Cybertruck 2?

[HaulingAss]

And how Tesla will attach the offroad lightbar on "Cybertruck 2" ?

Who knows? Do you know how Ford attaches their off-road lightbar to the F-150? It would be interesting to see how a manufacturer like Ford, with the best-selling pickup for many years and plenty of engineering and manufacturing might in their accessory department, attaches off-road lightbars to the roof of an off-road truck like the Raptor. Yes, it's a much easier problem on a steel roof, but how do they do it?

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[HaulingAss]

These vehicles are hits in middle class suburbs, R2 can fill this EV niche for a demographic Tesla no longer appeals to.

What the heck are you talking about?

Tesla are extremely popular in middle class suburbs. Rivian barely sells any vehicles compared to Tesla. I've seen more brand new (refreshed) Tesla in middle class suburbs in the last 3 months than I can shake a stick at. New Rivian? Only very occasionally. It's probably 20 to 1 (or more) Tesla to Rivian.

I think your error is thinking that far left socialists comprise a majority of middle class suburbs!

 

[Cybertruck2024]

What the heck are you talking about?

Tesla are extremely popular in middle class suburbs. Rivian barely sells any vehicles compared to Tesla. I've seen more brand new (refreshed) Tesla in middle class suburbs in the last 3 months than I can shake a stick at. New Rivian? Only very occasionally. It's probably 20 to 1 (or more) Tesla to Rivian.

I think your error is thinking that far left socialists comprise a majority of middle class suburbs!

Because Y and 3 exist. Rivian doesn't have an equivalent yet. Are you going to say the Model S was flooding middle class suburbs before the 3 was available? Rivian is hoping to have it's "Model 3 moment," it isn't playing in the same space as the 3/Y, 3 Series, etc. yet.

It is better for every Tesla fan/owner if R2 is a hit. Keep Tesla honest, help drive innovation and make these companies work for our dollars.

2 of the last 3 vehicles I've purchased are Teslas and I have been actively shopping for another one. You can be critical of something and still like it.

 

[YDR37]

Who knows? Do you know how Ford attaches their off-road lightbar to the F-150? It would be interesting to see how a manufacturer like Ford, with the best-selling pickup for many years and plenty of engineering and manufacturing might in their accessory department, attaches off-road lightbars to the roof of an off-road truck like the Raptor. Yes, it's a much easier problem on a steel roof, but how do they do it?

It doesn't look like Ford offers a roof-mounted off-road light bar for the F-150, not even for the Raptor. The closest thing I can find is an LED warning beacon kit for fleet use; it includes a center high-mounted stop light bar and two roof-mounted beacons. Everything screws into a base that is in turn screwed into the mounting for the factory third brake light.

There are tons of aftermarket offroad light bars for the F-150. Haven't looked at all of them, but they commonly use mounting brackets installed to the door frame, with drilling required. Have not seen any that rely on adhesives.

Ford does offer an offroad lightbar as an accessory for the Bronco and Bronco Sport, but those models have roof racks. So the lightbar has brackets that mount to the roof rack.

Asked a couple people who were more knowledgable about off-road gear and they were not convinced that adhesives were a satisfactory approach for the installation of off-road lighting.

One person also noted the potential difficulty of applying a cover to a lightbar that was glued onto the roof. In California and some other states, offroad lights need to be covered on public roads, so they do not blind other drivers if accidentally switched on. So there are also aftermarket lightbar covers.

Tesla apparently ships the Cybertruck lightbar with black adhesive tape covering the lights. So I guess you could carry a roll of tape to cover the lightbar if necessary. Again, my friend was not convinced that this was a satisfactory approach.

 

[YDR37]

Rivian barely sells any vehicles compared to Tesla. I've seen more brand new (refreshed) Tesla in middle class suburbs in the last 3 months than I can shake a stick at. New Rivian? Only very occasionally.

Keep an eye out for Amazon vans in those middle class suburbs. Amazon is buying a lot of those Rivian EDV vans.

Through the first three quarters of 2025, Rivian's $70,000+ vehicle lineup (R1S, R1T, EDV) outsold Tesla's $70,000+ vehicle lineup (Model S, Model X, Cybertruck), based on Cox data.

