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The Tesla Cybertruck’s tough character can help address a horrible emissions trend
An emissions problem that seems worse than Dieselgate may be brewing in the United States, and it would likely take a perception shift to battle it well. As indicated by a new federal report from the Environmental Protection Agency’s Office of Civil Enforcement, over half a million owners and operators of diesel pickup trucks in the US have been illegally disabling their vehicles’ emissions control technology during the past decade. This trend, which continues to be popular, have allowed excess emissions equivalent to around 9 million extra trucks on the road.
Intentional Emissions
The EPA’s findings in its report echo the shocking revelations of the Dieselgate scandal, which involved Volkswagen admitting to illegally installing defeat devices in millions of passenger cars worldwide to cheat emissions tests. About half a million of these vehicles were sold in the United States. Yet inasmuch as Dieselgate was shocking, what makes the EPA’s recent report quite alarming is the fact that truck owners themselves are the ones–as well as small auto shops–who are willingly installing the illegal emissions-increasing devices on their pickups.
This makes it extremely difficult to accurately measure the scope of the US pickup truck market’s emissions problem. The EPA’s report estimates that there are over half a million pickup trucks in the US equipped with emissions-increasing devices over the past decade. However, the EPA’s study only focused on devices that were installed in heavy pickup trucks like the Chevy Silverado and the Dodge Ram 2500, which weigh between 8,500 to 14,000 pounds. Considering that some owners of smaller trucks like the Ford Ranger may also be engaged in the same practice, there is a good chance that the US’ pickup truck emissions problem may very well be far bigger, involving millions of vehicles nationwide.
“One reason it is difficult to estimate the full extent of tampering nationwide is that the Air Enforcement Division has reason to believe this conduct occurs within most or all categories of vehicles and engines, including commercial trucks, passenger vehicles, pickup trucks, motorcycles, forestry equipment, and agricultural equipment,” the report read.
Worse than Dieselgate
According to the report, the modifications that “diesel tuners” in the US place in pickup trucks could result in the release of over 570,000 tons of nitrogen dioxide, a substance associated with diseases like heart and lung disease, over the lifetime of the vehicles. This is more than 10x the excess nitrogen oxide emissions attributed to Volkswagen’s Dieselgate vehicles that were sold in the United States. The report further stated that the modified pickup trucks will hit 5,000 excess tons of industrial soot over their lifetime. Industrial soot, also known as particulate matter, is linked to respiratory diseases and higher death rates for COVID-19 patients.
John Walke, an expert in air pollution law at the Natural Resources Defense Council, noted in a statement to The New York Times that the EPA’s findings came at the worst time possible. “A global respiratory pandemic is the worst time to find out that there is this massive cheating by the makers of these devices. That is an astronomically high level of smog-forming pollution. It’s happening at ground level where people are breathing the fumes. And if the problem extends to other vehicles it’s almost unimaginable what the health impact will be,” he said.
Phillip Brooks, a former EPA emissions investigator and a veteran of the Dieselgate case, shared his thoughts on the US pickup truck market’s budding emissions controversy. “The aftermarket defeat device problem is huge. A lot of people just don’t understand what the problem is — your average person buys a vehicle and says, it’s my vehicle, I can do what I want with it. They may not even be aware that these devices are illegal,” he said. “But the real question is impact. If 10 people do it, there’s no impact. But these are numbers that are meaningful for air quality. This is not a great way to express how to be a free American, but there are a lot of people out there who think that way.”
The Need for a Diesel Pickup Predator
To battle such a horrible emissions trend, a change of perception is needed that is not that different from what the Model S ushered in for the high-performance sedan market. Diesel tuners, after all, equip vehicles with illegal emissions-increasing equipment largely to improve a pickup truck’s performance. If a vehicle were to be introduced in the pickup truck market that is so far ahead in durability, power, and performance compared to the veterans of the pickup segment, then large diesels could end up going the way of horse-drawn buggies. There are few vehicles that are better at leading this charge than the Tesla Cybertruck.
Similar to the next-generation Roadster, the Tesla Cybertruck has the potential to be a “smackdown” of sorts to the diesel pickup truck market. It’s a large vehicle with a domineering stance designed to look like a futuristic armored personnel carrier. Avid diesel aficionados tend to poke fun at EVs due to their tame, sleek, looks. There’s nothing of that in the all-electric pickup. The Cybertruck, with its XY, origami-like exoskeleton, is a steel beast: tough, unapologetic, and it looks like something that even a large diesel truck should not cross. This trend continues to the Cybertruck’s performance and utility, with its 0-60 mph time of 2.9 seconds, its 6.5-foot truck bed, its 14,000-lb towing capacity, and 500+ miles of range.
Assuming that Tesla does release the Cybertruck with specs that meet those that were announced during the vehicle’s unveiling, the all-electric pickup could utterly outperform diesel rivals to such a degree that it would be embarrassing for traditional trucks to stand toe-to-toe against the steel monster. And once this is established, perhaps the time would soon come when diesel-powered modified trucks could become laughable in the face of superior vehicles that just happen to have zero emissions. Such a time, while unfortunate for the US’ long history of large diesel trucks, would likely be appreciated by the environment and the populace as a whole.
Read the EPA’s report on tampered US pickup trucks and their emissions below.
EPA-US Emissions Scandal Pickup Trucks by Simon Alvarez on Scribd
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
