[EA-3167]

I think the Cybertruck and QC issues that have become weekly issues in the media can't be helping either. It's a big, ugly, expensive piece of crap and that has to leave some people wondering about the stories of panel gaps and other issues in other Tesla models. Add Musk to that, and the existence of alternatives and I'm not shocked that the Tesla bubble is deflating.

[red-iron-pine]

the cybertruck is such a failure. the US truck market is gigantic; the F-150 is the single best selling vehicle -- not car, not truck, but ALL consumer vehicles -- in the US.

There is a massive demand for the F-150 Lightning and a very pragmatic part of the US wants rechargable trucks esp. since they're more often than not commuter vehicles. Like, gas for these trucks is expensive. There is a market segment he could totally grab, and all he had to do was make a knock-off Nissan Titan with batteries and then dominate.

The rest of the market is saturated and is now competing on price, and Asia will dominate there. If you can't compete on price then you compete on image, reliability, safety, etc., but their poor QC, combined with Musk's increasingly unhinged behavior, suggests that the brand is of dubious value.

[sliken]

Massive demand? My feed has mentioned numerous lack of demand, parking lots filling with unsold trucks, and significant cuts to production. "According to Ford spokeswoman Jessica Enoch, one-third of the 2,100 workers will remain at the plant starting April 1, 2024."

Apparently they are cutting from 3 crews running 2 shifts to 1 crew running 1 shift.