Of course, Tesla wins easily when the less expensive Model Y and Model 3 are included. But the forthcoming R2 could take some sales from the MY, if the pricing and features are right. In the large EV SUV category, the R1S outsells the Model X, so maybe the R2 will be competitive in the mid-sized EV SUV market.

 

[HaulingAss]

Because Y and 3 exist. Rivian doesn't have an equivalent yet.

Your claim was that Tesla did not appeal to the middle class suburb demographic! That's obviously a false narrative, Tesla has two models that sell extremely well in the very markets you say it doesn't appeal to. Trying to re-write reality?

It is better for every Tesla fan/owner if R2 is a hit. Keep Tesla honest, help drive innovation and make these companies work for our dollars.

I would love it if Rivian was a success. But I've all but given up all hope. Here's why:

They sell every car at a gross loss. Don't be fooled by the despicable stunt RJ Scaringe pulled in Q4 2024 and Q1 2025 where he crowed about gross profits, while front loading those two quarters with massive amounts of regulatory credit sales, credits that could not be earned in any two quarters. Fake as fake could be.

People love to say that Tesla built cars at a loss until 2019-2020. But that's another fake narrative because they are talking about corporate net profits, not auto manufacturing gross profits (which they have had all along). Tesla was putting all their auto profits (and then some) into building out service centers and the world class Supercharger Network, building new factories to expand production, etc. But they were selling cars at a gross profit all quarters back to the original Tesla Roadster. Rivian has NEVER done that. And, no, I don't count RJ's little stunt to make it look like they had turned a gross profit in Q4 and Q1 2025 because it was a complete sham to make it look like they had turned the corner.

The R2 is not gonna change that. They are far too inefficient at auto making. Yes, they will improve efficiency moving to the R2 platform, but not enough to make a difference. Selling thousands of cars at a gross loss is not just stupid, it's idiotic. That's why Elon ousted the CEO of Tesla back in the Roadster days. He knew it was dumb to manufacture thousands of an item that were worth less than they cost to build and he stepped up to the plate and fixed the problem, RJ acts like selling vehicles below cost is normal. I've even heard him compare Rivian to Tesla in the first decade. But it's a fake comparison, because Tesla actually was selling their cars at a gross profit. He's a despicable CEO for trying to fake a gross profit too. That's what I call dishonest.

Keep Tesla honest? LOL! How about Mary Barra who claimed they would walk right by Tesla in terms of volume of EVs sold by 2025. Guess what? Tesla still sells 8 times as many EVs as GM does! How about keeping Mary honest? She's not leading the EV revolution, she's trying to follow Elon and failing. And if you've owned a recent GM EV (or gas vehicle for that matter) you would know this like your birthdate. The software sucks! And modern cars require good software for a good user experience. They still haven't mastered over-the-air software updates! They still sell their EVs at a loss! That means they price them at below the cost of manufacture, just to get rid of them! And they were supposed to be passing up Tesla in EV sales?

I would suggest you worry more about your own honesty when you make ridiculous claims like "Tesla no longer appeals to the middle-class suburbs demographic."

 

[HaulingAss]

Through the first three quarters of 2025, Rivian's $70,000+ vehicle lineup (R1S, R1T, EDV) outsold Tesla's $70,000+ vehicle lineup (Model S, Model X, Cybertruck), based on Cox data.

You are missing the big difference when you make that claim. Tesla makes great margins on the Models S&X, they could sell them like hotcakes if they were willing to price them for $30-$60K less so they would have the same negative margins as Rivian. But what would be the point of doing that considering that their loss per vehicle would be just as much as Rivian? It would make no sense.

In what world is it OK to brag about a manufacturer's volumes over a competitor when they have to sell them at a big loss to achieve those volumes? I can sell $100 bills all day long for $85. Not only would I not do that, I wouldn't brag about it. That's exactly what you're doing here.

Guess how many $100 bills I could sell for $101.00? That's right, zero, because a $100 bill is not worth $101.00! That's what Rivian's "true" sales are, zero. Because Rivian is gifting them away to sell them for less than they cost to make.

