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.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
