News
Tesla and Rivian are poised to battle Ford and GM for the US’ electric truck market
The US pickup truck market is a hefty prize for any automaker. In the second quarter alone, pickup trucks accounted for 33% of sales from Ford, GM, and Fiat Chrysler, up from 30% the previous year. Full-size trucks, such as the F-150, Silverado and RAM, continue to see growth as well, with the average price of such vehicles hitting $47,255 per unit.
Tyson Jominy, an analyst at research firm J.D. Power, explained in a statement to The Wall Street Journal that the US car industry’s interest in pickup trucks continues to be strong. “Trucks are the one sure bet for all three. They’re trying to take every cent off the table and use it to fund their research and development,” he said.
Yet, just like the passenger car sector, the pickup truck segment is about to feel the disruption from dedicated all-electric vehicles. Elon Musk has announced that Tesla will be releasing its own pickup truck later this year, and that it would be a vehicle so loaded with tech that it would not look out of place in the Blade Runner franchise. Rivian, itself a Detroit-based company, is poised to start producing its R1T pickup truck soon. The R1T is critically acclaimed, being a true off-roader that exudes luxury.
Both Tesla’s pickup truck and Rivian’s R1T will likely enter the market as quickly as their respective automakers are able. The pickup market is ripe for disruption after all, and any company that breaches the segment first with a truck that is both capable and reasonable in price would likely enjoy momentum for years to come. Quite surprisingly, neither Ford nor GM seem to be in any hurry to launch their own pickup trucks to the market.
This is quite surprising considering that both companies have immense experience in truck building. Each company has also stated that it will be releasing its own electric truck. Ford provided a teaser of its F-150 EV last June, which involved an impressive demonstration featuring the truck pulling over a million pounds of cargo. Back in April, GM CEO Mary Barra stated that General Motors will be releasing a “complete range of EVs, including full-size pickups.”
Ford, for its part, stated after its impressive F-150 EV demonstration that the vehicle is not slated for production anytime soon. Ford Chief Product Development Officer Hau Thai-Tang explained in an interview with Yahoo Finance that while a hybrid F-150 will be introduced next year, a battery-electric variant similar to the unit used in the 1-million-pound demonstration is still “a couple years out.” GM is equally vague, if not more. FCA is even less committal, not even confirming its plans for an electric pickup truck.
Considering the coming competition from younger companies such as Tesla and Rivian, both of whom are still hungry and aggressive, Ford, and GM’s decision to adopt a deliberate pace in their EV truck initiatives might prove to be a miscalculation. Such wait-and-see strategies, after all, could easily be remembered in the future as the stuff of hubris, if they are not careful.
This is especially true if one were to look at what the Tesla Truck and the Rivian R1T are both set to offer. Elon Musk has spoken a lot about Tesla’s pickup truck, from its “cyberpunk” appearance, Porsche 911-esque performace, and its $49,000 starting price. Rivian’s R1T, on the other hand, is so steeped in luxury amenities and nifty features that it almost seems like a full suite of Patagonia outdoor gear with wheels.
Granted, both Tesla and Rivian lack the experience in truck-building enjoyed by Ford and GM. That being said, Tesla has extensive experience in developing electric vehicles, and its battery tech is second to none. Rivian, on the other hand, is backed by what could very well be the deepest pocket in the tech industry today: Amazon. With this in mind, veteran automakers might be well advised to expedite the release of their own electric pickups, or risk being outperformed and outmaneuvered by upstart electric vehicle makers that are a fraction of their age.
Tesla has reached a notable benchmark in its autonomous driving program after its Robotaxi fleet surpassed one million miles of unsupervised operation. The company made the announcement during its Cybercab event in Austin on September 3.
Tesla Vice President of AI Ashok Elluswamy told attendees he was happy to report the fleet had achieved one million miles of unsupervised Robotaxi operation as a testament to safety.
The new total marked a sharp increase from the 380,000 unsupervised miles Tesla disclosed during its second-quarter 2026 earnings update in late July.
In roughly six weeks, the company added about 620,000 miles. That acceleration followed Tesla’s decision to remove in-vehicle safety monitors from most of its operations outside the San Francisco Bay Area.
Credit: Tesla
Tesla first launched Robotaxi service in Austin in June 2025 with safety drivers present. It later began fully unsupervised rides and expanded into Dallas, Houston, Miami, Orlando, and Tampa. The San Francisco Bay Area remains the exception, where a safety monitor still rides in the vehicle under California permitting rules.
The company has not released a city-by-city breakdown of the one million unsupervised miles.
The milestone arrived as Tesla began offering public Cybercab rides in Austin. The purpose-built vehicle has no steering wheel or pedals and is designed only for autonomous ride-hailing. Production versions joined the existing fleet of modified Tesla vehicles already operating in the service.
Tesla’s unsupervised mileage is growing at a double-digit weekly rate according to earlier company comments, yet its fleet size remains modest compared with established competitors. Waymo has accumulated more than 200 million fully autonomous rider-only miles. Tesla has described its own unsupervised operations as having recorded zero notable incidents in the period leading up to the July update.
The one-million-mile figure reflects Tesla’s shift from supervised testing to broader driverless service in multiple states. It also highlights the company’s strategy of using both existing Model Y vehicles and the new Cybercab to scale its network.
