In the past few days, many media sources have claimed that Tesla Cybertruck owners have been starting to see their stainless steel electric vehicles (EVs) begin to rust, though some suggest that it may not be as much of a problem as has been reported.
Justin Demaree, host of the YouTube channel Bearded Tesla Guy, shared a video on Friday addressing the claims of rust on the Cybertruck’s exterior, along with showing some of the best ways to get any oxidation off of the stainless steel pickup. The oxidation, which is super tiny and difficult to even see in the video, comes in small orange specks, most likely being “rust dust” or “rail dust.” Fortunately, it’s only surface contamination and can easily be cleaned with the right solution.
This can happen anywhere in a factory where metal polishing or grinding happens, such as in factories or near railroad tracks, as the grinding of metals causes microparticles to be dispersed.
The video was also shared on X by Tesla’s lead Cybertruck engineer, Wes Morrill, who points out that Bar Keeper’s Friend is a great solution for loosening the surface oxidation, letting the user wipe it right off. He also calls Justin’s video “good myth busting,” adding in a follow-up comment that Cybertruck owners can literally buff the metal to get any surface marks out, even if they’re deeply embedded in the stainless steel.
Good myth busting. Stainless is reactive and free iron that sits on it will rust. It's surface contamination only and can be cleaned off easily. Bar Keeper's Friend used here works well, citrisurf77 can also loosen the deposit and simply wipe it off. If anything stubborn use a… https://t.co/HD3Xeo0inH
— Wes (@wmorrill3) February 16, 2024
CEO Elon Musk responded to Morrill’s post about the issue, simply saying “yeah,” to affirm Justin and Wes’s claims.
“The benefit of Cybertruck is you can remove a scratch by buffing the metal even if it’s super deep, with enough effort you can remove it and have a factory finish,” Morrill added later in the thread. “Typical clear coat is at most 50 microns thick so a scratch deeper than that cannot be fixed without repainting.”
The engineer also shared a photo of another dirty car in a parking lot he was in, showing that, if you look closely, the vehicle included many of the same small oxidation spots that are being reported to be exclusive to the Cybertruck because of its steel.
You can watch the full Bearded Tesla video below, with Justin detailing the Cybertruck oxidation issue and showing the use of Bar Keeper’s Friend and two other glass cleaners to wipe away rust dust and fingerprints.
Similarly, Tesla Design Chief Franz von Holzhausen recently talked about scratch removal on the Cybertruck on a podcast last January, along with how long it took the automaker to develop the durable stainless steel and its finish. Those who want to remove scratches or other surface issues on the exterior, as Morrill recently echoed, can simply buff it out.
“We spent a lot of time developing a finish that can be — the stainless is incredibly hard — so if in the event that there is a scratch, we do have a process that you could yourself basically buff it and remove the scratch as well and return to the basic finish that’s on the stainless,” the design executive said during the Ride the Lightning podcast.
“It’s a different process. It’s not the same as the brush finish on a refrigerator or a DeLorean or something. There is an intentional finish that we apply to it. And it is able to be cured or fixed, or in the event that you know it’s going to be something pretty intense that does actually scratch the surface.”
Tesla will help you get your Cybertruck faster, but at a cost
Have you had experiences with oxidation or “rust dust” on your Cybertruck? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us news tips at tips@teslarati.com.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
