Tesla

Ford's F-150 Lightning, starting at US$54,995 for the Pro trim, offers a full-size electric pickup with up to 320 miles of range and advanced features like BlueCruise driver assistance. While it targets a different segment than Slate's compact, minimalist truck, Ford's established brand and production capacity make it a significant player in the EV pickup market. Ford has announced plans to launch a smaller, more affordable electric pickup truck around 2026, with a target starting price of approximately US$25,000.

Tesla also manufactures its own humanoid robot, Optimus. However, as Tesla's Optimus is primarily used for its own factories initially, IDTechEx believes that there is limited direct competition in the short-term future.

BMW has conducted a two-week pilot at a plant in Spartanburg, South Carolina, to use Figure AI's Figure 02 humanoid to fit sheet metal parts into precise fittings that were then assembled as part of a car chassis. BMW gave high compliments: "The developments in the field of robotics are very promising. With an early test operation, we are now determining possible applications for humanoid robots in production. We want to accompany this technology from development to industrialization", and IDTechEx believes that there is potential scope to extend the collaboration with BMW moving forward.

US$827 million from Illinois state government in May 2024 US$5 billion from Volkswagen Group in June 2024 US$6.6 billion from US DoE Advanced Technology Vehicle Manufacturing Program in November 2024

GSAS has previously worked with Tesla on the early stages of the Model 3.