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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

#371
post #42

Earlier quoted context omitted.

> A pickup truck should just be max utility A working truck should be max utility. Around the core market of "working trucks," there are various wannabe truck products that do not have to be max utility. For example, a Subaru Brat or a Hyundai Santa Fe. Niche products compared to an F-150, but they had/have their fans. I personally can't stand the design, but the idea of an impractical "halo vehicle" that appeals to…

I can't speak for the Santa Fe, but most Brat owners admit they have no intention of using it as a utility vehicle. The same cannot be said for most F-150 owners I know.

These days Brat owners are classic car collectors...

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

#373

Earlier quoted context omitted.

Armchair internet analysts think they know better than the biggest car producer in the world that reinvented the modern supply chain. "But look at Tesla market cap!!!" Toyota had the right intuition: focus on EVs when the global sales will make sense for it, meanwhile avoid throwing good money after bad like most legacy automakers did with EVs.

Toyota is not immune to throwing good money after bad. They have dumped billions into hydrogen fuel cell research and production over three decades. Last year they sold more Venzas than hydrogen cars. Notably, the Venza was discontinued after the 2024 model year and those sales figures represent inventory leftover from prior years.

Yes doing business involves taking risks.

Avoiding EV fomo when the market wasn't there was a good calculated risk.

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

#374
post #61

Earlier quoted context omitted.

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

Resale value is starting to ward some people off. You can buy 1-2 year old used Teslas and BYD's in Australia for ~30% below retail. Meanwhile Toyota hybrids not just retain their value but there have been moments where used RAV4's are listed above retail because the waitlist for new was so long.

The poor resale market for EVs just means that people who actually have some understanding of the battery lifespans can get very good deals on 1-2 year old cars

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

#375

Earlier quoted context omitted.

Electric cars still need maintenance. They don't get regular oil changes, but they wear out tires sooner. They have more recalls in general than ICE (this will likely change, but manufactures are still learning how to make EVs reliable). The parts of a car that are not common with EVs don't break for the first 100k miles, and almost nobody is using the dealer for cars that old. There is plenty of other work that is c…

Your argument hinges on any level of maintenance being enough to maintain our current level of investment. The truth is always more complicated. Take for example DVD rental. The market completely evaporated, while there is still a small lingering community that could be serviced by rentals. My local library is proof that there is a market. But there are, bar some weird exceptions, no remaining DVD rental stores. If a…

I'm sure that some mechanics will need to go. However a lot of them will still remain because there are a lot of cars and a lot that can go wrong that is common. There are also potential new failure modes, though only time will tell.

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

#376
post #253

Earlier quoted context omitted.

I bought a used Audi etron a couple months ago. Agent was going to try to sell me a service plan and realized none of them apply to electric :) The downstream fanout of the auto industry is huge…

There's still brakes, suspensions, tires, etc. to sell to EV buyers. Especially when EVs are so heavy that they have more wear on many of these.

> There's still brakes, suspensions, tires, etc. to sell to EV buyers.

The brakes last a lot longer because of regen, everything else applies but is pretty marginal, although I had to pay BMW $500 to replace a tire on my i4 because of a nail. I could have shopped around for that I guess.

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

#377
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 Cybertruck also does the tightest turns because it has front and back wheel steering. I could imagine that to be useful on job sites.

In my opinion it isn't useful at all because if the only thing you can get into a spot is a vehicle with 4-wheel steering, you have already fucked up your site planning. You aren't going to be delivering materials with that thing, bulk materials are too heavy and light materials are too large. Maybe tools, but it isn't that large to be a tool truck and too expensive for small handyman type work.

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

#378
post #19

Earlier quoted context omitted.

>> no issues at all Other than all the CO2, CO, and NOx you've emitted over that time period. The government should have started taxing barrels of oil in the 70s.

Look at the same specs for the cyber truck. There is about twice the carbon in the manufacturing of these, so it counts on people driving them for hundreds of thousands of miles, I don't see that happening with them because you can't even take a normal road trip while towing. These things just aren't going to see the miles, because they can't. They're just not usable as trucks. https://insideevs.com/news/719434/tesla…

My understanding is the difference in carbon emission from manufacturing a BEV vs. an ICE vehicle is about 4 tons of carbon, roughly what you would get from 400 gallons of gasoline. So to make up the carbon deficit the BEV needs to drive about 8,000 miles assuming the ICE truck has above average highway MPG. This does assume the electricity comes from renewables though, if you have coal fired electricity then the figure may vary wildly.

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

#379
post #74

Earlier quoted context omitted.

> 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. The F150 Lighting (and the Cybertruck) are failing precisely because it was impractical. It was expensive, has limited range when doing actual "pickup truck" work, like hauling tons of construction materials. It was buil…

I don't think that market is a niche at all. From what I can tell, most pickup owners don't use them as a pickup. They use them as a more masculine pavement SUV. So, you'd think, the F150 L and Cyber truck would be perfect.

If you just use it as a pick up a few times a year, it could be worth it. I have furniture that I want to get rid of, and if I had a pick up I would have done it already.
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