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The Tesla Cybertruck’s looks are not as big of a deal as critics think
Just recently, Elon Musk acknowledged on Twitter that the Tesla Cybertruck might be a flop simply because it is so unlike anything else on the market. This has resulted in numerous Tesla skeptics predicting that the all-electric pickup truck’s design is so out there that the vehicle would be the company’s first true failure. Such sentiments, however, may be overblown, as the Cybertruck’s looks may not be as big of a deal as critics think.
Numbers Don’t Lie, and Specs Matter
The Cybertruck is a pickup truck, even if it does not look like a traditional truck. This means that it is designed to be capable enough to handle tasks that are typically expected of pickups. This is the reason why the Cybertruck has a large 6.5-foot bed, 100 cubic feet of exterior lockable storage, up to 3,500 lbs of payload capacity, and a towing capacity of up to 14,000 pounds. These matter, especially among buyers who actually use their pickup trucks for work.
These specs are pretty hard to beat. Even the Ford F-150 Lightning, which seems to be on track to become one of the most popular all-electric pickup trucks in the market, does not match up to the Cybertruck’s specs. Even if rumors are true and the Ford F-150 Lightning really has a range above 400 miles per charge, the Cybertruck’s tri-motor variant is listed with a range of over 500 miles. Tesla has so far not disappointed when it comes to its vehicles’ EPA-rated miles.
A Reliable, Rapid Charging Network Matters
During Car and Driver‘s recent “EV 1000” test, it was revealed that the US’ best electric vehicle rapid charging infrastructure is still the Tesla Supercharger Network. There are other networks that provide rapid charging services, but few if any could match the Supercharger Network’s ease of use, reliability, and sheer size. This matters a lot for all-electric pickup trucks, many of which would likely not achieve their rated range due to the cargo they carry or the items they tow anyway.
What is rarely mentioned is that Teslas are not only compatible with the Supercharger Network. Teslas can also charge at EVgo and Electrify America stations, to name a few. This means that the Cybertruck could charge at the same rapid charging stations as rivals like the F-150 Lightning on top of the Supercharger Network. This is a notable advantage, and one that would likely be appreciated by those who drive the all-electric truck.
Looks May Not Matter As Much
One has to get this point out of the way. Trucks are tough vehicles that are widely expected to handle the worst that the elements can offer. The Cybertruck could definitely be described as ugly, but it’s just like other pickups in the market in the way that it’s not necessarily competing with exotic supercars in the looks department. Elon Musk may have a point when he noted that pickups have generally looked the same over the decades, and it might be time for something new.
The Cybertruck is designed to weather the worst that the elements can offer, and with its thick stainless steel exoskeleton and tank-like appearance, it definitely ticks off the boxes in the toughness department. With this in mind, reasons like “but it looks so weird” and “I’m not comfortable with its looks” almost sound pretty lame. Even businesses that operate fleets of pickup trucks would probably prefer a vehicle that’s superior in specs and price, after all, even if its looks leave some to be desired.
Besides, different does not necessarily mean that something will be a flop. Just look at the Nissan Juke. No one can deny that it looks extremely weird, but it has sold over 1 million units in the first decade of its production. Why was this so? Because it’s a dang fun car and it’s quirky, and it does crossover things in a very good crossover way. It’s fairly reliable, sturdy, and cheap to maintain. Other drivers on the road would be hard-pressed to ignore it too, for better or for worse.
An iPhone Lesson
A pretty popular anecdote in the mobile phone industry involves the first-generation iPhone and how it was received by critics. Back then, the term “smartphone” generally referred to a fairly large handheld device with a full physical keyboard and some email capabilities. Then came a block of glass with an onscreen keyboard that offers no tactile feedback when typing. This attracted its own fair share of skeptics, many of whom felt like the device was just too strange to be a serious threat to the mobile phone giants at the time, such as Nokia and Blackberry.
Just check out this section from a 2007 review from TechCrunch, which was skeptical of the iPhone’s keyboard. “That virtual keyboard will be about as useful for tapping out emails and text messages as a rotary phone. Don’t be surprised if a sizable contingent of iPhone buyers express some remorse at ditching their BlackBerry when they spend an extra hour each day pumping out emails on the road,” the publication wrote.
So can the Cybertruck be a flop? It may, though unofficial trackers estimate that over 1 million reservations for the vehicle have been filed to date. But even if the vehicle does turn off many buyers such as die-hard truck guys who swear by their F-150s’ looks, the fact remains that the Cybertruck does not need the support of avid truck aficionados to be successful. It just has to show the world that it is a viable product with superior specs and durability at a reasonable price point. If it accomplishes this, then the Cybertruck would likely be fine.
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Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
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.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
