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Tesla Cybertruck comes in dead last against GM, Ford and Rivian in consumer survey
A recent consumer survey comparing the Tesla Cybertruck to the Ford F-150 Electric, the Rivian R1T, and GM’s unreleased, unannounced electric pickup truck has rendered rather interesting results. Based on the results of the study, which was conducted by Autolist.com, it appears that consumers prefer EV trucks over incumbents like GM and Ford. Consumers specifically mentioned their preference for Rivian and Tesla vehicles. The Cybertruck, with its radical styling, ended up ranking dead last in the survey’s overall rankings.
Among the respondents of Autolist.com’s survey, 50% have never owned a pickup before, while 49% have owned or currently own a truck. One percent of the study’s respondents stated that they were “unsure.” Around ~1,100 respondents were selected for the study between late November and early December, with each one being asked which all-electric pickup they prefer and why.
Interestingly, GM’s unannounced, unconfirmed all-electric pickup was the respondents’ top choice, with the still-unknown vehicle grabbing 29% of the vote. The Ford F-150 Electric came in second with 27% of the vote, while the Rivian R1T came in at a respectable third place with 24%. At the bottom was the Tesla Cybertruck, which was deemed as the top EV pickup choice by 20% of respondents.
While the overall results of the consumer survey seem unfavorable to the Tesla Cybertruck, a look at the study’s detailed results shows something very notable about the upcoming vehicle. Respondents in the survey were asked to pick three reasons why they selected a particular all-electric truck. The reasons selected for the Cybertruck by the respondents were notably different compared to the other vehicles in the survey.
For GM’s unannounced electric pickup, 62% of respondents listed their trust in the GM brand as their reason behind their preference, while 41% listed the expected reliability of the upcoming vehicle. The expected performance of the truck was listed by 37% of respondents as a priority as well. These results mirror that of the Ford F-150 Electric, with respondents’ trust in the Ford brand receiving 54% of the votes, expected reliability getting 52%, and expected performance getting 38%.
These results are very different compared to those gathered for the Rivian R1T and Tesla Cybertruck. For the R1T, it appears that its exterior styling is its biggest draw, as shown by 75% of respondents listing its look as a reason why they would choose the vehicle. Expected vehicle size and performance both were listed by 35% of respondents, and expected practicality and features received 30% of the vote.
In this sense, the Cybertruck’s results are a league of their own, with respondents seemingly prioritizing the vehicle’s entire ecosystem and Tesla’s classic performance. Fifty percent of respondents listed the Cybertruck’s expected performance as a reason they would choose the vehicle, while expected efficiency and Autopilot received a nod from 44% of respondents. Tesla’s Supercharger Network was also listed by 29% of respondents. This, if any, shows that those who prefer the Cybertruck are already familiar with EV ownership, as evidenced by their mention of charging infrastructure and advanced driver-assist systems as key priorities.
In a way, these results show that buyers who are considering the Tesla Cybertruck have preferences that do not necessarily mirror that of usual pickup customers. A part of this discrepancy may be due to a notable difference among respondents who have owned a truck and those that have never owned a pickup before. Respondents who have owned pickups before seemed the most averse to the Cybertruck, with 35% choosing GM’s electric truck as their top choice, 28% choosing the F-150 Electric, 23% opting for the Rivian R1T, and only 14% selecting the Cybertruck. Among respondents who were non-truck owners, the results were flipped, with the Cybertruck being most popular with 25.8% of respondents’ vote, the Rivian R1T getting 24.8%, and the two EV trucks from Ford and GM receiving 24.7% each.
Chase Disher, an analyst at Autolist.com, explained that the results of its survey are actually favorable for all the electric pickups and their respective makers. It shows that the veteran automakers can find a loyal customer base for their all-electric trucks, and it also reveals that an entirely new pickup market could be opened, pushed by vehicles like the Cybertruck. “Frankly, these results are good for all four brands. It shows that Ford and GM can leverage their considerable — and existing — truck followings to boost interest in their EV models. Meanwhile, it shows that Tesla and Rivian could be poised to grab a meaningful share of a crucial new growth segment,” he said.
The full results of Autolist.com’s study could be accessed here.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
