Cybertruck “not a real truck” says survey among truck drivers

[Diehard]

I got buddies who still think the Cybertruck is a sham and is not a real truck.

To be fair, it is not real yet but a sham? When the biggest EV company make a factory size of Giga Texas for it, you have to consider the odds of things getting real.

Charge time, range, price.

You nailed it. Anything that gets those combinations right is gold regardless of survey results, it's looks and what kinda badge it is wearing. If fast charging we have heard is deployed fast and wide with Tesla reliability and CT price is right, many of those people will change their tune very quickly.

Blessed are those who have not seen, and yet believe.

And the secret society of Triangle Believers know how to recognize each other easily. Deliverance is near brother (if your reservation number is low).

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[Arctic_White]

Much of the Tesla FUD originates from desperate legacy auto. Because they think they can slow Tesla down by changing puplic perception of EV's. Legacy auto has agents right here on CybertruckOwnersClub who actively try to throw shade on Tesla and disrupt the forum to make it less appealling.

They do this because the threat from Tesla is so large. Here's why:

When Tesla reduces legacy sales by 10%, it doesn't reduce legacy profits by 10% - it's more like 30% because in N. America, pick-up trucks and large SUV's are most of legacy auto profits. And when Tesla reduces legacy sales by 30%, they are effectively bankrupt. Too much debt, running at a loss, and no hope of becoming profitable in the forseeable future. Legacy auto is fighting for their lives and it's a fight they are ill-equipped to fight. They have already lost whether they know it or not because they are incapable of changing quickly enough to turn their sinking ships around in time.

Yup.

People don't believe me when I say that GM, VW, Honda, Toyota, Nissan, Mazda, and Stellantis will be bankrupt within a decade.

Ford has a fighting chance.

Hyundai/Kia will be contenders.

BMW/Mercedes/Audi/Porsche will always be around because of their niche.

But everyone else? Truly screwed. They are not going to be in car manufacturing business as it's way too late to pivot to EVs now. They are too far behind.

It'll be Tesla # 1.
Then Ford/Hyundai/Kia trailing far behind, if they manage to survive.

The real competition will come from Chinese manufacturers. Elon himself has stated that.

 

[Arctic_White]

Market penetration speaks for itself.

Tesla has embryonic Austin and Germany with a combined production potential of 4 million+

Mexico in 24 , and maybe another China factory by then too.

We at on the cusp of legacy running out of fictional FUD narratives.

Give it 6-12 months.

I doubt there will be another factor in China. I suspect one may be announced to be built in Indonesia. Another one perhaps in Europe. And definitely one more in North America (maybe Canada, if our government can reduce the red tape and entice Tesla).

So in sum:
California - 750K
Giga Nevada - 100K (?)
Giga Shanghai - 2M+
Giga Texas - 2M+
Giga Berlin - 2M+
Giga Mexico
TBA: Indonesia?
TBA: Europe?
TBA: North America?

Production of 7M+ easily already. On pace to produce 20M+ annually sometime by 2035.

 

[rizvend]

https://electrek.co/2023/03/20/truck-drivers-dont-believe-tesla-cybertruck-real-truck/

Truck drivers don’t believe Tesla Cybertruck is a ‘real truck’

A new survey of American truck drivers shows that many of them are getting ready to go electric, but the majority of them don’t even believe Tesla Cybertruck is a “real truck.”

American Trucks is behind the survey and described its intention with it:


Historically, truck drivers have been more resistant to the electric transition, and there’s a good reason for that.

While range is becoming a nonissue for most passenger vehicle use, if you are using your truck to actually do work, like pulling a heavy trailer, it will indeed limit your range greatly.

The survey shows that 35% of truck drivers are considering going electric this decade and most of them over the next five years:

Here are the most popular electric pickup trucks that current truck drivers are most excited about:

1. Ford F-150 Lightning
2. Tesla Cybertruck
3. Chevrolet Silverado EV
4. Toyota Tacoma EV
5. Rivian R1T
6. GMC Sierra EV
7. Canoo Pickup Truck

Interestingly, the survey also included nontruck drivers. If you isolate them, the Tesla Cybertruck becomes the most anticipated electric pickup truck:

1. Tesla Cybertruck
2. Ford F-150 Lightning
3. Toyota Tacoma EV

Tesla is saying that the Cybertruck is going into production this summer, but most truck drivers surveyed believe it is still at least two years away.

Truck drivers are looking for longer ranges, more charging stations, and faster charge times to help convince them to go electric.

FTC: We use income earning auto affiliate links. More.

Don't know. Don't care. Buying this vehicle with a secure flatbed and ramp on the back and a lot more than a "truck."

 

[TPEdwards]

Much of the Tesla FUD originates from desperate legacy auto. Because they think they can slow Tesla down by changing puplic perception of EV's. Legacy auto has agents right here on CybertruckOwnersClub who actively try to throw shade on Tesla and disrupt the forum to make it less appealling.

