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One week after its reveal, I’m not sure there’s much left to be said about Tesla’s first foray into the truck world. The specs are obviously impressive, and the design has mixed reviews with the predictable players taking their predictable positions. I hadn’t planned on talking much about Cybertruck in my weekly newsletter column since, at this point, literally everyone with something to say about it has done just that. But something has been bothering me about the discussion.
I don’t like the divide the Cybertruck’s design is creating, and I don’t blame Elon Musk or Tesla. I blame the part of the Tesla fan base that is responding very poorly to criticism of a product that was expected to draw that very same criticism.
On one end, there’s the steady Tesla crowd ready to buy anything the company produces that their budget can afford. On the other end, there’s the average consumer who is paying attention to what’s going on in the green car movement and imagining how one of the latest electric cars would fit their life and style. After all, the decision to buy a car has numerous factors (literally) driving it, and an electric car has even more factors built-in thanks to the fact that the industry is still new. For example, home charging isn’t an option for a lot of people, and filling up is already a chore when it takes 5 minutes, much less 30+ minutes at a Supercharger. There would need to be several reasons for the average consumer (read: someone that’s not part of the Tesla fan base or electric car crowd) to make the decision to buy one.
That being said, if someone doesn’t like Cybertruck’s design, they’re not going to want to buy it unless there’s literally no other vehicle that meets their needs and wants with a more appealing design. And that’s okay. It doesn’t mean there’s something wrong with their opinion. It doesn’t mean they’re a boring person that’s part of a dying culture that will cease to exist in 50 years. It doesn’t mean Tesla will fail at their mission because its radical truck design doesn’t appeal to people that aren’t into radical truck designs. It just means that they don’t like it. Frankly, I don’t like it, either. I also didn’t expect to like it. I also expected to maybe like it but not want to ever buy it.
The Cybertruck isn’t just about thinking “outside the box” by creating a truck that looks like an odd box. It has a design that says something about the personality of the owner, and unlike a lot of conventional car designs, its message is overwhelming and distracting. If that’s your personality, great. If it’s not, great. Pushing this idea that if you don’t like the Cybertruck, or rather, you don’t like dystopian science fiction from the 80s and 90s, there’s something wrong with you… It’s feeding into a stereotype about electric cars that is annoying if not outright rude, dismissive, and very unhelpful for the green car movement.
Actually, what it starts to do is remind people (like me) of this long-term dystopian vision that they really really really don’t want that tech people are always pushing for as “cool” or “the unavoidable future.” Elon Musk might watch Blade Runner and love the designs it inspires, but I watch that movie and shudder to think of such an awful world to exist in. It’s one thing to like the artistic side of science fiction, but there are big glaring warnings about the worlds it represents. In Total Recall, for example, many like the whole Mars colonization thing it’s based on, but the back story is this company using mind control and manipulation while causing God-awful deformities in the people living there. Instead of focusing on that part, we wear shirts with “Get Your Ass to Mars” as a rallying cry for a mission to the red planet.
The inspiration to live on other worlds is something I love. What I don’t love is pushing the whole movie as the ideal future. That’s what I see in Cybertruck. I like it as a cool, movie-inspired design that will appeal to people who really like that style. I don’t like it as a representation of a full-on future that I have to like or I’m an idiot or a hater. In my opinion, throwing those types of stones at people who don’t like Cybertruck’s design feeds into the notion that if you’re not on board with the dystopian world it was inspired by, you have no place in the world’s future.
I like the Victorian touches of the mid-century A-frame I’m building, and the micro-controller watering and monitoring system I’m working on that will help with my gardening fuse the traditional with the new. I still don’t see a place for an angular, military-style truck in my driveway. It’s not my thing, and I really hope it stays as just a thing that some people like and not representative of a future that will dismantle my farm dreams in favor of robots vs. humans defending their right to live. Sheesh.
That’s one perspective the (typed) shouting matches about Cybertruck push. Another one is full of eye rolls and comments about Kool-Aid drinking. I honestly thought the point of the design was probably that Musk finally had the opportunity to do a vehicle that he knew would have a small market appeal but did it anyway because he just wanted to do it. He’d already done conventionally in the Model S, 3, and Y, pushed the limits a bit with the X and Semi, and was working on a sports car masterpiece with the next-gen Roadster.
I didn’t think that Cybertruck was supposed to upend Ford’s or Chevy’s or Toyota’s hold on pickups, so when that argument started making the rounds and doubters shouted down… I was surprised. If there’s one way to be seen as a “Tesla bro” or not be taken seriously by the very consumers you’re trying to win over, that’s it. Also, 250k people putting down $100 on a truck that they don’t have to fork over the full cash to buy for at least another couple of years doesn’t prove that the design is a mainstream hit, either. It’s an encouraging sign for sure, but not as encouraging as the 350k Model 3 reservations in that same one-week timeframe that required $1,000 to make.
In summary, the Cybertruck might win people over in the mainstream, and it might not. The specs combined with the gas savings might pull in commercial customers and start a new movement in that direction on a design level. It also might not. Tesla could just revise its design a bit while keeping the specs and appeal to a much broader base (which I’m hoping for), but it still might not.
Perhaps yelling at people that don’t like it that they’re dumb and have no taste might win them over eventually. It also might not. Being obnoxious about the Cybertruck to people on the fence about electric cars might cull a new consumer base.
But again, it might not.
Tesla’s Automatic Collision Evasion feature can be seen in one of the first owner videos of it in action.
Tesla owner Spencer (@scotsrule08) posted on Monday that the feature “worked flawlessly,” saying FSD reengaged itself just as he was about to hit a curb. Ashok Elluswamy, who leads Tesla’s AI team, shared the clip and wrote, “A guardian angel always looking out for you.”
The video arrives in the middle of a staged rollout. Tesla first shipped Automatic Collision Evasion with FSD (Supervised) v14.3.9 in software update 2026.27.6 earlier this month, which Teslarati covered as it reached cars. Update 2026.27.10, which began going out on September 19, carried the feature improvements with FSD v14.3.10, according to release notes tracked by Not a Tesla App. The newer 2026.27.11 build is now reaching another wave of vehicles.
The new Automatic Collision Evasion feature worked flawlessly! FSD reengaged itself just as I was about to hit a curb.
Kudos @Tesla_AI team! 👏 pic.twitter.com/Fbp15HhpL2
— Spencer (@scotsrule08) September 28, 2026
The feature only runs on HW4 vehicles, and it requires an active FSD purchase or subscription with both FSD (Supervised) and Automatic Emergency Braking enabled. HW3 owners receive FSD v14.2 Lite in the same updates, but that build does not include collision evasion.
Tesla’s release notes describe two triggers. The first is an imminent frontal collision that braking alone may not prevent, in which case the car can activate FSD to steer, brake or accelerate around the hazard. That scenario is limited to highways below 85 mph, with no pedestrians or cyclists detected and no slippery road surface. The second covers a driver who appears inattentive, such as reaching into the back seat, or who seems to have switched off FSD by accident. Spencer’s curb clip appears to fall into that second category.
Tesla plans big safety improvements for Full Self-Driving v15
Once the system takes over, the accelerator is muted and light brake input will not cancel the maneuver. Drivers need to apply firm, deliberate steering force to take back control, and the car chimes to hand control back once the danger has passed.
Elluswamy recently noted that earlier hazard prediction, faster reaction time and better collision avoidance would arrive with FSD v15, the next major version.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
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