- The emissions credit market (where Tesla made most of its money) is dead due to lowered standards.
- Manufacturing costs haven't come down.
- EV sales share in the US is down to 6% (and falling every quarter).
- Chinese EVs are dominating every market outside the US.
- All the overhyped moonshots (sub-$30K car, unsupervised autopilot, autonomous robots) are nowhere to be seen.
It's hard to see where Tesla goes from here as a company. The stock is still surviving on Elon hype but has been stagnant for 5 years. The day he gets bored and decides to resign to focus on SpaceX full time the company is basically done.
It's not every quarter, but it's steady and that spells absolute disaster for US car manufacturers:
https://www.coxautoinc.com/insights/q3-2026-ev-sales-report-...
US car companies have been protected and bailed out too many times and are now not only completely uncompetitive on the global market, but set up to be completely demolished as EVs take over.
Their bad leadership and overall inefficiency mean that either investors are going to pay a massive price, or US consumers are going to pay a massive price. If we keep on pushing up consumer costs by propping up bad manufacturers with protectionism and bail outs, the US's entire economy is drug down by that.
There needs to be some creative destruction, ruthless culling of the least efficient manufacturers, so that their best workers can go to the better manufacturers, if the US is ever going to be a top tier car manufacturer again.
I hadn't followed just how bad US manufacturers were failing at EVs the past two years, what with all the other disasters unfolding, thanks for the wake up call. Two years of wasted time, of the US falling even farther behind... such a massive fail and yet not the most massive.
Try two generations. I think it was obvious since the oil shocks that fossil fuels were not a good bedrock of the economy.
With the strangle hold that these industries have on getting the government to bail them out, we are in a really bad position on the national level. We have let bad politics and weak management override good economic decision making.
Solar panels are an even more remarkable example of compounding a thousand different 1% improvements.
Not so in Europe, where the top 10 EVs sold in 2025 [1] has not a single Chinese car.
[1] https://autorai.nl/tesla-van-de-troon-gestoten-als-populairs...
Cybertruck was a mistake but rest of the business is printing cash hand over fist.
Depends on the year. It and the RAV4 switch places now and then.
BYD has 61 different models in its lineup compared to Tesla's 2.
A side effect of Trump's war with Iran is that every country which doesn't have sufficient domestic oil production, which is most countries especially in Europe, has accelerated their EV transition. Buyers are grabbing every EV they can get their hands on, and yes Tesla are the leader there.
https://www.reuters.com/world/uk/uk-electric-car-registratio...
"Tesla (TSLA.O), led the UK BEV market year-to-date, with registrations up 25.4% from a year earlier and a 9.53% market share South Korea's Kia (000270.KS), and China's BYD (002594.SZ), continued to compete for second place, with market shares of 6.9% and 6.8%, respectively"
The Kia model breakdown: https://www.kiapressoffice.com/releases/1975 (mostly Niro, now withdrawn, then EV6)
Huh? The cybercab with no steering wheel is only operating in Austin, in tiny premapped areas. There are 45 registered in Texas, and they have only been operating since September.
This isn’t Twitter, you’re generally expected to at least attempt to provide factual information here.
https://www.fox7austin.com/news/tesla-launches-cybercab-aust...
“Printing money hand over fist” is an interesting way to frame the dramatic drop in their margin on every vehicle sold.
That EV market share direction in the US, though .. really bad compared to non-petrostates (except Norway)
They don’t do a good job at the car company part. They make nice cars, but the company part has issues. Quick example… I was very happy to drive a model 3 for many years. But the constant changes in price of their new cars destroyed any resale value mine had. Every time Tesla was having a bad quarter, the value of my car dropped. That’s not the way to get me to buy another one.
There are certainly other areas where they could improve too. But my point being - they’ve never been all that good at (or interested in) what it takes to drive long term success in selling cars. It’s just too long of a time horizon for them.
GM - $74.5B market cap (6.2M cars sold annually)
Ford - $50.2B (4.6M)
Volkswagen - $40B (9M)
BYD - $100B (4.6M)
Toyota - $256B (11.3M)
Hyundai - $57B (7.3M)
Tesla - $1.4T (1.6M)
The numbers simply don't add up.
https://en.wikipedia.org/wiki/List_of_predictions_for_autono...
I realize that some of it is just a cult of personality, and that part will be unusually sticky because of things like cognitive dissonance. But that can’t be all of it. My next best guess is a bunch of it is a whole bunch of institutional investors are privately thinking these companies are way too risky, but keep it to themselves because it’s not their money they’re putting on the line and taking a contrarian position would risk angering a presumably vocal subset of clients of unknown size. Which isn’t a great way to make yourself popular with your boss.
The biggest knock on him is that he says something will happen at a certain time and then it comes later. Even the sub-$30k EV. Cybercabs cost < $30k.
They are running a fleet of taxis around the Bay Area. It's kind of scary because they aren't that safe, given the lack of LIDAR. But they are doing it anyway.
Probably will get acquired by SpaceX to hide the poor financials
They should just be the Toyota of EVs -- mass produce quality vehicles people want to drive -- instead he's trying to be Tony Stark and keep pumping it as a meme stock.
Tesla remains excellent at engineering and manufacturing. They need not seek the exotic.
He's a liability to that company, not an asset, at this point. And his name has become a brand liability.
I still remember years ago seeing one in a grocery store parking lot, with a banana yellow wrap and the Zelda unlock sound as its lock chime. A brief moment of inconsequential joy.
Lastly, having the cyber truck drag race a Porsche 911, while towing a Porsche 911 (and win) has to be one of the best marketing stunts of all time.
