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The Tesla Cybertruck is gaining respect among real pickup truck owners
The Tesla Cybertruck is arguably one of the most controversial vehicles to come out of the auto industry in recent years. Designed unlike any other pickup in the market, the Cybertruck was so polarizing that it resulted in both acclaim and outright hate when it was unveiled. Yet if the results of a recent analysis from Loup Ventures are any indication, it appears that the Cybertruck may be more welcome in the mainstream market than previously thought.
Following the Cybertruck’s unveiling last November, Loup Ventures Managing Partner Gene Munster remarked that the all-electric truck’s radically-different design would likely end up discouraging conventional pickup owners from buying the vehicle. More recent observations from real truck owners in the midwest have proven this thesis wrong.
In a recent update on Loup Ventures’ official website, Munster noted that after speaking with several construction professionals who use pickup trucks for their work, it is now evident that Tesla actually hit the mark with the Cybertruck pretty well. Among the 22 truck owners who were part of the firm’s analysis, 2/3 were positive or at least neutral when it comes to all-electric pickups. Ten even noted that their next vehicle would be electric.
Five of the pickup truck veterans actually stated that they plan to purchase a Tesla Cybertruck within the next five years, higher than the firm’s expectations. The Cybertruck’s brutalist design also seemed to be a complete non-issue for the vast majority of the construction professionals in Loup Ventures’ analysis. When asked if they will be embarrassed to show up to work site in a Cybertruck, for example, only 3 of the 22 said that they would have reservations about the vehicle’s design.
These results crush some of the bearish points against the Cybertruck that emerged since the vehicle’s unveiling. The idea that the pickup will be considered embarrassing by professionals due to its design, for one, was pushed by TSLA bears ardently due to the vehicle’s brutalist, sci-fi theme. Yet if Loup’s findings are any indication, it appears that the Cybertruck’s polarizing looks will not turn off the vast majority of buyers at all.
This is not to say that Tesla has no area of improvement with the Cybertruck’s marketing. If any, it appears that the electric car maker needs a better strategy when it comes to informing potential customers of the all-electric truck’s price. When Loup Ventures asked the construction professionals about their estimates on the Cybertruck’s compared to a base, $29,000 Ford F-150, the average quote from the longtime pickup buyers was $84,000. The median of the truck owners’ estimates about the Cybertruck’s cost was $80,000, and it ranged from $45,000 to $220,000. This is very far from the actual price of the Cybertruck, which starts below $40,000 with basic Autopilot.
If there’s anything that can be determined from Loup Ventures’ recent analysis, it is that the Cybertruck may actually end up tapping into a much larger market than initially expected. While the vehicle seems to be designed for a niche segment, its price and features might be enough to make it a compelling alternative for petrol-powered pickups like the Ford F-150. With these results in mind, Munster has adjusted Loup’s estimates for the vehicle, with the finance veteran stating that the truck will likely account for 15% of Tesla’s units in its fully ramped year, far more than the firm’s initial 5% estimate.
News
Tesla Model Y L reportedly entered mass production in Giga Shanghai
The vehicle is expected to be a larger version of the best-selling Model Y crossover.

Reports from industry watchers in China have suggested that the Tesla Model Y L has started mass production at Gigafactory Shanghai. The vehicle is expected to be a larger version of the best-selling Model Y crossover, offering three rows and six seats thanks to a longer wheelbase.
Tesla Model Y L Production Rumors
Reports about the new Model Y variant’s alleged milestone were initially shared on Weibo, with some industry watchers stating that the vehicle has already started mass production. Tesla China is reportedly surveying which of its domestic stores would have the first display units of the six-seat Model Y.
The Model Y L’s steady march towards production was evident this past week, with recent reports indicating that the vehicle’s key specs have already been listed in the China Ministry of Industry and Information Technology’s (MIIT) latest batch of new energy vehicle models that are eligible for vehicle purchase tax exemptions.
As per the MIIT’s list, the Model Y L will be a dual motor vehicle that is equipped with an 82.0-kWh lithium-ion battery from LG Energy Solution. The vehicle will feature six seats with two captain seats on the second row, as well as a CLTC range of 751 km.
Tesla Model Y L Potential
The potential of the Model Y L is vast, considering that it is produced in the existing Model Y lines of Tesla’s factories. This should slash new vehicle tooling costs and potential ramp-up issues. Three-row SUVs also command a pretty notable market that has mostly only been accessed by the more expensive Model X. With the Model Y L’s lower price, Tesla could become more competitive in the three-row SUV segment.
As noted by longtime Tesla owner and investor @_SFTahoe, the Model Y L could also become a more premium option for the company’s Robotaxi business, thanks to its second row captain seats and spacious interior. The expansion of Model Y L Robotaxis should also be impressive considering Tesla’s mastery of mass manufacturing techniques.
News
Tesla Model 3 filings in China show interesting hardware addition
The addition of a front bumper camera to the Tesla Model 3 is a big upgrade from a hardware perspective.

