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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 executive Sendil Palani confirmed in a post on social media platform X that Full Self-Driving, despite being the most robust driver assistance program in the United States, still isn’t garnering any interest from lagging competitors.
Tesla has said on several occasions in the past that it has had discussions with a competing carmaker to license its Full Self-Driving suite. While it never confirmed which company it was, many pointed toward Ford as the one Tesla was holding dialogue with.
At the time, Ford CEO Jim Farley and Tesla CEO Elon Musk had a very cordial relationship.
Despite Tesla’s confirmation, which occurred during both the Q2 2023 and Q1 2024 Earnings Calls, no deal was ever reached. Whichever “major OEM” Tesla had talked to did not see the benefit. Even now, Tesla has not found that dance partner, despite leading every company in the U.S. in self-driving efforts by a considerable margin.
Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving
Palani seemed to confirm that Tesla still has not found any company that is remotely interested in licensing FSD, as he said on X that “despite our best efforts to share the technology,” the company has found that it “has not been proven to be easy.”
Licensing FSD has not proven to be easy, despite our best efforts to share the technology. https://t.co/VGYBU7Aduw
— Sendil Palani (@sendilpalani) February 3, 2026
The question came just after one Tesla fan on X asked whether Tesla would continue manufacturing vehicles.
Because Tesla continues to expand its lineup of Model Y, it has plans to build the Cybercab, and there is still an immediate need for passenger vehicles, there is no question that the company plans to continue scaling its production.
However, Palani’s response is interesting, especially considering that it was in response to the question of whether Tesla would keep building cars.
Perhaps if Tesla could license Full Self-Driving to enough companies for the right price, it could simply sell the suite to car companies that are building vehicles, eliminating the need for Tesla to build its own.
While it seems like a reach because of Tesla’s considerable fan base, which is one of the most loyal in the automotive industry, the company could eventually bail on manufacturing and gain an incredible valuation by simply unlocking self-driving for other manufacturers.
The big question regarding why Tesla can’t find another company to license FSD is simply, “Why?”
Do they think they can solve it themselves? Do they not find FSD as valuable or effective? Many of these same companies didn’t bat an eye when Tesla started developing EVs, only to find themselves years behind. This could be a continuing trend.
Tesla executive Lars Moravy appeared today in front of the U.S. Senate Commerce Committee to highlight the importance of modernizing autonomy standards by establishing a federal framework that would reward innovation and keep the country on pace with foreign rivals.
Moravy, who is Tesla’s Vice President of Vehicle Engineering, strongly advocated for Congress to enact a national framework for autonomous vehicle development and deployment, replacing the current patchwork of state-by-state rules.
These rules have slowed progress and kept companies fighting tooth-and-nail with local legislators to operate self-driving projects in controlled areas.
Tesla already has a complete Robotaxi model, and it doesn’t depend on passenger count
Moravy said the new federal framework was essential for the U.S. to “maintain its position in global technological development and grow its advanced manufacturing capabilities.
He also said in a warning to the committee that outdated regulations and approval processes would “inhibit the industry’s ability to innovate,” which could potentially lead to falling behind China.
Being part of the company leading the charge in terms of autonomous vehicle development in the U.S., Moravy highlighted Tesla’s prowess through the development of the Full Self-Driving platform. Tesla vehicles with FSD engaged average 5.1 million miles before a major collision, which outpaces that of the human driver average of roughly 699,000 miles.
Moravy also highlighted the widely cited NHTSA statistic that states that roughly 94 percent of crashes stem from human error, positioning autonomous vehicles as a path to dramatically reduce fatalities and injuries.
🚨 Tesla VP of Vehicle Engineering, Lars Moravy, appeared today before the U.S. Senate Commerce Committee to discuss the importance of outlining an efficient framework for autonomous vehicles:
— TESLARATI (@Teslarati) February 4, 2026
Skeptics sometimes point to cybersecurity concerns within self-driving vehicles, which was something that was highlighted during the Senate Commerce Committee hearing, but Moravy said, “No one has ever been able to take over control of our vehicles.”
