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Tesla Cybertruck’s biggest rival is poised for a delay, and GM’s stance against CA’s standards isn’t helping
The Tesla Cybertruck will meet several competitors when it enters the market. There’s the Rivian R1T pickup truck, a luxury vehicle designed for the outdoors. There’s the Ford F-150 Electric, the EV version of America’s most popular pickup truck. But perhaps the Cybertruck’s biggest rival, both in terms of literal size and specs, is GM’s Hummer EV, a vehicle that represents the antithesis of Tesla’s exoskeleton-clad monster.
The GMC Hummer EV and the Tesla Cybertruck come from very different backgrounds. The Cybertruck is what happens when Tesla is unrestrained, and it is unashamedly different in its design and features. The Hummer EV, on the other hand, is a redemption of sorts for GM, as the emergence of the massive, gas-guzzling original Hummer marked one of the nails in the coffin of the veteran automaker’s controversial EV1 electric car.
The Hummer EV has garnered a lot of attention, and it is set for a reveal this May 20. However, the coronavirus pandemic may put a damper on the upcoming vehicle’s official unveiling. With social distancing rules pretty much negating the possibility of a launch event for the truck, sources familiar with the matter have told motoring publication CarBuzz that the Hummer EV’s unveiling will be rescheduled. This is not surprising at all considering the circumstances that have arisen from the pandemic, but it is unfortunate, nonetheless.
This potential delay could cost the Hummer EV a lot of momentum. The vehicle is already entering the all-electric pickup market pretty late, with companies like Rivian and Tesla already poised to release their trucks in the next year or so. Furthermore, the Hummer EV is riding a wave of momentum that resulted from GM’s clever teasers in recent months. Any delays in the vehicle’s unveiling might then result in waning interest from the EV community.
This is bitter pill to swallow for GM, especially since leaked production plans from the automaker have revealed that much of its commitments to electrification are not very serious at all. As indicated by production plans accessed by Reuters, both GM and Ford still intend to adopt a strategy that is heavily skewed towards the internal combustion engine for the next few years. This is despite CEO Mary Barra arguing that GM is dead serious about electrification.
But perhaps the biggest blow to the Hummer EV yet is coming from GM’s standing among car buyers. Earlier this year, GM, together with Toyota and Fiat Chrysler, decided to side with US President Donald Trump in his efforts to revoke California’s higher emissions standards. This promptly resulted in losses for GM, with CA banning the use of the company’s vehicles for its fleet. But it doesn’t end there.
According to the findings of a poll conducted by Matt George Associates for the Union of Concerned Scientists (UCS), GM’s decision to stand against California’s emissions standards has adversely affected its standing among car buyers. Out of the 1,000 owners surveyed, 51% who initially stated that they would “definitely purchase” another GM vehicle in the future decided to change their minds after learning of the company’s anti-emissions standards stance. GM’s favorability among buyers also saw a steep drop from 93% to just 44%.
These sentiments from the car buying public are the last thing that the Hummer EV needs to be a success. Using the Hummer, a vehicle that is traditionally perceived as the very representation of excess, as an entry into the electric truck market, is a bold move for GM. But successful bold moves usually involve a lot of delicate pieces lining up perfectly enough. Unfortunately for GM, the delays in the Hummer EV’s launch, coupled with negative sentiments against the company, may very well derail the all-electric truck even before its arrival.
Tesla’s two recently-defunct flagship models, the Model S and Model X, are getting a big upgrade, according to the company’s Head of AI, Ashok Elluswamy.
Older Hardware 3 Model S and Model X vehicles have been the last major holdouts in Tesla’s Full Self-Driving v14 Lite rollout, and that wait now appears to be ending.
