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Toyota exec and Model X owner argues against a pure electric vehicle transition

(Credit: Toyota)

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Toyota Chief Scientist and Toyota Research CEO Gill Pratt recently shared his thoughts about the climate crisis, as well as the need to reduce carbon emissions in the transportation sector. The executive is quite knowledgeable about sustainable vehicles, as evidenced by the three cars he currently owns: a Toyota Sienna Hybrid, a RAV4 Prime Plug-In Hybrid (PHEV), and an all-electric Tesla Model X. 

In a post on Medium, Pratt urged readers to follow the science and acknowledge that a diversified approach to battling climate change is more preferable than a transition to pure electric cars like his Model X. The executive cited the cost of battery production, the need for natural resources, and the emissions of battery manufacturing as reasons for his stance. He also noted that while he loves his 300-mile Model X, his vehicle’s large battery is pretty much wasted on an everyday basis since its range is usually not utilized fully. 

“I love my Tesla Model X BEV. But commuting 30 miles in it every day — the average US commute — and recharging it every night is wasteful of the carbon reducing potential of most of its over 300 mile range battery. Sometimes we take the Tesla on long trips. But most of the time, 90% of its battery cells aren’t doing any good, and would reduce carbon much more if they were harder at work in other types of electrified vehicles, including HEVs or PHEVs,” the Toyota Research CEO wrote. 

With this in mind, Pratt argued that it would be more efficient if batteries are distributed to more “right-sized” electrified vehicles instead, including hybrids and PHEVs. The cells that could go on one Tesla, for example, could instead be used for several electrified cars. “We hardly ever put gas into our RAV4 Prime PHEV, which has a battery ⅙ as large as our Model X BEV. For the same investment in batteries as our single Model X, five other RAV4 Prime customers could reduce their carbon footprint too,” Pratt explained. 

The Toyota executive did note that he is a proponent for increased battery production, the lowering of the carbon footprint of electric power plants, and the expansion of rapid charging stations. However, Patt also argued that in many countries, a lot of the easier carbon reduction of electric power plants had already been achieved by converting them to natural gas, effectively lowering their carbon output by half. Replacing the plants with new nuclear, wind, and solar facilities would be more difficult and more costly, added the Toyota Research CEO. 

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Ultimately, Pratt noted that he and Toyota believe that the transition to pure electric vehicles, such as those planned in Europe and areas like China, is not the right way to battle climate change. He then noted that in the fight for sustainability, carbon should be seen as the enemy, not the internal combustion engine, as PHEVs and hybrids would, in some parts of the world, generate comparable or even less emissions than pure electric cars. 

“I believe, as does Toyota, that it would be a tremendous mistake for governments around the world to prescribe narrow solutions like insisting that all vehicles be BEVs. Instead, the better solution is to allow manufacturers to innovate across a diversity of drivetrains and drivers to choose the low-carbon drivetrain that suits their circumstances best,” he wrote. 

While the Toyota Research CEO’s points are notable, the scientist did neglect to mention several developments that are currently ongoing in the battery sector. Battery production costs are going down at a rapid pace, with EVs closing in on price parity with their internal combustion-powered counterparts. The emissions of battery production are expected to be improved over time too, as companies like Tesla innovate and adopt more sustainable technologies such as cobalt-free batteries. Large batteries such as those used in the Toyota executive’s Model X are likely not wasted either despite not being used for their maximum range every day. Battery recycling technologies such as those being developed by Redwood Materials, which is aimed at creating a closed-loop battery supply chain, play a role in making batteries more sustainable as well. 

Toyota Research CEO Gill Pratt’s points could be read here

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla Cybertruck undergoes interior mod that many owners wanted

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tesla cybertruck diy bench seat
Credit: @blueskykites | X

Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.

Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.

Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.

Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.

This was adjusted after the company refined the design:

tesla cybertruck initial interior

(Tesla Cybertruck interior configuration in 2019)

Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.

The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:

The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.

This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.

This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.

This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.

 

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Elon Musk

Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

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Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

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Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

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Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

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Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

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