🥊 Them's fighting words! Ford's Farley disses Cybertruck: 'I make trucks for real people who do real work'

[Rockvillerich]

Via Electrek

Ford CEO Jim Farley dismissed Tesla Cybertruck as “a cool high-end product parked in front of a hotel” rather than “a truck for real people.”

Will he eat his words?

During an interview with CNBC, Farley appeared to want to distance Ford from Tesla a bit after his company agreed to adopt Tesla’s NACS connector.

He described the move as an “opportunistic” one to increase access to charging for Ford customers, but he claimed that Ford’s charging network was already extensive before that.

The CEO was asked about the imminent launch of the Tesla Cybertruck and he seemed unimpressed.

Farley said about the Cybertruck:

Those are harsh words for Tesla’s first offering in the important and highly profitable pickup market in the US.

As much as I like the Cybertruck it is not a replacement for a solid axle 3/4 ton work truck in it's present form. Yes, Tesla could build a serious electric work truck, but it wouldn't ride or handle anything like Cybertruck, and wouldn't need all the high tech bells and whistles. CT is more like a big armored model Y, which for most drivers is way more practical and fun than a clunky old world 4X4 ICE pickup.

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[Gurule92]

Well the Lightning is a good truck for Ford to sell provided they don't sell too many since they're losing so much money on them. The Lightning is like the little moan a fighter makes after Nate Diaz tags them in the gut.

Sure. Sell more than. I believe it will sell more than the F150. But it depends on price. No point in arguing about it we just have to wait and see at this point. I bet we'll have a pretty good idea how it will all play out by September when hopefully we have some prices. I bet by 2026 it will have had at least one quarter where the CT has sold more than the F150.

2026 feels too soon simply by ramping standards. Ford sold 600,000+ last year.

Wasn't Tesla targeting like a 375k run rate?

Maybe a quarter I guess

 

[CYBER PARK]

通过Electrek

福特首席执行官吉姆·法利对特斯拉Cybertruck不屑一顾，称其为“停在酒店门口的酷高端产品”，而不是“真人卡车”

他会食言吗？

在接受美国消费者新闻与商业频道采访时，法利似乎希望在福特公司同意采用特斯拉的NACS连接器后，将福特与特斯拉拉开一点距离。

他将此举描述为“机会主义”的举措，以增加福特客户的充电服务，但他声称福特的充电网络在此之前已经很广泛了。

这位首席执行官被问及特斯拉Cybertruck即将推出的问题，他似乎不为所动。

法利谈到网络卡车时说:

对于特斯拉在美国这个重要且利润丰厚的皮卡市场的首次上市，这些话有些刺耳。

CT and other

The F150 Lighting may also be included in the others

 

[Flaskman]

Mr. Farley had no choice but to say that. Trucks are the only thing keeping Ford and GM afloat. I have many friends that are truck people and they think thay I am crazy for wanting Cybertruck. I can also say that I have noticed them asking questions and showing interest where 6 months ago there was none. The stainless exterior and aluminum frame are tough to ignore. Plus it floats. My prediction is that no matter how defensive Ford and GM get they will lose market share to the Cybertruck once it is released. Slowly but surely. And that will just be the beginning.

 

[intimidator]

Via Electrek

Ford CEO Jim Farley dismissed Tesla Cybertruck as “a cool high-end product parked in front of a hotel” rather than “a truck for real people.”

Will he eat his words?

During an interview with CNBC, Farley appeared to want to distance Ford from Tesla a bit after his company agreed to adopt Tesla’s NACS connector.

He described the move as an “opportunistic” one to increase access to charging for Ford customers, but he claimed that Ford’s charging network was already extensive before that.

The CEO was asked about the imminent launch of the Tesla Cybertruck and he seemed unimpressed.

Farley said about the Cybertruck:

Those are harsh words for Tesla’s first offering in the important and highly profitable pickup market in the US.

Tesla FanBoys get all twisted up in their underwear if someone says anything that is not Tesla for World Domination.

