News
Tesla is changing the Cybertruck and will unveil it ‘in a month or so’
Tesla CEO Elon Musk mentioned recently that the Cybertruck would be undergoing “small improvements” to improve the all-electric pickup’s design. Unknowingly, the Tesla community wondered what could possibly be revised for the company’s soon-to-be-produced truck, but as of now, the revisions are being kept under wraps.
That is for about a month or so, in Elon Musk’s words, who stated on November 1st that Tesla would release some images of the Cybertruck’s newly-revised design to the public. Based on Musk’s past statements, who was responsible for unveiling the Cybertruck to the world a year ago this month, some indicators prove the new design could be better than the initial one.
Size Revisions
It is no secret that the Cybertruck’s design is massive. After rolling out onto the stage at the event in Hawthorne, California, the truck’s size was immediately noticed by anyone who was in attendance or was viewing the unveil online. However, big trucks are no stranger to many automotive markets, especially the one in the United States. Americans love their trucks, but they have to be able to fit in parking spaces, residential garages, and on narrow streets.
After an augmented reality app showed that the Cybertruck would be a tight fit with the normally-sized U.S. home’s garage, Musk told Teslarati that the width of the Cybertruck could likely be reduced by an inch and length by six inches. The revisions would also be advantageous for owners who live in other regions, especially Europe and Asia, where highly-populated areas are filled with narrow and tight roadways.
We can prob reduce width by an inch & maybe reduce length by 6+ inches without losing on utility or esthetics. Min height is below 75 inches when air suspension set to low. Will post exact number soon.
— Elon Musk (@elonmusk) December 7, 2019
Musk’s suggestion on revising the vehicle’s dimensions took place less than a month after the Cybertruck’s unveiling in November 2019. The all-electric pickup dimensions could be set for a reduction to make travel and storage an easier project for an owner, all while not sacrificing cabin room or cargo capacity.
Revisions for improved cargo capabilities
Musk has hinted toward the addition of several redesigns of the Cybertruck that would simply increase the ability to haul large items. One of these is a midgate, which would have the rear window of the Cybertruck roll down to open the cabin and extend it through the truck’s bed. This would be advantageous for construction workers who are hauling long pieces of wood, pipe, or other materials. However, it would also be great for the weekly grocery haul, which can be sizeable with a large family. With plenty of uses, it wouldn’t be a surprise to see Musk and Tesla add or revise the rear window’s capabilities just to increase cargo. After all, the CEO said the idea was “worth considering.”
Unique security features
Perhaps Tesla’s Sentry Mode is one of the greatest automotive security features of all-time. However, a thirst for constantly improving infrastructure is always attractive to Tesla, and Musk jokingly stated that a “zapper” would come standard with the Cybertruck. Interestingly, this wasn’t a far-fetched idea because tasers’ use is legal in 49 of 50 U.S. states. It would only improve the security features, but it seems unlikely that the Cybertruck will actually shoot a shock through an intruder’s body.
Tesla’s Elon Musk jokes about Cybertruck taser defense system, but it’s not that far-fetched
Whatever the additions are, Musk knows that the revisions will make the Cybertruck better. During the recent Q3 2020 Earnings Call, Musk talked about other automakers and their desire to revise currently offered models, all to decrease the usefulness and appeal of their cars. “Car companies would unveil these awesome looking cars, like, great. You can’t wait until they make that. And then the car they actually make is like much worse, and — but it’s just — it’s like really disappointing?” Musk said. Knowing that the newly-revealed Cybertruck is just a year away from production, Tesla will likely blow minds once again when the time comes.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