Tesla brings closure to flagship ‘sentimental’ models, Musk confirms
At Tesla’s Cybercab launch, AI chief Ashok Elluswamy told Ryan McCaffrey that he thought the S and X build “was supposed to go out last week.” Evidently, Elluswamy expects the suite to be rolled out to those HW3 Model S and Model X very soon:
For my @Tesla friends – and specifically Model S & X owners with HW3 who are waiting on FSD v14 Lite – I spoke to @aelluswamy at the Cybercab launch, & when I asked for an ETA on v14 Lite for S/X owners, he said, “Oh, I thought it was supposed to go out last week.”
So: soon! 🙌
— Ryan McCaffrey (@DMC_Ryan) September 7, 2026
Those cars are not the current Model S and Model X, which already ship with Hardware 4. They are the pre-refresh flagships built around Tesla’s older Autopilot computer, often called HW3 or AI3.
Tesla stopped putting that computer in new vehicles years ago, which is why owners treat these S and X cars as a closed generation. Model 3 and Model Y vehicles on the same computer began receiving v14 Lite in late June 2026 and saw a wider North American expansion in July. South Korea followed as an early international market. The S and X versions of the same software never joined that wave.
v14 Lite is Tesla’s way of squeezing the current v14 driving stack onto hardware that cannot run the full AI 4 model. The company describes the process as distillation: behaviors learned on the newer computer, including reinforcement learning and offline models, are compressed so the older chip and cameras can use them as a guide.
Early descriptions put the distilled network at roughly 15 percent of the original size. The result is still supervised Level 2 driving. Tesla has been clear that HW3 cannot support unsupervised Full Self-Driving or robotaxi operation because of memory and bandwidth limits.
The feature list is what made the wait so frustrating for S and X owners, as plenty of new features are to be shipped with it.
Official notes for the first Lite build, firmware 2026.20.5.1, added parking, unparking, and reversing; arrival options for a parking lot, street, driveway, or curbside; speed profiles that stay available at all times; and start-from-park engagement. Tesla also claimed better handling of merges, forks, pedestrians, traffic lights, and cut-ins, plus fewer false slowdowns and smoother lane centering.
A mid-July follow-on build, 2026.20.6.10, added more of the Hardware 4 interface, including a standalone Self-Driving app and the ability to start a trip from Park without a brake-pedal confirmation.
Elluswamy called that version the one “likely going to wide release.”
That wide release already reached most other HW3 cars in the United States and Canada. International timing still depends on regional validation and regulatory approval. For S and X owners, the remaining work appears to be model-specific validation rather than a new software stack.
There is no official Tesla changelog or build number for those two models yet, only Elluswamy’s offhand timeline. Some HW3 drivers who already have Lite report large gains over v12.6; others have described new indecision or phantom braking. The next test will be whether the same software lands cleanly on the older flagships that have waited the longest.
Yesterday, we reported on Tesla Cybertruck getting some major adjustments from a manufacturing standpoint in an effort to make the all-electric pickup more cost-effective, more reliable, more serviceable, and more easily produced.
Tesla Cybertruck engineer reveals new changes in ‘constantly evolving’ pickup
One of those changes was the addition of a self-reinforcing polypropylene aero shield that sits underneath the truck. Previously, Tesla utilized aluminum for this, but the self-reinforcing polypropylene was more durable while also being cheaper and lighter.
Tesla has revealed another small change it made to the Cybertruck, and it has to do with the side repeater cameras.
Tesla does not wait for a new model year to improve its vehicles. On September 8, Cybertruck lead engineer Wes Morrill posted side-by-side photos of an updated side repeater camera housing now rolling off the line at Gigafactory Texas.
The triangular camera pod mounted on the front fender looks almost identical at first glance. A closer look reveals a revised contour that uses the air already flowing around the truck to keep the lens clearer in rain and road spray.
The side repeater camera was updated – the version on the left is the newer part which uses passive geometry to create airflow disturbance that better keep water off the lens while driving. No cost penalty, just pure vision improvement. pic.twitter.com/wAbXtcL1Jf
— Wes (@wmorrill3) September 8, 2026
The side repeater cameras sit in an exposed position on the Cybertruck’s angular stainless-steel body.