They do this because the threat from Tesla is so large. Here's why:

When Tesla reduces legacy sales by 10%, it doesn't reduce legacy profits by 10% - it's more like 30% because in N. America, pick-up trucks and large SUV's are most of legacy auto profits. And when Tesla reduces legacy sales by 30%, they are effectively bankrupt. Too much debt, running at a loss, and no hope of becoming profitable in the forseeable future. Legacy auto is fighting for their lives and it's a fight they are ill-equipped to fight. They have already lost whether they know it or not because they are incapable of changing quickly enough to turn their sinking ships around in time.

The reason Ford got out of sedans is that the F-150 was making more than all of their profits. Yes, the non-F-150 vehicles were negative, the F-150 made it up and made them profitable. They couldn't get out of sedans fast enough. Discontinuing sedans has not completely relieved them of the liability - they still have to stock parts / make parts for 7 years of support.

Now, take away 30% or even 20% of their sales. Their plant utilization drops, their costs rise and their profits disappear.

 

[firsttruck]

The reason Ford got out of sedans is that the F-150 was making more than all of their profits. Yes, the non-F-150 vehicles were negative, the F-150 made it up and made them profitable. They couldn't get out of sedans fast enough.
.....

This is a perfect example of the rank laziness & incompetence of U.S. management.

Why couldn't Ford make sedans profitable? Ford's competitors are able to.
So you make higher profits on pickups why does that mean you drop all lower profit items.
You mean you can't even

Nissan has Titan full-size pickup and Toyota has Tundra full-size pickup and both companies make a wide range of other vehicles too.

The reason Ford got out of sedans is that the F-150 was making more than all of their profits. Yes, the non-F-150 vehicles were negative, the F-150 made it up and made them profitable. They couldn't get out of sedans fast enough. Discontinuing sedans has not completely relieved them of the liability - they still have to stock parts / make parts for 7 years of support.

Now, take away 30% or even 20% of their sales. Their plant utilization drops, their costs rise and their profits disappear.

Ford will be in trouble even if few Ford truck owners actually switched to Tesla Cybertruck.

In next 4 years, just convincing 10% (100k-150K) of Ford truck buyers to buy Ford's no/low profit Lightning EV and much larger % of Ford truck buyers to delay/not purchase (osborne effect) a Ford ICE pickup purchase in anticipation of Ford's no/low profit 2026/2027 Gen-2 EV pickup could reduce Ford's profits by 30% or more.

Oh, and GM is in the same situation as Ford.

 

[HaulingAss]

Yup.

People don't believe me when I say that GM, VW, Honda, Toyota, Nissan, Mazda, and Stellantis will be bankrupt within a decade.

Ford has a fighting chance.

Hyundai/Kia will be contenders.

BMW/Mercedes/Audi/Porsche will always be around because of their niche.

But everyone else? Truly screwed. They are not going to be in car manufacturing business as it's way too late to pivot to EVs now. They are too far behind.

It'll be Tesla # 1.
Then Ford/Hyundai/Kia trailing far behind, if they manage to survive.

The real competition will come from Chinese manufacturers. Elon himself has stated that.

I've heard a lot of people say Ford is the legacy automaker that either will survive or has a fighting chance to survive. I think people are basing this on them being earlier movers in the EV space vs. the rest and making the Mach-e which people thought was a good first try.

I think this is misguided thinking, the product doesn't determine whether you will survive as much as how much that product costs to build. Because that's largely what determines if you can sell it for a profit and pay the bills. Ford is still too dependent upon out-sourcing everything to get the cost competitive (they lose money on every Mach-e and every Lightning they sell). Ford has far too much corporate overhead and a corporate culture that wastes time and money. This is ingrained far too deeply into their corporate culture for them to be able to change it in time.

Don't make the mistake of thinking if Ford can build a car or truck that people like, they can make money on it. Because Ford and GM don't have a clue how to make a vehicle a good value. Everytime they try to sell a vehicle for a low price they cheapen everything up to the point that only an idiot would buy it. The key is making a reliable, high-quality, long-lasting, good driving vehicle for a low price. Ford cannot.

That's why they have been relegated to making over-priced trucks and SUV's for the last several years, they literally cannot compete with a truly efficient manufacturer like Tesla. The only saving grace for Ford is that Tesla hasn't even hit 2 million vehicles per year globally yet and the Cybertruck is not in volume production yet. There are literally not enough Tesla to go around.

 

[fritter63]

Much of the Tesla FUD originates from desperate legacy auto. Because they think they can slow Tesla down by changing puplic perception of EV's. Legacy auto has agents right here on CybertruckOwnersClub who actively try to throw shade on Tesla and disrupt the forum to make it less appealling.

 

[fritter63]

Blessed are those who have not seen, and yet believe.

Did he say .... "blessed are the cheesemakers".... ?