 

[HaulingAss]

Keep an eye out for Amazon vans in those middle class suburbs. Amazon is buying a lot of those Rivian EDV vans.

The subject of middle class suburbs was raised as a demographic that Rivian had a leg up over Tesla in (falsely). Now you are trying to say that Rivian vans drive through those neighborhoods and I should keep an eye out for them?

OK, keep an eye out for Tesla Semi's on American Highways. Their high volume Semi manufacturing facility is nearing completion and will be ramping production next year. My Amazon packages, in my middle class American suburb, still come in stinky Amazon ICE vans (most of the time). Three months ago I was excited to see the youngish Amazon driver get out of an electric van with my package. I asked him how he liked it. He said he actually preferred the gas ones! That the Rivian didn't drive as nicely. Go figure!

 

[HaulingAss]

It doesn't look like Ford offers a roof-mounted off-road light bar for the F-150, not even for the Raptor.

Haha! So Ford doesn't even offer a roof-mounted off-road light? I guess it's pretty hard to say Tesla's is inferior because you don't like that they use an adhesive to attach it to the glass? Guess what? I don't like that it impacts the aero.

Guess what the solution is? Don't buy it if you don't like it. It's not the end of the world if every little thing doesn't suit you.

 

[Trbizwiz]

Just a thought question. Will Tesla release a new/refreshed cybertruck in the next few years? Thinking about it the other day and this (initial) design is already over 6 years old. I am very curious what tesla will do over the next 6 years.

The general consensus will be no. Ill agree in the way you're asking, the answer is likely no. Cybertruck is not a high volume seller, and there is little that can be done to the form factor to change that. So I don't think Tesla will make huge investments in updates. That said, Tesla always looks to find efficiencies, especially those that may help with COGS, and would have an impact on increased deliveries. Though, to me, that likely means, they will find ways to make it cheaper. That is not always the benefit enthusiasts appreciate.
I think as Starship scales to production, and has more launches, we could see some cost savings on the expensive body of Cybertruck. As the 4680 scales, and gets more cost effective that could have an impact as well. But it is tough to imagine finding more than 10to 15% savings in COGS.
I personally think if Tesla offered a LUXE lite package for AWD, and included it at the list price, it would drive extra demand, and very little cost to margins. I think most people that want a all terrain truck would place a higher value on free supercharging, than the actual cost to Tesla. I think if they get Cybertruck with FSD and get used to using it, they will get locked in a Tesla mote, that would cause them to buy other Tesla's, and also want FSD in those cars.

 

[woodersonowl]

Adding some different SS style lines would make for an easy exterior refresh. 2030 Cybertruck?

This new crease would also eliminate any door/mirror fluttering at high speeds since it’s no longer a flat panel.

Nice! I wonder if they explored this alternate crease geometry? I mean, with a few tweaks around the rear sill and wheel arch’s it could be 🤌

 

[hemiarch]

Nice! I wonder if they explored this alternate crease geometry? I mean, with a few tweaks around the rear sill and wheel arch’s it could be 🤌

That looks much harder to mass manufacture to me though.

 

[woodersonowl]

That looks much harder to mass manufacture to me though.

judging by the panel gaps/alignment on the current truck I’d say you’re prob correct

 

[gooshjkc]

There will be a refresh, but doubt it will be anytIme soon. If history is a reference point, I would say between 2028 and 2030. Of course, it really depends on the sales of the Cybertruck between now and then. If sales bottoms out, Tesla will most likely cancel the Cybertruck line up all together. They will probably spin it out to something else similar like the rumors of CyberSUV. If sales increases or stay steady, they will make some refresh on the design.

 

[TripleB]

The cyber truck basic design with not change. Batteries, bumpers, cameras, processers, etc., yes. Like all other models Elon will squeak out every last cent from the initial cap exp design/ramp up. It's a long and expensive undertaking. Autonomy, energy, semi and optimus will be much more profitable (if successful).

Rivian, I would love for them to make it but they won't. RJ has never shown to be fiscally responsible. They will run out of OPM one day. Also, they have not diversified from vehicles.

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