News
Tesla Pickup unveiling nears as final truck details take shape
Details about Tesla’s upcoming pickup truck are relatively few and far between, so even small updates are welcome among the all-electric car maker’s community of enthusiasts. That said, CEO Elon Musk recently revealed the final details of the truck are underway and its unveiling should be in two to three months.
“We’re close, but the magic is in the final details. Maybe 2 to 3 months,” Musk teased on Twitter in reference to the Tesla Truck’s reveal timeline.
The last major update from Musk about the cyberpunk-styled truck was given during the recently-held 2019 Annual Shareholder Meeting. During the event, the vehicle’s design, towing capacity, and performance were briefly discussed, Musk specifically noting that the truck’s stats would be comparable or even better than a base Porsche 911. He further estimated its unveiling date to be near the end of summer 2019 which is in line with his most recent comments on the timeline.
To be comparable to a Porsche 911 in terms of speed, the Tesla Truck should have a 0-60 mph time of about 4 seconds. Perhaps a closer rival, though, would be the Rivian R1T pickup truck which is expected to boast a 0-60 mph time of 3 seconds. In terms of towing capacity, however, Musk chose the #1 selling truck in the world for comparison – the Ford F-series. “If the (Ford) F-150 can tow it, the Tesla truck can do it,” he boasted during the Annual Shareholder Meeting.
With such impressive claims in mind, it’s no wonder that the website AutoWise recently found the Tesla Truck to be the most talked about truck on Twitter, beating out the F-150. After an analysis of 100,000 geotagged tweets, AutoWise determined that Tesla had captured the majority of social media conversations on the platform, particularly in the northern half of the US and the two coasts. Notably, the F-150 still remains popular in the south, which may prove challenging for Musk’s unique approach to the Tesla Truck’s design. The CEO has admitted on several occasions that its Blade Runner-inspired form might not appeal to a wide audience, the traditional truck crowd in particular.
Of all the aspects of Tesla’s upcoming truck that has received attention, the starting price has received a lion’s share: $49,000. The amount was revealed during Musk’s recent appearance at Tesla owner-enthusiast Ryan McCaffrey‘s Ride the Lightning podcast, among other details. Incredibly enough, Musk also pointed out that Tesla is looking to offer the vehicle at “well under” $50,000. “You should be able to buy a really great truck for $49k or less,” he said. Rivian’s all-electric R1T pickup truck is said to start at $69,000, but the company’s vehicle design is much more traditional overall, which may be a competitive feature despite the price hike over Tesla’s truck.
One Tesla enthusiast have decided not to wait for the pickup’s unveiling or availability in order to own it and opted to build one using a Model 3 as the base. YouTuber and robot-enthusiast Simone Giertz constructed her very own “Truckla” with some assistance from a few knowledgeable individuals including Tesla rebel mechanic Rich Benoit of the Rich Rebuilds channel. The final design resembled a coupe utility vehicle in the spirit of classic muscle cars such as the Chevrolet El Camino.
Despite only having an abstract glimpse of the front of the Tesla Truck from a photo revealed at the Model Y unveiling (and later via Elon Musk’s Twitter account because no one noticed it at the event), the excitement is clearly quite strong for the vehicle. The timeline appears to be holding steady, so hopefully Tesla and Musk won’t keep the crowd waiting much longer.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
