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Tesla’s Cybertruck does not need traditional ‘truck people’s’ support to succeed

(Credit: Tesla)

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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. 

The Tesla Model 3. (Credit: Tesla)

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. 

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Tesla Cybertruck giving test rides at Los Angeles unveiling event, Nov. 21, 2019 (Photo: Teslarati)
Tesla Cybertruck giving test rides at Los Angeles unveiling event, Nov. 21, 2019 (Photo: Teslarati)

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

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla has to fix a big problem with its old headlights, NHTSA says

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tesla model 3 first generation headlight
Credit: Tesla Asia/Twitter

Tesla had a petition protesting a recall to fix a potential issue with 2017-2023 Model Y and Model 3 vehicles’ headlights was denied, as the National Highway Traffic Safety Administration (NHTSA) disagreed with the company’s opinion of things.

The recall covers approximately 19,917 Model Y and Model 3 vehicles built from 2017 to 2023. Tesla initially submitted a noncompliance report for the headlights on these vehicles on March 15, 2024. Tesla then petitioned for an exemption from the fix, which violated FMVSS No. 108 (40 CFR 571.108), arguing that the “noncompliance is inconsequential as it relates to motor vehicle safety.

The NHTSA disagreed, stating that Tesla’s conclusion that the headlights do not increase any risk was not an opinion it shared. The agency said it disagreed with Tesla’s assumption that glare is not increased to surrounding traffic. This issue could be highlighted even more in certain weather conditions.

Tesla will be required to remedy the issue, the NHTSA ruled:

“In consideration of the foregoing, NHTSA has decided that Tesla has not met its burden of persuasion that the subject FMVSS No. 108 noncompliance is inconsequential to motor vehicle safety. Accordingly, Tesla’s petition is hereby denied, and Tesla is consequently obligated to provide notification of and free remedy for that noncompliance under 49 U.S.C. 30118 and 30120.”

The issue here appears to be the angle of the headlights and the brightness they emit during operation. The NHTSA report states that:

“Tesla’s headlamp supplier, Marelli Automotive Lighting, tested 25 right-hand and 25 left-hand lamps, and for this sample, found the maximum photometric intensity measured in the 10°U to 90°U and 90°L to 90°R zone was between 136.2 cd and 230.1 cd for the right-hand lamps and between 117.5 cd and 160.3 cd for the left-hand lamps. According to Tesla, these tests revealed that the photometric intensity of the right-hand and left-hand headlamp lower beam on the subject vehicles may measure as much as 230.1 cd in the 10°U to 90°U and 90°L to 90°R zone, exceeding the maximum photometric intensity by 105.1 cd. Additionally, Tesla states that a left-hand lamp tested by a Transport Canada recognized laboratory measured a maximum of 171.27 cd in the 10°U to 90°U and 90°L to 90°R zone. Despite these measurements exceeding the allowed photometric maximum of 125 cd, Tesla believes that the subject noncompliance is inconsequential to motor vehicle safety.”

Tesla also argued at some points that the headlights had not been deemed responsible for any complaints, accidents, or injuries related to the noncompliance.

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Lifestyle

NTSB findings on fatal Tesla crash tell a very different story

The NTSB confirmed the driver, not Tesla’s FSD, caused the fatal Texas house crash.

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The National Transportation Safety Board released preliminary findings Wednesday confirming that a Tesla driver, not the vehicle’s software, caused a fatal crash in Katy, Texas in June. The driver, 44-year-old Michael Butler, had engaged Full Self-Driving Supervised mode on Rose Hollow Lane, a residential street with a 30 mph speed limit, before manually overriding the system by pressing the accelerator pedal all the way to 100%. Data recovered from the 2025 Tesla Model 3 showed the vehicle was traveling over 70 miles per hour when it struck a home and killed 76-year-old Martha Avila, who was inside. Weather was clear, the road was dry, and it was daylight.

Texas man charged in fatal Tesla crash where he blamed Autopilot

Butler told authorities he had passed out at the wheel. But security camera footage obtained by the NTSB told a different story, and showed the car accelerating through an intersection before leaving the road entirely. Police also found that Butler’s phone had Google searches including the terms “Tesla FSD not aggressive enough 2026” and “Tesla FSD too timid,” raising serious questions about how he was using the system before the crash. Butler has since been charged with manslaughter. The victim’s family has filed a lawsuit against both Butler and Tesla, alleging negligence.

The NTSB findings aligned directly with what Tesla VP of AI Software Ashok Elluswamy had already stated publicly on X in the weeks after the crash, writing that “the driver manually overrode self-driving by pressing the accelerator all the way to 100%.” The data confirmed his account.

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Investor's Corner

Lucid CEO dispels any rumors of bankruptcy: ‘So far from the facts’

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Credit: Lucid

Lucid CEO Silvio Napoli responded to rumors of an imminent bankruptcy that was reportedly being mulled after a report stated the automaker was working with the firm AlixPartners to iron out its next steps.

The company felt a massive loss on Wall Street yesterday, as the report essentially pushed the stock down as much as 55 percent on Tuesday.

The report, published initially by Eletric-Vehicles.com, claimed Lucid was essentially in dire straits and was told by AlixPartners, a commonly used restructuring advisor, to either take shares private or file for Chapter 11 bankruptcy protection.

Lucid denies rumors of bankruptcy after over 40% stock drop

Lucid’s head of Communications, Nick Twork, immediately challenged the report and stated the company “has sufficient liquidity to carry its operations well into next year.”

Now, the company’s CEO is chiming in as well, stating that the report is “so far from the facts that they require a direct response.”

Napoli said:

“Lucid is not considering bankruptcy or a transaction to take the company private. Those reports are false. The Board did not explore either scenario. Period.

As disclosed in our most recent quarterly filing, Lucid has sufficient liquidity to fund its operations well into next year.

We work with outside advisors to improve operational performance and execution. They are not advising Lucid on a take-private transaction or bankruptcy, and any suggestion that they have recommended either course of action to management or the Board is false.

My priority is clear: turn this company around. That is where the leadership team and I are focused.

I look forward to providing a full update during our quarterly earnings call on August 4th.”

It seems pretty clear that Lucid is confident things will be okay, and, to be honest, they should not have much to worry about, especially considering the company has been backed by the Saudi Public Investment Fund (PIF) for years. It has solid financial backing, and its sales, while weak, are pretty much right on par with a company of this age.

Lucid also sent a Cease & Desist letter to the publication for their report.

Lucid shares have rebounded nicely and are up nearly 21 percent at the time of publication. As soon as the company dispelled the rumors of bankruptcy yesterday, the stock began to climb back toward more reasonable levels.

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