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Tesla’s Cybertruck is not a bet-the-company vehicle, and it should scare TSLA critics
The Tesla (NASDAQ:TSLA) Cybertruck’s unveiling event could have easily gone better, with the vehicle’s disruptive specs and pricing pretty much getting pushed to the background by media coverage of the pickup’s less-than-stellar Armor Glass demonstration. Cracked windows aside, the fact remains that the Cybertruck starts at $39,990, a price that’s as aggressive as the vehicle’s almost brutalist design. It’s also a price that shows that Tesla is at a point where it actually can experiment and be bolder than usual. This should scare TSLA critics.
The Cybertruck is a massive vehicle, as long as a Ford F-150 and far more powerful as teased by the company’s tug-of-war demo that it briefly showed during the pickup’s unveiling. It’s also unapologetically futuristic, with a 17″ landscape infotainment screen that’s not found in any of Tesla’s other vehicles. It has pop-out door handles that are directly inspired by the premium-priced Model S as well. And these are just the tip of the iceberg, as the Cybertruck has a ton of other features and capabilities that make it a great vehicle for work and play.
Yet, the monster of a truck that Tesla unveiled starts at a price that’s just slightly above the base price of the Model 3 sedan. There was a reason why gasps could be heard at the vehicle’s unveiling when the Cybertruck’s pricing was revealed. Elon Musk has noted during his interview with Tesla owner-enthusiast Ryan McCaffrey last June that the Cybertruck will start at $49,000 at the most. Absolutely no warning was given that Tesla was going for a far more aggressive starting price, especially considering the vehicle’s built-in tech such as its adaptive suspension and basic Autopilot capabilities.
The fact that the Cybertuck is designed in such a polarizing manner suggests that Tesla has some funding to spare. By releasing such a vehicle, the electric car maker has shown the auto market that it is at a point where it can be bold and take ridiculous risks such as releasing a truck that looks nothing like a conventional pickup. Elon Musk has admitted as much, noting during an appearance at veteran tech journalist Kara Swisher’s Recode Decode podcast that if the Cybertruck were to fail, Tesla will make a more conventional truck. Musk’s words then, spoken over a year ago, rings true today.
“I’m personally super-excited by this pickup truck. It’s something I’ve been wanting to make for a long time. And I’ve been iterating sort of designs with Franz. If there’s only a small number of people that like that truck, I guess we’ll make a more conventional truck in the future. I think this is the kinda thing the consumer would want to buy, even if they don’t normally buy a pickup truck. So, anyway, that’s personally I’m most excited about. But like I said, it could be just like, okay, I weirdly like it and other people don’t. That’s possible. But we’re gonna make it anyway, and then we will just have a niche audience, I don’t know. But if it does, then we’ll make a more conventional pickup truck,” Musk said.
Tesla has, for the most part over the years, operated with limited resources. Elon Musk is a risk-taker, and some of these were so notable that they were considered as “bet-the-company” situations. The Model 3 was one of these, with Musk noting that if the all-electric sedan were had failed, it would have likely ruined Tesla for good. Considering the bold direction that the company took with the Cybertruck, as well as Elon Musk’s statements last year, it definitely appears that the all-electric monster pickup that Tesla just unveiled is not a bet-the-company vehicle. It is a truck that would be great if it succeeded, but it is also a vehicle that could be replaced if it were to fail.
This should be a chilling thought for Tesla critics, particularly those who feverishly wait for the next quarter’s numbers in their excitement to see TSLA stock drop. After all, if the Cybertruck were to fail and if Tesla were to make a conventional pickup truck, there is a good chance that the company’s more traditional truck would be even more aggressively priced. Such a pickup would likely outperform diesel-powered rivals as well in classic Tesla fashion as well. Such a truck, combined with Tesla’s ever-growing charging infrastructure and its ever-evolving Autopilot system, would have the potential to clean house in a manner that is not as kind as the Cybertruck, which will always be polarizing.
Tesla is a resilient company, one that weathered one of the worst financial crises in recent history, and it’s led by a man that’s hell-bent on pushing sustainable transportation by proving that electric cars are better in every way than fossil fuel-powered vehicles. It’s best to note that a Tesla with limited resources has proven that it can still disrupt established industries with well-designed, safe, and feature-rich electric cars. A Tesla with resources to spare? That’s a downright frightening idea if one is a TSLA critic.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
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EVs getting cleaner more quickly than expected in Europe: study
Battery-electric vehicles are still championing emissions reductions, and a new analysis suggests they’re doing so even more quickly than previously expected.
As Europe’s electricity mix is getting cleaner, battery-electric vehicles (BEVs) are also offering a larger climate advantage than previously expected, according to the results of a new study released this week.
On Wednesday, the International Council on Clean Transportation (ICCT) released a study noting that BEVs sold today produce 73 percent fewer life-cycle greenhouse gas emissions than internal combustion engine (ICE) vehicles, even factoring in production. This figure also represents a 24-percent improvement upon the organization’s 2021 estimates for this year, meaning that BEVs are getting cleaner more quickly than expected as the continent’s renewable programs continue to grow.
The study was comprised of a comprehensive life-cycle analysis of all major powertrain types, and the results suggest that BEVs are the only widely available powertrain that can slash emissions levels enough to meet climate goals. By contrast, the study’s results suggest that other clean energy powertrains, such as hybrids and plugin hybrids, only have a marginal impact, if any, on reducing the overall climate impact of the transportation sector.
