EV pickup truck sales in the U.S. in Q1 2026, according to new Cox Auto data:
• Tesla Cybertruck: 3,519 (-45% YoY)
• Ford F-150 Lightning: 2,060 (discontinued)
• Rivian R1T: 1,658 (-4% YoY)
• Chevy Silverado EV: 1,406 (-41% YoY)
• GMC Sierra EV: 1,288 (+3% YoY)
Despite the tough conditions and loss of the EV credit (all automakers lost this), the Cybertruck was still the #1 bestselling EV truck in Q1. Tough market for EV trucks in general though.
Cybertruck is the best product any automaker has ever made IMO.
Performance + comfort + off road capability + self-driving + cargo + hauling + looks unlike anything else on the road.. and then some.
It’s just so unbelievably good.
The ultimate versatile vehicle.
Cybertruck is extremely comfortable on long trips especially thanks to:
– Minimal body roll
– Comfort Mode on FSD (gentler acceleration & braking, softer damping, smoother handling)
– Air suspension + self-leveling keeping the truck flat even with load
Charging a Cybertruck at home costs less than $25 on average
If you have solar, it's basically free – and you become your own utility, unaffected by world events
TRULY 🚨BREAKING🚨:
Tesla Files a Patent Sept. 26, 2024 and just published it today (Mar. 26, 2026).
This Patent outlines a change to Tesla’s MCU/FSD Computers. The biggest difference is that the FSD/MCU would be MODULAR!
What does this mean for Tesla?
1. Tesla will be able to swap MCU/FSD Hardware out quickly due to not needing to unplug the hoses and cables that connect the other computer or the cooling plate.
2. Allows for ease of access and ability to upgrade FSD Hardware without replacing the entire car computer.
What does this mean for us? (Speculation)
1. This could point to a future HW4 revision, or an interim platform, that gives Tesla more flexibility while scaling toward HW5.
2. It opens the door to more practical hardware upgrades, where Tesla could swap the FSD side of the computer without replacing the full unit.
3. It may support Elon’s broader distributed compute vision, where Tesla could eventually offer different hardware tiers, such as AI5 Pro, depending on how much onboard AI capability a vehicle is meant to handle.
4. It could also improve long-term serviceability. If higher-cycle AI workloads wear out specific compute components, Tesla may be able to replace only the stressed module instead of the entire computer.
It also seems the picture of the car computer is the HW4/AI4 computer. I will be looking more into this in the coming days.