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Tesla is releasing a 'Plaid' Cybertruck, and it's a Ford F-150 Raptor Killer
In what seems to be the automotive equivalent of a brazen act intended to show dominance, Elon Musk has announced on Twitter that Tesla will be releasing a “Plaid” version of the Cybertruck. Musk did not provide further details in his tweet, though there is little doubt that the feature will make the already daunting Tri-Motor pickup into something downright scary for its fossil fuel-powered rivals like the Ford F-150 Raptor.
Elon Musk’s Plaid Cybertruck revelation was shared on Twitter late Wednesday. While responding to Tesla owner-enthusiast and Third Row Podcast member Sofiaan Fraval, Musk stated that he would be driving a Plaid version of the all-electric pickup truck for personal use. This came as a pleasant surprise to the EV community, especially since this is the first time that such a version of the Cybertruck has been mentioned.
Elon Musk has mentioned in the past that the Tesla Cybertruck will have the handling and performance of a sports car, and this was highlighted during the vehicle’s unveiling event. Apart from showcasing its strength by having the hulking all-electric pickup pull a Ford F-150 like a rag doll, Tesla also featured the Cybertruck drag racing a Porsche 911, and crushing the iconic sports car in the process. These are bold demonstrations, and each was met with equal parts excitement and skepticism from the auto community.
While the sight of the Cybertruck beating a Porsche 911 in a straight line race was undoubtedly impressive, the feat itself can be explained by the specs of the top-of-the-line all-electric pickup. Tesla lists the Tri-Motor Cybertruck with a 0-60 mph time of 2.9 seconds despite its large size. That’s well within supercar territory, and quicker than the Model 3 Performance and Model Y Performance, both of which are considered by enthusiasts as legitimate canyon carvers.
Interestingly enough, Elon Musk did not reveal if the 2.9-second 0-60 mph time announced for the Tri-Motor Cybertruck simply involves its raw acceleration, or if such time is possible only with the use of a dedicated “Plaid Mode” launch. If it’s the former, then the Cybertruck’s fastest trim may very well be even quicker than expected. That’s a pretty crazy thought, and it could lead some to speculate if a Plaid version of the all-electric pickup is even needed. The short answer to this is a definite “yes.”
-->The pickup truck market is no longer only about utility. It is also about performance. This is the reason why the Ford F-150 Raptor, a bear of an off-roader that can accelerate from 0-60 mph in 5.1 seconds, has become the poster boy of the modern pickup. The truck market is notoriously brand-loyal, so any new challengers to the segment would have to bring their best just to be recognized. The Cybertruck’s Plaid version does this job perfectly.
Teslas are known for their tech and their crazy acceleration, with cars like the flagship Model S being known to shame supercars left and right on the drag strip. The Cybertruck is the same, and with three motors at its disposal, there is little doubt that Tesla can make it into a pickup truck that can actually dominate segment leaders like the Ford F-150 Raptor in sheer performance. When the Plaid Cybertruck starts deliveries, videos of the vehicle crushing Raptors left and right in on and off-road races will probably be quite common.
Such sights are exactly what the electric car movement needs. While the EV movement has spread in the sedan segment with cars like the Tesla Model 3, and its reach into the SUV market is increasing with vehicles like the Model Y and the Rivian R1S, the pickup market is still dominated by intimidating, gas-guzzling trucks. The Plaid Cybertruck could change all that, provided that Tesla is up to the task.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