 

[Diehard]

Production of 7M+ easily already. On pace to produce 20M+ annually sometime by 2035.

At that volume if Tesla efficiency superiority in production remains intact, they will likely drop price like they did in china, and will become a monopoly. That would be great for share holders but I am not sure how good that would be for consumer. As someone that is probably in minority here ( No shares in any car company and just a consumer), I hope none of the American manufacturers on this list go out of business. I hope instead they learn how to survive and thrive without government subsidies (tax credit) before it is too late.

The reason Ford got out of sedans is that the F-150 was making more than all of their profits. Yes, the non-F-150 vehicles were negative, the F-150 made it up and made them profitable. They couldn't get out of sedans fast enough. Discontinuing sedans has not completely relieved them of the liability - they still have to stock parts / make parts for 7 years of support.

Now, take away 30% or even 20% of their sales. Their plant utilization drops, their costs rise and their profits disappear.

Americans will always love trucks more than sedans but I wonder if that equation could change a bit for EVs. If Battery density does not improve significantly, more efficient EVs may become more attractive. I think station wagons make a lot of sense as EV. old station wagons were low riders with a lot of interior volume and less drag than trucks and SUVs. If someone can make them cool, with faster charging, longer range and lower price, as inconceivable as it may sound now, they may come back to life.

 

[Diehard]

I've heard a lot of people say Ford is the legacy automaker that either will survive or has a fighting chance to survive. I think people are basing this on them being earlier movers in the EV space vs. the rest and making the Mach-e which people thought was a good first try.

I think this is misguided thinking, the product doesn't determine whether you will survive as much as how much that product costs to build. Because that's largely what determines if you can sell it for a profit and pay the bills. Ford is still too dependent upon out-sourcing everything to get the cost competitive (they lose money on every Mach-e and every Lightning they sell). Ford has far too much corporate overhead and a corporate culture that wastes time and money. This is ingrained far too deeply into their corporate culture for them to be able to change it in time.

Don't make the mistake of thinking if Ford can build a car or truck that people like, they can make money on it. Because Ford and GM don't have a clue how to make a vehicle a good value. Everytime they try to sell a vehicle for a low price they cheapen everything up to the point that only an idiot would buy it. The key is making a reliable, high-quality, long-lasting, good driving vehicle for a low price. Ford cannot.

That's why they have been relegated to making over-priced trucks and SUV's for the last several years, they literally cannot compete with a truly efficient manufacturer like Tesla. The only saving grace for Ford is that Tesla hasn't even hit 2 million vehicles per year globally yet and the Cybertruck is not in volume production yet. There are literally not enough Tesla to go around.

It looks like a rough road ahead:
https://www.cnbc.com/2023/03/22/ford-to-break-out-ev-business.html

 

[Cyberman]

The most overused Sheep Calls by establishment media in recent years (very common on morning radio or 'mainstream' articles), always begins with words, "A new Study..." or "A new Survey...".

In almost every broadcast to the targeted sheep, these 'studies' or 'surveys' conveniently leave out the Sample Size or otherwise bury it in details or fine print.

Viewing the actual web article for this particular 'Survey', one finds that a only mere 458 people were (surveyed). Seriously?! With this nation of over 325 million people they only survey 458 people? It appears very much like they had to keep surveying over and over until they found a group of 458 that had the results they wanted.

Why even publish a 'survey' with a sample size so small? Oh, that's right many sheep will not even look at the details, and perceive it as a major widespread trend.

In today's world you can find 458 people owning trucks who think the Earth is flat or that biological science with laws of physics are optional.

Such a clickbait Sheep Calling article is a total waste of time.

- ÆCIII

Truth

 

[charliemagpie]

I have had ICE lovers scoff in my face over having to plug in and charge their car at home.

Clearly there is a momentum of denial, but they will all come around. I tend to think over 100 years ago, these were the same types who would not give up their trusty horse.


As battery density improves and range improves... expectations will rise.

People will want the best range at the best price, and today's 300 mile will be tomorrow's junk heap and going out of business unless they keep up with the competition.

In essence, there is no fairy godmother to save companies who are behind the competition. Competitors bay for blood.

 

[Ogre]

to be fair, OP could have linked the actual article rather than Electrek’s sub-digest

not to stand behind ‘American Truck’ magazine

Given their customer base, I can sort-of understand where American Truck Magazine comes from. Their readers likely own a traditional truck and have had “Opinions” about what is and isn’t a proper pickup truck long before the Cybertruck was around.

* Avalanche - No
* Ridgeline - No
* Jeep Pickup Thing - probably no?

Elektrek on the other hand are not “Truck People”. It’s just a low-quality EV outlet with a chip on their shoulder regurgitating other people’s opinions.

 

[Cyber Canuck]

In my neck of the woods I've noticed legacy lots full of trucks, less than a year ago the lots were empty and used car prices were insane.

So if any of you are looking for a real truck check this video out first.

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