A bad design that costs too much, the only people who bought these were ideologues committed to the vision of a man responsible for millions of unnecessary deaths, the gutting of the American state, and some of the most destructive politics of hate in living memory.
I celebrate their passing.
Outside of Mad Max it’s hard to conceive of a more dangerous car to be involved in a pedestrian collision. The cybertruck is a symbol of staggering ignorance and selfishness.
We’ll probably still see them on the roads for many years to come—and laugh at the lickspittle Elon toadies who gleefully bought them, knowing full well what they symbolize.
[^1] https://hsph.harvard.edu/news/usaid-shutdown-has-led-to-hund...
The drivers are like 98% East Asian or Indian. Like half the cars have a "new driver" or "baby on board" sticker.
Teslas are unpopular in rural areas.
So ironically I think the ideologues (on either side) are the only people NOT buying Teslas.
Utterly insane take. Your media sources have filled your mind with poison.
The best collision is no collision.
I'd trade this princess in for a hi-lux or a road-worthy late 90s ranger any day of the week, but try finding that on the market.
I'm not an Elon fan in the least, but it does feel like most cars are designed by committee and converge on a few well-defined shapes and segments. And they sell a ton of them, so sure, of course.
But there's certainly some charm when you see a weirdmobile that doesn't conform and somehow got by the bean counters and into existence. The MINI Clubvan, for people who needed something compact and cargo-focused. The Cadillac CTS-V wagon, for people who wanted to haul ass ... and the family. The Toyota MR2, which felt like Toyota engineers decided "let's take these Corolla parts and build them in the shape of a Ferrari".
With the high costs of certifying a new car for sale it seems like we see fewer and fewer of these oddballs, and that feels like a shame.
So even though I'd never personally consider driving a poorly rendered dumpster from a 1980s video game, perhaps the world is a bit more interesting due to its existence.
Those cars did have uses, but those uses revolved around drawing attention ( think advertising ). Whenever I saw one in my neck of the woods, they were selling something.
I suppose, if you don't really like cars much, this was interesting. No one debates the ability for EVs to have absurd 0-60, 0-100 times, but there's almost no overlap between why you'd buy a Cybertruck versus a 911 besides status symbol, which gets back to... maybe it's neat, if you don't really care about cars much.
The US style pickup is pretty rare. There are some Ford Ranger/Raptors, which look comically large but are apparently smaller than the common F150 (??). People who need a truck bed get a Ford Transit or similar with the bed variant.
Agricultural use cases are handled with actual tractors (who can use the cheaper "red" diesel!)
To some extent you even see this in New York too. Certainly there’s a need for these vehicles in rural areas where road conditions may be poor or absent altogether and the work needs done regardless.
The cybertruck on the other hand isn’t a work vehicle, it’s bought by the same people who buy the super kitted out models and who have no interest in using it for work, let alone taking the thing off road.
Ultimately I think of it as the modern Delorean, but I don’t think it will engender the same level of good will when it ages out and becomes less common due to the increasingly negative profile of Musk and his connections to the politics in which the vehicle was created.
Lithium nickel batteries suffer accelerated aging at high charge and at low charge, so it is usually recommended to stay in the 80-20% range, only going to 100% shortly before a road trip.
A Slate with a 200 mile range operated 100-10% would give you 180 miles between charges. That would be the same range as a lithium nickel battery EV with a 300 mile range operated 80-20%.
During the winter, range plummets. That 200 isn't getting me all the way from A to B. Having a hybrid fueling option is just much more practical for me.
I'm not saying I couldn't get it done, I could, but sitting for hours waiting for some slow-ass EV charging station in the middle of winter is not bullshit I'm signing up for.
Leave home at 100%/200mi
Drive to destination (approx 3 hours) arrive with ~0%/0mi
Charge while at destination to 80%/160mi
Begin driving back home with a 20%/40mi deficit of range.
Stop anywhere/anytime after you get below 60%/120mi
Charge for 20%/40mi (~10 minutes)
Complete drive home and fully charge again.
Total extra time on 400 mile trip vs gas (assuming 300 mi tank range, so 1 fill-up): ~5 minutes (or 8 minutes if you stop for a quick charge on the way so you don't have to white knuckle down to 0%).
For cold driving in the winter, it would probably be closer to an extra 20 minutes.
You're not actually going to get 200mi from 100% when you have 2 people and baggage loaded and traffic exists, and no one sane would be comfortable arriving with literally 0% battery. Charging stops take minimum 10 minutes just accounting for getting off & back on the freeway; usually more like 30-40 minutes because why would you not just charge back up to 80% since you're stopped anyway? Your destination hotel almost certainly does not have a charger, or if they do they charge an idle fee, so you can't just leave it overnight, so really that has to count as another charging stop.
For a 200mi each way trip, realistically you're talking probably two 30 minute charge stops in each direction. That's not completely unacceptable (eg just have some lunch at one of the stops) but your 5-8 minute quote is absolutely not realistic. A bump up to 300mi range would drop that down to one stop in each direction, which would be a real benefit.
The only way I can make this happen in my head is the combination of driving in freezing temperatures, with the heat blasting the whole time, while doing ~80mph.
Mind you we do trips to Maine in the winter and only have seen ~20% range loss. Heated seats, cruise control at 65, heat on only as needed (about 5-10 minute an hour).
> Stop anywhere/anytime after you get below 60%/120mi
This is the aspect which isn't really possible in very rural areas. There is nowhere to stop at to charge, or the options are very limited. It's getting better, but it's the reason why people want more range.
Plus, in the midwest, the ranges tank in the dead of winter, due to sub-zero temperatures and headwinds.
