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Tesla’s pickup truck and Rivian’s R1T can topple the mighty Ford F-150
The mighty Ford F-150 might see a legitimate challenge in the near future, if the veteran automaker neglects to prepare adequately for the arrival of two all-electric pickup trucks on the market — the Tesla Truck and the Rivian R1T.
The disruption of battery-powered pickup trucks was highlighted in a note from Morgan Stanley analyst Adam Jonas on Thursday. Addressing the firm’s investors, the analyst stated that an electric pickup successfully launched by a new player like Tesla or Rivian “could be a serious problem for the Detroit-based traditional automakers.” With the arrival of compelling vehicles, Jonas noted that experienced carmakers like Ford could lose the opportunity to gain a “first mover advantage” in the electric pickup market.
Promising Challengers
The Wall St analyst’s points hit the nail on the head, considering that the innate characteristics of electric vehicles such as instant torque and generous towing capacity are factors that are vital to the pickup truck market. The Rivian R1T, for example, is listed with a towing capacity of 11,000 pounds, though CEO RJ Scaringe noted in a recent interview that the truck could tow far beyond its official rating. Thanks to the R1T’s four electric motors, the truck is also able to hit 60 mph in just 3 seconds.
The Tesla Truck, on the other hand, has been mentioned several times by Elon Musk in recent months. Last year, Musk held a Twitter brainstorming session with his social media followers to list down features that are important for pickup truck owners. By the end of the session, Musk noted that the Tesla Truck would have two electric motors and dynamic suspension, a range of 400-500 miles per charge, four-wheel steering, a 240-volt connection for heavy-duty tools, and even an air compressor to run other equipment. Musk also noted that the vehicle could tow as much as 300,000 pounds.
Tesla’s Acid Test
Anyone skeptical of the potential disruption from an electric vehicle does not need to look very far. Over the past year, Tesla’s Model 3 midsize sedan all but shook the United States’ passenger car market, creeping up on ubiquitous vehicles like the Toyota Camry and dominating in revenue rankings. By the end of 2018, the Model 3 was the US’ best-selling luxury vehicle, despite being a sedan in a market that prefers SUVs and pickup trucks.
With a battery-powered pickup truck that is reasonably priced and well-equipped with features, carmakers such as Tesla and Rivian could challenge even the US auto industry’s biggest sellers, including the Ford F-150. One thing that would be a hindrance to this potential disruption, of course, would be the capability of electric car makers to scale production, especially considering the demand for pickups in the US. In this light, Rivian must still prove itself, since the production of the R1T is yet to begin. Tesla, on the other hand, is already learning the art of mass production, as shown by its growing pains with the Model 3 ramp.
A Way to Maintain the Status Quo
Despite the upcoming challenge and Wall Street’s recent warning, Ford does have a way to maintain the status quo in the pickup truck market. Last month, Jim Farley, Ford’s president of global markets, announced that the F-series would be going electric. Farley later added that the decision to adopt all-electric and hybrid power is a way to “future-proof” the company’s most successful vehicle line.
If recent sightings are any indication, it appears that Ford is at least testing an electric prototype of the F-150. As noted in a recent sighting, a camouflaged electric F-150 has been spotted charging at a station. The vehicle looked a lot like a regular truck, save for its charging port and its higher ride height, which appeared to be the result of batteries installed underneath the vehicle. Provided that Ford does not show some ill-timed hubris by giving the electric F-150 mediocre specs and range, the company could very well weather the storm of electric trucks coming its way.
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Tesla is not sparing any expense in ensuring the Cybercab is safe
Images shared by the longtime watcher showed 16 Cybercab prototypes parked near Giga Texas’ dedicated crash test facility.
The Tesla Cybercab could very well be the safest taxi on the road when it is released and deployed for public use. This was, at least, hinted at by the intensive safety tests that Tesla seems to be putting the autonomous two-seater through at its Giga Texas crash test facility.
Intensive crash tests
As per recent images from longtime Giga Texas watcher and drone operator Joe Tegtmeyer, Tesla seems to be very busy crash testing Cybercab units. Images shared by the longtime watcher showed 16 Cybercab prototypes parked near Giga Texas’ dedicated crash test facility just before the holidays.
Tegtmeyer’s aerial photos showed the prototypes clustered outside the factory’s testing building. Some uncovered Cybercabs showed notable damage and one even had its airbags engaged. With Cybercab production expected to start in about 130 days, it appears that Tesla is very busy ensuring that its autonomous two-seater ends up becoming the safest taxi on public roads.