Ford has made some great trucks for the past 60-70 years. They do know what THOSE customers want. That includes people that tow a large RV, large boat, go up into the mountains, use it for renovating their house, take long trips, etc.

The Cybertruck IMO will trickle out in 2024 and have no impact on Ford F150, F250, F350 and F450 sales. Or Ford's commercial vans. Will the Cybertruck steal sales for the new Ford Lightning in 2024? Probably not. lf you don't already have a reservation for a Cybertruck, your only option for an eV pickup is going to be the Lightning.

The Cybertruck has to fill a lot of existing orders, which will take until 2026 at least, then after thta they might be competing for Ford Lightning sales. But by then Ford's Gen2 Lightning will be out. Which will undoubtably be favored by some just based on looks. There are still plenty of people that will never buy a CT based solely on it's "ugly design". I think there is room for Cybertrucks, Ford Lightnings, and ICE F-Series trucks. There are many different use cases.

 

[cvalue13]

Range is not so much about battery size, but rather overall efficiency (see Hummer EV).

You seem to be confusing the relevant variables and forces - or in any event, just wrong on this response

the “efficiency” of the Hummer itself (irrespective of battery size) has very little to do with some mechanical efficiency of the motors converting electricity into power - all modern BEV are inordinately efficient in this metric. It’s their superpower. Relative to ICE engines, BEVs have relatively little energy on board but convert every bit of it power eg >95%), while ICE engines have huge amounts of energy on board and convert very little to power eg (<35%).

Put a Hummer in a vacuum (no drag) and on rails (no rolling resistance) and it could go a “million” miles.

It’s the poor drag and poor rolling resistance qualities of the Hummer that are the predominant forces resulting in its large battery not taking it very far. It’s got massive frontal plane and unforgiving angles, all riding on a massive tire/wheel set - which in turn requires a larger, heavier, battery, that further increases its rolling resistance


Hummer battery may as well be pushing a rope through peanut butter.


All of which is already reflected in EPA max range estimates. And doesn’t change when a trailer is attached.

what changes drastically when a trailer is attached is the drag and rolling resistance. And since drag increases exponentially with speed…

 

[samueldion1]

Let’s see the numbers. That is the important thing. How many trucks are going to be sold. Once the Cybertruck is out there, people will have a choice and it seems the Cybertruck will compete with traditional pick ups in many categories — doing the work needed, speed and towing ability and of course gas and maintenance savings.

 

[papajamaliciousness]

Don’t get me wrong. I think the CT will be the best selling truck in the US within 3 or 4 years and Ford is rightfully scared. The CT will outperform most other trucks on the market, but in general I think it seems like there are some elements that make it a little more fragile in some areas.

Yeah, like for example it is not really an exoskeleton, it is really a unibody. There is a Munro video about this. And we don't know how strong it will really be. It may be a homerun, it may have some important flaws, it will probably be good overall but with some drawbacks.

My theory is that this competes naturally against a Chevy Suburban or other large SUVs better than it compares with an F150 even though originally it was designed to compete with an F150 and in practice some F150 buyers or contractors may buy it.

If you look at an Avalanche or a Ridgeline they didn't really have mainstream appeal and this is kind of like a souped up Avalanche or Ridgeline.

This is a step up from any SUV, from a hummer to a land rover. It's a capable luxury offroad vehicle that is also capable of doing some pickup truck work.

But at the end I believe yes it will displace modern pickup trucks and will also displace a lot of the large scale SUV market.

 

[CyberGus]

 

[Almost Mars]

fine

split hairs however you choose

but as an initial matter, you seem to misunderstanding total market penetration

the world of vehicle buyers is not coextensive with the world of NEW vehicle buyers

nor is the coastal sedan M3 crowd coextensive with the 1/2+ pickup crowd

nor is the 1/2 ton pickup crowd coextensive with the light and medium-duty pickup crowd

nor is the 1/2 ton retail sales crowd coextensive with the fleet/etc., crowd

After narrowing all the above worlds down to the fraction that is relevant to new, 1/2 ton class pickup, retail, buyers:

nor has Tesla released either pricing, model roll-out timing, production ramp up expectations, etc., which altogether are the foremost critical bit ms of information needed to understand exactly how much penetration, into this relatively small segment of buyers, the CT will have and over what time period

But I understand this won’t land well with you, as you appear to have your face grease painted with your team colors, and you’re several $16 plastic cup stadium beers into whichever “sport” you’ve confused this with

Is the Cybertruck really in the 1/2 ton class? I’m not ? sure how they classify trucks, but it seems more like it fits in the 1 1/2 ton category.

