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Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

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Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#131

I think the dealership monopoly is partly to blame. Dealers get more reoccurring revenue from ICE vehicles, so they are incentivized to not stock EVs and to steer customers away from them. Ford seemed to understand this and attempted a direct sale program for EVs, but they canceled it due to dealer pushback. https://fordauthority.com/2025/02/ford-ev-inventory-hub-syst...

Yes I think there's a real innovators' dilemma here for traditional automakers with dealer networks. Dealers make most of their money on servicing vehicles, not selling them. And EVs require almost no servicing.

Ford did try to make it up to them by offering a bevy of aftermarket add-ons for the Lightning that were sold through the dealerships. As a consumer, I wanted them to keep the EV and ICE versions as similar as possible, with the hope that parts would be cheaper and easier to find.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#132
post #107

Earlier quoted context omitted.

Let me get this straight. You bought a "statement car" but not for its statement, and then you assume that other people driving a different "statement car" bought it because of the statement?

Yes, anybody who puts a sticker on their car apologizing for owning it is somebody who bought it to make a statement. I bought mine because I researched best gas mileage, lowest ongoing maintenance cost, and dimensions that fit the the city, and that's what I came up with.

>Yes, anybody who puts a sticker on their car apologizing for owning it is somebody who bought it to make a statement.

Or the opposite, buying the car wasn't a statement at the time and they don't like that driving it feels like a statement now so they got a bumper sticker to acknowledge that their continued ownership is not a statement of support for Musk and his ideology.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#133

It's a shame the Lightning got discontinued. As an EV owner, it sucks that the main thing holding the technology back is misconceptions and misunderstanding, rather than actual practical matters. People think EVs are cars with tanks of electrons, and run aground the same way you would if you thought horses were cars full of hay. It's a different transport tool that gives the same results, you just have to know how to…

I disagree that EV-s are held back by misconceptions. More their price and range.

Range is the misconception, because people view range through the "sit and fill up then drive till empty" paradigm.

That is not how EVs work or how they should be used. They should be charged overnight/when you are doing something else, and on road trips should be charged to align with other stops even if those stops are 10 minutes. It's rare that I have ever done the "sit in the car for 40 minutes waiting for charge", and extremely common to do the "Put car on charger for 13 minutes while going into [insert any of the gazillion places with chargers in the parking lot] to use the bathroom, stretch legs, and get a snack, or see a landmark"

Also you usually structure it so you arrive at your destination with very low charge, because you fill up while there. I've yet to be at a hotel with a gas pump in the lot.

Again, EVs function differently than gas, and that change of paradigm really gets people ruffled up and confused.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#134

Earlier quoted context omitted.

>A pickup truck should just be max utility, especially if you're a manufacturer making your first one I don't think this is actually true, most pickup trucks aren't designed for maximum utility. They're designed to sell a lifestyle.

> ... most pickup trucks aren't designed for maximum utility. They're designed to sell a lifestyle. Yes, but that lifestyle can and sometimes does include actual needs for some of the utility. There is a great observation from Representative Marie Gluesenkamp Perez, a Democrat from Washington’s 3rd District in an NYT piece a couple of days ago. I included a perhaps too long quote in lieu of apologizing for the paywal…

If I mostly trim my hedges, but sometimes, very rarely, need to cut down small trees, am I best served by simply owning a hedge-trimmer and renting a chainsaw or other appropriate tool when necessary, or by buying a katana for both jobs?

