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Tesla Cybertruck is in the crosshairs of many but Elon Musk isn’t worried
There is a point to be argued that the attention attracted by the Tesla Cybertruck is a double-edged sword. Granted, the vehicle has captured the interest of both the EV and traditional auto community primarily due to its stark XY design, but with this comes a ton of scrutiny from all sides. And in the months since its unveiling, the Cybertruck has received a healthy dose of scrutiny.
Critics pointing out negatives about Tesla’s upcoming vehicles is nothing new, and in the Cybertruck’s case, some of these were unfounded. Yet there were valid concerns about the vehicle. The truck is massive, for example, to the point where AR simulations of the vehicle indicated that it would not fit in an average 20×20 garage in the United States. Others, interestingly enough, questioned the vehicle’s capabilities as a legitimate off-roader due to its weight.
In true Tesla fashion, the electric car maker appears to have taken it upon itself to make sure that it addresses these criticisms. Elon Musk, for one, noted in a recent Twitter post that the Cybertruck’s production version would be about 3% smaller than the vehicle featured at the unveiling. Such a reduction will likely not affect the spaciousness or utility of the all-electric pickup, but it will enable the Cybertruck to fit in conventional garages.
This automatically opens up a whole new market for the Cybertruck. Following its unveiling, members of the Tesla community who were fortunate enough to experience a test ride in the vehicle noted that the Cybertruck is incredibly large. Thus, it did not take long before reservation holders indicated that they would likely keep the truck outside their garage due to its size. With a 3% reduction in size, this does not have to be the case.
Adjustments to the Cybertruck’s window sill height also makes the vehicle less intimidating for both passengers and drivers. With a lower window sill height, the Cybertruck will feel less like a vehicle that’s essentially swallowing its occupants. For territories beyond the US where large trucks are not as common, this particular detail would likely be appreciated by potential buyers.
Apart from adjustments to its size, Elon Musk mentioned that the Cybertruck’s air suspension system would be completely different from those used in the Model S and Model X. This suggests that unlike the two flagships, both of which are designed for the city, the Cybertruck’s suspension is intended to be used under rough and tough conditions. Musk said as much, stating that the Cybertruck is being designed to dominate in events like the Baja 1000, an off-road racing series where the auto industry’s best trucks compete against each other.
Just recently, truck enthusiasts from The Fast Lane Car YouTube channel expressed their doubts about the Cybertruck’s off-road capability due to the vehicle’s “monstrous” weight and lack of low-speed gearing. The hosts even mentioned the vehicle’s ground clearance. This is quite surprising as the Cybertruck’s 16″ ground clearance dwarfs that of popular trucks like the Ford F-150 Raptor, matching monster trucks like the Hummer H1, a military vehicle that’s pretty much just converted for civilian use.
One thing that critics are prone to forget is the fact that Tesla never remains in one place. Yes, the Cybertruck may be a bit too large when it was unveiled, but this does not mean that its size could not be reduced. The vehicle may look heavy and daunting, but perhaps it would be lighter than expected when it gets to production thanks to better battery technology. And with suspension improvements hinted at by Elon Musk, the Cybertruck could very well set the standard for all-electric off-road vehicles for years to come.
It is easy to dismiss Tesla’s efforts because of the company’s lack of experience compared to veterans in the auto industry. But underestimating Tesla is a grave mistake. One just needs to look at the premium midsize sedan market to see this point. Prior to the Model 3, for example, the BMW 3-Series seemed like a wall that could not be broken. As it turned out, even established cars like the BMW M3 could be bested, and later, even dominated. With this in mind, popular off-roaders today are best advised not to underestimate the Cybertruck.
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
