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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 confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
