TELO is a new electric truck startup based in Silicon Valley that aims to provide an electric truck with the capabilities of today’s full-size pickup trucks, but in a right-sized package that actually fits in a city.
TELO is a startup cofounded by Jason Marks, who led ADAS/Autonomous drive test programs at National Instruments, and EV industry veteran Forrest North, an early Tesla Roadster engineer, cofounder of Mission Motors and former COO of Recargo/Plugshare.
The startup is still in its early stages, but has big plans for its tiny electric truck, with a spec sheet of some pretty unbelievable specs.
TELO plans to offer a 106kWh battery on its first model, with a dual motor configuration capable of 500 horsepower. This gives the truck a 0-60 time of about four seconds, with a top speed of 125mph.
The company estimates that the truck will have a range of 350 miles, and is targeting a 20-minute charge time from 20-80% capacity (this works out to about a 190kW average charge rate from 20-80%, though it should be able to take about a 320kW peak).
All of this comes in an incredibly small package. It’s only 152 inches long – the same length as the electric Mini Cooper SE. That’s five feet shorter than the Toyota Tacoma, the best-selling “compact” pickup truck in America, and six and a half feet shorter than the F-150 Lightning. And at 4,400 lb., it weighs less than a Tesla Model Y.
Somehow, though, despite the Mini having four seats at that length, TELO promises to fit five seats and a full-size 60″ truck bed, same as the base model crew cab Tacoma. That’s six inches longer than the 54″ bed of the Rivian R1T, six inches shorter than the 66″ bed of the F-150 Lightning, and the same length as the excessive Hummer EV “supertruck,” though with 49 inches between the wheels, the TELO is a little narrower than each.
TELO says that in order to achieve this space-efficiency, it has chosen to optimize for space at all points in the design process. These design choices can be summarized as “good enough to be amazing, but we don’t have to be the best,” said TELO. By not going over-the-top with any particular spec, the company can save space and money.
For example, TELO says its battery – which uses standard 21700 cells – will be 50% more space efficient than the rest of the industry because it is able to save space with lower-amperage connections since it’s not aiming to break any records with 0-60 times like some other big-battery EVs. And the front of the truck bed is the back of the rear seats, so that’s one fewer body panel or seat part that needs to be designed, tooled, produced, and attached to the vehicle.
On that point – the rear seats act as a mid-gate, and can be folded down to create a flat surface long and wide enough to carry full 4×8 sheets of plywood or a nine-foot surfboard even with the tailgate up (and potentially fully enclosed by a tonneau cover, though TELO has not yet decided if one will come standard).
Even without a tonneau cover, the truck will have enclosed storage in the form of a tunnel storage compartment, which will function similarly to Rivian’s “gear tunnel.” This has been a popular feature on the Rivian, as a place to store dirty items that you don’t want to throw into an open bed, or to use the tunnel door itself as a seat or as a step to access gear on a roof rack.
But on the TELO, the tunnel can also be accessed from above by removing part of the truck bed. This doesn’t just give more options for accessing storage, but opens up a whole new possibility for rear passengers.
As if two rows and a full-size bed weren’t enough, TELO plans to offer an optional camper shell and bolt-in third-row seats, bringing total seating capacity to eight total passengers, says the company. In this configuration, the tunnel gets used as the footwell for the rear passengers.
Alternately, the camper shell can be used without third-row seats for enclosed storage, and TELO wants to connect it to vehicle HVAC, which could be useful for businesses or for owners who often carry pets around in the back.
The truck will be capable of V2L, with outlets in the bed, though TELO hasn’t decided how much draw it will be capable of yet.
TELO is being built with safety in mind from the get-go. Despite the short front-end with only one inch of overhang over the front wheels (on a 111.5-inch total wheelbase), the seating position is not entirely cab-over and occupants are still hidden behind a crumple zone. But in keeping with Marks’s previous expertise working on ADAS testing systems, TELO claims it has several innovative electronic aids for both driver and passenger safety planned, though it couldn’t elaborate on what specific technologies it had in mind.
But more importantly, a small electric truck is inherently safer for roads, pedestrians, and for the environment. In recent years we have seen a trend toward massive land yachts taking over the road (yet with less utility and smaller beds), with SUV and truck sales skyrocketing. And it’s been no coincidence that pedestrian deaths have risen rapidly in sync with sales of larger vehicles that often leave pedestrian safety as an extreme afterthought.
Not only do these massive trucks and SUVs harm pedestrians, they also cause more road damage, run through more tires (causing more particulate pollution from tire particles), contribute to sprawl, and use more resources both to manufacture and to operate. It’s all bad, it’s all dangerous, and we need to do something about it.
Cofounders Forrest North and Jason Marks with designer Yvez Behar
TELO offers a solution here. It’s a vehicle that has the capability of a full-size truck, but uses far fewer resources and is less of a danger to everyone around it. And for a global population that is both growing and urbanizing, small urban EVs are going to be important both for city dwellers who need or choose to have a vehicle, and for businesses that need cargo space but would benefit from a smaller vehicle.