If you can. I have some family that doesn't have any power near where I park when I visit. I'm also there for less than the _many, many_ hours it would take to get an EV from ~0 to ~80% on a standard 15A/120v outlet.
In one case, they have a pretty big tesla super-charger something like 40 miles from them so I can top all the way up just before I get there if I go slightly out of my way. In the US, we still have a long ways to go in the US before _high current_ charging options are as ubiquitous as gas.
Unfortunately a lot of people only really have a level1 class charger at home and that's a 10+ hour charge on a F150. Probably somewhere around 5-7 hours for a level 2 charger but that's only a "given" on new construction.
If you live close to a level3 charger than you can get topped up in under an hour but that also isn't as convenient as plugging in when you get home and forgetting about it since you have to drive to the charger.
Then you need to get our and do more real work of lots of different types. Exposed bed is often an advantage!
I have a welder, the safety instructions include "Never carry the gas tanks in an enclosed vehicle" -if there is a leak the gas tanks (nitrogen, argon, helium) can quickly displace the oxygen inside and I'll die before I know what happened.
Most things I carry don't need to be inside constantly. A little rain won't hurt anything, I wouldn't want to store anything outside but just a couple hours won't harm most things.
Also it is a lot easier to load things in a truck than a van. I can lift it over the sides (perhaps with a forklift). I can stand up in the back while arranging things - even when it is full I can stand upright.
I have used both trucks and vans to carry things over the years. Both are a compromise - and like all compromises there are negatives where something else would be better. Overall I fall on the truck is better side for what I do most often - but that is overall and I recognize there are good reasons some will choose something else.
I used to think trucks were mostly useless, but have found that many people have weekly uses that make a lot of sense.
I do question the logic of lifting your truck so high you can't reach into the bed.
Also they are much easier to load items with heavy machinery.
Even gasoline trucks are stupid no low end torque, you need to rev it. I had a 6 cylinder Cummins diesel and at 500rpm idle on a hill it could move the 10,000 pound truck up the hill.
I have a Rivian and my 400mi range gets cut significantly (down to 200 or 300, depending on the trip) when I have 7k lbs on the back, but never enough to stop me from towing. And with good charging in the area, it's a non issue. And waaaaayyyyy cheaper than diesel.
Maybe if I was towing daily, I'd feel different. Your mileage may vary. (Couldn't resist the closer!)
Edit: btw instant torque is a game changer. You can't beat an EV on that front
Personally I'm going hybrid truck next time. The advantages of electric (torque, 240V inverter) with the flexibility of gas. Payload is lower but I'm hoping they fix that by the time I need a new truck
My EV has 470PS, it can hauul plenty heavy for long range. Weights 2.2 tons.
Even the Ford F-150 Lightning was already able to pull 4.5t and has a range of 300 miles.
Theres been plenty of F150L towing tests and the results are… bad. Maybe 100mi of range if you’re towing something big?
But I've done a 600 mile each way trip with the bed fully loaded and it's completely fine
I mean for sure, if you are the person who constantly need this, EVs might need a little bit more advantages, but what does an avg F150 owner would tow 100mi every day / regularly?
More than 60% of truck owners use the bed to haul at least once per month; but it's difficult to determine the percentage who could have used a car instead. A small car can fit quite a few bags of soil in the trunk, for example.
It just has to look manly and rugged, any actual offroad or hauling capabilities are at best a nice-to-have.
I borrow my brother’s truck all the time to transport various DIY supplies. I could probably get a roof rack for my car for things like plywood and drywall, but borrowing the truck is easier.
Something new and fresh can be accepted and loved, but it still needs to be familiar and somewhat iterative. A radical change like the cybertruck is hated for that reason. (People also hate it because of Elon, but they don’t hate the other Teslas nearly as much as they hate the cybertruck)
By the time of its delayed release, Musk had become deeply unpopular with many of that original coalition of fans and buyers, the truck was more expensive than originally promised, his new ‘base’ probably couldn’t afford to buy many of them, and it was structurally a fairly normal car underneath the steel panels. It also suffered plenty of embarrassing issues, which people were of course gleeful to publicise.
It could have been a cool funky status symbol, but Musk screwed it all up.
People still hated it when it was announced, the online discourse was largely negative surrounding it. I remember being in my tech office at the time and we were all talking about how bad it looked.
But it didn't live up to the selling points, it is very expensive, has design issues that weren't necessary for the aesthetic, and the company's owner turned out to be a really horrible person contributing meaningfully to changes in my country that are dangerous.
I don't think the safety argument holds up here when you're comparing Teslas with standard automobiles.
It's a massive, gaudy symbol of unfathomable decadence, and every purchase was made to visibly support the passion project of the world's most influential white supremacist.
It's one thing for a vehicle to be "ugly," but this one stands for so much more.
To me, it’s more like answering a complaint about the blandness of pop music with electric bagpipes and nails on chalkboard: if you can’t be different and good, maybe don’t try so hard to be different.
The end result is a vehicle with all of the costs of a normal unibody design plus the costs of dealing with cutting, folding, and attaching thick sheets of stainless steel.
It never delivered the promised $40k starting price or the promised 500 mile top spec range either.
They could’ve done something like the Slate truck a decade earlier.
(I have a very slight visibility on 48V car audio R&D, for example. Most digital electronics could be adapted with a different DC-DC converter but the audio power amp stage takes direct supply voltage)
They could have Roadstered it.
Buy Ford Transit 350 "gliders", work out how to make them FWD, RWD, or AWD using your own transaxles and batteries. Pickup, van, or just a bare chassis-cab to go to a coachbuilder, it doesn't matter.
