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Tesla, Rivian, and Nikola’s battle for electric truck market share laid out in new graphic
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.
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.
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.
Elon Musk
Tesla Model Y outsells all EV rivals in Europe in 2025 despite headwinds
The result highlights the Model Y’s continued strength in the region.
The Tesla Model Y was Europe’s most popular electric car in 2025, leading all EV models by a wide margin despite a year marked by production transition, intensifying competition, and anti-Elon Musk sentiments.
The result highlights the Model Y’s continued strength in the region even as Volkswagen overtook Tesla as the top-selling EV brand overall.
As per data compiled by JATO Dynamics and reported by Swedish outlet Allt om Elbil, the Tesla Model Y recorded 149,805 registrations across Europe in 2025. That figure placed it comfortably at No. 1 among all electric car models in the region.
The Model Y’s performance in Europe is particularly notable given that registrations declined 28% year-over-year. The dip coincided with Tesla’s Q1 2025 transition to the updated Model Y, a changeover that temporarily affected output and deliveries in several markets. Anti-Elon Musk sentiments also spread across several European countries amidst the CEO’s work with U.S. President Donald Trump.
Even with these disruptions, the Model Y outsold its nearest rival by more than 50,000 units. Second place went to the newly launched Skoda Elroq with 93,870 registrations, followed by the Tesla Model 3 at 85,393 units. The Model 3 also recorded a 24% year-over-year decline. Renault’s new electric Renault 5 placed fourth with 85,101 registrations.
Other top performers included the Volkswagen ID.4, ID.3, and ID.7, along with the BMW iX1 and Kia EV3, many of which posted triple-digit growth from partial-year launches in 2024.
While the Model Y dominated individual model rankings, Volkswagen overtook Tesla as Europe’s top EV brand in 2025. Volkswagen delivered 274,278 electric cars in the region, a 56% increase compared to 2024. Much of that growth was driven by the Volkswagen ID.7. Tesla, by contrast, sold 236,357 electric vehicles in Europe, representing a 27% year-over-year decline.
JATO Dynamics noted that “Tesla’s small and aging model range faces fierce competition in Europe, both from traditional European automakers and a growing number of Chinese competitors.”
Despite intensifying competition and brand-level shifts, however. the Model Y’s commanding lead demonstrates that Tesla’s bestselling crossover remains a dominant force in Europe’s fast-evolving EV landscape.
News
Starlink gets its latest airline adoptee for stable and reliable internet access
The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.
SpaceX’s Starlink, the satellite internet program launched by Elon Musk’s company, has gotten its latest airline adoptee, offering stable and reliable internet to passengers.
Southwest Airlines announced on Wednesday that it would enable Starlink on its aircraft, a new strategy that will expand to more than 300 planes by the end of the year.
The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.
Tony Roach, Executive Vice President, Chief Customer and Brand Officer for the airline, said:
“Free WiFi has been a huge hit with our Rapid Rewards Members, and we know our Customers expect seamless connectivity across all their devices when they travel. Starlink delivers that at-home experience in the air, giving Customers the ability to stream their favorite shows from any platform, watch live sports, download music, play games, work, and connect with loved ones from takeoff to landing.”
Southwest also said that this is just one of the latest upgrades it is making to provide a more well-rounded experience to its aircraft. In addition to Starlink, it is updating cabin designs, offering more legroom, and installing in-seat power to all passengers.
Southwest became one of several airlines to cross over to Starlink, as reviews for the internet provider have raved about reliability and speed. Over the past year, Hawaiian Airlines, United Airlines, Alaska Airlines, airBaltic, Air France, JSX, Emirates, British Airways, and others have all decided to install Starlink on their planes.
This has been a major move away from unpredictable and commonly unreliable WiFi offerings on planes. Starlink has been more reliable and has provided more stable connections for those using their travel time for leisure or business.
Jason Fritch, VP of Starlink Enterprise Sales at SpaceX, said:
“We’re thrilled to deliver a connectivity experience to Southwest Airlines and its Customers that really is similar, if not better, than what you can experience in your own home. Starlink is the future of connected travel, making every journey faster, smoother, and infinitely more enjoyable.”
Starlink recently crossed a massive milestone of over 10 million subscribers.
Elon Musk
Tesla nears closure of Full Self-Driving purchasing option
The move to bring FSD to this type of purchasing program comes after CEO Elon Musk noted in January that Tesla would move away from the outright purchase option.
Tesla is nearing the closure of its Full Self-Driving outright purchasing option, which will be removed on February 14, meaning Saturday will be the last time it can be bought as a non-subscription.
Tesla is aiming to move its Full Self-Driving suite to a subscription-only platform, a move that will enable people to only pay monthly for the semi-autonomous driving functionality.
The move to bring FSD to this type of purchasing program comes after CEO Elon Musk noted in January that Tesla would move away from the outright purchase option.
It is currently priced at $8,000 for the outright option to use Full Self-Driving, a substantial decrease compared to the $15,000 it was priced at one time. For the monthly subscription, it is just $99 per month, but that price will change, likely increasing as things get more advanced.
Tesla is overhauling its Full Self-Driving subscription for easier access
We say it will likely increase because there is no indication of how Tesla will price FSD. There has been some speculation that Tesla could utilize a tiered system to price FSD, which would potentially allow owners to pick and choose a set of features that would be most ideal for them.
This would potentially introduce an even more affordable option for FSD use, but this is unconfirmed. The reason many say this could be an option for Tesla is the fact that if the price goes up further, the take rate, which is currently around 12 percent at its most recent estimate, could be lower.
Musk needs 10 million active Full Self-Driving subscriptions to unlock one of the tranches of his newest compensation package.
The move to a subscription-only platform has its positives and negatives, and owners have been more than vocal about these since Musk confirmed the move.
Positives
- Lower barrier to entry and higher potential adoption
- Financially better for many users
- Easier transfers and brand loyalty
- Predictable recurring revenue for Tesla
- Access to the latest features
Negatives
- Higher long-term cost for loyal/long-term owners
- No true “ownership” or permanence
- Risk of future price hikes or even deactivation
- Perceived as of less value
- Impact on resale and used market
Overall, there is a split among the Tesla community in terms of what they see as the “right” way to handle this. Tesla is likely to shed more details on what its plans for the subscription-only platform will be, including pricing, in the coming weeks.
Tesla Model Y outsells all EV rivals in Europe in 2025 despite headwinds
Starlink gets its latest airline adoptee for stable and reliable internet access
