News
Tesla’s Cybertruck does not need traditional ‘truck people’s’ support to succeed
The Tesla Cybertruck is not a vehicle that could be appreciated by everyone. Uncompromisingly futuristic and angular to a fault, the vehicle looks less like a traditional pickup compared to other all-electric trucks like the Rivian R1T. Thanks to its polarizing looks, Tesla critics have predicted that the Cybertruck would be a flop, since the vehicle would not appeal to traditional “truck people,” who have preconceived notions about what a pickup should look like.
To be fair, the Cybertruck has received harsh criticism from a good number of classic pickup truck enthusiasts. Yet, despite this, the idea that the all-electric truck would fail because it would not appeal to a “typical Ford F-150 buyer” will likely be proven wrong. In fact, if one were to look at the history of Tesla’s vehicles, particularly the Model 3, one would note that the electric car maker’s cars do not really need the support of an existing demographic to be a success.
Tesla made a rather strange decision when it decided to start the Model 3’s rollout on the United States. During that time, some of the company’s critics pointed to the alleged folly of this strategy, particularly as the US’ luxury sedan market was in a steep decline. Yet, when Tesla hit its stride with Model 3 production, this bearish thesis was proven wrong. American car buyers bought the electric sedan, ending 2018 as the best-selling luxury car on the market with over 145,000 units sold.
Tesla’s later discussions on Model 3 trends featured interesting insights about the vehicle and why it continued to buck the trend by thriving despite the decline in the US’ sedan sales. As it turned out, the Model 3 did not just convert existing luxury car buyers when it was released — it actually inspired a new type of electric car buyer. What are these customers? They were people who have never considered buying a premium vehicle before.
This is why some of the top vehicles traded in for the Model 3 include more affordable vehicles like the Toyota Prius and the Honda Accord. By offering the best tech and safety at a price point that’s justified by a significantly lower total cost of ownership, Tesla ended up encouraging customers to acquire the Model 3, even if they have to make a stretch to do so. By doing this, the Model 3 was essentially able to create a market for itself. The same could happen to the Cybertruck.
Thus, while it is true that the Cybertruck may never convert die-hard “truck people” who are loyal to veteran brands, the vehicle may also easily attract buyers who were previously not in the market for a pickup truck at all. This is already hinted at by some reservation holders who have shared their insights online, with some admitting that they are not “truck people” at all, but they are attracted to the Cybertruck’s cost and features nonetheless. Starting at $39,990, the Cybertruck is only a bit more expensive than the Standard Range Plus Model 3, which is a sedan.
The Tesla Cybertruck is still more expensive than entry-level pickups on the market, but it is priced very competitively against full-sized, double-cab pickups from rival carmakers. The vehicle is also loaded to the teeth with standard features that would otherwise require an aftermarket modification, such as its motorized tonneau cover. Couple this with a lower cost of ownership compared to massive fuel and maintenance costs incurred by conventional gas-guzzlers like the Ford F-150 and the Cybertruck becomes a very attractive vehicle, pickup veterans and otherwise.
H/T u/Dandan0005/Reddit
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Starlink achieves major milestones in 2025 progress report
