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by bboylen 1712 days ago
Too bad they shot themselves in the foot with the cybertruck design. Don't get me wrong I think it's funny/cool that a car with that design is out there, but it just won't be able to eat up the high-end performance truck market even if it has insane torque.
2 comments

I'm seeing "truck guys" giving a shit about Ford's upcoming all-electric truck in a way they didn't about the cyber truck, except as a curiosity. I think they screwed up the marketing on that in just about every possible way, including the name and the design.
I'd argue it's because the electric F150 has an actual release date and specs designed to take the Cybertruck on head first.

Has there been any follow ups on the Cybertruck recently? So far it seems like vaporware.

The eF150 is going to expand the truck market. Cyberwagon is Tesla's Aztek.
What fraction of Ford's trucks are bought by individual "truck guys" vs. fleet managers? My gut says fleet managers may have more buying power - I can't find any stats online that breaks down F-150 buyers specifically, or trucks in general.
Fleet managers are going to love the idea of paying for electricity instead of fuel and of having extra hauling space. You take your work truck home with you? Great, you're paying to "fuel" it up while it's at home.
I'm not a truck guy but I can imagine most of them are pretty lukewarm about a truck from a company that has never made a truck before, with a design looks more unconventional than all the concept vehicles that never make it to production, that nobody can currently buy.

I expect it will sell like any other Tesla as soon as people get to try it in real life.

Rivian seems to be getting nice buzz, there, though.

I wonder if the Cybertruck in current form makes it to market if Rivian and Ford have a lot of success.

Really? Assuming the cyber truck actually ships I think it will be crazy popular. It's a very competitive price for pretty great truck at least on paper. Sure there is a market segment that isn't going to buy anything but an F150 but they probably aren't going to get a electric car anyway. Plus the cybertruck will probably attract as many or more hummer/mall-crawler enthusiasts.
It's an extremely weird looking truck with terrible marketing and a hilarious meme of its window shattering repeatedly. It'll be an incredible uphill battle to sell that thing imo.
Tesla and every other EV maker is battery constrained.

Tesla will sell every Cybertruck they can make as fast as they can make them.

Tesla still doesn’t sell that many cars overall per quarter. But they can’t keep up with their demand.

Ford will not be able to sell many electric F-150s because they won’t have the batteries to do it

Tesla's most recent profits were a staggeringly high $9.22bn.

Ford's most recent profits were a startlingly middle-of-the-road $19.934bn.

The Cybertruck is going to sell to nerds who think they're a handyman, but the eF150 is going to sell like crazy, and Ford has the money to buy up capacity that Tesla can't really match up.