The Transit has been around for 61 years. Sticking electric motors in it that you already have is a no-brainer.
Lars Blackmore was doing self-landing rocket research before he went to spacex. Musk's reusable rockets (who doesn't want that, this is why the shuttle exists) wanted to use parachutes.
Seems to me like a sentence that's quite easy to understand.
The highest number though is like 30 uses and Starship still hasn't profen itself.
Also the boring company, Doge, Solar City, the cybertruck etc.
So what do we get out of this? Musk is for sure not just an idiot, he for sure sees sometimes good opportunities, but also he had the money to invest in these and he got lucky a few times too.
Btw. the cybertruck he announced, never came.
How much money have Americans gifted NASA to pay Russia for launching payloads ton Soyuz rockets?
Do you frame all government funding as "gifting"?
"real experts" are not always correct. A bet a lot of people told him that the original Teslas were a bad idea or SpaceX would never...wait for it...take off.
But sometimes people win when they push the boundary of what might work, push the problems to the surface and then solve them.
I don't like the guy but you can't really deny his ethusiasm and single-mindedness.
Musk has enthusiasm, yes, but he’s let his luck at PayPal and successfully buying Tesla from the original founders go to his head. Nobody is right all of the time, and no serious project goes perfectly according to the original vision without adjustments. There’s nothing wrong with the idea of an electric truck — companies with better engineering culture are making great ones — but the Cybertruck failed exactly the way everyone who isn’t a superfan expected: it’s designed in a way which guarantees high costs and it just doesn’t deliver corresponding benefits for most people. Diving into the culture wars against a large chunk of potential Tesla buyers was a bad idea but even if he hadn’t, there just aren’t that many people who have that kind of money to spend and the ones who do usually won’t accept so many limitations and flaws.
- no one in the established “expert” car companies thought that mainstream EVs were feasible. Sure, there may have been individuals, but it didn’t make it into corporate strategy or product delivery. The Model S plus the Supercharger network changed the face of the car industry.
- none of the clever brains spending billions in NASA, ULA, ArianeSpace, et al made a reusable commercial rocket a reality. They had an infinite head start vs. SpaceX and failed to innovate. Even now, having their lunch money regularly stolen by SpaceX, where is the reusable competition?
No executive in the established "expert" car companies had any reason to rock the boat. Establishing EVs as a credible alternative to ICEs required a build-out of charging infrastructure that none of them were willing to commit to. But non-established companies had no such risk, and the emerging companies in China would have developed no less quickly even if Tesla never existed.
> none of the clever brains spending billions in NASA, ULA, ArianeSpace, et al made a reusable commercial rocket a reality
All of them would have told you that there's nothing impossible about a reusable rocket, only that their customers were happily served by their current offerings. Without Starlink, there would be no commercial demand that would make up for the cost of R&D.
https://www.alphaxiv.org/@lars-blackmore
https://de.wikipedia.org/wiki/Lars_Blackmore
https://scholar.google.com/citations?user=xZvK9z0AAAAJ&hl=en
I want you to know that.
Musk came into Tesla as funding. People were trying to make the cars.
With regards to SpaceX, he was looking for people to build rockets to go to Mars. But no one wanted to sell to him. So he hired rocket scientists to build the rockets.
And yes, while there will always be some asshole who says "That won't work", there were plenty of ""real experts"" who were working at those companies.
They could have done what Musk did with Falcon 9 in the 90's. Instead they chose to mess around more with solid fueled heavy lift vehicles, all the while proclaiming that they were the experts/science.
That's why you should always hire someone unqualified.
(I don't necessarily disagree with you, but there's a difference between thinking outside the box and trying new ideas, and literally ignoring factual reality and repeated clear feedback from people who actually know what they're talking about.)
Steel is heavy, you have to paint the frame anyway, people like cars with colors, the steel has to be maintained too (scratches etc.).
Even more interesting would be how much the steel hurts the tons-to-orbit in the Starship.
Also painting IN THE FACTORY isn't expensive. Re-painting the part on repair is because of all of the prep work required (take apart, clean, color match etc).
Might be break-even, but I doubt it would be cheaper
"It will be cheaper" is a perspective of ignorant "smart guy" that thinks because he got successful in one thing that they can weight in on industry processes they have no idea about
You go to the DIY shop and buy a tin of white spray paint.
What happens if you scrape your brushed stainless fridge getting it into the kitchen?
Well, now you get to either live with it, or come up with some really clever ideas on polishing out the scratch and then sanding it back to disguise it with the rest of the surface which will never really look right.
Not sure I follow your ford pinto comment either.
A press brake is generic and cheap. Molds for presses are cheap if the cost can be spread over many vehicles, but are expensive for low volume manufacturing.
Paint shops are similar. They're not expensive if you're running a lot of cars in the same color through it, but at low volumes with custom colors they are fabulously expensive.
Of course the final production Cybertruck didn't use the exoskeleton design so it was the worst of both worlds, but it does feel like the original design wasn't expected to sell well and was designed for low volume manufacturing.
$100 is also a trivial amount of money for a larper with half the budget required to complete the purchase. Or someone with plenty of money who just put in a reservation "just in case" they wanted one.
Entertaining the idea of a new car purchase is an upper-middle class thing, and a fully-refundable $100 is impulse buy territory for most of them. Yes, many of them would have been capable of taking on a $40K purchase, but $100 is not a serious indicator that they were serious about doing it. People who have this money are doing relatively well and blow $100 on much more inane things that aren't refundable.
A traditional dealer would ask someone with much less money looking at a used Nissan Sentra to put down $500 to hold a car.
OK, but I think it is. So can we agree to disagree, is that ok with you that I have a differing opinion?
