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Tesla’s Cybertruck is starting to catch the interest of industry leaders
Tesla’s Cybertruck has caught the world’s attention due to its polarizing design. While it is undeniably futuristic, the vehicle’s design is so much different from every other pickup truck on the market that it is proving to be an acquired taste. Despite this, support for the vehicle is spreading quickly. This has been teased by statements from several walks of life, from law enforcement members to titans of the gaming industry, to one of the most recognized icons in the world of sports entertainment today.
When Tesla CEO Elon Musk unveiled the Cybertruck on November 21 in Los Angeles, he said it was made to be tough. The company moved the mass of the vehicle to the outside, recognizing this design as an “exoskeleton” that will make the truck durable and long-lasting. This idea was displayed through a demonstration involving a sledgehammer and the truck’s door.
Tesla designer Franz von Holzhausen slammed the driver’s side door with the sledgehammer multiple times without doing any sort of cosmetic damage to the truck. The Cybertruck’s tough design does not fit the traditional age-old stereotype of electric vehicles being weak and underpowered — an idea that many non-electric car enthusiasts hold onto.
The unusual design choice Tesla chose for its first pickup truck, while polarizing and unusual, caught the attention of many people, including Kansas Highway Patrol member Ben Gardner, who stated he was interested in using the Cybertruck while on duty. Trooper Ben, as he is known as on Twitter, started the speculation when he tweeted “Hear me out…. #Cybertruck patrol vehicle?! #SignMeUp.” This tweet was met with renderings from a designer named Daniel Scott, who provided a render of the Cybertruck as a police vehicle.
Lets make it happen! 😀
Look out #DistractedDriver and #ImpairedDrivers ! https://t.co/PMThI02qMH
— Trooper Ben (@TrooperBenKHP) November 25, 2019
Tesla vehicles have been utilized by some police forces in the United States, including a Model S for the Fremont PD near the Tesla factory in California, and a Model 3 in Bargersville, Indiana.
Another prominent figure from another industry has requested a Cybertruck design from Elon Musk. Min-Liang Tan, CEO of Razer, a gaming hardware manufacturing company, has requested a Cybertruck themed with his company’s logo and color scheme. Tan tweeted the Tesla CEO on November 25, sending a pretty slick-looking render of the black and green Razer themed Cybertruck, along with a question regarding Tesla’s status in his home country of Singapore.
https://twitter.com/minliangtan/status/1198987366716911618
Tan’s proposed design for his custom Cybertruck even caught the attention of Musk, who liked the tweet.
Finally, one of the biggest sports icons in the world today has complimented and requested a pre-order of the Cybertruck. Ultimate Fighting Championship (UFC) superstar Conor McGregor tweeted Musk following the CEO’s announcement of 200,000 Cybertruck pre-orders. McGregor, who is known throughout the world as “The Notorious,” is known for his flashy clothing and cars. The man who regularly sports designer threads and some of the fastest sports cars in the world focused on the impressive pre-orders the truck has received. But McGregor did not stop there, as he also requested a couple of Boring Company flamethrowers in the process, too.
= 20,000,000. Nice!
Put me down for one also, please Elon. And two flamethrowers.— Conor McGregor (@TheNotoriousMMA) November 25, 2019
The man who is the first fighter in UFC history to hold championship belts at two separate weight classes is known for his flashy style both inside and outside of the Octagon, McGregor is a longtime follower of Musk on Twitter. Perhaps he is looking to add some high-performance, electric-powered vehicles to his fleet of automobiles.
Kansas Highway Patrol, the Razer CEO, and the MMA fighter are but the tip of the iceberg for notable personalities who are starting to warm up to the Tesla’s polarizing pickup truck. YouTube superstars, musicians, and social media influencers have also publicly stated that they have posted reservations for the vehicle.
As the Cybertruck nears the quarter-million pre-order mark, the truck’s unique shape and design have obviously won many people over. It seems that the Cybertruck is becoming the “cool” truck of the next decade, a truck that some of the toughest, most bleeding-edge people in the world have their sights set on. The boldness of Tesla to release the truck has caught the attention of leading figures in their respective fields, making it one of the most talked-about vehicles today.
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
