News
Tesla Cybertruck isn’t better than 1949 technology when it comes to off-roading, says popular Trucking channel
The Tesla Cybertruck is, without a doubt, one of the most discussed vehicles in recent memory. The pickup’s polarizing and robust design has vehicle fanatics raving about the possibility of changing the tune of the American truck market today. In a recently published video from The Fast Lane Car YouTube channel, the team discussed why they believe the Cybertruck will fail to be an effective mode of off-road transportation. They highlight its heavy-weight and low-body design as two of the reasons it will fall short of impressively navigating through rocks and trails.
“If you look at what you need for off-road ability, you need ground clearance, you need gearing, you need articulation, you need underbody protection, right?” The trucking experts add, “If you look at the off-road tech, the stuff that you needed back in 1949 is the stuff you still need in 2020-2021.”
Typically, offroading vehicles that find success in challenging terrain have short wheelbase are lightweight and tend to told hold higher-than-normal ground clearances that assist in traveling over sharp crests on trails. TFL’s Tommy Mica highlights these attributes during the video, stating that an offroading vehicle’s biggest enemy is weight.
“Just like on-road, the enemy to off-road is weight. The lighter the weight, the easier it is to crawl up obstacles to maneuver difficult situations. The Cybertruck is going to be huge and is going to be monstrously heavy,” Mica says.
While it is ideal to have a lighter vehicle for offroading situations, that does not mean a heavy car will have issues 100% of the time. In fact, there are many vehicles that hold a weight that is similar to the Cybertruck’s estimated 5,000-6,500 pound curb rating. One is the 2019 Ford F-150 Raptor, a truck that was recognized by Popular Mechanics as one of the top 12 best off-road vehicles available. Weighing in at over 5,500 pounds, the Raptor has been spotted climbing intimidating stretches of steep offroading trails without much of an issue.
Additionally, Mica states that the Cybertruck’s low ground clearance will inhibit the vehicle’s ability to navigate over steep land grades and sharp objects on a trail. However, the Cybertruck’s 16″ ground clearance is higher than the 8.7″ measurement of the top-ranked 2019 Ram 1500 Rebel from Dodge and the previously mentioned F-150 Raptor’s 11.5″ clearance.
TFL tested a Long-Range configuration of the Model X in its off-road tests. Citing a diminished loss of range due to increased power usage, and increased worry over puncturing the vehicles underbody battery pack made their experience not-so-memorable. However, the Model X was never aimed toward off-road performance specifically. While the electric SUV does have traction control capabilities that have performed well on off-road courses in the past, the Model X was not meant for navigating through vicious trails of rocks, branches, and uneven terrain.
Even so, using the Model X’s performance as an off-road vehicle as the basis to prove the Cybertruck’s inability to function on trails just seems silly. The two cars maintain entirely different packages. Comparing a Ford Escape’s off-road performance to the F-150 Raptor’s wouldn’t be justifiable either, as the two vehicles are completely different and aimed toward different functions.
Besides, Tesla CEO Elon Musk has stated that the Cybertruck’s size and dimensions are not finalized. In early December 2019, Musk said the width and length would both be revised to fit inside a residential garage. “We can prob reduce width by an inch & maybe reduce length by 6+ inches without losing on utility or aesthetics,” Musk said.
The Cybertruck’s off-road performance won’t be solidified until the release of its Dual and Tri motor variants in 2021. However, there is plenty of evidence to suggest that the electric truck will be more than capable of holding its own in tight terrain, especially considering its most powerful variant packs a tremendous punch.
Watch The Fast Lane Car’s video mentioning the Cybertruck’s offroading ability below.
Investor's Corner
Tesla annihilates Wall Street expectations with strong Q2 delivery showing
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762Â Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.