News
Here’s why Tesla’s pickup will transform the heavy-duty truck segment

Following the announcement that Tesla had its sights set on entering the utility truck market with its own version of a pickup truck comes new speculative design features for what a battery-powered and engine-less truck may bring to this new segment.
The folks from Truck Trend have put together in our opinion one of the best renditions of what a Tesla pickup truck may look like. Body lines: sleek. Feature sets: aplenty. Utility: you bet.
In true Tesla fashion, the company’s upcoming foray into the heavy-duty truck market will likely arrive with a compelling list of key differentiators from rival, and arguably traditional, give me a big V8 up front – the bigger the better, truck manufacturers. This won’t be your “good ol’ boys” truck. Rather, the Tesla brand has fashioned itself as being one that carries prestige and a cool factor that people, and the “mass market”, want to be associated with. In other words, Tesla is cool and you can bet your bottom dollar that having a pedigree in NASCAR and dirt bikes won’t be a prerequisite for owning a Tesla pickup truck.
Here’s a list of innovative features for Tesla’s “Model U” (for utility) as envisioned by Truck Trend.
It’s all about the “Frunk”
Tesla owners love their storage space especially the one up front. No engine equals more space to stow groceries, strollers, and – well – stuff. Popping open the frunk won’t be anything short of an Apple unboxing event.
A beautiful and innovative wet/dry storage caddy with drain plug blends seamlessly into a modern looking “engine bay” except there’s no engine. This is what modern day utility will look like. Tesla logo: check. Multiple USB ports and a 120V outlet: double check.
There will be room for extending the use of the frunk through Tesla’s own drop-in accessories that will – you guessed it – be conveniently made available through the company’s online store. Referral program 10.0 will award Tesla pickup truck owners with portable batteries, refrigeration cabinets and organization caddies.
What about the “flatbed”?
Rest assured Tesla’s pickup won’t have any ordinary bed. With the ability to electronically adjust ride-height similar to what’s currently available on the Model S and Model X, Tesla’s truck can lower itself to a position that enables roll-on equipment. An extension in the rear lift gate will create a makeshift ramp allowing bulky items and powersports vehicles to be rolled into the bed.
Truck Trend envisions the Model U to come equipped with a built-in air compressor inside the bed that can be used for running air tools, blowing off dusty bikes or ATVs, or filling up tires.
Power and Range
Having four-wheel drive through Tesla’s dual-motor unit is almost a given. Standard, not optional. Power will be abundant. After all, being able to meet Class 3 or even Class 4 towing standards means the electric truck will be capable of hauling up to 14,000 lbs (6350 kg.). That means a big battery pack.
By the time a Tesla pickup truck hits market and the Gigafactory is in full stride, battery pack capacity will likely be upwards of 120 kWh and as high as 160 kWh per pack. The ability to have an add-on battery to further extend power and range isn’t out of the question as we outlined as one possible solution for tackling the Tesla ‘Semi’ conundrum.
A 200 kWh or even 300 kWh pack? Don’t laugh. It isn’t that far-fetched.
What else?
Tesla’s Master Plan – the sequel – envisions a world of sustainable energy generation and accompanying battery-enabled storage solutions. The inevitable Tesla-SolarCity merger will see to it that this isn’t just a vision but a plan the company intends to execute on.
So what does this mean for its upcoming pickup truck? Imagine a battery pack add-on that can double as an extended range unit, but also serve as a home or even small-business power solution. A robot-like device akin to Tesla’s “snakebot” would detach the additional battery pack and slide it from the truck’s bed floor rail system. The battery would then be mounted onto the wall of a garage where it would be charged by a Tesla Energy solar system.
The possibilities are seemingly endless for a Tesla pickup truck. Ideas that may otherwise sound grandiose in nature won’t stop the runaway freight train – that is Tesla – from uprooting and transforming the trucking industry as we know it.
Bring it on.
Photo credit: Truck Trend via Kris Horton
News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”

Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
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