461–470 of 1001 posts
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Yes doing business involves taking risks. Avoiding EV fomo when the market wasn't there was a good calculated risk.
You give them credit for taking a risk on hydrogen but not the manufacturers who took a risk on EVs? Interesting.
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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 fig…
8000 miles towing 10k lbs in a diesel super duty would be 30 stops at 15 mins each.
That's 70 hours vs 7.5 hours. Every 8000 miles
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>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 The modern US pickup truck isn't built for utility. It's a $60,000 four-door lifted luxobarge with leather interior and a short bed. It signals (perceived) wealth while preserving working-class alignment. It can also be justified by way of having to pick up used furniture for TikTok refinish and flip projects or bim…
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>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 The modern US pickup truck isn't built for utility. It's a $60,000 four-door lifted luxobarge with leather interior and a short bed. It signals (perceived) wealth while preserving working-class alignment. It can also be justified by way of having to pick up used furniture for TikTok refinish and flip projects or bim…
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> Wahhh I bought my car to make a statement and now it makes the wrong statement and I am self-conscious about it!!”. I I read it exactly the opposite. Somebody bought a car not because they were making a statement but just because they thought it was cool, only to find out later Elon was a nazi nutjob, and they don't want people to think they bought it because they share the same views.
Nobody thinks you share the same views as the CEO of your car company. Jesus. GP is right. It makes them seem utterly self-conscious.
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…
It's a brodozer for people that are slightly environmentally conscious or have Elon issues.
And again, I say this as an actual cowboy, in that yes, I own cows. And a lineman who ferries manly men (and a few manly women) to do manly man work on high voltage power lines that will kill you so dead it's a guaranteed closed casket funeral. Trucks aren't just dick compensators, they exist to do work. And the Cybertruck sucks at all of that work. The F-150 lightning was a useful fleet vehicle due to the 120VAC outlets alone, aside from being, you know, a usable truck.
There's a reason most of the offering are very similar. We figured out what work pickup trucks need to do and how they're engineered to do it 50 years ago. The Hilux and friends made it highly economical. So you've got the Hiluxies and the SuperManlyMinivans and those are the two main kind of pickup trucks.
Judging from how many people seem surprised by my open frunk at the grocery store, saying things like "I had no idea Ford made an electric truck!" I think they could have done more to market it. I sometimes wonder if they really wanted to sell a lot of them.
the dealerships did not want them, this already made it unlikely to succeed (towing range mania was the other thing)
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> 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.
If you don't use your brakes and just regen all the time, you run the risk of having your brakes rust. https://nrsbrakes.com/blogs/supporting-articles/the-unused-b...
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.…
> At the size of Ford, sales numbers can be at a different mark for what is considered successful than others. Does this really hold when Tesla has a considerably higher valuation? Tesla is sitting at an egregious 30x market cap of Ford. If anything... I'd expect them to have sales targets that are ~30x the size of Ford. When you consider that Ford also makes many more models than Tesla (Tesla has like 8 core models…
> Tesla is sitting at an egregious 30x market cap of Ford. If anything... I'd expect them to have sales targets that are ~30x the size of Ford.
It almost holds BECAUSE of that. Tesla's valuation has been wildly detached from its sales numbers for years, so having a poorly-selling Cybertruck doesn't really matter.
But admitting that a high-end high-profile product was a big failure, on the other hand, might be much more undesirable for the company whose valuation depends on vibes vs sales.
("Should" that be true, though? Well, that's a different question. ;) )
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Normal cars vs the fever dreams of a ketamine addict.
And a lot of the best automotive+ engineers in the world.
I strongly considered a Model S years ago when they first came out, but the price just didn't seem justifiable. Now? The world has moved on, and Tesla... hasn't.