The Tesla Cybertruck was unveiled four years ago, but the vehicle’s development was so secretive that leaks about the all-electric pickup truck were practically nonexistent. Even as the number of release candidates increased on public roads, details about the Cybertruck’s specs and production remained unknown to the public.
This was why it was quite surprising that Tesla was reportedly generous enough to allow attendees of the Cybertruck first delivery event to share videos of the all-electric pickup truck’s production line. And thus, images of the Cybertruck’s components, as well as videos of the robots and machinery that produce the vehicle, have been shared online.
Immediately noticeable from the videos that have been shared by attendees was the sheer size of the Cybertruck’s components. While the Cybertruck’s battery pack looks surprisingly compact as per an image shared by longtime Tesla owner and podcaster Ryan McCaffrey, the vehicle’s other components, such as its windshield, are evidently massive. Some features, such as the pickup truck’s powered frunk and steer-by-wire system, were also confirmed.
In the Giga Texas lobby. #DriveStainless pic.twitter.com/byQqCSeI2j— Ryan McCaffrey (@DMC_Ryan) November 30, 2023
Everything’s bigger in Giga Texas — even the windshields! ? #DriveStainless @cybertruck @Tesla pic.twitter.com/eGIBqRRglP— Ryan McCaffrey (@DMC_Ryan) November 30, 2023
CONFIRMED: Cybertruck uses steer-by-wire. #DriveStainless @cybertruck @Tesla pic.twitter.com/znhO9y1tqG— Ryan McCaffrey (@DMC_Ryan) November 30, 2023
Videos shared by noted Tesla influencers such as Tesla Owners Silicon Valley and Sawyer Merritt also showed some of Giga Texas’ Cybertruck production robots in action. Similar to Tesla’s other facilities, Giga Texas’ vehicle production line is mesmerizing to watch. One could not be faulted for describing it as a symphony of machinery — one whose product is something that has to be seen to be believed.
Cybertruck production line. Every giga factory is a new product. Manufacturing is hard and prototypes are easy. pic.twitter.com/bmwkA6ZwoG— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Tesla engineering is on another level. pic.twitter.com/QNtsr132gk— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Engineering is Magic
Walking through the Tesla cybertruck, production line gives a whole new level respect for what Tesla is doing pic.twitter.com/qEyYujRnC0— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Cubertruck beast mode is ??? pic.twitter.com/fO4H9MrycN— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Cybertruck in process of being completed ?? pic.twitter.com/mBTJno5Vf9— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Cybertruck trunk zoomed in pic.twitter.com/gRESC74IGF— Tesla Owners Silicon Valley (@teslaownersSV) November 30, 2023
Also featured in the production line videos are some of the Cybertruck’s key features, such as its “Beast Mode,” which, as per a sign from the electric vehicle maker, is focused on the all-electric pickup truck’s rear drive unit. As noted in Tesla’s poster, “Cyberbeast features a rear drive unit with dual induction machines, active torque vectoring, and an electro-mechanical, front-locking differential producing a combined 845 HP.”
The Cybertruck air suspension is MASSIVE. The engineer said the ride quality is really good and improved. 420 liters of air pic.twitter.com/2uUThjUNvZ— Sawyer Merritt (@SawyerMerritt) November 30, 2023
Cybertruck under bed storage. It’s a good size pic.twitter.com/dEwHfs1vnr— Sawyer Merritt (@SawyerMerritt) November 30, 2023
Cybertruck bed: No liner required pic.twitter.com/mWVa2SR3NN— Sawyer Merritt (@SawyerMerritt) November 30, 2023
Front Cybertruck subframe assembly pic.twitter.com/PcxbJAlRG9— Sawyer Merritt (@SawyerMerritt) November 30, 2023
Tesla CEO Elon Musk has shared an image of the Cybertruck’s production line as well. Musk’s photo showed several completed Cybertrucks that looked like they were ready to be delivered to consumers. It would not be surprising if the Cybertrucks that were featured by the CEO in his post on X would be the vehicles that will be delivered later today.
