The Cybertruck is Tesla’s most highly-anticipated product today. But at the same time, it is also the company’s most ambitious. There’s simply no other vehicle like it that has been released in the past. So when the Cybertruck starts its customer deliveries, it would herald the start of a new page in Tesla’s history.
The Cybertruck was never intended to be a vehicle that everyone loves. Its design is intentionally polarizing, and it’s unashamedly futuristic. Elon Musk went so far as to state in the past that if the Cybertruck were to fail, Tesla would simply release a conventional-looking pickup truck. But considering that industry watchers estimate 1.9 million pre-orders for the all-electric pickup truck today, it would appear that the Cybertruck has a good chance at being a successful vehicle.
Wall Street veteran and Managing Partner of The Future Fund Gary Black recently talked about the Cybertruck on CNBC’s Last Call. In his segment, Black stated that the Cybertruck could produce another halo effect for Tesla, similar to what the Model Y did for the company. And this, Black estimated, would be good for Tesla investors.
“It’s big, it’s bold, and it’s gorgeous. What you’ve got is a million nine of pre-orders. That’s a huge number. What’s gonna happen is this thing is gonna start deliveries probably end of third quarter. The base model’s gonna be priced right below $50,000, and it’s gonna start rolling across America like a rolling billboard, and people are gonna see it, and they will be like, “Wow, that’s real interesting,” and they’re gonna go to the website, and they’re gonna order a Model 3 or Model Y or Model S or Model X or a Cybertruck.
“And you’re gonna produce this whole halo effect, which is exactly what happened back in ’20 when the Model Y first came out. People didn’t know what to make of it. This is even more grand because it’s not gonna cannibalize any of the base products because Tesla has never been in the pickup truck business. You’re not gonna cannibalize anything. It’s gonna be a home run for Tesla, and it’s gonna catapult the stock,” Black said.
The Wall Street veteran also estimated that the Cybertruck will find a loyal consumer base, especially among younger pickup truck owners. Such a prediction might very well come to pass considering that the Cybertruck, since it was unveiled in late 2019, has managed to keep the interest of millions.
“Pickup truck lovers, especially if they are younger — the 40-to-50-something pickup truck owner will love it. It’s very different. It’s powerful… It’ll tow as much as an F-150 does. And I’m telling you. Once it’s out there, people are not gonna be able to resist it,” Black said.
Musk has noted that the Cybertruck will be well worth the wait, and it could practically change the look of today’s roads. With its pre-orders and its likely industry-leading specs and capabilities, the Cybertruck might become an even bigger success than Musk or Tesla ever predicted.
Watch Gary Black’s segment with CNBC in the video below.
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Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk estimates Tesla Semi could reach Europe next year
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
