[jpd80]

They could slap a chrome 'T' on a pile of dog doo and the Teslarati would call it the Next Big Thing. Oh wait, they did and it is the Cybertruck. It's hideous. GM would be eviscerated if it had vehicle introduction lead times like Tesla does. How about playing it a little closer to the vest until it's closer to production ready?

You’re letting your emotions get to you, Tesla will prevail in spite of the current internet wisdom, they don’t need our opinions as those buyers are coming form mostly non-truck buying pools exactly because Cybertruck is just so different. It’s polarising design is love or hate which only Tesla could get away with.

In saying that, it will be interested to see how many true orders there we versus things like stockholders and employees putting down a small deposit to whip up Tesla stock…..that to me is the big deal here, how many real orders will ther be.

 

[jpd80]

Sorry, I shouldn’t have aimed criticism at you but your post in jest actually covers the perception of many who laugh at the almost devout Teslarai who refuse any criticism of their favourite brand. That said, the worst thing we can do is gauge Tesla by its devout followers, the new buyers coming in all over the world should be frightening the crap out legacy brands. The ones I feel sorry for are Toyota, Honda, VW and the German lux brands, they’re literally dying in their sleep, unaware how many of their return buyers are gone for good, GM and Ford being the stand out exceptions…

 

[jpd80]

Firstly- there are no 'buyers' only 'reservation holders'. Also, I believe it was tremendous majority of EV truck reservers who have multiple reservations in on more than one brand, and I'll bet every single one of them is only buying 1 truck.

At this point, speculation is rife regarding actual buyer but it would be manifestly naive to suggest that most of them will evaporate with call for orders. It’s more likely that people not ordering high series vehicles will be bumped down the the build list by a few years….and that’s when Ford and GM should be offering BEV trucks for quicker delivery time, it’s a real selling opportunity if they’re geared up…

There have been numerous polarizing designs - some have done well, some have flopped. We'll see how the cybertrucklette does... if it ever gets here.

The whole point of Tesla offering such a wild design is to be completely different to conventional pickup, that should be the clue that this could be another cult following vehicle that doesn’t require the support of current conventional truck buyers, this could in fact be utility buyers purchasing their first ”truck”……

 

[jpd80]

^ That's what people said about the Aztek, with it's pop-up tent and portable cooler. That's how the likewise stainless DeLorean was pitched. And we've all seen many EV proposals roll in the dirt because either the business case or the volume wasn't there. So IMO, the speculation at this point is around the Tesla truck being any kind of success. It's already flubbed a few key factors for being a pickup.

With respect, that’s an unequal comparison because neither of those examples had anything like the kind of massive reservations that Cybertruck has. By all means be sceptical of how many real orders Tesla will have but know that Texas has a dedicated line being prepared for this product and that a huge sign of faith in those orders… so ther will be no hiding if this thing crashes and burns and equally, if this thing gets away with massive orders, the tide is gonna go way out on multiple brands’ utility sales and that won’t be pretty…

While ramp up is expected to happen in the second half of 2023, we should start seeing the ordering system fire up in eithe Q1 or Q2 next year.

 

[jpd80]

How many reservations did the two vehicles I stated have? Oh, that's right - there were no 'reservations' then.

An 'unequal comparison'?

Fair enough, you have your opinion but Tesla now has the plant near built and from what I see, it’s really happening. None of us have to keep speculating for much longer, this will either be an over the top success or a calamitous failure, there’s no real in between with Cybertruck……

 

[jpd80]

When people try to compare Tesla to Tucker, they should remember that Tesla just sold over 1.3 million vehicles in 2022, I imagine the profit from that will exceed many top legacy auto makers. That continuing rincome will fund more plant and product expansion.

Tesla is away now and brands like Toyota and VW are simply watching it eat into their customers in China and Europe. There’s a kind of inevitability as both brands realise that they simply can’t follow electrification plans of Tesla, GM or even Ford.