This level of security is thanks to a core-embedded central layer, which is inaccessible from external connections. Additionally, Tesla utilizes a dual cryptographic signature from two separate individuals, keeping security high.
Moravy also dove into Tesla’s commitment to inclusive mobility by stating, “We are committed with our future products and Robotaxis to provide accessible transportation to everyone.” This has been a major point of optimism for AVs because it could help the disabled, physically incapable, the elderly, and the blind have consistent transportation.
Overall, Moravy’s testimony blended urgency about geopolitical competition, especially China, with concrete safety statistics and a vision of the advantages autonomy could bring for everyone, not only in the U.S., but around the world, as well.
Tesla launched a new configuration of the Model Y this week, bringing more complexity to its lineup of the vehicle and adding a new, lower entry point for those who require an All-Wheel-Drive car.
However, the broadening of the Model Y lineup in the United States could signal a somewhat uncomfortable reality for Tesla fans and car buyers, who have been vocal about their desire for a larger, full-size SUV.
Tesla has essentially moved in the opposite direction through its closure of the Model X and its continuing expansion of a vehicle that fits the bill for many, but not all.
Tesla brings closure to Model Y moniker with launch of new trim level
While CEO Elon Musk has said that there is the potential for the Model Y L, a longer wheelbase configuration of the vehicle, to enter the U.S. market late this year, it is not a guarantee.
Instead, Tesla has prioritized the need to develop vehicles and trim levels that cater to the future rollout of the Robotaxi ride-hailing service and a fully autonomous future.
But the company could be missing out on a massive opportunity, as SUVs are a widely popular body style in the U.S., especially for families, as the tighter confines of compact SUVs do not support the needs of a large family.
Although there are other companies out there that manufacture this body style, many are interested in sticking with Tesla because of the excellent self-driving platform, expansive charging infrastructure, and software performance the vehicles offer.
Additionally, the lack of variety from an aesthetic and feature standpoint has caused a bit of monotony throughout the Model Y lineup. Although Premium options are available, those three configurations only differ in terms of range and performance, at least for the most part, and the differences are not substantial.
Minor Expansions of the Model Y Fail to Address Family Needs for Space
Offering similar trim levels with slight differences to cater to each consumer’s needs is important. However, these vehicles keep a constant: cargo space and seating capacity.
Larger families need something that would compete with vehicles like the Chevrolet Tahoe, Ford Expedition, or Cadillac Escalade, and while the Model X was its largest offering, that is going away.
Tesla could fix this issue partially with the rollout of the Model Y L in the U.S., but only if it plans to continue offering various Model Y vehicles and expanding on its offerings with that car specifically. There have been hints toward a Cyber-inspired SUV in the past, but those hints do not seem to be a drastic focus of the company, given its autonomy mission.
Model Y Expansion Doesn’t Boost Performance, Value, or Space
You can throw all the different badges, powertrains, and range ratings on the same vehicle, it does not mean it’s going to sell better. The Model Y was already the best-selling vehicle in the world on several occasions. Adding more configurations seems to be milking it.
The true need of people, especially now that the Model X is going away, is going to be space. What vehicle fits the bill of a growing family, or one that has already outgrown the Model Y?
Not Expanding the Lineup with a New Vehicle Could Be a Missed Opportunity
The U.S. is the world’s largest market for three-row SUVs, yet Tesla’s focus on tweaking the existing Model Y ignores this. This could potentially result in the Osborne Effect, as sales of current models without capturing new customers who need more seating and versatility.
Expansions of the current Model Y offerings risk adding production complexity without addressing core demands, and given that the Model Y L is already being produced in China, it seems like it would be a reasonable decision to build a similar line in Texas.
Listening to consumers means introducing either the Model Y L here, or bringing a new, modern design to the lineup in the form of a full-size SUV.
Tesla confirms Full Self-Driving still isn’t garnering interest from lagging competitors
Tesla exec pleads for federal framework of autonomy to U.S. Senate Committee
