News
Tesla Cybertruck bed frame crushes myth of pickup's alleged inability to do 'real work'
There is no doubt that over the years, pickup trucks — once built exclusively for heavy-duty work and utility — have pretty much become massive luxury vehicles that feature posh interiors and a smooth ride. Even the Ford F-150, America’s number one pickup, has spawned off variants like the Platinum and Limited trims that are more optimized for comfort than rugged, no-nonsense work.
This is one of the reasons why the Tesla Cybertruck attracted some dismissal and ire among pickup truck purists when it was unveiled. Tesla is known as a premium vehicle manufacturer, and its electric cars, while at times lacking the usual luxury finishes of their Audi and Mercedes-Benz counterparts, are still considered by some as “luxury” vehicles. Teslas are known and expected to be quick, tech-focused, and fun to drive. But as actual work vehicles? Not so much.
The Tesla Cybertruck is unlike any other pickup truck available in the market today. With an XY design that echoes the 80’s science fiction movies and a theme that is centered on the company’s mastery of in-vehicle tech, the Cybertruck is every bit a Tesla as its stablemates: the Model S, Model X, Model 3, and Model Y. Thus, despite the truck’s tough looks and impressive specs, the all-electric pickup truck received some criticism for allegedly being a vehicle that simply cannot be used for any “real work.”
This reaction was so notable that it did not take long before it became evident that the Cybertruck may end up having a “Cowboy Problem,” which refers to longtime pickup truck veterans possibly avoiding the vehicle due to its lack of utility and real-world use. But inasmuch as this may be the case, the fact remains that the Cybertruck is designed to have as much utility as the best pickups on the market. This means that Tesla designed the vehicle to be used for a variety of functions, from family trips to serious construction work.
A teaser for this was stealthily hinted at by Tesla during the pickup’s unveiling event, which was eventful on its own right with its meme-worthy moments. During a point in the Cybertruck’s presentation, Elon Musk quickly went over a slide that featured the vehicle with various attachments. One featured the Tesla ATV, another featured an overlanding kit that included a stove, and another featured a large trailer. Most interestingly, another image featured the Cybertruck in a construction site with what appeared to be a bed rack or a ladder rack.
Elon Musk has already stated that the Cybertruck will have several attachments that will make it into an ideal vehicle for a variety of purposes. The Tesla CEO, for one, mentioned that the Cybertruck would have a fold-out solar attachment that would allow the truck to recharge about 30 to 40 miles worth of range per day when parked outdoors. With this in mind, the addition of a custom ladder rack for the Cybertruck is definitely possible. A bed or ladder rack, after all, is an extremely valuable tool for the Cybertruck that would allow owners to transport large items to construction sites.
Transporting large items safely requires vehicle owners to make sure that their cargo is secured properly. When transporting items like ladders, some pickup drivers drive with their tailgate down and their cargo secured with bungee cords, ropes, or tie-downs. This is pretty risky, as the items may fall off during transit. Using a ladder rack reduces the chances of these events happening, while ensuring that cargo space is maximized. This will be incredibly valuable for Cybertruck operators, as the all-electric pickup is capable of carrying 3500 lbs. worth of payload.
What is rather interesting with the Cybertruck’s ladder rack is that it seems to follow the vehicle’s angular, XY theme. A look at Tesla’s teaser image of the Cybertruck’s bed or ladder rack shows a simple design, suggesting that the production of the item will probably not cost much. This could result in the Cybertruck’s ladder or bed rack being priced competitively versus other popular racks in the market. This would likely make the Cybertruck even more successful among contractors, as they would be able to maximize the massive vehicle’s generous storage and cargo capacity, while enjoying its low operating costs and its impressive specs.
H/T Earl Banning.
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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
