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Tesla’s Giga Texas completely solves the Cybertruck’s ‘Cowboy Problem’
Yesterday, Elon Musk posted a cryptic tweet asking the Twitterverse about the possibility of Tesla establishing a Giga Texas facility. The response was overwhelmingly positive, despite some Tesla supporters questioning the rationale behind the notion of investing in a state that has been practically hostile to the company. Yet Tesla’s upcoming lineup of vehicles, particularly its Cybertruck, the addition of Giga Texas to the company’s growing list of factories may very well be a godsend. It could, for one, address the Cybertruck’s “Cowboy Problem” in Texas.
Texas is a large market for pickup trucks. Pickups are so popular in the Lone Star state that the automotive auctioneering firm Mecum did not even bother including sedans and other cars in its auction in Houston last year. Texas accounts for about one of every six pickups sold in the United States. Considering that trucks are among the most popular vehicles in the country, this number is very substantial. This is a goldmine that disruptive all-electric companies like Tesla can tap into, provided their vehicles are embraced by consumers.
In a recent article, author David Freedman noted that real truck buyers primarily worship a vehicle’s specs and utility when considering their next purchase. This is the reason why workhorses such as the Ford F-150 have become such a juggernaut in the United States auto market, and in Texas in particular. Former GM executive Tony Posawatz, who was behind the Chevy Volt, highlighted this in a statement. “Truck buyers are more sophisticated than car buyers in what they’re looking for. They look at their truck as a tool,” he said.
Tesla and its Cybertruck team appear to be fully aware of this, as evidenced by the vehicle’s features and specs, many of which seemed to have been included following CEO Elon Musk’s brainstorming session with his followers on Twitter. From hauling capacity to sheer unadulterated power, the Cybertruck has it all. The vehicle even offers a range of over 500 miles per charge in its sub-$70,000 configuration, something that is yet to be matched by other upcoming EV truck makers like Rivian. The Cybertruck is designed to take an immense amount of punishment without flinching as well, thanks to its stainless steel exoskeleton.
Its controversial looks aside, the Cybertruck objectively has the features and specs that can make it a massive disruptor in the EV segment. Yet there are psychological barriers that work against the vehicle’s favor, and one of them may very well be Tesla’s reputation as a California-bred, Silicon Valley-based company that makes sleek, futuristic cars. Simply put, Tesla does not have the reputation of a car maker that can produce tough vehicles for work. Ford, GM, and other veteran automakers do, and they could be counting on this for their own upcoming electric trucks.
Gabriel Smart of Planet Ford in Houston, which primarily sells trucks, describes the automaker’s pitch for its F-150. “When someone comes in for a Ford truck, it’s because that’s what their buddy drives, it’s what their dad drives, it’s what their granddad drives. So that’s what they want to drive, too,” he said. Tesla, then, has a challenge ahead of it. The company would not only have to buck the stereotypes of electric vehicles with the Cybertruck; it would also have to prove to dedicated truck buyers that its all-electric pickup is a serious alternative to tried and tested vehicles such as the F-150.
One of the ways that the company can do this is to simply make the Cybertruck as the de facto electric vehicle of Texas by producing the truck right in the state itself. If Giga Texas does pan out, and if the facility ends up producing vehicles like the Cybertruck, it would be very difficult for Texas’ regulators and truck buyers to not support the vehicle. The Cybertruck is already compelling enough with its specs, features, and price alone. Add the fact that it is built using American labor at the heart of pickup country, and the vehicle may very well become the symbol of the US’ next-generation of trucking. This, ultimately, solves any possible “Cowboy Problem” Tesla may have with its all-electric pickup, and it may open up the state to more of the company’s vehicles as well.
Elon Musk noted during the fourth-quarter earnings call that the demand for the Cybertruck has been impressive so far, with the company getting enough orders to correspond to several years’ worth of production. “I have never seen actually such a level of demand as this — we’ve never seen anything like it basically. I think we will make as many as we can sell for many years. So — as many — we’ll sell as many as we can make, it’s going to be pretty nuts,” Musk said. And this is all before the Cybertruck can even tap into the heart of the US’ pickup market.
The Cybertruck is expected to enter the market next year. Tesla plans to start with the tri-motor AWD and dual motor AWD. The $39,990 single motor RWD Cybertruck, which undercuts competitors such as the Rivian R1T, is expected to start production in late 2022.
Elon Musk
Elon Musk’s lawsuit against OpenAI and Microsoft is heading to jury trial
The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.
