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Tesla Cybertruck sure looks similar to NASA’s Mars rover concept
Elon Musk’s “Blade Runner” Cybertruck may only be a couple days away from being unveiled to the world, but the vehicle, from its final specs and design, remains a mystery. The Tesla CEO has stated that the vehicle will not look like a traditional pickup truck, and this has been confirmed by teasers from the company and clever Easter Eggs hidden in the CYBRTRK event’s invitation and the vehicle’s stylized logo.
Considering that Musk has stated that the Tesla Cybertruck will look like an armored personnel carrier (APC) from the future, it’s difficult to not see the potential similarities between the vehicle and NASA’s Mars Concept Rover, which was unveiled back in 2017. NASA’s Mars Rover concept looks a lot like an APC from the future, and it looks very tough. It’s massive at 28 feet long, its ground clearance is no joke, and its modular structure allows it to perform a variety of tasks on the harsh environment of the Red Planet.
Quite interestingly, Tesla’s CYBRTRK seems to have some design cues that may very well be similar to that of NASA’s Mars Rover Concept. Tesla’s Easter Eggs show the Cybertruck with a smooth sloping hood, high ground clearance, and an APV-like silhouette. The similarities between the two vehicles’ design (at least based on what Tesla’s Easter Eggs have shown so far) are so notable that one can’t be faulted for speculating that the CYBRTRK may be used by Elon Musk’s companies not just as a disruptive pickup on Earth; it may also be used as a basis for a potential SpaceX Mars Rover.
This sounds very much like a statement from a sci-fi novel, but considering Musk’s habit of doing the unorthodox and implausible, a double-purpose heavy-duty vehicle may actually make sense. Musk likely prefers to have as much overlap between Tesla and SpaceX’s technologies, after all. Last September, for example, Musk stated that Teslas have the potential to work in other planets. “Well, actually, Teslas will work on Mars. You can just drive them, pretty much, because electric cars don’t need oxygen, they don’t need air. So you can just drive them around, no problem,” Musk said during SpaceX’s Starship Q&A session.
That being said, creating a crewed Mars Rover from the CYBRTRK’s platform would be incredibly challenging. For a Mars Rover project, SpaceX and Tesla would most likely focus on making the vehicle as light as possible. This is due to the Rover being part of a payload that gets sent to space. Payloads are very expensive, and thus, equipment from the CYBRTRK that’s useful on Earth will likely not be relevant for a vehicle designed for Mars. Performance is also pretty irrelevant in a crewed rover. If Tesla were to design a crewed Mars rover based on the Cybertruck, it would have to create massive modifications to the vehicle in itself, from its battery cooling systems to its equipment.
This, of course, would be a pretty challenging endeavor on both Tesla and SpaceX’s part. The difficulties of creating a vehicle capable of traversing a foreign planet from the platform of an Earth-based truck are no joke, after all. Things do get a bit easier if SpaceX ends up using the CYBRTRK platform to create an unmanned Mars Rover.
Tesla has a lot of experience in autonomous driving, and this could play very well into its advantage if Elon Musk’s private space firm decides to deploy unmanned rovers to explore the Red Planet. With this concept in mind, a tough, lightweight vehicle that’s loaded to the teeth with tech and based on the CYBRTRK platform could make sense. Tesla and SpaceX would still have to overcome massive challenges in creating a space-capable land vehicle from a pickup truck platform, but there’s no denying that the electric car maker’s expertise in designing and making EVs can very well make an affordable, reliable unmanned Mars Rover feasible.
Inasmuch as these ideas may sound implausible, it should be noted that a Mars Rover project between Tesla and SpaceX will likely not strain either company. The number of rovers needed for the initial years of a Mars mission, crewed or unmanned, will likely be very small, perhaps an order of magnitude less than the rollout of the original Tesla Roadster. Thus, both companies could innovate to the limit based on the CYBRTRK platform and it would not be a difficulty at all. The size of a CYBRTRK-based rover may not even be much of an issue, provided that SpaceX’s Starship rollout goes off without problems.
Tesla deserves a lot of credit for keeping the CYBRTRK a secret until today. Considering its futuristic cues and Elon Musk’s fond references to the vehicle being a truck worthy of a sci-fi set, the pickup truck may very well be the machine that bridges Tesla and SpaceX, at least to some degree. Even if the only parts of the Cybertruck that can be used for a Mars Rover are its chassis and powertrain, such an overlap will still be incredibly useful. Such ideas are crazy, but they may also be classic Elon Musk.
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
