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The very real challenge of a Tesla Pickup Truck
Call it the Tesla Truck, the Tesla Pickup Truck, or the Tesla-150, but CEO Elon Musk has made it clear as revealed in the company’s Master Plan, Part Deux that the electric carmaker plans to make a pickup and heavy-duty truck. In fact, he couldn’t be clearer: he stated in the past that plans call for something to compete with the best-selling light-duty vehicle on American roads: the Ford F-150. This precludes the idea of a small or mid-sized Tesla truck and says that Musk seems to be clearly aiming for a full-sized offering.
A full-sized electric truck seems like a lark to most truck owners and enthusiasts. I live in the heart of truck country, Wyoming, where pickup trucks equal passenger cars in numbers on the road and range from half-ton F-150s, 1500s, and Silverados to heavy-duty and diesel-driven duals. Although many enjoy scoffing at the wannabe cowboys who buy a big, shiny pickup and drive it to the office and back every day – never seeing dirt or any load larger than an IKEA furniture set – the core truck buyer and, indeed, the majority of truck owners do not fit that stereotype.
In general, truck owners fall into three categories: weekend warriors, offroaders, and workhorses. The weekend warrior uses a truck to tow toys (boats, RVs, what have you) and occasionally haul household construction goods for home improvement. The offroader buys the TRD, Pro-4X, and similar packages and spends a lot of time getting mud, dirt, and tree branches stuck on the truck (this would be my personal category, for the record). Finally, the workhorses are those who buy a truck to work with, either as a commercial vehicle or as a personal working machine – these include farmers, ranchers, commercial haulers, tradesmen, and so forth.
Traditionally, the largest truck market are the weekend warriors. These are the folks who buy a truck because they want to haul the family and their playthings around. They tow boats, jet skis, haul camping stuff, tote gear to the game, tailgate, and otherwise use their truck mostly as a recreational vehicle that may or may not be their everyday driver. Next to that market, and not as small as some might expect, are the workhorse buyers. These are the people who buy trucks to work with them and rely on them to get any of a number of jobs done. Most importantly to the industry, these are the repeat buyers – the ones who buy, trade-in and buy again (rinse, repeat). Where I live, for example, it’s not unusual for a rancher to buy a new truck every two or three years. Trading in a machine that will have over 100,000 miles on it is not unusual either. That’s 30,000-50,000 miles driven in only one year. For reference, as a commercial over-the-road driver, I put a little over 100,000 miles per year on my rig. Surveys of the truck market nationally show that in the traditional truck strongholds of the West, including Texas on up to the Dakotas and over to the coast, that kind of mileage is not unusual for the working pickup.
So let’s assume that Tesla plans to make a truck that will sell on the traditional pickup truck market in competition with the best-sellers from Ford, GM, and Ram. We can assume they won’t be doing a hard-core off-road package, but will aim for a 4×4 market in order to appeal to most truck buyers. Here’s a bullet list of criteria for a mainstream Tesla Truck offering, based on the most common features of a mainstream full-size pickup truck today:
- V8-like performance including roughly 400 hp and 380 lb-ft
- Extended and four-door cab offerings
- Cargo bed size of 5.5 feet with option for 7 feet
- Towing capacity of about 10,000 pounds
- Payload capacity of 1/2 ton to 3,000 pounds
- 4×4 capability
- Driving range, under load, of at least 150 miles
- Conventional styling and appeal
Those criteria make up the most common things truck buyers ask for. The recent revamp of the Toyota Tundra, for example, was mostly about style since the previous-generation Tundra was dated and didn’t look like a “beefy truck,” as one friend put it. This may be laughed at by the Teslarati, but it’s akin to the Model S having been designed to look like the Volkswagen Thing rather than the beautiful Euro-styled sedan it is. So don’t scoff.
Now that we have those basic requirements, let’s look at what Elon and Tesla would have to accomplish to make that happen.
For starters, the current powertrain in the Model S or Model X would not be sufficient. If put under load, towing a trailer for example, and with the aerodynamics of a pickup, the current powertrain would be lucky to achieve half the range required. Anyone who doubts this need only consider how much work went into Bob Lutz’ never-selling VIA truck and its plug-in hybrid powertrain, which together only produce marginal range when trailering at capacity. That’s an ICE (internal combustion engine) and electric drivetrain combined. Remember also that every pound of batteries added has a net-reduced benefit to the overall range of the vehicle as it also adds weight. Since Tesla isn’t currently using and hasn’t made a lot of noise about eventually using high-tech, high-density, bleeding-edge lithium batteries to lighten the battery’s weight, we can assume that the current Panasonic cells are what would power a Tesla Truck if it were made in the near future.
To tow a trailer at 7,000+ pounds would require an enormous amount of energy and to do so for a long range like truck owners would expect (e.g. to the lake and back) would be a feat. It’s not insurmountable, of course. There’s little doubt that Tesla’s engineers couldn’t overcome this obstacle, but it will be a huge one.