“Battery electric cars in Europe are getting cleaner faster than we expected and outperform all other technologies, including hybrids and plug-in hybrids,” says ICCT researcher Dr. Marta Negri. “This progress is largely due to the fast deployment of renewable electricity across the continent and the greater energy efficiency of battery electric cars.”
Credit: International Council on Clean Transportation (ICCT)
READ MORE ON ELECTRIC VEHICLES: Study reveals hybrids could have up to 4.9x lifetime emissions vs. BEVs
ICCT Senior Researcher Dr. Georg Bieker says he also hopes the analysis can help fight misinformation regarding BEV powertrains. For example, he notes that, while it’s true that manufacturing emissions for BEVs can be up to 40 percent higher than for ICE vehicles, this is quickly offset by an electric automobile after just around 17,000 km (~10,563 miles) of driving.
“We hope this study brings clarity to the public conversation, so that policymakers and industry leaders can make informed decisions,” Dr. Bieker says. “We’ve recently seen auto industry leaders misrepresenting the emissions math on hybrids. But life-cycle analysis is not a choose-your-own-adventure exercise.”
Additionally, the ICCT study covers emissions from both vehicle and battery production, recycling, fuel and electricity production, fuel consumption, and maintenance.
“Our study accounts for the most representative use cases and is grounded in real-world data,” Dr. Bieker adds. “Consumers deserve accurate, science-backed information.”
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Tesla executive teases plan to further electrify supply chain
One of Tesla’s top executive hints at how Tesla is further electrifying its supply chain.
A high-level Tesla executive has said the company is working to further electrify its supply chain, following a successful road test with the Semi this week.
After Tesla supplier thyssenkrupp completed a successful 5,000-mile winter trial with the Semi this week, Dan Priestley, the company’s Director of Semi Engineering, noted on X that the demonstration is a part of larger efforts to electrify more of the supply chain. The executive said that the company is already working to help suppliers like thyssenkrupp implement the Semi into their operations, particularly due to its cost savings and reliability.
Following the thyssenkrupp demo, the supply chain company has also begun integrating the Semi into its fleet, and Priestley suggests that more are still to come:
Working with our suppliers and logistics partners to electrify Tesla’s supply chain. With lower cost and higher reliability, it just makes sense. thyssenkrupp pushed the truck hard over this demo and now plans to integrate Semi into their fleet.
🚨 A Tesla Semi rolling around near Gigafactory Texas
If you remember, the Drone GOAT 🐐 @JoeTegtmeyer spotted one on factory property last week!pic.twitter.com/tvchIQar1u
— TESLARATI (@Teslarati) June 10, 2025
READ MORE ON TESLA SEMI: Tesla Full Self-Driving displays impressive collision avoidance with Semi
Tesla Semi factory nears official production as trials continue to impress
Tesla’s early Semi trials received positive results from both thyssenkrup and ArcBest’s ABF Freight this week, with the latter company logging 4,494 miles during a pilot period, and averaging 321 miles per day despite a 7,200-foot climb over Donner Pass.
The company has also been constructing a factory for volume Semi production at its Gigafactory in Nevada, and in recent weeks, the plant is looking nearly complete. Semi frames have been spotted in increasing numbers outside the facility recently, suggesting that Tesla is nearing early production on site.
The company also hired more than 1,000 workers for the Semi factory in April, while the plant is eventually expected to produce as many as 50,000 Semi units annually.
Tesla reveals Semi fleet data, shows off new feature and infrastructure plans
News
Tesla Semi completes 5,000-mile winter trial with thyssenkrupp
The test covered nearly 5,000 miles in winter conditions.
thyssenkrupp Supply Chain Services has completed a three-week pilot of the Tesla Semi at one of its California logistics hubs, marking a new step in the company’s sustainability push. The test covered nearly 5,000 miles in winter conditions and focused on evaluating the electric Class 8 truck’s efficiency, transparency, and operational performance.
Tesla Semi offers efficiency gains and real-time logistics visibility
During the pilot, the Tesla Semi was used for active freight delivery, including routes over the Altamont Pass. thyssenkrupp evaluated the vehicle’s ability to reduce downtime, enhance delivery speed, and offer greater real-time supply chain visibility, the company noted in a press release.
Live diagnostics and performance monitoring allowed the logistics provider to track metrics such as speed, routes, and overall efficiency—data that supports smarter and more transparent logistics operations.
“The Tesla Semi aligns with our ongoing commitment to sustainability and operational excellence,” said Bob Denehy, Chief Commercial Officer at thyssenkrupp Supply Chain Services. “Its efficiency and diagnostic features, and low environmental impact make it a natural fit for our evolving logistics strategy.”
Pilot builds on long-term partnership with Tesla and green energy goals
A logistics partner to Tesla since 2015, thyssenkrupp Supply Chain Services was one of the first companies selected to test the Tesla Semi in a real-world setting. The trial reinforces the company’s push into renewable energy logistics and reflects its long-term goal of integrating alternative-fuel technologies across its operations.
Plans are now underway to begin adding electric Semis to its fleet as part of a wider emissions-reduction effort. The pilot is thus the latest example of how logistics providers are embracing next-generation transport technologies to meet environmental goals and enhance supply chain performance.
EVs getting cleaner more quickly than expected in Europe: study
Tesla executive teases plan to further electrify supply chain
Tesla Semi completes 5,000-mile winter trial with thyssenkrupp
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