And the company thinks that the market is ready for a truck like this. There has been some pushback brewing against rising vehicle sizes lately, and even “compact” trucks like the aforementioned Tacoma are several feet longer than this vehicle. Crossover SUVs are popular because people want cars that have more space and utility, but aren’t as big as a truck or full-size SUV.
So what if they could have even more utility in an even smaller package? It could be a hit, especially given that there isn’t anything else like it on the American market (and small delivery trucks are already popular in both Europe and Asia, so there’s your proof-of-concept).
So now, down to the bottom line: How much does it cost, and when can we get it?
TELO is currently targeting a price of $50K before incentives, and it should qualify for Inflation Reduction Act tax credits too. In the future, TELO wants to offer a version with a smaller battery and single motor, presumably with a lower price. This would be good for people who know they don’t need a huge 350-mile battery, or for businesses with set routes or mostly intracity travel. But, like most startups, the focus will be to start upmarket and deliver one highly equipped version to start off, then expand with other options later.
As for planned delivery, there are several steps to go before then. TELO wants to have a running prototype by the end of summer, a press vehicle by the end of the year, to do homologation (crash/aero analysis) over the course of the next year and conclude all of those preproduction steps in 2024. Then, it hopes to have the first 500 hand-built vehicles by the end of 2025, and 10,000 contract-manufactured vehicles in 2026.
These are all incredibly tight timelines, and basically describe perfect execution – so, as is often the case with EV startups, there may be some “flexibility” on the above dates.
If you’re interested in getting a TELO, the company is taking pre-orders today at its website, telotrucks.com. Pre-orders are $152 – just like the 152-inch length of the truck. You can also join TELO’s Discord server where it will solicit feedback on development.
Electrek’s Take
I’ve made my thoughts clear about ballooning SUV and truck sizes multiple times before on this site. In short, I’m against it. We need smaller vehicles, and we need to live in denser, greener spaces. These are important steps in the fight against climate change, which is the most important problem humanity has ever encountered.
As for the TELO, even though we haven’t gotten to ride in it yet, I think it’s pretty clear that I love everything that’s been promised here.
But, when I said the specs were “unbelievable” above, I meant it. Reading through the press release, I really thought the company was pushing the bounds of reality.
After speaking with the founders, it all does seem more realistic. I can see how they can pack a lot into a tiny package, and how they’re getting a lot of the numbers they’ve quoted.
I’m still skeptical of a couple of them – promising such a huge jump in volumetric energy density, for example – but I see how most of this is possible.
And I’m also a bit skeptical of the need for so many features, when trimmed-down versions of the truck could be more fit-to-purpose. A delivery truck doesn’t need a second row of seats or 0-60 in four seconds, a family hauler doesn’t need to go 125 mph, and so on. But this is just the start, and TELO said they would offer trimmed-down versions in the future, so we’ll hope to see those.
I wouldn’t be surprised to see production timing slip, to see some features cut or made optional, or to see some other changes to price or battery size. But even with a few reductions here and there, this still is an astounding package and fills a market that needs to be filled and that nobody else is filling. And it can’t get here quick enough, in my opinion, so we hope they make it to production (making cars is hard) and can start to bend the needle in the US toward right-sized vehicles with lots of capability in less space.
As always, we’re happy to hear your feedback in the comments. What do you think about the TELO? Are their plans realistic, is there a market for this kind of truck in the US? Let us know below.
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On today’s fleet-focused episode of Quick Charge, we talk about a hot topic in today’s trucking industry called, “the messy middle,” explore some of the ways legacy truck brands are working to reduce fuel consumption and increase freight efficiency. PLUS: we’ve got ReVolt Motors’ CEO and founder Gus Gardner on-hand to tell us why he thinks his solution is better.
You know, for some people.
We’ve also got a look at the Kenworth Supertruck 2 concept truck, revisit the Revoy hybrid tandem trailer, and even plug a great article by CCJ’s Jeff Seger, who is asking some great questions over there. All this and more – enjoy!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
Got news? Let us know! Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.
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Thanks to Trump’s repeated executive order attacks on US clean energy policy, nearly $8 billion in investments and 16 new large-scale factories and other projects were cancelled, closed, or downsized in Q1 2025.
The $7.9 billion in investments withdrawn since January are more than three times the total investments cancelled over the previous 30 months, according to nonpartisan policy group E2’s latest Clean Economy Works monthly update.
However, companies continue to invest in the US renewable sector. Businesses in March announced 10 projects worth more than $1.6 billion for new solar, EV, and grid and transmission equipment factories across six states. That includes Tesla’s plan to invest $200 million in a battery factory near Houston that’s expected to create at least 1,500 new jobs. Combined, the projects are expected to create at least 5,000 new permanent jobs if completed.
