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Tesla’s Cybertruck strategy is paving the way for pilot production that’s closer to home than expected
Elon Musk may still have accuracy issues when estimating the rollout dates of products like the Full Self-Driving Beta, but there is no denying that the Tesla CEO is starting to learn the art of sandbagging, at least to some degree. This is something that Elon Musk appears to be doing with the Tesla Cybertruck’s upcoming production, which is expected to begin its trial phases either late 2021 or early next year. Musk has been pretty conservative about the all-electric pickup trucks’ production in Gigafactory Texas, but if a recent report from the EV community is any indication, Tesla may have an ace up its sleeve for its Cybertruck rollout.
The Tesla Cybertruck has always been fated to be built in Gigafactory Texas, so much so that the facility was known in the electric vehicle community in the past as the “Cybertruck Gigafactory.” Yet over the months and as production equipment was spotted on the massive Texas-based complex, it became evident that it would not be the Cybertruck that would be produced first in Giga Texas. It would be the Model Y. This was hinted at by the Model Y Giga Press machines that have been spotted in the area.
The idea of Giga Texas starting its operations with the Model Y makes sense considering the demand for the all-electric crossover and the fact that the Fremont Factory is stretched thin as it is. However, it would not be an exaggeration to note that a good number of Tesla enthusiasts were a bit disappointed that the Texas-based facility would not be launching its operations with the production of the Cybertruck, a vehicle that seemed to be explicitly designed for Giga Texas production.
Fortunately, it appears that Tesla may have a plan to ensure that Cybertruck production in Gigafactory Texas does not get too delayed. Just recently, a number of EV community members such as FSD Beta user @WholeMarsBlog were informed that Tesla is already making the necessary moves to develop the Cybertruck’s prototype production lines. This reportedly involves Tesla building a pilot line for the all-electric pickup truck in the Fremont Factory. With such a prototype line in place at Fremont, Tesla could hit the ground running in Giga Texas.
These reports were immediately echoed by other EV community members, some of whom cited information reportedly related by Tesla employees from the Fremont Factory. Some have even remarked that Tesla employees moving to Texas due to the Cybertruck factory would be relocating to the Lone Star State around the end of May. Granted, these updates should be taken with a grain of salt, but they still highlight the fact that Tesla may actually have a pretty solid plan to ensure that the Cybertruck enters mass production as quickly and as smoothly as possible.
While unorthodox, Tesla’s recently reported strategy for the Cybertruck’s rollout actually makes quite a lot of sense. Having a line in Fremont for prototype validation vehicles would all but ensure that the Cybertruck’s lines in Gigafactory Texas would not require any substantial changes or adjustments when they are activated for mass production. But this is not all. The Fremont Factory is also a stone’s throw away from Tesla’s Roadrunner site, where the company is currently developing and ramping the production of its custom dry-electrode, tabless 4680 cells—the batteries that would most likely be used on the Cybertruck.
What’s particularly interesting about these recent updates is the fact that Elon Musk appears to be sandbagging the expectations surrounding the Cybertruck or Tesla’s 4680 battery cells. Unlike his typical tweets about the development of FSD features like Summon, Musk’s updates about the Cybertruck over the past months have been scarce and vague at the most. His estimated timeframes for the truck have been conservative as well. That being said, if Tesla is indeed preparing to start a pilot line in Fremont for the Cybertruck, then the company could very well be holding an ace up its sleeve—one that could shake the electric pickup market to its core when it is played.
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News
Tesla rolls out xAI’s Grok to vehicles across Europe
The initial rollout includes the United Kingdom, Ireland, Germany, Switzerland, Austria, Italy, France, Portugal, and Spain.
Tesla is rolling out Grok to vehicles in Europe. The feature will initially launch in nine European territories.
In a post on X, the official Tesla Europe, Middle East & Africa account confirmed that Grok is coming to Teslas in Europe. The initial rollout includes the United Kingdom, Ireland, Germany, Switzerland, Austria, Italy, France, Portugal, and Spain, and additional markets are expected to be added later.
Grok allows drivers to ask questions using real-time information and interact hands-free while driving. According to Tesla’s support documentation, Grok can also initiate navigation commands, enabling users to search for destinations, discover points of interest, and adjust routes without touching the touchscreen, as per the feature’s official webpage.
The system offers selectable personalities, ranging from “Storyteller” to “Unhinged,” and is activated either through the App Launcher or by pressing and holding the steering wheel’s microphone button.
Grok is currently available only on Model S, Model 3, Model X, Model Y, and Cybertruck vehicles equipped with an AMD infotainment processor. Vehicles must be running software version 2025.26 or later, with navigation command support requiring version 2025.44.25 or newer.
Drivers must also have Premium Connectivity or a stable Wi-Fi connection to use the feature. Tesla notes that Grok does not currently replace standard voice commands for vehicle controls such as climate or media adjustments.
The company has stated that Grok interactions are processed securely by xAI and are not linked to individual drivers or vehicles. Users do not need a Grok account or subscription to enable the feature at this time as well.
News
Tesla ends Full Self-Driving purchase option in the U.S.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Tesla has officially ended the option to purchase the Full Self-Driving suite outright, a move that was announced for the United States market in January by CEO Elon Musk.
The driver assistance suite is now exclusively available in the U.S. as a subscription, which is currently priced at $99 per month.
Tesla moved away from the outright purchase option in an effort to move more people to the subscription program, but there are concerns over its current price and the potential for it to rise.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Although Tesla moved back the deadline in other countries, it has now taken effect in the U.S. on Sunday morning. Tesla updated its website to reflect this:
🚨 Tesla has officially moved the outright purchase option for FSD on its website pic.twitter.com/RZt1oIevB3
— TESLARATI (@Teslarati) February 15, 2026
There are still some concerns regarding its price, as $99 per month is not where many consumers are hoping to see the subscription price stay.
Musk has said that as capabilities improve, the price will go up, but it seems unlikely that 10 million drivers will want to pay an extra $100 every month for the capability, even if it is extremely useful.
Instead, many owners and fans of the company are calling for Tesla to offer a different type of pricing platform. This includes a tiered-system that would let owners pick and choose the features they would want for varying prices, or even a daily, weekly, monthly, and annual pricing option, which would incentivize longer-term purchasing.
Although Musk and other Tesla are aware of FSD’s capabilities and state is is worth much more than its current price, there could be some merit in the idea of offering a price for Supervised FSD and another price for Unsupervised FSD when it becomes available.
Elon Musk
Musk bankers looking to trim xAI debt after SpaceX merger: report
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.
Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.
The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.
The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.
Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”
That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.
X merged with xAI last March, which brought the valuation to $45 billion, including the debt.
SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:
“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”
The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.
Tesla rolls out xAI’s Grok to vehicles across Europe
Tesla ends Full Self-Driving purchase option in the U.S.
