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Tesla's Cybertruck is outselling almost every other EV in the US

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Re: Tesla's Cybertruck is outselling almost every other EV in the US

#181
post #114

Earlier quoted context omitted.

WTF is going on with the Chevy EVs? They dropped the Volt which you can only pry out of owners cold, dead hands. They dropped the Bolt EUV which seems to be similarly adored. What dumbass metric is causing these stupid decisions?

Their CEO seems to be reacting to a perception that Chevy is “behind” and trying to get ahead of the market on EVs. If they were smart they’d still be making the Volt, since it’s an extremely reasonable PHEV that many people with garages in the US would appreciate. It would increase the number of electric miles driven.

I have a Volt and love it - it's the perfect car for someone like me with a 30 mi round trip commute. Partner recently got the plugin hybrid version of the BMW X5 (gets about 50 miles on electric), and so far we love that car, too.

Don't understand at all why GM doesn't make a PHEV SUV. They would be the perfect car for lots of people in the US.

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#182
post #37

https://archive.is/pBDXs Relevant snippet: "Tesla sold almost 17,000 Cybertrucks in the third quarter, according to Cox estimates, making it the third most popular EV in the US during the period. The only other EVs that sold better were the Tesla Model 3 and Y. So far in 2024, more than 28,000 Cybertrucks have been sold. That's more than Ford's F-150 Lightning, Rivian's R1T, and Chevy's Silverado EV, Cox data shows."

Thank you for the relevant snippet. Here's how Tesla(not just cybertruck) compares globally. https://www.statista.com/statistics/541390/global-sales-of-p...

"BYD was ranked as the best-selling electric vehicle manufacturer worldwide after selling over three million units in 2023 after overtaking Tesla as the best-selling electric vehicle manufacturer in the previous year. BYD's sales volume translates into a market share of around 22 percent. Tesla and the Volkswagen Group were among the runners-up. "

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#183

The weird thing I’ve seen is in almost all the online forums I visit, like Reddit, YouTube comment sections, parts of twitter, hacker news, the cybertruck is universally panned. Yet when I drove a cybertruck, the number of onlookers who approached me inquiring about the car with excitement is unmatched with even a Lamborghini that I once rented. Shows how much of a bubble the internet alone is. MKBHD got the ratio’s…

Idk. I’d imagine it has more to do with the preorders and how they can stuff shipments. I got to drive one… it’s an objectively terrible car. I would imagine that as the look gets let’s novel that attention will wane quickly. When they get the inevitable prominent pedestrian collision on video, it has Pinto potential. It’s weird because the last “new” Tesla was the Model Y I think, and that is an incredibly well thou…

It was pretty hilarious to watch some toolbag driving a Cybertruck around Santana Row (a fake-fancy outdoor mall made to look like a European downtown area out here in Silicon Valley) blasting music at all the people trying to enjoy dinner outdoors. I was there picking something up and he was doing laps around the place from before I got there until after I left, a good 30+ minutes, just driving around in circles desperately trying to get attention.

To be fair, it’s very typical to hear people revving up their crappy SRT Chargers or sport bikes constantly there all day and night. I’m not sure who’d be interested in the extremely-overpriced apartments that they have, given the noise and lack of proximity to anything else outside of the malls there. I believe there used to be Cars and Coffee events hosted there but I’ve heard they got kicked out due to too many incidents of bad behavior.

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#184

The weird thing I’ve seen is in almost all the online forums I visit, like Reddit, YouTube comment sections, parts of twitter, hacker news, the cybertruck is universally panned. Yet when I drove a cybertruck, the number of onlookers who approached me inquiring about the car with excitement is unmatched with even a Lamborghini that I once rented. Shows how much of a bubble the internet alone is. MKBHD got the ratio’s…

> impractical any actual truck work. Some pickup truck work is high mileage, but a surprising amount of it is low mileage. It varies a lot, there are lots of trucks that do less than 100 miles a day. Work trucks are also usually much more predictable than consumer vehicles. Most of them do the same thing every day. The predictability should make buying an EV easier.

