Long-time TSLA bull ARK Invest predicted that the “Cybertruck could be as mainstream as the Tesla Model Y,” based on Google Trends data. The Tesla Cybertruck certainly seems to elicit strong emotions from people—both good and bad—which may hint at its projected demand.
In a recent blog entry, ARK Invest wrote about the Tesla Cybertruck’s demand. It explained why other analysts might have low demand forecasts for Elon Musk’s unique pickup truck.
“In addition to 1.5 million existing Cybertruck reservations, early Google Trends data suggest that the Cybertruck could be as mainstream as the Tesla Model Y,” wrote ARK Invest analyst Sam Korus.
“On April 2, 2023, just as Elon Musk tweeted that he was walking the Cybertruck production line, the number of searches for the Cybertruck on Google exceeded those for the Model Y, as shown below. Notably, Cybertruck search volume originated in truck-loving geographies, potentially suggesting [a] desire to buy,” Korus concluded in the blog.
Tesla Model Y’s Popularity
Data from JATO Dynamics suggest that the Model Y led the world sales ranking of passenger cars in Q1 2023. Considering JATO’s data, the Model Y is well on its way to becoming the world’s best-selling car.
Chairman of the Board of Tesla Motors, Robyn Denholm, appeared to confirm JATO’s data at the 2023 Shareholders’ Meeting. She shared with shareholders that the Model Y became the best-selling vehicle of any kind in Europe in the first quarter of 2023 and the best-selling non-pickup in the United States.
Elon Musk added to Denholm’s announcement later in the meeting, stating that Tesla is “highly-confident” the Model Y would become the number one best-selling car on Earth by the end of the year.
Elon Musk’s Tesla Cybertruck Predictions
From the beginning, Elon Musk set the bar high for Model Y sales. The same can not be said for the Tesla Cybertruck. While Musk is very proud of the electric vehicle’s unique design, he is also acutely aware that it may not be popular with every consumer looking to purchase a pickup truck.
The Tesla CEO provided a quick Cybertruck estimate during the last Shareholders Meeting, predicting that the company might sell between 250,000 to 500,000 units of the all-electric pickup truck annually.
“I don’t know. We’ll make as many as people want and can afford,” Musk added.
Based on recent reservation estimates, Tesla received over 1 million pre-orders for the Cybertruck so far. A survey released in April showed that most Tesla Cybertruck reservation holders firmly intend to purchase the vehicle.
Demand for the Cybertruck has been repeatedly analyzed since Tesla unveiled the electric pickup truck. This year might provide some answers to the question of the Cybertruck’s demand. Tesla is entirely focused on Cybertruck production this year and plans to hold a delivery event before 2023 ends.
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Tesla adds new surprising fee to Robotaxi program
“Additional cleaning was required for the vehicle after your trip. A fee has been added to your final cost to cover this service. Please contact us if you have any questions.”
Tesla has added a new and somewhat surprising fee to the Robotaxi program. It’s only surprising because it was never there before.
Tesla shocked everyone when it launched its Robotaxi platform and offered riders the opportunity to tip, only to tell them they do not accept tips. It was one of the company’s attempts at being humorous as it rolled out its driverless platform to people in Austin.
As it has expanded to new cities and been opened to more people, as it was yesterday to iOS users, Tesla has had to tweak some of the minor details of the Robotaxi and ride-hailing platforms it operates.
First Look at Tesla’s Robotaxi App: features, design, and more
With more riders, more vehicles, and more operational jurisdictions, the company has to adjust as things become busier.
Now, it is adjusting the platform by adding “Cleaning Fees” to the Robotaxi platform, but it seems it is only charged if the vehicle requires some additional attention after your ride.
The app will communicate with the rider with the following message (via Not a Tesla App):
“Additional cleaning was required for the vehicle after your trip. A fee has been added to your final cost to cover this service. Please contact us if you have any questions.”
The cost of the cleaning will likely depend on how severe the mess is. If you spill a soda, it will likely cost less than if you lose your lunch in the back of the car because you had a few too many drinks.
This is an expected change, and it seems to be one that is needed, especially considering Tesla is operating a small-scale ride-hailing service at the current time. As it expands to more states and cities and eventually is available everywhere, there will be more situations that will arise.