Matching V8-like performance would not be difficult – the Model S and Model X already does this and with the inherent strengths of an electric motor, namely torque from zero, the numbers actually required would be smaller than those needed for the gasoline equivalent.
Next comes another problem – off-road. With the problems the Model S has had in the past with undercarriage breaches on the highway, it’s easy to see concern when going fully off the road. Even the best of dirt roads are rough. Putting an under-pan, as Tesla has done may or may not work well with a truck. Skid plates are not unusual for trucks, of course, but they rarely run past the front engine compartment. Most of the safety is addressed by lifting components high up into the framing to minimize exposure. With a big, long, heavy battery pack, though, this is problematic. A skid plate may do the trick, but this would at the very least be a big marketing hassle for Tesla if nothing else.
Another big roadblock is going to be the price tag. In order to compete with the F-150 and its brethren, the Tesla Truck would need to sell at around the $30,000-$40,000 mark at entry-level. Truck buyers would probably be willing to pay a premium of $8,000, even $10,000 on the truck if the expected fuel savings are big and obvious. Yet even that premium markup is going to be a problem for Tesla because, well, unless of course the pickup will be based off the Model 3. This is where the Gigafactory could possibly pay off, but at this point, that is only an idea that is likely to become reality, but until it is, we have no idea how real its cost-savings in terms of dollars per kWh will be.
Finally, for sake of space, we have not even mentioned dealership woes. The top truck markets are well outside of Tesla’s best markets for the Model S and Model X. Some of those markets, such as Texas, are off limits to Tesla’s direct sales entirely. Yet if that’s overcome, there’s also marketing. Not only are pickup truck buyers exceedingly brand loyal (just ask Toyota and Nissan how easy it is to penetrate the full-sized market), but they’re finicky as well.
The conclusion? Tesla could likely, eventually, field a full-sized pickup truck capable of competing with the F-150, but the challenges are huge. Just as Elon likes ’em. Will they do it? Good question, but it’s fair to say that if they do, they may be treading on the thin crust of a deep, deep lake.
Feature image via Topspeed
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.
Elon Musk
X changed how everyone gets paid, and this lawsuit shows why
X sued a Bitcoin account network over fake payouts as its creator pay model shifts
Elon Musk’s X has taken a Bitcoin-focused engagement ring to court, and the case doubles as a receipt for how differently the platform pays creators today. The company filed suit in the High Court of England and Wales against Vivek Kumar Sen and Zamyang Sherpa, alleging the pair ran six accounts, including @Vivek4real_, @Bitcoin_Teddy and @TrendingBitcoin, as one coordinated operation to fake the kind of engagement that used to translate directly into money.
According to the filing, first reported by Gizmodo, the accounts posted near identical “BREAKING” crypto headlines seconds apart, in one case 11 seconds, then had three more handles like, reply to and repost the material to manufacture what X called “a false appearance of genuine, human communication and interaction.” X says the scheme pulled in at least £207,384, about $278,000, and pegs its own investigation and remediation costs at another £75,000. The accounts were suspended August 18. X general counsel James Burnham announced the case on X last weekend, writing that the company “will act forcefully to protect our platform and the earnings of genuine creators.” Musk’s own reaction, posted shortly after, was three words: “Don’t mess with 𝕏.”
Don’t mess with 𝕏 https://t.co/HSmd5hL6aQ
— Elon Musk (@elonmusk) September 21, 2026
The timing lines up with a a recent update to how X pays its creators. The program these accounts allegedly gamed, Creator Revenue Sharing, launched in mid 2023 and paid out based on how much a post got engaged with. Originality was never part of the formula, which is exactly how the platform ended up flooded with recycled clips, copy pasted “BREAKING” posts and replies engineered purely to farm reactions from paying subscribers.
X tried patching the model more than once, including an April cut to aggregator payouts and a March regional weighting change that Musk personally paused hours after it was announced. X retired Creator Revenue Sharing for good on September 7 and opened its replacement, Original Content Rewards, the next day.
Today, we’re launching Original Content Rewards.
The reality is that Revenue Sharing had reached a point where its incentives were misaligned. Creators should be focused on bringing net new content to the platform instead of maximizing payouts. We could have kept adding more… pic.twitter.com/VJIxqlPrjm
— Allegra Jacchia (@allegrajacchia) August 7, 2026
The new math is stricter. Payouts now come only from qualified impressions, meaning unique Home Timeline views from Premium subscribers where at least half the post is visible, and replies no longer count toward eligibility at all. Copied posts, reuploaded media and reposts without meaningful changes are explicitly excluded. Allegra Jacchia, senior product manager for Creators at SpaceXAI, which now runs X’s product and AI work following xAI’s acquisition of the platform, put it bluntly, saying the goal is to reward creators who bring original ideas and perspective, “not those who have become best at gaming the system.”
Read that way, the lawsuit isn’t really about six crypto accounts. It’s X putting a dollar figure on what the old incentive structure cost, then suing to collect it right as the new one goes live. For live updates on how the case and the new rewards program shake out, follow @Teslarati on X.
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
