Tesla's Cybertruck will retain it's massive wiper for production
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The Tesla Cybertruck buzz continues to ramp up. Elon Musk says it will change the road, and he plans to make the futuristic truck his daily driver. Thanks to its distinctive design and outstanding performance capabilities, millions of buyers are on the wait list to drive this amazing truck.
Matthew Donegan-Ryan, a shareholder who attended Tesla's Investor Day, had the chance to speak with senior Tesla executives and learn more about Cybertruck. Several investors were sharing information about Cybertruck, but Matthew Donegan-Ryan has posted extensive videos about his conversations with Tesla executives.
Sizes and Variations
According to rumors, the Cybertruck pre-production beta that was on display at Investor Day is how the truck would appear if it were available for purchase right now. The Cybertruck is about 5% smaller than the prototype unveiled in 2019, but despite being a smaller vehicle than the Ford F-150 Raptor, it has more usable space. The Ford Super Crew Raptors at the event were comparable to the Cybertruck, which is slightly smaller. The size reduction means that the Cybertruck can only hold five passengers instead of six. It's expected to weigh between 6,500-7,500 pounds. Other investors are reporting 7,000 pounds
The Cybertruck will come in two versions: a dual-motor base model and a high-end performance model. It was initially believed that the top trim would be a quad motor, but conversations with Tesla staff seemed to suggest that Tesla would forego developing a quad-motor powertrain in favor of a tri-motor powertrain for the Cybertruck. All Cybertruck configurations will come standard with rear-wheel steering.
Largest Display in a Tesla
The Cybertruck will have Tesla's largest display ever, measuring 18.5 inches diagonally, however it'll come without a gauge cluster, or heads-up display. The redesigned Model S and Model X have a 17" center screen, while the Model 3 and Model Y include a 15" center display.
A combination of a typical round steering wheel and the yoke found on the Model S and Model X, the steering wheel will be round on the sides with flat top and bottom edges.
Unlike the F-150 Lightning, the front bumper grille does not open along with the hood. The production version of the Cybertruck windshield light bar will have amber lights, just like the Tesla semi, to indicate that the truck is wider than the standard 80 inches.
Wheels and Suspension
Highly advanced air suspension will come standard on every Cybertruck. Staff told the intrepid investor that Cybertruck can handle pretty much anything. "I was told very directly that they have tested the air suspension and they're confident it can handle Baja-style racing."
The Cybertruck will have 18-inch wheels, and at the very least, all-terrain and all-season standard tire options will be available. The tire's dimensions are 285/65 R18, or 35 inches by 11.25 inches by 18 inches. The company in charge of making the tires for the Cybertruck will be Goodyear. Donegan-Ryan estimates each tire will cost $385.
No Self-Presenting Doors
The doors on the Cybertruck won't self-present themselves like the doors on the Model X. Unlike the prototype's stainless steel bumpers, the Cybertruck's production beta's bumpers and side skirts are made of black plastic and are five-mile-per-hour impact compliant. The side-view mirrors are supposedly removable, but no confirmation of that.
New Team is Developing Accessories for Cybertruck
The 48-volt architecture used by the Cybertruck will provide more power, lighter and less expensive wiring, and a smaller accessories battery. For the vehicle, Tesla has created a Cybertruck Accessories Team, and rather than working with aftermarket businesses to build add-ons, Tesla will do it themselves. Off-roading, camping, and racing are the three subgroups of the Accessories team.
With millions of people on the waiting list in North America, it appears that list will not be opening up in Europe. With it's immense size, Donegan-Ryan says there are no plans to have this beast on the narrow European roads.
The Cybertruck will be a strong and adaptable vehicle, suitable for off-roading, camping, and even racing, according to the most recent information about it. The Cybertruck is poised to have a big impact on the pickup truck market thanks to its distinctive design and impressive features.
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In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.
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