Electric truck survey was completed by AmericanTrucks.com
AmericanTrucks.com
Oh, the irony! American truck drivers are all revved up for electric trucks, yet they can't wrap their heads around the idea that the Tesla Cybertruck is a "real" truck. Sounds like a classic case of a truck identity crisis!
A recent survey by American Trucks delved into the opinions of truck drivers in the United States about electric trucks, revealing a sizable number of them are considering going electric. However, an interesting finding from the survey is that many truck drivers don't see the Tesla Cybertruck as a "real" truck.
The survey aimed to gauge the excitement around electric pickup trucks and understand the preferences of both truck owners and non-truck owners. Electric vehicles have been gaining popularity, but electric pickup trucks have taken longer to enter the market. With more models becoming available, American Trucks sought to identify which ones generate the most interest.
Truck Drivers are Ready for Electric
According to the survey's results, 35% of truck drivers are thinking about transitioning to electric trucks within the next decade, with most planning to do so within the next five years. The electric pickup models that have captured their attention include the Ford F-150 Lightning, Tesla Cybertruck, Chevrolet Silverado EV, Toyota Tacoma EV, Rivian R1T, GMC Sierra EV, and Canoo Pickup Truck.
Drivers' slower adoption of electric trucks can be attributed to valid concerns. While range anxiety is becoming less of an issue for most passenger vehicles, it is still significant for truck drivers who use their vehicles for heavy-duty tasks like towing. Electric trucks' range can be affected under these conditions, leading to driver hesitancy.
Cybertruck Gets the Attention
Interestingly, when the survey shifted its focus to non-truck drivers, the Tesla Cybertruck emerged as the most anticipated electric pickup. This finding suggests a difference in perception between truck drivers and the general public, who might be more attracted to Cybertruck's futuristic design and unique features.
Despite the Cybertruck's popularity among non-truck drivers, 56% of the truck drivers surveyed don't believe it is a "real" truck. The reasons for this perception remain unclear, but it could be due to the unconventional design, the vehicle's specifications, or other factors that might not align with traditional truck drivers' expectations.
Electric truck survey was completed by AmericanTrucks.com
AmericanTrucks.com
Production Concerns
Tesla has announced plans to begin Cybertruck production this summer, but many truck drivers surveyed believe it will be at least two years before it becomes widely available. Their skepticism might also be influenced by Tesla's track record of production delays and the fact that there are already around a million reservations for the Cybertruck.
Truck drivers are seeking longer ranges, increased availability of charging stations, and faster charging times before they fully commit to switching to electric trucks. These factors play a crucial role in ensuring that electric trucks can be effectively used for work purposes, just as their gasoline-powered counterparts have been for years. It will be interesting to see how perceptions change and whether the Tesla Cybertruck can eventually win over the hearts of traditional truck drivers.
Tesla is holding its 2025 Q1 earnings call today at 2:30 pm PT / 5:30 pm ET / 9:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales for the quarter, FSD Unsupservised and the Robotaxi network. Tesla may also discuss its upcoming, more affordable model, Optimus, and other products.
Listen Live
The event will be live-streamed on Tesla’s site. It is also expected to be streamed on X and YouTube like it has been in the past. Tesla has changed this from an Earnings Call to a Company Update, but it’s unclear whether the phrase change holds any significance in what will be shared.
We will provide links here when the live stream becomes available later today. So check back at the time indicated below to listen to the event live.
Start Time
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (April 23rd) - Sydney, Australia
Q&A Questions
The questions asked during the Q&A portion of the call come directly from investors. These are currently the top-voted questions, so we’ll likely see answers to several of these questions:
What are the highest risk items on the critical path to robotaxi launch and scaling?
When will FSD unsupervised be available for personal use on personally-owned cars?
Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
Does Tesla see robotaxi as a winner-take-most market, and as you approach the Austin launch, how do you expect to compare against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility?
Can you please provide an update on the unboxed method and how that is progressing?
How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs?
Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?
Robotaxi still on track for this year?’
Look Back at 2025 Q1 Numbers
Most of Tesla’s Q1 deliveries, 323,800 units, were unsurprisingly for the Model 3 and Model Y, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries.
Comparing these numbers to Q1 2024, the Model 3/Y is down about 13%, while the Model S/X and Cybertruck are down about 24%.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but stated that the ramp is “going well.” However, deliveries and production were both down year over year.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Although Tesla doesn’t officially break down its numbers by region, Troy Teslike, who closely monitors Tesla's delivery and production numbers has provided estimates that show Tesla’s deliveries across regions. Tesla delivered the most vehicles in China this past quarter, so it’ll be interesting to see if this trend continues.
Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
The castings laid out.
@JoeTegtmeyer
The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.
These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
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