Prioritizing safety
With no human driver controls, the Cybercab demands exceptional active and passive safety systems to protect occupants in any scenario. Considering Tesla’s reputation, it is then understandable that the company seems to be sparing no expense in ensuring that the Cybercab is as safe as possible.
Tesla’s focus on safety was recently highlighted when the Cybertruck achieved a Top Safety Pick+ rating from the Insurance Institute for Highway Safety (IIHS). This was a notable victory for the Cybertruck as critics have long claimed that the vehicle will be one of, if not the, most unsafe truck on the road due to its appearance. The vehicle’s Top Safety Pick+ rating, if any, simply proved that Tesla never neglects to make its cars as safe as possible, and that definitely includes the Cybercab.
Elon Musk
Tesla’s Elon Musk gives timeframe for FSD’s release in UAE
Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year.
Tesla CEO Elon Musk stated on Monday that Full Self-Driving (Supervised) could launch in the United Arab Emirates (UAE) as soon as January 2026.
Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year.
Musk’s estimate
In a post on X, UAE-based political analyst Ahmed Sharif Al Amiri asked Musk when FSD would arrive in the country, quoting an earlier post where the CEO encouraged users to try out FSD for themselves. Musk responded directly to the analyst’s inquiry.
“Hopefully, next month,” Musk wrote. The exchange attracted a lot of attention, with numerous X users sharing their excitement at the idea of FSD being brought to a new country. FSD (Supervised), after all, would likely allow hands-off highway driving, urban navigation, and parking under driver oversight in traffic-heavy cities such as Dubai and Abu Dhabi.
Musk’s comments about FSD’s arrival in the UAE were posted following his visit to the Middle Eastern country. Over the weekend, images were shared online of Musk meeting with UAE Defense Minister, Deputy Prime Minister, and Dubai Crown Prince HH Sheikh Hamdan bin Mohammed. Musk also posted a supportive message about the country, posting “UAE rocks!” on X.
FSD recognition
FSD has been getting quite a lot of support from foreign media outlets. FSD (Supervised) earned high marks from Germany’s largest car magazine, Auto Bild, during a test in Berlin’s challenging urban environment. The demonstration highlighted the system’s ability to handle dense traffic, construction sites, pedestrian crossings, and narrow streets with smooth, confident decision-making.
Journalist Robin Hornig was particularly struck by FSD’s superior perception and tireless attention, stating: “Tesla FSD Supervised sees more than I do. It doesn’t get distracted and never gets tired. I like to think I’m a good driver, but I can’t match this system’s all-around vision. It’s at its best when both work together: my experience and the Tesla’s constant attention.” Only one intervention was needed when the system misread a route, showcasing its maturity while relying on vision-only sensors and over-the-air learning.
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Tesla quietly flexes FSD’s reliability amid Waymo blackout in San Francisco
“Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.
Tesla highlighted its Full Self-Driving (Supervised) system’s robustness this week by sharing dashcam footage of a vehicle in FSD navigating pitch-black San Francisco streets during the city’s widespread power outage.
While Waymo’s robotaxis stalled and caused traffic jams, Tesla’s vision-only approach kept operating seamlessly without remote intervention. Elon Musk amplified the clip, highlighting the contrast between the two systems.
Tesla FSD handles total darkness
The @Tesla_AI account posted a video from a Model Y operating on FSD during San Francisco’s blackout. As could be seen in the video, streetlights, traffic signals, and surrounding illumination were completely out, but the vehicle drove confidently and cautiously, just like a proficient human driver.
Musk reposted the clip, adding context to reports of Waymo vehicles struggling in the same conditions. “Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.
Musk and the Tesla AI team’s posts highlight the idea that FSD operates a lot like any experienced human driver. Since the system does not rely on a variety of sensors and a complicated symphony of factors, vehicles could technically navigate challenging circumstances as they emerge. This definitely seemed to be the case in San Francisco.
Waymo’s blackout struggles
Waymo faced scrutiny after multiple self-driving Jaguar I-PACE taxis stopped functioning during the blackout, blocking lanes, causing traffic jams, and requiring manual retrieval. Videos shared during the power outage showed fleets of Waymo vehicles just stopping in the middle of the road, seemingly confused about what to do when the lights go out.
In a comment, Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.”
A company spokesperson also shared some thoughts about the incidents. “Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”
Tesla is not sparing any expense in ensuring the Cybercab is safe
Tesla’s Elon Musk gives timeframe for FSD’s release in UAE
