Tesla's Fleet of Cybertrucks Ready for Launch Event at Gigafactory Texas

By Kevin Armstrong
25 Cybertrucks were spotted at Giga Texas
25 Cybertrucks were spotted at Giga Texas
peterdog15

Tesla's Cybertruck is finally set to make its grand debut this Thursday, and it appears that the gang is all here. The latest sightings at Tesla's Gigafactory in Texas show an assembly of over 25 Cybertrucks. This fleet, captured by drone pilot and Giga Texas observer Jeff Roberts, is raising the excitement even more for what will be a monumental event.

Distinguishing Production Models from Test Units

Close examination of the spotted Cybertrucks indicates a mix of potential production models and test units. Some vehicles show signs of off-road testing, while others have different builds. They are all quite likely the ones that we have been writing about for months as production models would appear like Bigfoot sightings.

Despite the visible fleet, Tesla has announced plans to deliver only the first ten units at the launch event. This conservative start echoes Tesla's previous product launches, like the Model 3, where initial production was limited. Industry experts suggest a significant ramp-up in the coming year, with projections of substantial delivery numbers 2024.

What to Expect from the Cybertruck

Tesla has been tight-lipped about the final specifications of the Cybertruck. However, leaked details and hints from Tesla's earnings calls, Elon Musk's posts on X, and Joe Rogan's appearance suggest innovative features, like being arrow repellant, and being able to 'crab-walk'.

We also know the truck's towing capacity of 11,000 lbs and a payload of 2,500 lbs. It also has an advanced charging architecture and unique utility elements. These features are expected to set the Cybertruck apart from the truck and the electric truck segments, offering functionality and futuristic design.

Tesla's Strategic Approach to the Electric Truck Market

The Cybertruck launch is not just about introducing a new vehicle; it's about Tesla asserting its position in the electric truck market. The Cybertruck's journey from concept to launch reflects Tesla's commitment to pushing the boundaries of electric vehicle technology and design. The latest Elon Musk biography, written by Walter Isaacson, details many of the behind-the-scenes details of the production of this incredible vehicle.

The sighting of over 25 Cybertrucks at Gigafactory Texas indicates that Tesla is ready to put on a show for the delivery event. The event is scheduled to start at noon PST on November 30.

Rivian Follows Suit, Will Open Up Charging Network to Teslas

By Not a Tesla App Staff

Electric vehicle maker Rivian Automotive has announced that it will open up its Rivian Adventure Network (RAN) chargers to Teslas and other EVs later this year.

The Rivian Adventure Network is a comprehensive network of fast-charging sites very similar to Tesla’s own Superchargers. According to Rivian, the Rivian Adventure Network is powered by 100% renewable energy.

New Rivian Chargers

In a post on X, Rivian added that it would introduce new chargers with a tap-to-pay experience to support “a wide range of EVs across a variety of battery voltages.”

Expanding RAN chargers and introducing new tap-to-pay chargers is a clear indication that Rivian is trying to increase customer convenience while ratcheting up its brand value.

All Rivian vehicles and most other EVs still use the CCS connector until they transition to NACS in the next few years. These new chargers will likely include a combination of NACS and CCS connectors to support Rivian’s current and future vehicles that will come equipped with an NACS port.

Charging a Tesla at a Rivian Charge

With over 50,000 Supercharger stalls, Tesla operates the biggest fast-charging network in the world. And 25,000 of these are located in the United States alone. The simplicity of charging at a Supercharger is part of the appeal. Tesla takes care of everything from initiating charging to billing. It ends up being no different than charging at home.

Tesla’s Supercharger network has a stellar reputation, mostly due to its high charging speed and reliability, which Tesla closely monitors in real-time. Major electric vehicle makers will start switching to NACS in the next few years and considering that the Supercharger network is highly trusted, one can see more non-Tesla EVs lining up at Superchargers soon. Giving Tesla owners more choice of where to charge may be crucial to combat congestion.

Rivian currently has over 400 charging stalls across 22 states but plans to expand to more than 600 chargers.

Making Rivian Chargers Just as Simple

While Rivian plans to add a tap-to-pay terminal to its new chargers, it’ll be difficult to beat the convenience of Superchargers for Tesla owners. After Rivian opens up its chargers to other EVs, Tesla owners would need to buy and use CCS to NACS adapters to charge at these networks, although not every Tesla supports the adapter. You can check if your vehicle supports the Tesla adapter.

To simplify the process for Tesla owners, Tesla would also need to interface with Rivian’s chargers to make billing as seamless as it is on its own Supercharger network.