 

[cvalue13]

Is the Cybertruck really in the 1/2 ton class? I’m not ? sure how they classify trucks, but it seems more like it fits in the 1 1/2 ton category.

you’re touching the third rail!

technically yes, observing any relevant meaning to the industry classification, at least the upper trim of the CT would be in the 3/4ton class of trucks

which would mean that lower CT trims would be the equivalent of an F150 (in terms of tonnage class), where the uppermost CT trim would be equivalent to an F250+

I used the classification more loosely above, because in my experiwince in this forum - stating the above facts causes fanboy’s to lose their minds (and ability to understand analytical categories)

personally, I think it’s cool to think the upper trim CT could be the worlds first medium-duty BEV truck

it would seem that fanboi’s take partial exception to that, because they want it both ways: they don’t want to admit that comparing the payload/towing costs of the upper trim CT to an F150 is as uninteresting as comparing a Ram 3500 to an F150

to be fair to fanbois, Tesla started it when they used the CT to have a “tow battle” with a 2WD v6 F150 on stock tires against a CT that outweighed it by several thousand pounds on 36” mud terrain tires

it’s the irony of a certain subset of CT fanbois: simultaneously fans, and also new to how trucks “work”

 

[Rutrow]

... may as well be pushing a rope through peanut butter.

I don't know when, how or why... but I'm stealing this analogy* someday. ?

*or simile, or metaphor...? I'm never sure

 

[cvalue13]

*[analogy], or simile, or metaphor...? I'm never sure

anyone who says they do is a liar and confirmed Illuminati

 

[papajamaliciousness]

Tesla FanBoys get all twisted up in their underwear if someone says anything that is not Tesla for World Domination.

Ford has made some great trucks for the past 60-70 years. They do know what THOSE customers want. That includes people that tow a large RV, large boat, go up into the mountains, use it for renovating their house, take long trips, etc.

The Cybertruck IMO will trickle out in 2024 and have no impact on Ford F150, F250, F350 and F450 sales. Or Ford's commercial vans. Will the Cybertruck steal sales for the new Ford Lightning in 2024? Probably not. lf you don't already have a reservation for a Cybertruck, your only option for an eV pickup is going to be the Lightning.

The Cybertruck has to fill a lot of existing orders, which will take until 2026 at least, then after thta they might be competing for Ford Lightning sales. But by then Ford's Gen2 Lightning will be out. Which will undoubtably be favored by some just based on looks. There are still plenty of people that will never buy a CT based solely on it's "ugly design". I think there is room for Cybertrucks, Ford Lightnings, and ICE F-Series trucks. There are many different use cases.

I'm honestly surprised you can be so deluded. Maybe this is Gordon Johnson's secret Cybertruck trolling account. What the tesla detractors do not understand despite all the evidence that comes in day by day, month by month, quarter by quarter, year by year, and decade after decade, is that tesla is not trying to corner the EV market, they are trying to corner the automobile market. The Model Y and Model 3 are respectively the number 4 and number 10 (not 8, sorry, mistake) best selling cars in North America so far this year (https://www.caranddriver.com/news/g43553191/bestselling-cars-2023/) despite being cars selling at a price point in the luxury range. And in other countries the Model Y is *the* best selling car. To think that the Cybertruck will be just scratching out a living in competition with the Ford Lightning without cannibalizing F150 sales (not to mention other pickup sales and other kinds of vehicle completely) is absurdly delusional, unless there is some unforeseen problem with production or some design flaw we do not yet know. This vehicle is going to destroy other manufacturers. It's going to put companies out of business.

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