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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 is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla starts preparing for Optimus in its smartphone app
Tesla Q2 Earnings: Here’s what to expect