Rivians Charging at Superchargers

Rivian has already begun shipping its customers NACS-to-CCS adapters to charge their vehicles at Tesla Supercharger.

Rivian officially got access to Tesla’s Supercharger network in March 2024. For now, only two companies–Ford and Rivian–have received access to charge at more than 15,000 Tesla Supercharger stalls. More companies like GM, Polestar, and Volvo will get access the following spring.

But Rivian is not stopping at NACS-to-CCS connectors. The Tesla rival plans to switch completely to the NACS port in 2025, at which point they’ll provide their owners a CCS to NACS adapter.

Will Tesla Launch a 'Robotaxi' Network With Tesla Drivers?

By Not a Tesla App Staff

During Tesla’s Q1 earnings call, Tesla talked about its plan for its upcoming robotaxi network and even showed off a design for the app that would allow customers to request vehicles, much like Uber and Lyft.

While Tesla plans to unveil the robotaxi, officially now called CyberCab this August, a true autonomous taxi is at the very least, a couple of years away. So why is Tesla so eager to show off an app and start offering a Tesla taxi service?

in 2023 Uber had a revenue of 37.28 billion, while Lyft had a much smaller revenue of 4.4 billion. For comparison, Tesla’s revenue last year was 96.77 billion. A taxi service, even one operated by humans can be incredibly lucrative. While Tesla’s ultimate goal may be an automated taxi service, they may be itching to get into the space.

Tesla’s robotaxi was initially supposed to be a taxi service owners would lend their vehicles to. While that’s still the plan, Tesla wants their own vehicles to be a part of the service as well.

Will the Robotaxi Service Start With Tesla Drivers?

Tesla comparing themselves to Airbnb and Uber during their earnings call is intriguing. While Tesla can start producing robotaxis almost whenever they want, it’d likely be smart to wait until autonomy is solved so they’re not limiting themselves to current FSD hardware.

While full autonomy is likely several years away, Tesla seems to be eager to make this push toward a Tesla-owned service. Is Tesla thinking about operating their own Uber-like service? Tesla could be thinking about releasing their future robotaxi app and service in “beta,” letting current Tesla owners operate their own vehicles on the service.

This could result in several benefits for Tesla, not only letting them test their service but also opening up another revenue stream. This would allow Tesla to start operating their robotaxi network as soon as this year, and then slowly replace drivers and owner vehicles with Tesla-owned robotaxis.

Tesla Shows Off Robotaxi App

Tesla showed off it's robotaxi app
Tesla showed off it's robotaxi app

At the earnings call, Tesla also showed off a design of their robotaxi app. While it feels early to design an app for a service that could be years away, Tesla appears to be preparing itself for the future and getting customers excited about the prospect.

Tesla showed off five screens of the app, essentially showing how you’d request a robotaxi, how you can view its progress, and control certain features of the vehicle. Through the various screens, you can see most of Tesla’s Autopilot features coming to fruition in terms of autonomy, such as summon, self-driving and eventually Autopark.

Summon - Much like Tesla has re-thought the interior of a car and so many features, you can see the same mechanics applied to the app. To request a vehicle, you simply hold down a summon button and you’ll be presented with an estimate of when a vehicle will arrive.

Set Preferences and Destination - On the second screen, you can see the vehicle’s current location on a 3D map, possibly alluding to future FSD visualizations. It also lets you set your destination and set the climate temperature to your preference.

Trip Progress - While you’re traveling in the vehicle, you’ll be able to view trip information as well as set entertainment options.

Recap

Tesla had a lot to talk about during their earnings call and specifically about the Robotaxi — more information was revealed than ever before.

While there are various things at play to make a service like this come together, we can easily separate them out into separate components.

There’s the robotaxi itself, which Musk recently said would be similar to Tesla’s next-gen vehicle without a steering wheel. However, during this earnings call, he revealed that Tesla will save its new “unboxed” manufacturing process for the robotaxi and use a more traditional method for their next vehicle.

Then there’s FSD itself, while it’s crucial to operating a driverless robotaxi network, it’s not necessary to start a Tesla taxi service.

The last piece is the ride-hailing component itself and how it’s managed, and Tesla was happy to show this off, which makes us believe that it may be closer to reality than many think. While Tesla needs all three of these components to come together to operate a true robotaxi network, they piece them together separately, much like they’ve done with Autopilot. Initially, Tesla only released auto-steer then slowly added on summon, Autopark and city driving.

When we look back at Tesla five years from now, we may very well look back to this earnings call and say this was the pivotal moment when Tesla started transitioning to a services company.

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