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Why Tesla can’t ditch the Cybertruck for a traditional pickup design
The Tesla Cybertruck is so “Tesla,” it’s not even debatable. To me, at least. The truck is the true embodiment of everything the electric automaker had stood for during the last seventeen years when it was established in 2003. It breaks all the rules; it goes against the look and feel of “traditional” automotive manufacturing. It is a rebellious statement against the normal boundaries of what a truck is “supposed” to be. Making a traditional, typical, and standard pickup truck would break all of Tesla’s rules, and if the company ends up designing it, it would mean that the legacy automakers have won.
Earlier this week, CEO Elon Musk said that if the Cybertruck happens to tank in sales, Tesla will end up designing a more traditional pickup for the market to consider. Even though I openly said I don’t think that Tesla will have to worry about designing and manufacturing a Cybertruck alternative, the possibility still worries me.
I know what many of you are probably thinking. “Joey, that’s really extreme.” Or, maybe, “Joey, that’s ridiculous, Tesla is just doing what it can to stay competitive in a popular market in case the Cybertruck tanks.”
Sure, I can agree with the second one from an economic standpoint for the company, but I certainly don’t see my point of view as extreme.
Tesla’s Cybertruck, when it was unveiled, shocked the world. It made everyone question what the company was doing. I’ll admit, when I saw that beast roll out onto the stage in Hawthorne, California, I was skeptical. I think I said something along the lines of, “What the hell is that thing?”
But as the presentation went on, I found myself increasingly interested in what Tesla was doing. I realized it was meant to be ridiculous, different, and “polarizing,” as so many people like to call it. It made the entire automotive industry look at the company, and it has worked thus far because it is arguably the most talked-about vehicle in recent memory.
Let’s be honest: Tesla has always broken the rules. Skeptics said the Model S would fail. It didn’t. They said Tesla couldn’t attain a considerable or acceptable range for its EVs. The company did and has scrapped vehicle models that aren’t capable of “acceptable range” of over 250 miles. They said the company couldn’t make an affordable vehicle. The Model 3 and Model Y are both mass-market cars geared toward affordability. They said Tesla couldn’t turn a profit. It just did, for the fourth consecutive quarter.
Tesla has always done what people said wasn’t possible. The Cybertruck is just one of the latest examples.
When the Cybertruck was unveiled, people said, “Nobody will buy that.” “It’s ugly.” “Even if people buy it, it won’t perform well against petrol-powered pickups.”
It has a substantial amount of pre-orders. According to CybertruckOwnersClub’s reservation number decoder, it has over 750,000 pre-orders.
It may be ugly to some, but that’s an opinion and subjective. I find the truck unique and beautiful in its own way.
The Cybertruck won a Tug-of-War against an F-150.
There are those three theories debunked.
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But more significant than that, the Cybertruck is really an embodiment of Tesla’s mission as a whole. It has always been to prove the doubters wrong, to change the way people look at cars. Before Tesla, people saw their everyday drivers as a way to get from Point A to Point B. Some were faster than others, some were louder than others, and some had better stereos than others. The point is, when Tesla’s came out, their vehicles became more than a daily transportation outlet. They became entertainment machines, and they changed the way the world looked at a car.
The Cybertruck did the same thing. It changed the way people looked at trucks, even though nobody has one yet. It is a summarization of what Tesla has always meant and tried to convey to people. Change the way people look at something, and the possibilities become limitless. Before the Cybertruck, people thought that the “truck” had to have a cab, a bed, and look nearly the same as every other pickup on the market. But that’s the thing. Tesla has never used the rules or the “typical” idea for anything. That’s what makes Tesla, Tesla.
People knew battery-powered cars were possible, but nobody was good at it. The other car companies in the world were too focused on making their petrol engines more advanced at the time. After all, nobody was anxious about climate change at the time. At least, it wasn’t widely accepted by people until the mid-2000s from what I remember.
Tesla changed all of that. They proved electric cars didn’t have to be slow, or boring “like a golf cart,” as Elon Musk once said.
In my opinion, we won’t see a traditional Tesla truck. I don’t think the Cybertruck will tank in terms of sales, and I don’t believe that Tesla will be interested in being just another car company that makes a truck that looks like everyone else’s.
The Cybertruck goes against all the rules, and that’s more “Tesla” than anything.
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Elon Musk
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said.
Tesla CEO Elon Musk sent a final warning to former Microsoft CEO Bill Gates over his short position, which he confirmed he held to Musk directly several years ago.
Gates has been a skeptic of Tesla for some time, but he has also tried to work with Musk on philanthropic opportunities several years ago, which was coincidentally when he admitted to the company’s frontman that he held a short position.
Musk was, in turn, “super mean” to Gates, according to Walter Isaacson’s biography about the Tesla CEO. Gates had put $500 million against Tesla, shorting the stock and hoping to profit from its failure.
Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’
A short position essentially means Gates is betting Tesla shares will go down, which would make him money. However, shares have gone up over six percent this year and increased nearly 150 percent over the past five years.
At the recent Annual Shareholder Meeting, Musk made many claims about Tesla’s future projects and how they could manage to disrupt various industries. He also recently had a massive $1 trillion compensation package approved, which will be awarded in twelve tranches, all of which combine a company valuation goal and an individual goal related to a product.
Musk was able to complete his last approved pay package, but it was not awarded due to a ruling by a Delaware Chancery Court. Nevertheless, his track record of proving growth for Tesla shareholders is excellent, and investors are obviously very encouraged by his capabilities as a CEO, considering 76.6 percent of shareholders voted to approve his new compensation.
After it was revealed that the Gates Foundation dumped 65 percent of its Microsoft position for nearly $9 billion, Musk had one final message for him: drop your Tesla short position soon, or else.
If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon
— Elon Musk (@elonmusk) November 16, 2025
Musk’s rivalry with Gates is mostly founded on the Tesla CEO’s discontent with the former Microsoft frontman’s short position. However, Musk might have a bit of a soft spot for Gates, considering he is giving him a warning of what is potentially to come. If he really wanted to do some damage to Gates, he would not give him any heads-up at all.
News
Tesla rolls out most aggressive Model Y lease deal in the US yet
With the promotion in place, customers would be able to take home a Model Y at a very low cost.
Tesla has rolled out what could very well be its most aggressive promotion for Model Y leases in the United States yet. With the promotion in place, customers would be able to take home a Model Y at a very low cost.
Zero downpayment leases
The new Model Y lease promotion was initially reported on X, with industry watcher Sawyer Merritt stating that while the vehicles’ monthly payments are still similar to before, the cars can now be ordered with a $0 downpayment.
Tesla community members noted that this promotion would cut the full payment cost of Model Y leases by several thousand dollars, though prices were still a bit better when the $7,500 federal tax credit was still in effect. Despite this, a $0 downpayment would likely be appreciated by customers, as it lowers the entry point to the Tesla ecosystem by a notable margin.
Premium freebies included
Apart from a $0 downpayment, customers of Model Y leases are also provided one free upgrade for their vehicles. These upgrades could be premium paint, such as Pearl White Multi-Coat, Deep Blue Metallic, Diamond Black, Quicksilver or Ultra Red, or 20″ Helix 2.0 Wheels. Customers could also opt for a White Interior or a Tow Hitch free of charge.
A look at Tesla’s Model Y order page shows that the promotion is available for all the Model Y Premium Rear-Wheel Drive and the Model Y Premium All-Wheel Drive. The Model Y Standard and the Model Y Performance are not eligible for the $0 downpayment or free premium upgrade promotion as of writing.
News
Tesla is looking to phase out China-made parts at US factories: report
Tesla has reportedly swapped out several China-made components already, aiming to complete the transition within the next two years.
Tesla has reportedly started directing its suppliers to eliminate China-made components from vehicles built in the United States. This would make Tesla’s US-produced vehicles even more American-made.
The update was initially reported by The Wall Street Journal.
Accelerating North American sourcing
As per the WSJ report, the shift reportedly came amidst escalating tariff uncertainties between Washington and Beijing. Citing people reportedly familiar with the matter, the publication claimed that Tesla has already swapped out several China-made components, aiming to complete the transition within the next two years. The publication also claimed that Tesla has been reducing its reliance on China-based suppliers since the pandemic disrupted supply chains.
The company has quietly increased North American sourcing over the past two years as tariff concerns have intensified. If accurate, Tesla would likely end up with vehicles that are even more locally sourced than they are today. It would remain to be seen, however, if a change in suppliers for its US-made vehicles would result in price adjustments for cars like the Model 3 and Model Y.
Industry-wide reassessments
Tesla is not alone in reevaluating its dependence on China. Auto executives across the automotive industry have been in rapid-response mode amid shifting trade policies, chip supply anxiety, and concerns over rare-earth materials. Fluctuating tariffs between the United States and China during President Donald Trump’s current term have made pricing strategies quite unpredictable as well, as noted in a Reuters report.
General Motors this week issued a similar directive to thousands of suppliers, instructing them to remove China-origin components from their supply chains. The same is true for Stellantis, which also announced earlier this year that it was implementing several strategies to avoid tariffs that were placed by the Trump administration.
@teslarati 🚨 Tesla Full Self-Driving v14.1.7 is here and here’s some things it did extremely well! #tesla #teslafsd #fullselfdriving ♬ You Have It – Marscott
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
Tesla rolls out most aggressive Model Y lease deal in the US yet
Tesla is looking to phase out China-made parts at US factories: report
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