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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
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
