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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 analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