In wet weather, they readily collect water droplets that can degrade the image Autopilot and Full Self-Driving use for lane changes and blind-spot monitoring. Early production trucks sometimes left owners wiping lenses by hand or accepting temporary restrictions on driver-assistance features.
Tesla has added washers to cameras on certain other models and on Cybercab prototypes, but those active systems add cost, complexity, and extra potential leak points.
The new housing solves the problem with passive geometry. Subtle changes in the surround create localized airflow disturbances as the vehicle moves. Those eddies physically push water droplets away from the optical surface. Morrill called the result “pure vision improvement” achieved at “no cost penalty.” Once the production mold is updated, every subsequent part costs the same as the original.
The advantages compound quickly. Clearer cameras in rain improve the reliability of driver-assistance features precisely when they are needed most. The design consumes no extra energy and introduces no new failure modes.
New Cybertrucks built after the tooling changeover receive the updated part automatically. Some owners of trucks delivered as late as June 2026 have already confirmed they received the revised housing. Retrofit questions have appeared in replies, and the cameras appear electrically compatible, though Tesla has not announced an official service program.
A few millimeters of reshaped housing will not make headlines the way a new battery pack does, but these changes are incremental and increase the Cybertruck’s effectiveness as a vehicle over time.
This improvement illustrates how Tesla continues to refine the Cybertruck after volume production began. Better wet-weather vision, zero added cost, and no extra hardware add up to a meaningful gain in everyday usability and safety.
Tesla is rolling out a new version of its Full Self-Driving suite to some owners that comes with the massive addition of a safety feature.
Tesla is rolling out Automatic Collision Evasion with the 2026.27.6 Software Update, which started rolling out to some vehicles last night. We received the update, along with Full Self-Driving v14.3.9, as well as v14.2 Lite, which has identical release notes as the previous version and seems to have some refinements and improvements in behavior and performance.
🚨 Tesla FSD v14.3.9 is rolling out as well as 2026.27.6 which includes Automatic Collision Evasion
Brand new safety features from a software update. My Tesla gets better everytime I get one of these pic.twitter.com/ctrMiQXWhM
— TESLARATI (@Teslarati) September 8, 2026
However, most of the attention has fallen on the Automatic Collision Evasion feature, which we covered in an article last week.
The function will activate Full Self-Driving to “try to keep your vehicle safe and then continue driving. It can engage in the following situations while you are driving manually:
- Scenario 1: A frontal collision is imminent and braking alone may not avoid it.
- Scenario 2: Your vehicle detects that you are not sufficiently attentive to the road (for example, reaching toward the back seat), or that Full Self-Driving (Supervised) may have been unintentionally disengaged.”
Essentially, FSD will take over when the vehicle determines you are not paying sufficient attention or are heading toward a potential collision. The addition of this feature is incredibly useful as distracted driving is a major issue in today’s world.
Along with the new safety feature is Tesla FSD v14.3.9, which has no additional release notes compared to the previous version, but in my first drives, my first impression is that operation is great, and parking is still sort of a pain point.
Just took a 15-mile round trip to the gym and back
Pretty on par with what FSD is nowadays – really good. Not enough time to see what’s good and what’s bad, but these first rides on any version feel shockingly good. They’re all pretty identical https://t.co/WN1qTg4bhE
— TESLARATI (@Teslarati) September 9, 2026
Additionally, Tesla v14.2. Lite has arrived. A great review of that is available here:
— Zack (@BLKMDL3) September 9, 2026
The addition of an Automatic Collision Evasion feature is similar to that of other collision avoidance systems that are used by companies like Hyundai, Kia, and Genesis. These programs typically utilize radar and camera sensors to apply emergency brakes autonomously, though evasive steering in a manual driving mode is pioneered primarily by Tesla’s newest addition.
Tesla’s two defunct flagship models are getting a big upgrade
This tiny Tesla Cybertruck adjustment has big advantages
