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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Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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