Business Insider: Tesla's Cybertruck is finally coming. It's going to rattle rivals and transform the EV market as we know it.

[firsttruck]

There is a very simple reason.

Tesla wants to sell 250k per year for the next 10 years.

That doesn’t happen with a $79k truck. All this chatter about $80k trucks makes sense as an interesting strategy when production is low and they are making 500/ week. Once production tops 5,000/ Week, it all falls apart.

Tesla wants to sell a MINIMUM of 250k Cybertrucks per year for the next 10 years but hopes to sell many more than 250k (maybe 350K-500K) Cybertrucks per year

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[Ogre]

Tesla wants to sell a MINIMUM of 250k Cybertrucks per year for the next 10 years but hopes to sell many more than 250k (maybe 350K-500K) Cybertrucks per year

Indeed. Now they are telling suppliers to be ready for 375k/ year.

 

[alan auerbach]

The tide is turning

Maybe Musk is inquiring about advertising!

Two factors that have nothing to do with the product attract me to buying a Tesla. One, of course, is the ease of their hassle-free buying procedure.

The other relates to Tesla's lack of advertising. With other brands, If you find how much they spend on promotion annually, and divide the number of vehicles sold per year, you find yourself paying an extra number of HUNDREDS of dollars. After all, it's those who succumb to the promotion who pay for it. If Tesla starts spending on ads, it would cut my enthusiasm in half.

 

[CyberGus]

Two factors that have nothing to do with the product attract me to buying a Tesla. One, of course, is the ease of their hassle-free buying procedure.

The other relates to Tesla's lack of advertising. With other brands, If you find how much they spend on promotion annually, and divide the number of vehicles sold per year, you find yourself paying an extra number of HUNDREDS of dollars. After all, it's those who succumb to the promotion who pay for it. If Tesla starts spending on ads, it would cut my enthusiasm in half.

I see Tesla ads on YouTube all the time ?‍

 

[SparkChaser]

All about the charging network for me. While I will mostly be charging at work, (for free!) having access to a great super charging and fast charging network is key. This being my second EV, the first was a crappy Ford Focus with 80 miles of range anxiety galore!!!

I delayed my order for a few weeks (Dec 20, 2019) because I was not really digging the design. This moved me to around 400k in line! It grew on me and now I find is a huge positive. The durability and minimalist lines are really attractive to me now.

 

[Crissa]

Are they? Because you can't find one without a markup near me.

-Crissa

 

[Sirfun]

There are several reasons why those 2 aren't selling like hot cakes. #1 the Cybertruck. It's a way better vehicle, that was "promoted" at a much better price. Also there's a reason Rivians are selling better. They're a better vehicle. People want the future. Those 2 are the past, with a bit of future sprinkled on top, at ridiculous prices (especially the Hummer).

 

[Sirfun]

OMG, let me count the ways!!!

Shades of, The Bolt and Model 3 have the same specs.

Direct from Fordauthority site:

Sales Numbers - Full-Size Mainstream Electric Pickup Trucks - Q3 2023 - USA

TOTAL	+11.71%	12,595	11,275			+66.53%	29,212	17,542
MODEL	Q3 23 / Q3 22	Q3 23	Q3 22	Q3 23 SHARE	Q3 22 SHARE	YTD 23 / YTD 22	YTD 23	YTD 22
RIVIAN R1T	+86.36%	8,200	4,400	65%	39%	+100.14%	16,011	8,000
FORD F-150 LIGHTNING	-45.81%	3,503	6,464	28%	57%	+39.95%	12,260	8,760
GMC HUMMER EV PICKUP	+112.65%	874	411	7%	4%	+18.03%	923	782
CHEVROLET SILVERADO EV	*	18	*	0%	0%	*	18	0

In terms of segment share, the R1T accounted for 65 percent share, up 26 percentage points. Ford F-150 Lightning sales swept up 28 percent share, down 19 percentage points, while the Hummer EV Pickup earned seven percent share, up three percentage points. Finally, the Silverado EV remained flat at zero percent share.


Overall, the full-size mainstream electric pickup segment expanded 12 percent, selling 12,595 units last quarter. Comparatively, Ford F-150 Lightning sales underperformed the segment average.

 

[anionic1]

The tide is turning

Maybe Musk is inquiring about advertising!

Watch how many of these buttheads that were nothing but shade throwers all of a sudden change their tone when it becomes the best selling truck.

 

[Sirfun]

I edited it to show trucks to trucks. Personally I think the Ford dealers are part of the problem with the Lightning. They would prefer to sell ICE trucks and are probably giving customers reasons to buy them over the Lightnings.

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