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Tesla Cybertruck’s ‘simple’ design goes way deeper than you think
Elon Musk’s Cybertruck is Tesla’s boldest vehicle yet. With its sharp edges and its unapologetically futuristic look, the Cybertruck appears to be a vehicle that is designed to shock and polarize. Yet, behind its almost brutalist exterior lies a clever theme that gives the Cybertruck the potential to be Tesla’s most disruptive vehicle to date, mainly due to its production efficiencies that are tied to its very exoskeleton.
When Tesla unveiled the Cybertruck on Thursday night, a good number of netizens and those who were in attendance at the event were shocked. The massive vehicle was clad in cold, hard, unpainted stainless steel, and its sharp triangular design makes it look extremely different from every other pickup truck on the market. Elon Musk has been saying that the Cybertruck will be polarizing, and it definitely was.
Unlike Tesla’s other vehicles like the Model S, X, and Model 3, the Cybertruck uses an exoskeleton that is made from a new variant of 3000 series stainless steel that’s cold-worked several times. The material is tough and is not unlike the steel used in SpaceX’s gigantic Starship. With this system in place, Tesla is able to skip the traditional stamping process for the vehicle’s body panels. Instead, the Cybertruck’s frame will be laser cut and folded, much like an origami that’s made of steel.
And just like actual Japanese origami, the Cybertruck’s stainless steel body is actually folded into shape instead of being cut up into several pieces and stamped multiple times by massive machines, according to an exclusive look into the vehicle by MotorTrend. Considering that the stamping process is very capital intensive (stamping machines are among the largest and most expensive components of a car factory), Tesla’s origami-style design for the Cybertruck becomes a very cost-effective way to produce a massive, durable, futuristic vehicle at relatively low cost.
Elon Musk recently elaborated on this in a recent tweet, stating that the Cybertruck’s 3mm-thick stainless steel exoskeleton is not very friendly to stamping machines. “Reason Cybertruck is so planar is that you can’t stamp ultra-hard 30X steel, because it breaks the stamping press,” Musk wrote.
Using stainless steel also allows Tesla to skip out on the painting of the vehicle, allowing the company to not use a paint shop in the vehicle’s production process. This results in further savings, while also avoiding the paint headaches that Tesla had to deal with when it ramped its previous vehicles, particularly the Model 3.
The absence of the stamping press and the paint shop in the Cybertruck’s production has another advantage, in the way that the vehicle’s production line could probably be done in a relatively small area. Without giant stamping presses and an expansive paint shop, after all, Tesla could produce the Cybertruck in an assembly line that is designed for speed.
The EV community was shocked by the starting price of the Cybertruck just as much as it was shocked by the vehicle’s design. Starting at $39,990, the base Cybertruck is very competitively priced and is chock full of tech that its competitors simply cannot hold a candle to. Couple this with a design that is optimized for efficiency, and the vehicle could very well be a disruptor on its own right in the highly-competitive pickup truck segment.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
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Tesla FSD (Supervised) is about to go on “widespread” release
In a comment last October, Elon Musk stated that FSD V14.2 is “for widespread use.”
Tesla has begun rolling out Full Self-Driving (Supervised) V14.2, and with this, the wide release of the system could very well begin.
The update introduces a new high-resolution vision encoder, expanded emergency-vehicle handling, smarter routing, new parking options, and more refined driving behavior, among other improvements.
FSD V14.2 improvements
FSD (Supervised) V14.2’s release notes highlight a fully upgraded neural-network vision encoder capable of reading higher-resolution features, giving the system improved awareness of emergency vehicles, road obstacles, and even human gestures. Tesla also expanded its emergency-vehicle protocols, adding controlled pull-overs and yielding behavior for police cars, fire trucks, and ambulances, among others.
A deeper integration of navigation and routing into the vision network now allows the system to respond to blocked roads or detours in real time. The update also enhances decision-making in several complex scenarios, including unprotected turns, lane changes, vehicle cut-ins, and interactions with school buses. All in all, these improvements should help FSD (Supervised) V14.2 perform in a very smooth and comfortable manner.
Elon Musk’s predicted wide release
The significance of V14.2 grows when paired with Elon Musk’s comments from October. While responding to FSD tester AI DRIVR, who praised V14.1.2 for fixing “95% of indecisive lane changes and braking” and who noted that it was time for FSD to go on wide release, Musk stated that “14.2 for widespread use.”
FSD V14 has so far received a substantial amount of positive reviews from Tesla owners, many of whom have stated that the system now drives better than some human drivers as it is confident, cautious, and considerate at the same time. With V14.2 now rolling out, it remains to be seen if the update also makes it to the company’s wide FSD fleet, which is still populated by a large number of HW3 vehicles.
Tesla analyst maintains $500 PT, says FSD drives better than humans now
SpaceX Starship Version 3 booster crumples in early testing