Less than 30 minutes remain before the Cybertruck’s first delivery event begins.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Investor's Corner
LIVE BLOG: Tesla (TSLA) Q4 and FY 2025 earnings call
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter.
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter, which was published on Tesla’s Investor Relations website after markets closed on January 28, 2025.
The results cap a quarter in which Tesla produced more than 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products. For the full year, Tesla produced 1.65 million vehicles and delivered 1.63 million, while total energy storage deployments reached 46.7 GWh.
Tesla’s Q4 and FY 2025 Results
According to Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP earnings per share of $0.24 and non-GAAP EPS of $0.50 in the fourth quarter. Total revenue for Q4 came in at $24.901 billion, while GAAP net income was reported at $840 million.
For full-year 2025, Tesla reported GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Total revenue reached $94.83 billion, including $69.53 billion from automotive operations and $12.78 billion from the company’s energy generation and storage business. GAAP net income for the year totaled $3.79 billion.
Earnings call updates
The following are live updates from Tesla’s Q4 and FY 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story.
16:25 CT – Good day to everyone, and welcome to another Tesla earnings call live blog. There’s a lot to unpack from Tesla’s Q4 and FY 2025 update letter, so I’m pretty sure this earnings call will be quite interesting.
News
Tesla announces massive investment into xAI
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round,” it said.
Tesla has announced a major development in its ventures outside of electric vehicles, as it confirmed today that it invested $2 billion into xAI on January 16.
The move is significant, as it marks the acquisition of shares of Series E Preferred Stock, executed on market terms alongside other investors. The company officially announced it in its Q4 2025 Shareholder Deck, which was released at market close on Wednesday.
The investment follows shareholder approval in 2025 for potential equity stakes in xAI and echoes SpaceX’s earlier $2 billion contribution to xAI’s $10 billion fundraising round.
Tesla said that, earlier this month, it entered an agreement to invest $2 billion to acquire shares of Series E Preferred Stock of xAI:
“Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth… pic.twitter.com/HgtrcHdB2U
— TESLARATI (@Teslarati) January 28, 2026
CEO Elon Musk, who is behind both companies, is now weaving what appears to be an even tighter ecosystem among his ventures, blending Tesla’s hardware prowess with xAI’s cutting-edge AI models, like Grok.
Tesla confirmed the investment in a statement in its Shareholder Deck:
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok).”
It continued:
“In that context, and as part of Tesla’s broader strategy under Master Plan Part IV, Tesla and xAI also entered into a framework agreement in connection with the investment. Among other things, the framework agreement builds upon the existing relationship between Tesla and xAI by providing a framework for evaluating potential AI collaborations between the companies. Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale. This investment is subject to customary regulatory conditions with the expectation to close in Q1’2026.”
The history of the partnership traces back to xAI’s founding in July 2023, as Musk launched the company as a counterweight to dominant AI players like OpenAI and Google.
xAI aimed to “understand the true nature of the universe” through unbiased, truth-seeking AI. Tesla, meanwhile, has long invested in AI for its Full Self-Driving (FSD) software and Optimus robots, training models on vast datasets from its vehicle fleet.
The investment holds profound significance for both companies.
For Tesla, it accelerates its Master Plan Part IV, which envisions AI-driven autonomy in vehicles and humanoid robots. xAI’s Grok could enhance Tesla’s real-world AI applications, from optimizing battery management to predictive maintenance, potentially giving Tesla an edge over its biggest rivals, like Waymo.
Investors, on the other hand, stand to gain from this symbiosis. Tesla Shareholders may see boosted stock value through AI innovations, with analysts projecting enhanced margins and significant future growth in robotics. xAI’s valuation could soar, attracting more capital.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
xAI Investment
Tesla entered an agreement to invest approximately $2 billion to acquire Series E preferred shares in Elon Musk’s artificial intelligence startup, xAI, as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
LIVE BLOG: Tesla (TSLA) Q4 and FY 2025 earnings call
Tesla announces massive investment into xAI