Tesla Model 3 filings in China are showing the vehicle could get a very interesting hardware addition, one that was not included on the “Highland” update when it rolled out to customers a year and a half ago.
The Model 3 Highland is Tesla’s updated version of the all-electric sedan, and was launched across the world in early 2024. It featured a variety of updates, including new exterior and interior designs.
However, there were a few things missing from the update that surprised Tesla fans because they were included on other cars.
One of them was the lack of a front bumper camera, a hardware piece that was included on other vehicles within the company’s lineup, including the Model Y Juniper, an updated version of the all-electric crossover that launched earlier this year.
Now, it seems Tesla is preparing to implement that front camera on the Model 3, as new filings with China’s Ministry of Industry and Information Technology (MIIT) showed the car with the addition:
🔥🔥 Tesla will soon add a front bumper camera to the Model 3!
The images confirming this upgrade were leaked on the official website of China’s Ministry of Industry and Information Technology (MIIT).
H/t @kas12323 pic.twitter.com/ieRv9wiwOK
— The Tesla Newswire (@TeslaNewswire) August 8, 2025
The front bumper camera is a small but powerful addition to Tesla vehicles. It not only enhances visibility for simple tasks like parking, helping avoid things like curbs, but it also helps provide a wider field of view directly in front of the car.
It is also a crucial part of the Full Self-Driving and Autopilot suites, helping provide yet another angle of vision for the vehicle as Tesla makes its suite more robust. It is already improving through software upgrades and data collection, but it could always use additional hardware to enhance accuracy.
A Model 3 Highland test mule was spotted near Boston, Massachusetts, back in May with a variety of additional cameras equipped. Some believed this was a vehicle that was assisting with collecting training data.
Tesla is testing a Model 3 with some mysterious cameras in the U.S.
However, it could be a sign of Tesla planning to add this piece of hardware to a slightly updated version of the new Model 3 that could come to production in various markets in the near future.
Elon Musk
Tesla CEO Elon Musk details massive FSD update set for September release
“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

Tesla CEO Elon Musk detailed the changes that are expected to come with a massive Full Self-Driving (FSD) update, which is set to roll out sometime in September, he revealed earlier this week.
Tesla has been refining its FSD suite for years, but it has never been as good as it is now. The focus is to get the suite to a point where interventions are no longer needed and drivers simply become passengers, as they will not be responsible for paying attention to the road.
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
That version of FSD will come eventually, but not next month. However, there are dramatic improvements that will come with next month’s FSD update that will roll out to the public, Musk said:
“The FSD software update next month will be a major step-change improvement for rare conditions.”
The FSD software update next month will be a major step-change improvement for rare conditions
— Elon Musk (@elonmusk) August 8, 2025
Additionally, he provided specific details on what would change, hinting that the need for a driver to pay attention will be “substantially reduced,” but there are some “complex intersections, heavy weather, or unusual events” that will still require drivers to assume responsibility for the car:
“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”
This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.
Note, the Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America and there are…
— Elon Musk (@elonmusk) August 8, 2025
We have been teased about these types of updates before, but usually they involve some kind of mention of FSD being ready for unsupervised driving “by the end of the year.” Musk did not mention that here.
There is also the fact that Tesla has another FSD build in Austin for the Robotaxi suite that is more advanced than what is available to the public. It has performed well, Musk says, making claims that there are times when it feels “eerily human.”
Tesla Q2 2025 vehicle safety report proves FSD makes driving almost 10X safer
The improvements in FSD capabilities in subsequent releases are usually very evident. As Tesla continues to refine the suite for the public, it gains more confidence and becomes smarter through the collection of data and the use of neural networks.
The only thing left to wait for is the release itself, and we are hopeful it will roll out to the public in September, as Musk says.
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