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Tesla, Rivian, and Nikola’s battle for electric truck market share laid out in new graphic

Credit: R1T from Rivian | Cybertruck from Arash Malek | Nikola Badger from Trevor Milton

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After the all-electric Model S sedan paved the way for battery-powered SUVs and crossovers, it was only a matter of time before pickup trucks would come along to share the spotlight. Rivian’s R1T hit the ground running for a while, but Tesla’s Cybertruck unveil officially started the race for worksite hauling and adventure with zero emissions. Nikola Motors later followed up with its own truck – the Badger – powered with hydrogen fuel cells.

How all of these vehicles will do with consumers is the question on everyone’s mind now, and the team at PartCatalog.com has put together some Twitter data to help predict the answer.

Using Twitter’s geospatial metadata made available to developers and Google’s Trends software, PartCatalog created a color-coded map showing the most anticipated electric truck in the US in a state-by-state breakdown. Over 90,000 tweets were tracked for the project, using hashtags and models mentioned as data drivers. Specifically, tagged location, mentioned location, and profile location formed the basis of the state determinations.

The results were quite interesting.

Electric Pickup Truck popularity map by PartCatalog.com

Altogether, Rivian’s R1T was the top-mentioned zero-emissions pickup in 17 states, Tesla’s Cybertruck in 15 states, and Nikola’s Badger in 13 states. Bollinger’s B2 made a splash with 4 states, and Lordstown’s Endeavor picked off 1 state. The results look to be a bit regionalized with Rivian drawing chatter in the north-central and northeastern parts of the US, Nikola in the south and southwest, and Tesla making headway right through the middle on a diagonal course.

These results could be based on a variety of reasons aside from consumer preferences for vehicle styling and capabilities. Company location is another factor to consider. For instance, the Lordstown Endurance was most mentioned in Ohio only, which is also the state where the company is headquartered. Tesla’s popularity in California comes as no surprise given it’s the auto maker’s home state and has become a world leader in all-electric vehicles. However, it’s interesting that Nikola’s Badger is most discussed in Texas, given Tesla’s recent Cybertruck factory competition, which ended in a win for the Lone Star state.

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Nikola’s home base is now in Arizona, likely playing a role in its data findings there, but its popularity has also reached upwards to Massachusetts and Pennsylvania. The oil industry in Pennsylvania could play a role here, being that Nikola’s primary customer focus is the trucking industry and converting its diesel-focused world to cleaner fuel cells. Massachusetts, though, doesn’t have the same expectation given its environmental efforts overall.

The conversation surrounding electric pickup trucks is likely to become even more diverse as more prominent players get into the game. As more details about Ford’s battery-powered F-150 are revealed, some, if not all, of the other truck makers may see their popularity have more competition. The connection between Rivian and Ford, namely the $500 million investment made into the nascent manufacturer that was recently semi-canceled, may also have some interesting playout.

Of course, having at least one electric truck delivered to customers will be the most relevant measure of their opinions, and next year looks to be the earliest we’ll see that happen.

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Tesla exec reveals shock development with Cybercab

“If we have to have a steering wheel, it can have a steering wheel and pedals.”

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(Credit: Teslarati)

Tesla is planning to launch the Cybercab in the second quarter of next year, and it is designed to be fully autonomous, so much so that the company is planning to build it without a steering wheel or pedals.

However, a Tesla executive said today that the company could ditch that idea altogether in what would be a major shift from the plans the company, and especially its CEO Elon Musk, have announced for the Cybercab.

Earlier today, Robyn Denholm, the company’s Chair for the Board of Directors, revealed that Tesla would potentially switch up its plans for the Cybercab based on potential regulatory requirements.

Credit: Tesla Europe & Middle East | X

Currently, even autonomous vehicles that operate for companies like Tesla and Waymo are required to have steering wheels and pedals. From a regulatory perspective, this could halt the plans Tesla has for Cybercab.

Denholm said in an interview with Bloomberg:

“If we have to have a steering wheel, it can have a steering wheel and pedals.”

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Interestingly, Musk and Tesla have not veered away from the idea that the vehicle will be without these operational must-haves.

Since the vehicle was revealed last October at the We, Robot event in Los Angeles, Tesla has maintained that the car would be built without a steering wheel or pedals, and would equip two seats, which is what is statistically most popular in ride-sharing, as the vast majority of rides have only one or two passengers.