If you want to hold reserve a damn Toyota the dealer is going to ask you to show up in person, put down $500-1000 and fill out a credit app.
Tesla knew the $100 reservation was too low to show serious commitment, and this was intentional for two reasons:
1. to float an interest free loan
2. to manipulate investors
Thanks very much, have a great day! (Didnt read anymore of the post as it was unnecessary)
No doubt there is some demand for an "out there" design, but I'd have to guess that the projected $40K price was itself a large part of the attraction.
2019 USA annual car/pickup sales were ~17M. I find it very hard to believe that 10% (2M cybertruck pre-orders) of those purchasers were seriously interested in a cybertruck - it really is not a design made for mainstream tastes.
I thought the early images looked amazing but I see them all the time in real life (a few people in my neighborhood own them) and they just look so stupid on the road.
With false but great looking renders and false but great sounding promises, the hype and interest was real. It was only when the real product became apparent that it became a joke and interest was lost.
You would think maybe Musk would learn something about overpromising from this fiasco, but judging by things like DOGE I guess not!
I live in the UK so I'll likely never be able to get one, but I'd love a car I can just buy new panels for and wrap them with minimal tools.
Flat metal is more expensive than curved metal. Curved metal, you design the curves to help support the stress points: you can get by with thinner sheets. Flat metal requires thicker heavier more expensive sheets of sheet metal in order to be strong enough.
Curved metal also lets you design the whole thing to be more aerodynamic. which is an important consideration even with something as un-aerodynamic as a truck.
Painting cars really is a hugely optimised process that materially affects performance characteristics such as weight.
Its very difficult to appreciate just how many cars are made worldwide wide, but just think if a completely optimised fully robot optimised line cost a billion dollars, in only needs to process a few million cars to fully pay itself off. Just look at how much a “paint option” costs. Enough people paying for a premium colour would completely pay for the entire production painting line.
At the scale of Tesla the millions of dollars on a fully automated setup is cheap because amortize the cost of so many cars
Very common to use a mix of both strategies in practice.
Either you have a modern expensive car and insurance which knows how to handle it properly, or it doesn't matter anymore and you got to a cheap car doctor.
I had a jeep wrangler once. The window was "flat" but not if you looked at its reflection. There was an almost imperceptible but complex curve, no doubt for strength.
As the DeLorean community will tell you, repairing unfinished stainless steel to aesthetically pleasing levels is almost impossible.
Take a piece of tinfoil, crumple it, then try to uncrumple it to its factory finish.
Repairing painted bodywork is easy and cheap: hammer it to get a rough shape, apply fillers, then paint & polish to factory finish. Simple as.
...you don't. You replace it in whole. You can't use filler to mask small dents and paint over it, if you want it to look as before, you have to pretty much replace it.
I don't know any item where the unpainted stainless steel version is cheaper than the painted steel version, thinking about kitchen appliances for instance. For cars, the most famous car with a stainless steel body is the DeLorean DMC-12, which was notoriously expensive, even without the time circuits.
Elon talks about a lot of things. Consider if you might be part of the media ecosystem that enables that strategy.
It’s like they completely forgot the “what do people need” phase of product management.
The cybertruck was an early example of what someone on bsky called the "everyone is twelve now" theory: it looks like it was drawn by a small boy's idea of "cool", with zero further thought.
In once panel, there's the Cybertruck whose owner bragged about it carrying a large round hay bale (weighs around 1,500lbs) with the suspension looking like it was about to die. Next to it is a shot of a circa-1980 Ford F250 carrying three of the same bales and sitting perfectly level. TBF, the F250 probably had air bags in the rear suspension, but still...
That thing is only a "truck" because they decided to call it that.
Most people should just buy a sedan. :-/
At some point this gimmick misdirection nonsense has to stop working.
Oh look, if you have a transport-truck sized massive compressor in your garage and use 100kWh to spend a day filling a tank, your ComingSoonNow(TM wink) Roadster can do some silly stuff if you dedicate much of the interior to a giant explosion hazard.
https://youtube.com/watch?v=gRBDLE06qNY
Today, we'd called "founder mode".
For a company, matching products and services to demand is what matters. Being able to get more mass into orbit only matters if enough people are willing to pay to get stuff there. The analogy is that jumbo jets exist, but almost no passenger flights bother with jumbo jets because it's not economical. Unlike with civilian aviation we have yet to observe a natural experiment which would allow us to place an economically practical ceiling on rocket payload size, but it very much still remains plausible that something Falcon 9-sized is actually the sweet spot, especially given that Starlink is the only commercial offering that's pushing the existing Falcon 9 capacity. And yes, this completely ignores any mention of going to the moon or Mars, because although there may be incentives to do so (e.g. scientific incentives, political incentives, philosophical incentives), there is no economic incentive other than getting some government contracts which will be just as short-lived as Apollo was once the public loses interest.
It turns out that sitting in your office wearing an adult nappy and snorting cat sedative until your bladder no longer functions might give you a lot of quite "creative" thinking, but it doesn't make you an engineer.
At some point Elon has to climb out of the K-hole and realise that these things are better left to proper engineers.
It's also an ugly-ass car. If it had turned out to be super-reliable and cheap and "hackable" that would make up for it, even earn its strange look a cult following, but no it just ended up as an overpriced weird ugly-ass car.
Cheap hackable electric work truck (I imagine chassis with basic cabin that you can expand in various ways, like the EU van options have like half a dozen chassis) would be great but it's not something Tesla ever wants to make
95% of their cars sold have been in the $30k to $60k range. They have long been the best bang for the buck electric car (in the US, since BYD isn’t allowed.