The messes in vehicles are not a new situation, especially in a rideshare setting. It will be interesting to see if Tesla will enable other fees, like ones for riders who request a ride and do not show up for it.
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Tesla Model Y sold out in China for 2025
Customers who wish to get their cars by the end of the year would likely need to get an inventory unit.
It appears that the Model Y has been sold out for 2025 in China. This seems to be true for the four variants of the vehicle that are currently offered in the country.
Tesla China’s order page update
A look at Tesla China’s order page for the Model Y shows a message informing customers that those who wish to guarantee delivery by the end of the year should purchase an inventory unit. This was despite the Model Y RWD and Model Y L showing an estimated delivery timeline of 4-8 weeks, and the Model Y Long Range RWD and Model Y Long Range AWD showing 4-13 weeks.
As per industry watchers, these updates on the Model Y’s order page suggest that Tesla China’s sales capacity for the remainder of 2025 has been sold out. The fact that estimated delivery timeframes for the Model Y Long Range RWD and AWD extend up to 13 weeks also bodes well for demand for the vehicle, especially given strong rivals like the Xiaomi YU7, which undercuts the Model Y in price.
Tesla China’s upcoming big updates
What is quite interesting is that Tesla China is still competing in the country with one hand partly tied behind its back. So far, Tesla has only been able to secure partial approval for its flagship self-driving software, FSD, in China. This has resulted in V14 not being rolled out to the country yet. Despite this, Tesla China’s “Autopilot automatic assisted driving on urban roads,” as the system is called locally, has earned positive reviews from users.
As per Elon Musk during the 2025 Annual Shareholder Meeting, however, Tesla is expecting to secure full approval for FSD in China in early 2026. “We have partial approval in China, and we hopefully will have full approval in China around February or March or so. That’s what they’ve told us,” Musk said.
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Tesla Full Self-Driving appears to be heading to Europe soon
For years, Musk has said the process for gaining approval in Europe would take significantly more time than it does in the United States. Back in 2019, he predicted it would take six to twelve months to gain approval for Europe, but it has taken much longer.
Tesla Full Self-Driving appears to be heading to Europe soon, especially as the company has continued to expand its testing phases across the continent.
It appears that the effort is getting even bigger, as the company recently posted a job for a Vehicle Operator in Prague, Czech Republic.
This would be the third country the company is seeking a Vehicle Operator in for the European market, joining Germany and Hungary, which already have job postings in Berlin, Prüm, and Budapest, respectively.
🚨Breaking: Tesla is hiring vehicle operators in Prague. pic.twitter.com/CbiJdQLCLj
— Tesla Yoda (@teslayoda) November 19, 2025
This position specifically targets the Engineering and Information Technology departments at Tesla, and not the Robotics and Artificial Intelligence job category that relates to Robotaxi job postings.
Although there has been a posting for Robotaxi Operators in the Eastern Hemisphere, more specifically, Israel, this specific posting has to do with data collection, likely to bolster the company’s position in Europe with FSD.
The job description says:
“We are seeking a highly motivated employee to strengthen our team responsible for vehicle data collection. The Driver/Vehicle Operator position is tasked with capturing high-quality data that contributes to improving our vehicles’ performance. This role requires self-initiative, flexibility, attention to detail, and the ability to work in a dynamic environment.”
It also notes the job is for a fixed term of one year.
The position requires operation of a vehicle for data collection within a defined area, and requires the Vehicle Operator to provide feedback to improve data collection processes, analyze and report collected data, and create daily driving reports.
The posting also solidifies the company’s intention to bring its Full Self-Driving platform to Europe in the coming months, something it has worked tirelessly to achieve as it spars with local regulators.
For years, Musk has said the process for gaining approval in Europe would take significantly more time than it does in the United States. Back in 2019, he predicted it would take six to twelve months to gain approval for Europe, but it has taken much longer.
This year, Musk went on to say that the process of getting FSD to move forward has been “very frustrating,” and said it “hurts the safety of the people of Europe.”
Elon Musk clarifies the holdup with Tesla Full Self-Driving launch in Europe
The latest update Musk gave us was in July, when he said that Tesla was awaiting regulatory approval.
Tesla adds new surprising fee to Robotaxi program
Tesla Model Y sold out in China for 2025