Musk doubled down on the plans for Cybercab as recently as last week, when he said:

“That’s really a vehicle that’s optimized for full autonomy. It, in fact, does not have a steering wheel or pedals and is really an enduring optimization on minimizing cost per mile for fully considered cost per mile of operation. For our other vehicles, they still have a little bit of the horse carriage thing going on where, obviously, if you’ve got steering wheels and pedals and you’re designing a car that people might want to go very direct past acceleration and tight cornering, like high-performance cars, then you’re going to design a different car than one that is optimized for a comfortable ride and doesn’t expect to go past sort of 85 or 90 miles an hour.”

Cybercab is fully conceptualized as a vehicle that has zero need for pedals or a steering wheel because it is aimed toward being fully reliant on a Level 5 autonomous platform.

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Tesla is ramping its hiring for Cybercab vehicle manufacturing roles

Regulators could get in the way of this, however, and although the car could drive itself and be a great solution for ride-hailing, it might need to have these controls to hit the road in the future.

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SpaceX opens up free Starlink service for those impacted by Hurricane Melissa

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(Credit: Starlink | X)

SpaceX is opening up its internet service, Starlink, to those impacted by Hurricane Melissa, as it made landfall in Jamaica and the Bahamas as a Category 5 storm.

Hurricane Melissa is expected to reach wind speeds of over 165 MPH over the next few days as it extends out into the Atlantic Ocean by Thursday and Friday.

Citizens in Jamaica and the Bahamas have been preparing for the storm for the past week, getting necessary goods together and preparing for the massive storm to arrive. It finally did yesterday, and the first images and video of the storm are showing that it could destroy many parts of both countries.

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Starlink is now being opened up for free until the end of November for those impacted by the storm in Jamaica and the Bahamas, SpaceX announced today:

It is a move similar to the one the company made last year as Hurricane Helene made its way through the United States, destroying homes and property across the East Coast. SpaceX offered free service for those impacted by the destruction caused by the storm.

The free Starlink service was available until the end of 2024.

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Elon Musk’s companies have also made similar moves to help out those who are impacted by natural disasters. Tesla has offered Free Supercharging in the past, most notably during the California wildfires.

Tesla and SpaceX’s LA fire relief efforts: Cybertrucks, free Starlink and more

One major advantage of Starlink is that it is available for use in situations like this one, where power might be required to operate things like a modem and router.

Internet access is a crucial part of survival in these situations, especially as it can be the last leg some stand on to get in touch with emergency services or loved ones.

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Elon Musk

Tesla board chair reiterates widely unmentioned point of Musk comp plan

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Credit: Tesla

Tesla Board Chair Robyn Denholm appeared on Bloomberg TV this morning to discuss the current status of CEO Elon Musk’s compensation plan, and used the opportunity to reiterate a widely unmentioned key point of the entire package.

Critics of the proposed pay package, which would pay Musk $1 trillion if he completes every tranche, routinely cite the sheer size of the payday.

Of course, many skeptics leave out the fact that he would only get that money if he were able to generate eight times the value the company currently has.

Tesla gains massive vote of confidence on compensation plan for Elon Musk

For Musk, it might have a little bit to do with money, but that is likely a very small percentage point of why the compensation package is being offered to him. He has reiterated that it is more about voting control and overall influence, especially as Tesla dives into robotics.

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He said during the Q3 Earnings Call:

“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern. That is really the only thing I’m trying to address with this. It’s called compensation, but it’s not like I’m going to go spend the money. It’s just, if we build this robot army, do I have at least a strong influence over that robot army, not current control, but a strong influence? That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”

Tesla shares the idea that Musk is a crucial part of the company, and without him being awarded the voting control he feels he deserves, he could leave the company altogether.

The company is very obviously feeling the importance of the upcoming vote, as it has advertised and pushed heavily for the comp plan to be approved, mostly to retain Musk.

Tesla Board Chair Robyn Denholm said today to Bloomberg TV that it is crucial shareholders understand it is not about Musk’s potential wealth, but more about his influence on company decisions:

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“So firstly, it is a performance package, so he gets nothing if he doesn’t perform against the pretty audacious milestones that are part of the performance criteria that’s been outlined by the board in the performance package. So, I think rather than compensation, it’s actually about the performance and the goals that we have for the company as we move forward. And so, for me, it really is about making sure that investors understand that they actually get paid if he hits the milestones before he will…Elon’s been very public, including on last week’s earnings call, about the fact that it’s around the voting influence that he could have in future shareholder meetings as opposed to the economic interests.”

Musk is not an incredibly flashy person. He does not have crazy cars or a massive house to go back to. He spends a lot of his time working and sometimes even sleeps at his office inside the factory.

He recently said he “only has what is needed” because “material possessions were making him weak.”

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