Just because the big batteries are so dangerous?
The bad: didn't seem to be very good as a truck (eg build quality). That would not have been too bad, but it's dangerous when the design already alienates some buyers. Carmaker need time to get it right and that needs sales.
The terrible: Elon torching his reputation in all sorts of ways and essentially insulting his past and future customer base. The politics, the bait and switch over features, etc etc. Eventually people tire of it.
It's tragic, because for better or worse Americans love their trucks, so the team that solves the electric transition is doing the world a huge favor.
Had the Cybertruck brought forward the manufacturing innovations that were alleged to cause the weirdness in its design, I could draw the comparison with the Multipla, but as it stands, it has all the visual appeal of one, with none of the reasons for it. Can't comment on the Pontiac, have never seen one outside Breaking Bad.
I am the exact target audience of their new Fathom, but I abandoned my preorder sign up process when I saw the phrase "dealerships set the final price".
What's most frustrating is that I had to trade in my Model 3 for a 3-row SUV, and Tesla just didn't have anything competitive in that segment.
I mean it's probably not that comforting for owners to unknowingly have signed up for a beta test, but that was the plan for Tesla for a while with the Cybertruck.
This was also the reason for sloppy stuff like steel panels glued to the aluminium frame, and not following up on their initial promises - the car morphed from a serious project into a low volume testbed sometime during its production.
Tesla seems to be killing its non volume cars the S and X are dead as well, I've heard rumors the Model 3 might be on its way out.
People who buy trucks as a status symbol want to be "tough". And Tesla clearly intended to appeal to "tough guys", it is big, powerful, and supposedly indestructible. Elon even twitted at some point that it would destroy the other car in a collision, a morally questionable comment, but the implications are clear, a though vehicle for people who don't give a fuck about others.
And then, they managed to break the unbreakable window during the presentation, followed by the rusty trucks, and most importantly, the whole fiasco with glued panels that came off. So, you market a tough vehicle, but it falls appart. Who is going to buy that?
The Cybertruck is weird and a "status" symbol, but most people want to fit in, but also have the "nicest" looking status symbol, so they convince themselves that "this particular truck" is really nice. (And also if I own it, it's clear I do lots of hard physical things.)
The Slate represents an ideology that combines the nostalgia of what trucks used to be (especially the Ford Ranger) with a modern EV powertrain, but most people don't actually want the stripped down basic vehicle, even if their eyes light up over the idea.
I have debated this extensively with some friends. I *jumped* at the slate pre-order precisely because it doesn't have any 'luxury' trim options. I don't want to pay out the nose for a fancy infotainment system that will use the cheapest possible under powered electronics from a decade ago, run a 10 year old version of android that spies on me, gets no useful updates...etc.
I certainly have my biases but I suspect that most people only _tolerate_ most of the painpoints w/ the various 'luxury' items in their cars and if given the opportunity to start simple and upgrade they would.
> but most people don't actually want the stripped down basic vehicle
Perhaps. But if you put two options side-by-side and show people what they get at the two different price points, I'd bet that the ~30k slate compared to the ~ 50k typical new car price will get a decent chunk of people thinking about what _else_ they could do with 20k in savings.
Successful companies well understand they don't know exactly what maximizing shareholder value requires. They are always making small experiments to see what really works in the market. Many of those they know will fail and in turn cost shareholder value because of a bad investment. But you have to try bad investments in order to find one that is good.
It's not going to appeal to people who want a truck as a symptom of fragile insecurities around their masculinity and that's a biiiig part of the US truck market
This is specifically about the Tesla Cybertruck, which has been shown to be fairly shoddy in construction AND is tied to a very, very divisive figure.
However, people are talking about the same truck as if it is a truck. And it's a terrible truck for people who need a truck. On the other hand, a lot of other trucks are also terrible at being a truck for the people who need a truck. You have to go into the three-quarter ton or one-ton range to find a decent truck these days, even though a modern half-ton probably has more power and weight carrying capacity than a 30-year-old three-quarter ton truck. The way it's set up means it's not going to work as well as a truck. The 30-year-old truck is going to have a longer bed, which is something that someone who needs a truck is going to want in the truck.
I did buy a Model-Y shortly before his Trump endorsement, and then sold it for technical reasons.
On a cold January morning, I was pulling up to a stop-sign, didn't have any autopilot turned on, and the car accelerated.
I think there is just too much software between gas pedal and the machinery of the car. They're honestly kind of dangerous vehicles. The average person can't handle the responsibility of a self-driving vehicle.
I told all of my friends and family that I would not recommend the vehicle yet to a non-technical person, even when I was myself driving it and loving it.
I do know that there is not much better than average driver! There is much worse than average: people who drive drunk, and a few other classes of people who shouldn't drive at all. However the vast majority are all about equal: in reasonable mental health and limited to the same eye and reaction times. A few people have and follow better training and so are slightly safer - but this is slight. Most people think they are better than average because they excuse their mistakes as a "one time mistake", while confusing "the other guy's" mistakes with the other guy must be a bad driver.
It will be interesting to see if the substantial safety margin decreases as more people buy in.
There's a shit ton of software between the gas pedal and the machinery of just about every car on the road today whether that be an ICE, hybrid, or EV. We're a long ways away from the go-go pedal directly pulling a cable opening the throttle plate.
The only guaranteed way to lose is if you stop swinging. And Tesla has stopped swinging. They haven't revealed a mass market consumer vehicle since 2019.
There is some incredible technology in the Cybercab that allows them to be built cheaply in high volume. Instead Ford looks like they are going to be the first Western consumer vehicle out of the gate with the unboxed production method with their Ford Fathom. Unsurprisingly, the Chinese are ahead here too.