The F-150 is the most sold car in the US. How many of those ever see any “real truck work” versus driving from the suburbs to the grocery store or the office ? Probably less than 10%?

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#185
post #18

16 thousand Cybertrucks sold in Q3. To compare, 3.9 million cars sold in Q3.

It sells for $100k. Bet all $100k cars move volume

> It sells for $100k.

That was just the top of the line Founders Edition, which is no longer for sale.

It's $80k now, and more like $70k for businesses (with tax incentives)

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#186

Earlier quoted context omitted.

That’s strange since the Cybertruck doesn’t meet European regulations (at the very least UN-R26) due to pedestrian safety. Not sure if there is a workaround if someone imports it as their personal vehicle though.

If it's strictly the height that's the issue Tesla can make it so it's software locked not to surpass a certain height on paved roads or geo fence it.

It’s not strictly about height, that is only one of the factors. Modern cars usually have pedestrian safety systems that the cybertruck does not have by design.

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#187

Earlier quoted context omitted.

Idk. I’d imagine it has more to do with the preorders and how they can stuff shipments. I got to drive one… it’s an objectively terrible car. I would imagine that as the look gets let’s novel that attention will wane quickly. When they get the inevitable prominent pedestrian collision on video, it has Pinto potential. It’s weird because the last “new” Tesla was the Model Y I think, and that is an incredibly well thou…

Is there some tax data about the amount of Clean Vehicle/CA and Federal EV credits issued for Cybertruck? The income cap on getting the clean vehicle rebates is $135k ($200k joint filers). And I'm not sure about the federal rebates. Tesla doesn't offer 0% financing, current Cybertruck APR deal is reported to be 5.29% for up to 72 months. So I don't see how someone with the income under the rebate cutoff can afford th…

One fun loophole to get the tax credit is through a lease. A lot of leasing companies pass the full credit on as a straight deduction on the capitalized cost, and you can stack that with other incentives. Lucid had some really ridiculous deal going that was supposedly leasing the >$100k sticker Air GT for $849/mo : https://www.autoblog.com/news/2024-lucid-air-available-from-...

I looked into that and there was exactly one vehicle available and it was something like $7500 due at signing to get that $849/mo payment, IIRC on a 36-mo term, so really it’s more like ~$1058/mo, which makes more sense.

Still a lot of discounts on EVs if you know where to look. Definitely lease; these will depreciate like bricks after the batteries get used up and are down below 70% capacity. I’m not sure how financing companies are doing the math but their expected values at the end of lease terms feel wildly optimistic. My guess is some degree of mfg incentives to push EVs combined with models that took too much pandemic pricing into account for used vehicles. If you can get a good money factor on the lease, go for it.

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#188
post #23

That thing is a monstrosity. This to me implies that EVs have peaked and only the market for vanity vehicles remains at this time Edit: I also have a suspicion that this is primarily due to them filling all the preorders. It’d be good to see a breakdown as to how many new orders people are placing after seeing this POS in real life.

> This to me implies that EVs have peaked

That might be true, if the #2 selling car, and the #1 selling car were not also EVs.

The Model Y is currently the second best selling vehicle of all kinds, and it very likely is about to overtake the F-150 as the most-selling vehicle, the first time the F-150 has been dethroned in 46 straight years.

The sales numbers are saying we have not reached peak EV.

Re: Tesla's Cybertruck is outselling almost every other EV in the US

#190
post #170

Earlier quoted context omitted.

"Yet when I drove a cybertruck, the number of onlookers who approached me inquiring about the car with excitement is unmatched with even a Lamborghini that I once rented". Your sampling method is flawed. Only Cybertruck fans are approaching you. Most people aren't going to come up and tell you they think your car is ugly.

Right, it’s kind of known as the incel mobile I think by most people. In the same way when you see a MAGA hat on the street, you already know a lot about the person before they a a single word and you do your best to avoid them but other people with MAGA hats will give each other the wink and nod. In my experience that’s the closest thing I could describe to the cyber truck experience and how most people look at it.

The Jeep wave, but less bend in the elbow
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