Michael Timberlake of E2 said, “Clean energy companies still want to invest in America, but uncertainty over Trump administration policies and the future of critical clean energy tax credits are taking a clear toll. If this self-inflicted and unnecessary market uncertainty continues, we’ll almost certainly see more projects paused, more construction halted, and more job opportunities disappear.”
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March’s 10 new projects bring the overall number of major clean energy projects tracked by E2 to 390 across 42 states and Puerto Rico. Companies have said they plan to invest more than $133 billion in these projects and hire 122,000 permanent workers.
Since Congress passed federal clean energy tax credits in August 2022, 34 clean energy projects have been cancelled, downsized, or shut down altogether, wiping out more than 15,000 jobs and scrapping $10 billion in planned investment, according to E2 and Atlas Public Policy.
However, in just the first three months of 2025, after Trump started rolling back clean energy policies, 13 projects were scrapped or scaled back, totaling more than $5 billion. That includes Bosch pulling the plug on its $200 million hydrogen fuel cell plant in South Carolina and Freyr Battery canceling its $2.5 billion battery factory in Georgia.
Republican-led districts have reaped the biggest rewards from Biden’s clean energy tax credits, but they’re also taking the biggest hits under Trump. So far, more than $6 billion in projects and over 10,000 jobs have been wiped out in GOP districts alone.
And the stakes are high. Through March, Republican districts have claimed 62% of all clean energy project announcements, 71% of the jobs, and a staggering 83% of the total investment.
A full map and list of announcements can be seen on E2’s website here. E2 says it will incorporate cancellation data in the coming weeks.
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Tesla has reportedly delayed the launch of its new “affordable EV,” which is believed to be a stripped-down Model Y, in the United States.
Last year, Tesla CEO Elon Musk made a pivotal decision that altered the automaker’s direction for the next few years.
The CEO canceled Tesla’s plan to build a cheaper new “$25,000 vehicle” on its next-generation “unboxed” vehicle platform to focus solely on the Robotaxi, utilizing the latest technology, and instead, Tesla plans to build more affordable EVs, though more expensive than previously announced, on its existing Model Y platform.
Musk has believed that Tesla is on the verge of solving self-driving technology for the last few years, and because of that, he believes that a $25,000 EV wouldn’t make sense, as self-driving ride-hailing fleets would take over the lower end of the car market.
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However, he has been consistently wrong about Tesla solving self-driving, which he first said would happen in 2019.
In the meantime, Tesla’s sales have been decreasing and the automaker had to throttle down production at all its manufacturing facilities.
That’s why, instead of building new, more affordable EVs on new production lines, Musk decided to greenlight new vehicles built on the same production lines as Model 3 and Model Y – increasing the utilization rate of its existing manufacturing lines.
Those vehicles have been described as “stripped-down Model Ys” with fewer features and cheaper materials, which Tesla said would launch in “the first half of 2025.”
Reuters is now reporting that Tesla is seeing a delay of “at least months” in launching the first new “lower-cost Model Y” in the US:
Tesla has promised affordable vehicles beginning in the first half of the year, offering a potential boost to flagging sales. Global production of the lower-cost Model Y, internally codenamed E41, is expected to begin in the United States, the sources said, but it would be at least months later than Tesla’s public plan, they added, offering a range of revised targets from the third quarter to early next year.
Along with the delay, the report also claims that Tesla aims to produce 250,000 units of the new model in the US by 2026. This would match Tesla’s currently reduced production capacity at Gigafactory Texas and Fremont factory.
The report follows other recent reports coming from China that also claimed Tesla’s new “affordable EVs” are “stripped-down Model Ys.”
The Chinese report references the new version of the Model 3 that Tesla launched in Mexico last year. It’s a regular Model 3, but Tesla removed some features, like the second-row screen, ambient lighting strip, and it uses fabric interior material rather than Tesla’s usual vegan leather.
The new Reuters report also said that Tesla planned to follow the stripped-down Model Y with a similar Model 3.
In China, the new vehicle was expected to come in the second half of 2025, and Tesla was waiting to see the impact of the updated Model Y, which launched earlier this year.
Electrek’s Take
These reports lend weight to what we have been saying for a year now: Tesla’s “more affordable EVs” will essentially be stripped-down versions of the Model Y and Model 3.
While they will enable Tesla to utilize its currently underutilized factories more efficiently, they will also cannibalize its existing Model 3 and Y lineup and significantly reduce its already dwindling gross margins.
I think Musk will sell the move as being good in the long term because it will allow Tesla to deploy more vehicles, which will later generate more revenue through the purchase of the “Full Self-Driving” (FSD) package.
However, that has been his argument for years, and it has yet to pan out as FSD still requires driver supervision and likely will for years to come, resulting in an extremely low take-rate for the $8,000 package.
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