Everybody knows why you bought the katana. We know you have a story to tell yourself, it's just not convincing.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#135
post #2

At the size of Ford, sales numbers can be at a different mark for what is considered successful than others. Not to mention dealer gamesmanship fudges real sales numbers. As to the Cybertruck it's both interesting and kind of ugly... repairability is another concern/issue as is pure cost... I'm far more interested in the Slate[1] myself. It's probably closer to what a lot of consumers would want in an electric truck.…

It’s also the fact that Ford investors care about profits and its stock is not just a meme stock with no relationship to current or future profits like Tesla.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#136
post #13

I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics hurt it quite a bit. It is such a distinctive vehicle with a strong association with Elon, that there was an immediate brand association. It may have had poor sales anyway, but it certainly didn't help that many folks on the left, who are typically the most 'pro EV', had a large 'anti-Elon' shift…

Politics or no, the price point ultimately dictated its maximum sales. By that measure it's a reasonable success, and if Elon was forecasting that they would sell multiple tens of thousands of vehicles per year at a $80,000 price point he needs to lay off the drugs. Elon sometimes seems like the living embodiment of "How much could a banana cost, Michael, $10?" parody of out of touch rich people.

I remember the "under $40k" announcement price

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#137
post #13

I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics hurt it quite a bit. It is such a distinctive vehicle with a strong association with Elon, that there was an immediate brand association. It may have had poor sales anyway, but it certainly didn't help that many folks on the left, who are typically the most 'pro EV', had a large 'anti-Elon' shift…

The thing with Cybertrucks losing panels certainly didn't help.

A big part of the Cybertruck marketing was the robustness of its unusual design: exoskeleton! space grade materials! They smashed the door with a hammer and it didn't dent (just avoid pétanque balls...), Elon Musk commented that it would destroy the other vehicle in an accident. Morally dubious arguments sometimes, but it appeals to many potential customers.

And then, the vehicle that is supposed to be a tank falls apart by looking at it funny. And the glued on steel plates, is it that the exoskeleton? Not only the design is controversial, but it failed at what it is supposed to represent.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#138

Earlier quoted context omitted.

I disagree that EV-s are held back by misconceptions. More their price and range.

I can do a ten hour road trip with a family of four plus a dog in a used (2022) EV that I got for ~30k last year. I think the idea that price and range are problems is exactly the misconception that op was taking about. They are somewhat more expensive, although when I originally did the calculus, fuel savings made up the difference in monthly payments for a new vehicle, but that's going to vary a lot. The is a very…

I actually enjoy doing road trips in my tesla more so than in ICEs, because of the forced breaks. With ICEs, stops would be either for food or for bathroom breaks. A lot of times just eating in the car while driving. But for a 10 hour drive I am forced to take 4 20 minute stops - so once every 2 hours. This ends up making me feel a lot better at the end of the trip and also gives you "guilt free" time to enjoy a random park you've never been to, or sit down and have a meal. So, lets say 80 minutes of added time for a 10 hour trip, vs maybe 40 minutes that I would have added in my gas guzzler. 40 minutes extra on a 10 hour trip just isn't that big of a deal to me and especially so considering all the benefits from walking around for a bit or seeing some new places.

Obviously you could do that same thing in an ICE car, but I feel the pressure to keep moving so it hits different.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#139

Earlier quoted context omitted.

Politics or no, the price point ultimately dictated its maximum sales. By that measure it's a reasonable success, and if Elon was forecasting that they would sell multiple tens of thousands of vehicles per year at a $80,000 price point he needs to lay off the drugs. Elon sometimes seems like the living embodiment of "How much could a banana cost, Michael, $10?" parody of out of touch rich people.

I think if people who like trucks didn't see videos of things like the bumper ripping off when towing or minor failures leading to whole vehicle shorts it might have done better. The people who want trucks want resilience and ability to self-service more than the average car buyer.

Cybertruck offroading attempts were also a hoot to watch. The whole vibe is that it is merely a truck-shaped Tesla EV that's terrible at most truck tasks. Sure, there's a market for mall-run trucks with pristine beds and never get any mud on them, but it's not a big one.

Re: Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

#140

Earlier quoted context omitted.

>I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics That and also it's just a bad product. >That said, even though it's not to my taste, I do admire that they dared to do something different and took a big gamble on it. A pickup truck should just be max utility, especially if you're a manufacturer making your first one edit: agree there's a market…

>A pickup truck should just be max utility, especially if you're a manufacturer making your first one I don't think this is actually true, most pickup trucks aren't designed for maximum utility. They're designed to sell a lifestyle.

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