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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 Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