Credit: Tesla
Whether the rapid recent growth continues will depend on further city expansions, regulatory approvals, and the performance of the purpose-built Cybercab in everyday paid rides. Tesla has not specified how many of the latest miles involved the new vehicle versus the rest of the fleet.
The announcement underscores Tesla’s progress toward a larger robotaxi network while illustrating the remaining gap in total autonomous experience relative to longer-operating rivals.
Tesla AI lead Ashok Elluswamy said this week that 24-hour Robotaxi service is close. Replying on X to a rider who wanted Cybercab trips all night, he wrote that the capability would arrive “next month or so” once “the next tech to merge on the v15 plan” is ready.
The comment landed on September 4, one day after Tesla opened public Cybercab rides in Austin. It is the clearest near-term timeline yet for overnight unsupervised operation. Tesla’s paid Robotaxi network currently runs from 6 a.m. to 10 p.m. seven days a week across Austin, Dallas, Houston, Miami, Orlando, and Tampa.
next month or so. the next tech to merge on the v15 plan will enable it.
— Ashok Elluswamy (@aelluswamy) September 4, 2026
That 16-hour window is shorter than the 6 a.m. to 2 a.m. schedule the company used for much of the prior year.
Elluswamy did not name the specific feature or say whether the change would apply first to purpose-built Cybercabs, the existing Model Y fleet, or both. He also offered no city-by-city rollout list. The link to Full Self-Driving v15 is nevertheless significant.
Tesla has described v15 as a step-change architecture with seven parallel improvement tracks and roughly ten times more parameters than earlier builds. Early versions of that software already operate on the Robotaxi fleet and contain about 40 percent of the planned gains.
By July 2026, the unsupervised fleet had logged more than 380,000 miles across six cities in two states with what the company called an impeccable safety record and no notable incidents caused by the vehicles themselves. Tesla has repeatedly argued that camera-based end-to-end neural networks, rather than extra sensors, are the core of the solution.
Overnight service would test that claim in lower-light conditions and would also raise vehicle utilization, a key variable for Robotaxi unit economics. The company has already begun using public Superchargers at night and is building dedicated Robotaxi charging sites.
Riders have asked why software must change if the cars already drive in the dark. The practical answer appears to be reliability and scale: Tesla has held back mass expansion until more of the v15 stack is merged, citing the need for higher confidence before putting thousands of unoccupied vehicles on streets around the clock.
If the next module arrives on the timetable Elluswamy sketched, 24-hour service could begin in October 2026 in at least some markets.
That would mark a shift from a daytime-bounded pilot to a service that can run whenever demand exists, including the late-night hours that have so far remained out of reach.
Tesla is beginning to roll out Full Self-Driving Supervised v14.3.9 with a new active safety layer that can take control even when the driver is operating the car manually.
Tesla AI said the software can activate FSD on the driver’s behalf when an imminent collision is detected and Automatic Emergency Braking may not be enough. It may also engage if the system detects heavy distraction or an accidental FSD disengagement.
FSD Supervised v14.3.9 starting to roll out shortly
This release includes a new active safety feature set: FSD Supervised can now activate on your behalf when an imminent collision is detected and Automatic Emergency Braking (AEB) may not be enough.
It may also engage if we…
— Tesla AI (@Tesla_AI) September 4, 2026
The capability is essentially Automatic Collision Evasion. However, unlike conventional AEB, which mainly applies the brakes in a straight line, this feature can use steering, braking, and acceleration together if the car calculates that stopping alone will not prevent impact and a safer path exists. The system may change lanes or move toward a shoulder when conditions allow, then continue driving after the immediate threat is handled rather than simply coming to a stop.
The intervention is meant as a last-resort safety net, not a replacement for attentive driving.
Tesla Full Self-Driving v14.3.7 early review: FSD saved me from an accident
Tesla’s own description still frames FSD as supervised assistance. Secondary reports on internal release notes say the feature can fire while the car is being driven manually if cabin-camera monitoring suggests the driver is not sufficiently attentive, such as reaching toward the back seat, or if FSD appears to have been turned off unintentionally.
After the emergency maneuver, the car is expected to alert the driver and request a return to manual control.
The safety case is straightforward. Many collisions happen in the last second because a driver is looking away, fumbles a control, or faces an obstacle that braking cannot fully solve. A system that can both recognize that AEB is insufficient and execute a coordinated evasive path can reduce those remaining high-severity events.
Re-engaging after accidental disengagement also addresses a practical failure mode: a small steering nudge that drops FSD at the worst moment. The advantage is a background safety net that uses the same vision stack already running in v14, instead of leaving the car solely to emergency braking once the driver is no longer in command.
The feature still depends on FSD being enabled and, according to reports, an active FSD purchase or subscription. It does not make the vehicle unsupervised. Drivers remain responsible, and Tesla has not published how often the system is expected to intervene or how it will handle false positives.
If the rollout is conservative and the false-alarm rate stays low, the update is a meaningful step: FSD is no longer only a feature the driver turns on. In the rare moments when disaster is already forming, it can step in.
Tesla crosses major Unsupervised Self-Driving milestone
Tesla Robotaxi will be a 24/7 service: here’s when
