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Tesla’s inexperienced off-road test drivers are doing a disservice to the Cybertruck (Op-ed)
Elon Musk has noted that the Cybertruck has the potential to become Tesla’s magnum opus. The Cybertruck is designed to dominate on the pavement and off-road. With this in mind, the electric vehicle maker should probably deploy test drivers who are very experienced in rough terrain. Otherwise, Tesla runs the risk of giving the Cybertruck a stigma — one which suggests that the vehicle is inadequate when it comes to “real truck” things.
It is no secret that Tesla already gets a lot of negative attention, and this is particularly true for the Cybertruck. The truck’s appearance alone is enough to warrant anger from critics, so any videos featuring the all-electric pickup truck failing in doing “truck things” will undoubtedly be amplified. This could be seen in social media’s reactions to the Cybertruck’s previous outing at Hollister Hills in California.
The Hollister Hills “Steps” Run
Videos of the Cybertruck back then featured the all-electric pickup truck seemingly struggling up Hollister Hills’ “steps.” Such reactions were amplified further when videos of the Rivian R1T and the Ford F-150 Lightning were shared online, showing both electric pickup trucks taking on the Hollister Hills “steps” without as much difficulty as the Cybertruck.
pic.twitter.com/iFwnC98lYw— ⭕️ CyberMike ⭕️ (@CyberMikeOG) November 15, 2023
Cake walk! Tried to copy what the Cybertruck did https://t.co/t9gkJKfBXw pic.twitter.com/pBDnFw7kcw— omg_Tesla/Rivian (@omg_tesla) November 12, 2023
At the time, Tesla watchers noted that the Cybertruck’s difficulties in the “steps” seemed to be due to the capabilities of its driver, who did not seem very experienced in off-road settings. The Rivian R1T and Ford F-150 Lightning’s drivers, on the other hand, seemed more familiar with such scenarios. The Cybertruck ultimately received quite a bit of flak from critics for being the “worst” among the three electric pickup trucks that took on the Hollister Hills “steps.”
Cybertruck’s Embarrassing Snowy Mishap
More recently, an even more embarrassing video of the Cybertruck has started making the rounds online. This time around, the Cybertruck could be seen getting stuck on a snowy incline. The all-electric pickup truck, which seemed to be carrying a tree on its bed, was evidently stuck, as the driver could be seen pressing on the throttle to no avail. The Cybertruck was ultimately towed out of the incline by a Ford pickup truck.
This is an example of someone without off-roading experience. There is no reason the Cybertruck couldn’t get up that small incline except for an inexperienced driver or this was done purposely to attempt to make the Cybertruck look bad. pic.twitter.com/DuJP6HE7Kd— Miss Jillybean (@MissJilianne) December 12, 2023
yikes https://t.co/bYVNeip2PB— JerryRigEverything (@ZacksJerryRig) December 12, 2023
Longtime electric vehicle owners, especially those who have experience off-roading, have noted on social media that the Cybertruck’s driver could have done a number of things that could have helped prevent the vehicle getting stuck. The all-electric pickup’s tires were evidently not fit for the terrain, and the driver’s actions with the Cybertruck’s throttle gave the impression that there was a lack of off-road experience at play. Some EV watchers even noted that the Cybertruck’s lousy performance on the snowy incline was so bad that it would not have been surprising if the vehicle was being intentionally sabotaged.
Fostering a Negative Narrative
What’s quite unfortunate is that the group that pulled out the Cybertruck actually provided some context about the incident, noting that the vehicle also had a software issue that caused its rear brakes to not act like “lockers.” The Cybertruck in the video was also a release candidate, so it had no recovery or pickup points. These comments from the group that pulled out the Cybertruck provided a good explanation behind the incident, but they did little to shift the narrative. As far as social media was concerned, the Cybertruck had another epic fail off-road, and that was it.
More info on the Cybertruck stuck on a snowy hill: lockers did work, recovery points missing, and wrong tires.
CT wasn’t their only recovery that day ? pic.twitter.com/cmNa4w0hYD— The Cybertruck Guy (@cybrtrkguy) December 12, 2023
When Tesla started deliveries of the Cybertruck, CEO Elon Musk made it a point to highlight how the all-electric pickup truck is a durable and tough vehicle that could survive whatever the world could throw at it. Unfortunately, the Cybertruck has so far not shocked skeptics with its off-road prowess yet. Instead, the evident lack of off-roading experience of its test drivers is simply giving more ammo to those who only wish to see the Cybertruck fail. Hopefully, Tesla could address such issues soon, especially considering the number of EV community members who are both well-experienced in off-road settings and more than willing to help out the EV maker test out the vehicle.
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Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
