The Cybertruck was found with yet another wrap, this time resembling a F150
John Anderson
In the ever-evolving saga of Tesla's Cybertruck, the Beast was spotted wearing a few different wraps over the weekend, including one disguised as a Ford F-150. While the Cybertruck's unique stainless steel design is awesome on its own, the wrap may play a bigger role when more of the same colored Cybertrucks are on the road. Is Tesla going to get into the vehicle wrapping business?
Tesla's Cybertruck, known for its one-of-a-kind, metallic, geometric exoskeleton, was initially introduced with just one base color. This led to speculation about the potential monotony of the design over time. However, the recent sightings of wrapped Cybertrucks have laid those doubts to rest, demonstrating the electric pickup's potential as a blank canvas for creativity.
The discovery of a Cybertruck wrap mimicking the iconic Ford F-150, down to faux door handles, has been interpreted as a cheeky nod or a nasty troll of the traditional pickup designs. The numerous other wraps sighted, from camo to multi-colored designs, promise an exciting range of possibilities for customization, allowing customers to make the vehicle truly their own.
Tesla's Wrapping Service in China: The Dawn of Customization
Interestingly, Tesla already operates a wrapping service in China, giving its vehicles a fresh look, to compensate for the limited range of paint options. Announced through their official customer service account on Weibo, the service, initially available in five cities, is set to expand further across the country. While the exact range of color options remains uncertain, the aftermarket industry offers a seemingly infinite array of wraps. It would be fascinating to see Tesla introduce vibrant, multi-colored wraps or intriguing patterns.
These developments, coupled with Elon Musk's earlier assertion that Cybertruck owners would be able to wrap their vehicles in "any color or pattern," suggest that Tesla could be gearing up to offer a similar service in North America. If true, this could revolutionize the vehicle customization landscape while ensuring Cybertruck's uniqueness in an expanding fleet of EVs.
Vehicle Customization: The Future of Tesla?
The Cybertruck has been founding sporting various wraps
@yannmasoch
Introducing a wrapping service could mitigate criticisms about the lack of color variety in Tesla vehicles. It would not only uphold Tesla's streamlining efforts for more efficient production and easier repairs, but also allow customers to personalize their Cybertrucks, adding a touch of individuality to each vehicle.
As Tesla edges closer to the production date of the Cybertruck, these developments hint at a thrilling era of customizable EVs, transforming each vehicle into a statement of personal style. Whether teasing competitors with playful disguises or revolutionizing vehicle customization, the Tesla Cybertruck is set to maintain its groundbreaking status in the automotive world.
Smaller Than Expected Frunk
This new image of the Cybertruck also gives us our best look yet into the Cybertruck's frunk.
It's hard to say for certain, but given what we see in this new photo, the Cybertruck may offer the smallest frunk of any Tesla. It may not be surprising given its smaller front end, but it's certainly going to be a disappointment to some. Ford's electric pickup, the F150 Lightning offers a massive frunk that rivals the trunk size of many vehicles.
However, future Cybertruck owners aren't buying this vehicle for its frunk size, and in fact, Musk recently announced some impressive dimensions for their future pickup, declaring it'll be the "first truck that we're aware of that will have four doors over a six-foot bed and will fit into a 20-foot garage."
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The long long wait for FSD (Supervised) in Australia and New Zealand may be coming to an end. Thom Drew, Tesla’s Country Director for Australia & New Zealand, has confirmed on LinkedIn that Tesla has been working with local authorities in both countries and that there are no regulatory blockers for the release of FSD in the region.
The confirmation came in response to questions following Tesla’s FSD demo video in Sydney, Australia.
Hurdles Cleared
For many years, the main question surrounding the release of FSD in other Asia-Pacific countries, especially Australia, has been the status of regulatory approval. Drew’s statement provides the clearest answer yet regarding regulatory barriers, and it appears that the path is clear from a governmental standpoint.
“We have been working with local authorities across AU & NZ and there are no regulatory blockers for release. We are running through the final stages of validation prior to public release. Looking to start with HW4 on certain vehicles and then release in phases from there.”
Thom Drew, Tesla’s Country Director for Australia & New Zealand (LinkedIn)
With the regulatory question answered, the timeline for the release is now entirely in Tesla’s hands. According to his statement, Tesla is in the final phases before a public rollout, likely meaning Tesla is doing some final testing and veritifcation on local roads before flipping the switch.
— Tesla Australia & New Zealand (@TeslaAUNZ) July 17, 2025
The Rollout Plan: HW4 First
Drew also provided the first details on how Tesla plans to launch FSD in the two countries, and it seems to be a similar approach to the one Tesla took in China.
That means that the release will begin with AI4 (HW4) equipped vehicles first. Once those vehicles are up and running, they will slowly begin to phase in older AI3 (HW3) vehicles over the next few releases.
For owners of HW3 vehicles (everything we know about the HW3 upgrade), this phased release means that they’ll be waiting a little longer than other owners, but at least there’s progress and some clear next steps now. A little more waiting isn’t too bad, especially when you consider just how long many owners in Australia and New Zealand have been waiting for any semblance of FSD in their nations. Tesla initially outlined Q2 2025 as the target availability date for FSD in RHD markets, so this timing is roughly on track with what Tesla initially announced in September 2024.
Hopefully, Tesla also opens up the opportunity for FSD transfer for HW3 owners in both countries, as we’re sure many people would upgrade alongside the official release of FSD to the latest hardware.
And just in case you thought the first video wasn’t true because it wasn’t upside down - well, Tesla provided us the original too.
Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.
However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.
Tesla’s Q2 So Far
Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.
Production
Deliveries
Model 3/Y
396,835
373,728
Model S, X, and Cybertruck
13,409
10,394
Total
410,244
384,122
How to Submit & Vote
Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.
Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.
Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.
Top Questions So Far
Unsurprisingly, people have already been submitting questions, and here are the top ones so far.
Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
When do you anticipate customer vehicles to receive unsupervised FSD?
And here are some other ones we found interesting:
Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?
Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?
Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.
Earnings Call Details
Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.
If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.
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