The 3/Y and the screens had lots of design and product innovations. Iterating on those lines would’ve been quite nice.
And yet some of the comments talk about this like these cars exist in a vacuum, detached from the realities of the person behind them. Some of them even praise this hideous, low quality, overpriced, impractical abomination of a truck. Parts of the tech world really do live in a bubble.
To anyone who is/was a crusader against cancel culture, recognize the source of it. Become a crusader against Citizen's United instead. It would be a much more productive coalition.
(btw dope earthbound reference in your username if that's what it is)
You are deeply, utterly misinformed and loudly ignorant.
Ukraine uses StarShield, which is owned/operated by the USGov. Starlink is a civilian service not for military use.
If you can't be bothered to perform a simple google search to educate yourself about basic matters such as this in a few seconds, why should anyone listen to any of your other (ridiculous) points?
Electric vehicles obviously don't have the hurdle of meeting emissions standards so Tesla, or any other company really, had (and has) the opportunity to create a small, cheap, mass market utility truck that no gas-powered vehicle can compete with. This is what the Cybertruck should've been.
There have been breakdowns of the Cybertruck and it is such an incredibly bad design. Things like the weight of stainless steel panels but with an aluminum frame. Why is that a problem? Because aluminum is prone to catastrophic failure with the up and down motion of towing a heavy load than stainless steel simply isn't [5].
The rumor has been that the only thing propping up Cybertruck demand is Elon forcing his own companies like SpaceX to buy them [6]. Other than that, the Cybertruck became a weird political statement [7]. Those people are getting crucified on resale. It's even a trend on Tiktok and elsewhere to watch these trade in videos. People who paid $150k+ are getting <$70k less than 2 years later.
Anyway, I'm shocked no US manufacturer is tackling the EV small utility truck market. Yes there was the F150 Lightning but it's still too big (and thus expensive).
[1]: https://en.wikipedia.org/wiki/Toyota_Hilux
[2]: https://en.wikipedia.org/wiki/Toyota_War
[3]: https://www.octane-magazine.com/articles/features/usa-25-yea...
[4]: https://www.thedrive.com/news/heres-how-regulations-accident...
[5]: https://www.lesswrong.com/posts/nZcb9TTyneFbxiDav/the-giga-p...
[6]: https://www.bloomberg.com/news/articles/2026-04-16/tesla-lea...
[7]: https://www.usatoday.com/story/news/nation/2025/02/12/tesla-...
A Tacoma is basically the US model of the Hilux.
Now I get why the gas powered Hilux has changed. Emissions standards have changed. Fuel efficiency is more important. Modern cars are full of computers and microcontrollers. But an EV is relatively simple. It's one of the big advantages. Yes you have an OS and it's not just turning the ignition but the drive system itself is fairly simple, the thing that turns battery power into movement (compared to ICEs). No moving parts (in the engine), basically.
You could absolutely make a small EV utility truck. Remember that part of the reason why people were excited about the Cybertruck when it was announced was the price point (~$35k). Of course it turned out to be 3 times that.
Look at what BYD is doing [1]. Now these are PHEVs rather than pure EVs. Other automakers are making smaller pure EV trucks.
[1]: https://www.carscoops.com/2025/12/byd-new-compact-pickup-pro...
I try not to get excited about stuff, but the idea of The Next Big Thing in Cars being a total lack of garbage nonsense screens and giving us back CRANK CRANK WINDOWS -- this is pure joy.
Wheels. Seats. Motor[1]. Box to keep rain off. Done.
Oh you attached a bed to that? Double awesome.
[1] Enough top end cruise speed for American interstates.
Then again, he's a con-man who's now quietly distancing himself from CyberTruck ("I had nothing to do with it") and moving on to the next con-trick: the CyberCab.
Those people are just as loud as others, but never actually buy, because a $40k CyberTruck never existed.
When I want to go to the symphony I want a chauffeured Rolls-Royce. I don't care how it is maintained, that is the chauffeurs job. If I want to see under dressed girls I'll go to a strip club after if, or maybe hire an escort to sit next to me.
When I want a truck to "go mudding", the fun is driving it through the mud. Maybe my chauffeur is tows the truck to the mud pit, but I'm getting it stuck in the mud myself. Sometimes the local cheerleaders are holding a fund raiser and I'll pay them to clean the truck after I'm done.
When I want a truck because I need to haul things - I want to pay someone else to take care of it when I'm not around.
In reality I'm not rich enough for the above. I do a lot of maintenance myself because I can't afford to pay someone. I have one vehicle that is a bad compromise for everything because I can't afford more.
In reality I have moral objections to under dressed girls and so I'm not going to the strip club or hiring escorts. But if I was that type I wouldn't be paying them to maintain my car. I have had the cheerleaders clean my car while I watched, but I wasn't paying them to be "eye candy" even though I did enjoy looking, and the next week is was the boys wrestling team (which I don't enjoy looking at) that got paid just as much for the same job.
In reality I'd prefer public transportation, but that is a different story.
Tesla took over 2 million preorders for the Cybertruck before they closed the program due to high demand.
> Musk was a fool to mistake the hollering of a small group of enthusiasts for that of the truck-buying U.S. population. Nobody was actually wanting for the CyberTruck. He should've listened to his marketing people and not be guided by social media and his right-wing instinct.
It wasnt social media and his 'right wing instinct' whatever that is. It was massive amounts of paid pre-orders feeding their opinions that it was going to be popular.
EDIT: Oh I see you have edited your comment since I wrote mine. The massive amounts of pre order cancellation came after it was released, so how does that factor into their initial opinions that it would be popular during development?
