheel makes debut in Los Angeles unveiling event on Nov. 21, 2019 (Photo: Teslarati)
Tesla’s Cybertruck is not for everyone; Musk has made that clear. But considering its aggressive pricing and trademark Tesla performance, the Cybertruck will likely be attractive for enough people that it will end up finding a pretty healthy consumer base, even among those who are traditionally averse to pickup trucks. And this, of course, results in demand for the Cybertruck. After all, it’s pretty silly to assume that a fleet operator or business or police department will shun a tough vehicle that can tow more than the average diesel truck, accelerate like a sports car, and cost very little to “fuel up” just because it looks unconventional.
For these potential customers, the appearance of a vehicle may very well be secondary. What matters is if the truck works, if it will last long, and if its operating costs make business sense. The Cybertruck meets these requirements perfectly, and it does so in a way that is unashamedly electric. As such, detractors of the Cybertruck’s controversial design are best advised to be prepared, since more and more vehicles like it will likely show up on the road in the next few years, or at least within the coming decade.
New designs and concepts, after all, have a tendency to be mocked when they are first introduced. Many may not remember, but the first-generation iPhone was mocked for lacking a physical keyboard. Apple’s Airpods also looked ridiculous when they were first introduced. Even the notches on bezel-less smartphones were criticized mercilessly. Yet today, all these things are the norm. That’s just what happens when something controversial is adopted by enough consumers. Eventually, what was once unsightly or ridiculous becomes accepted.
🖤🖤🖤 Syd Mead 🖤🖤🖤 https://t.co/8nbD5LrAQJ— Elon Musk (@elonmusk) November 23, 2019
Futurists, if any, appear to be embracing the Tesla Cybertuck, at least for its unapologetically sci-fi design. Legendary Blade Runner Art Director Syd Mead, for one, has praised the vehicle, stating that the Cybertruck “has completely changed the vocabulary of the personal truck market design.” The award-winning art director also called the vehicle “stylistically breathtaking,” further stating that it has exceeded his overall expectations. CEO Elon Musk has definitely appreciated these remarks, considering that Tesla did model the Cybertruck after the vehicles in the Blade Runner franchise.
One of Syd Mead’s most famous quotes is that science fiction is “reality ahead of schedule.” With regards to his vehicle design and creations, this definitely appears to be the case, with the Cybertruck becoming a real vehicle that’s available for consumers today. Mead’s comments are, if any, validation that Tesla and Elon Musk are really onto something with the Cybertruck’s design. Half the world may just not be seeing it for now. But if consumers react positively to the vehicle, or if it does get adopted by businesses or police departments or even the army for that matter, then there is little doubt that a few more futuristic pickups would likely be released by other automakers as well — definitely sooner rather than later.
After all, why get a traditional, “boring” pickup truck when you can get a sci-fi monster machine that’s cheaper to run for the same price? That just won’t make much sense now, would it?
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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 is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