OpenAI Inc. and Microsoft will face a jury trial this spring after a federal judge rejected their efforts to dismiss Elon Musk’s lawsuit, which accuses the artificial intelligence startup of abandoning its original nonprofit mission. The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.
As noted in a report from Bloomberg News, a federal judge in Oakland, California, ruled that OpenAI Inc. and Microsoft failed to show that Musk’s claims should be dismissed. U.S. District Judge Yvonne Gonzalez Rogers stated that while the evidence remains unclear, Musk has maintained that OpenAI “had a specific charitable purpose and that he attached two fundamental terms to it: that OpenAI be open source and that it would remain a nonprofit — purposes consistent with OpenAI’s charter and mission.”
Judge Gonzalez Rogers also rejected an argument by OpenAI suggesting that Musk’s use of an intermediary to donate $38 million in seed money to the company stripped him of legal standing. “Holding otherwise would significantly reduce the enforcement of a large swath of charitable trusts, contrary to the modern trend,” Judge Gonzalez Rogers wrote.
The judge also declined to dismiss Musk’s fraud allegations, citing internal OpenAI communications from 2017 involving co-founder Greg Brockman. In an email cited by the judge, fellow OpenAI board member Shivon Zilis informed Musk that Brockman would “like to continue with the non-profit structure.”
Just two months later, however, Brockman wrote in a private note that he “cannot say that we are committed to the non-profit. don’t want to say that we’re committed. if three months later we’re doing b-corp then it was a lie.”
Marc Toberoff, a member of Musk’s legal team, said Judge Gonzalez Rogers’s ruling confirms that “there is substantial evidence that OpenAI’s leadership made knowingly false assurances to Mr. Musk about its charitable mission that they never honored in favor of their personal self-enrichment.”
OpenAI, for its part, maintained that Musk’s legal efforts are baseless. In a statement, the AI startup said it is looking forward to the upcoming trial. “Mr. Musk’s lawsuit continues to be baseless and a part of his ongoing pattern of harassment, and we look forward to demonstrating this at trial. We remain focused on empowering the OpenAI Foundation, which is already one of the best-resourced nonprofits ever,” OpenAI stated.
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Tesla arsonist who burned Cybertruck sees end of FAFO journey
The man has now reached the “Find Out” stage.
A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated.
The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.
A five-year sentence
U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.
As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.
Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members.
The “Finding Out” stage
U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable.
“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”
Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible.
“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”
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Tesla says its Texas lithium refinery is now operational and unlike anything in North America
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
Tesla has confirmed that its Texas lithium refinery is now operational, marking a major milestone for the company’s U.S. battery supply chain. In a newly released video, Tesla staff detailed how the facility converts raw spodumene ore directly into battery-grade lithium hydroxide, making it the first refinery of its kind in North America.
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
A first-of-its-kind lithium refining process
In the video, Tesla staff at the Texas lithium refinery near Corpus Christi explained that the facility processes spodumene, a lithium-rich hard-rock ore, directly into battery-grade lithium hydroxide on site. The approach bypasses intermediate refining steps commonly used elsewhere in the industry.
According to the staff, spodumene is processed through kilns and cooling systems before undergoing alkaline leaching, purification, and crystallization. The resulting lithium hydroxide is suitable for use in batteries for energy storage and electric vehicles. Tesla employees noted that the process is simpler and less expensive than traditional refining methods.
Staff at the facility added that the process eliminates hazardous byproducts typically associated with lithium refining. “Our process is more sustainable than traditional methods and eliminates hazardous byproducts, and instead produces a co-product named anhydrite, used in concrete mixes,” an employee noted.
Musk calls the facility the largest lithium refinery in America
The refinery’s development timeline has been very impressive. The project moved from breaking ground in 2023 to integrated plant startup in 2025 by running feasibility studies, design, and construction in parallel. This compressed schedule enabled the fastest time-to-market for a refinery using this type of technology. This 2026, the facility has become operational.
Elon Musk echoed the significance of the project in posts on X, stating that “the largest Lithium refinery in America is now operational.” In a separate comment, Musk described the site as “the most advanced lithium refinery in the world” and emphasized that the facility is “very clean.”
By bringing large-scale lithium hydroxide production online in Texas, Tesla is positioning itself to reduce reliance on foreign refining capacity while supporting its growth in battery and vehicle production. The refinery also complements Tesla’s nascent domestic battery manufacturing efforts, which could very well be a difference maker in the market.
Elon Musk’s lawsuit against OpenAI and Microsoft is heading to jury trial
Tesla arsonist who burned Cybertruck sees end of FAFO journey