Even very ugly cars will sell if they give you a really good deal for the money. The Cybertruck at $39,999 was a shockingly good deal. It was just a lie.
Btw have you seen the roadster??
> Zero-emission trucks over 12 t ·
(Cybertruck is still in the <3.5t class afaik)
> Zero-emission Class 7–8 trucks
These seem to be the classical cargo carrying trucks, not the pickup trucks.
Tesla cyber truck sales are going down from 38k a year to 20k a year. The Chinese net sales of electric trucks is massively more than Tesla's production if you look at the data that I posted.
https://www.centraloregondaily.com/news/consumer/tesla-to-pu...
On the surface, it seems to take the wind out of their sails.
They told us the cybertruck was awesome.
They told us flying cars soon.
Now we see the fate of the first promise.
I would have delayed this announcement for as long as possible after the flying car show from a PR perspective.
Which makes me think this announcement is throwing a bone to the financial bean counters ahead of the potential merger with SpaceX.
Cleaning the companies books of fat before the big game.
Literally nothing Tesla promised is coming true.
Not anymore, now its "Assisted Driving"
https://www.reuters.com/business/autos-transportation/tesla-...
I live in Europe, and here its not called Full Self Driving because regulators disagree with you that the car is driving itself. Therefore your original statement of "It's called Supervised Full Self Driving (FSD) and that is an accurate name given it controls every aspect of the vehicle's operation" is not true here at all.
If the US is happy with Elon lying about his cars abilities then thats on them. Not surprising really judging by the mess that is the USA in recent years.
Trumps current mess with huge increases of cost of living, and subsequent popularity decline is an example of what happens when you let business run free.
And Model 3 and Y have always been 95%+ of the cars Tesla delivered.
Hilarious but a logical end state option for them.
Good riddance.
But yes, those credits have been vanishing for a while.
To me trucks are the most useless type of vehicle apart from niche utilitarian cases in farming or construction. Super heavy, gas guzzling, open bed, compromised handling, pedestrian crushing death machine.
If you want big family hauler, grocery getter: mini-vans, wagons.
If you are in trades: van, box truck or flatbed box truck (where bed is useful shape and size, and all sides can be removed if needed).
No, you don't need 3 tonne vehicle with bajillion horsepower as a daily, because you may need to pull a trailer with your inflatable dinghy once in a two years.
If you want truck adjacent vehicle, get Toyota 4runner or Highlander. Humongous cars, vast and closed cargo space. It will pull a trailer, it will haul all your stuff and family.
> To me trucks are the most useless type of vehicle apart from niche utilitarian cases in farming or construction. Super heavy, gas guzzling, open bed, compromised handling, pedestrian crushing death machine. If you want big family hauler, grocery getter: mini-vans, wagons.
Minivans and trucks get similar fuel mileage. For the average family there are not enough kids to need a minivan.
> If you are in trades: van, box truck or flatbed box truck (where bed is useful shape and size, and all sides can be removed if needed).
Obviously you are not in the trades and don't know anyone in them. I've heard plenty of people in the trades debate the merits of truck vs van. They are compromises and there is no clear winner.
> you don't need 3 tonne vehicle with bajillion horsepower as a daily, because you may need to pull a trailer with your inflatable dinghy once in a two years.
If I need to tow something even once every two years then I need to own a truck. I've tried to rent a truck to tow something - turns out most rental contracts don't allow towing. There are exceptions, but the cost is so high, and finding a place to rent is so inconvenient that I will just own my own truck instead - it is worth it.
Americans, for whatever reason, only buy SUVs and trucks. They've left the whole truck market untapped by creating a vehicle only a very small niche could/would want.
I don't understand what product marketing was up to, or if they just completely lacked the spine to stand up to Elon.
Also i wonder whether in 5-7 years Model 3 and Y will be around
But with such strong sales, the incentive is not to rock the boat. Incumbents refresh more often because they have a lot of competition.
Tesla does not have any meaningful competition for the Model Y. The closest competitor is the Ford MME, and just behind it the Ioniq 5. But Tesla still sells like 3-4x as many Model Ys as both of those combined.
The Model 3 has even less direct competition. But that's probably because the sedan market as a whole is not as strong as crossovers. The biggest competitor to the Model 3 is probably the Model Y. And to put some context on this -- even as a sedan, the Model 3 outsells the Subaru Outback. Anybody wondering whether Subaru will stop selling Outbacks?
Hah, feels like when someone says they're going to stop dating the unemployed slob to focus on dating the alcoholic.
A taxi with only 2 doors, what an improvement!
You meant maximum? Though minimum would be fun, too: taxi won’t start unless you agree to socialize and chat with a random stranger. As soon as silence is detected it pulls over and the ride ends.
This anecdote might indicate why: We recently had a bunch of work done on our house. The siding crew had a pickup truck, and every morning the very first thing they did was unload the entire contents of the truck into our back yard. The plumbers and electricians would just get the stuff they were actually using and then lock the van.
The Model 3 was a masterpiece of design, the Cybertruck is more like Cybercuck.
It can never shake the "Ugh, get a load of this guy" factor.
(The history of John DeLorean is quite the read!)
There was nothing "new" in cybertruck. Delorean had bare metal panels! It wasn't a good truck, vehicle, EV, anything. It was Elon's crayon drawing turned car. That's not "innovation" we should applaud
Not even close - there are probably at least a dozen 4 wheel steering cars going back to the mid 80's starting with things like Nissan Skyline, Honda Prelude, etc.
However, I do not know if any of those was series-produced.
They may have been only demonstration prototypes.