The F150 lightning was always going to be a tough sell for die hard truck customers but it at least has all the fit and finish that those customers expect, with access to the F-series aftermarket.
I sometimes wonder about a world where those trucks managed to hit their $40,000 price points. For the Cybertruck it was clear that Elon demanded way too much (four wheel seering? Come on) to ever get close to it, but for the F150 it seems more like the price was due to Ford halfassing the production.
To which I would ask: Is it "bias" because they simply report on Tesla frequently? Would it be "less biased" if they ignored Tesla? Obviously Electrek can't simply invent positive press for Tesla to report on.
Putting that aside though. The Cybertruck by all measures has been an abject failure. Its production run was so limited that insurance companies refused to cover it [1] and the NHTSA took something like two years just to crash test the thing due to how few of them there were on the road.
Combine that with 10 fucking recalls for absolutely horrific safety issues [2] and the company making the batteries taking a 99% slash in its $2.8 billion dollar contract [3] the thing is a complete travesty
[1] https://www.cybertruckownersclub.com/forum/threads/insurance...
[2] https://www.cnet.com/home/electric-vehicles/every-tesla-cybe...
[3] https://www.bloomberg.com/news/articles/2025-12-29/tesla-cyb...
That's what triggered the beef. Fred sold all shares, took down all the pro-tesla articles, and posts nearly exclusively only negative tesla articles since.
Seems both parties were/are within legal rights, but it is clearly bias.
However, short of going to places like Reddit's "Tesla Lounge" or "Cyber Truck Owners Forum" I have yet to see many (any?) places that cover Tesla/Elon positively. Not because "every website is biased against him" but simply because they're reporting on events that've happened
If anything the vehicle was designed more for aesthetics than for practicality. There is no engine up front. There's no need for all of that space in front of the driver. It's entirely possible to engineer crash resistance without needing 4 goddamn feet of crumple zone. They could have had both a crew cab and a full size bed. Or the short bed but a more practical size.
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. So many vehicles, especially in the truck space, are almost indistinguishable and lack any kind of imagination. Kudos to Tesla for trying to break the mold and push the category somewhere new.
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 for the raptor off-road tremor package thing, but it wasn't ford's first and they've been selling commerical trucks for 75 years. A true tesla f150 competitor would have sold like crazy, I think
I don't think this is actually true, most pickup trucks aren't designed for maximum utility. They're designed to sell a lifestyle.
Pickups are a little bit interesting in this regard. For any given model (eg: Tacoma, Frontier, etc.) the more premium the truck, the worse it is at being a truck. Each feature you add reduces its payload, and in the case of the Frontier, you could drop from a 6' bed with ~1,600 lbs of payload on the base model all the way down to a 5' bed with ~900 lbs of payload for the most premium offroad model.
What makes you say this? The F-150 series has a pretty serviceable option in their XL trim. 8ft bed, 4x4, "dumb" interior (maybe not, looking at their site looks like the most recent is iPad screen, sigh) - but what else would you look for to call it utilitarian?
You're right that each feature is further limiting, but I would argue premium and utilitarian are reaching for opposite goals.
The Slate is utilitarian, but remains to be seen if it actually ships. https://www.slate.auto/en
https://www.roadandtrack.com/reviews/a45752401/toyotas-10000...
wouldn't fly due to chicken tax + other safety and emissions. they plan on selling em in Mexico tho, so maybe we'll see some float up...
I drive a wagon. Of course wagon owners talk about the utility. And yet, you can buy a wagon with a twin-turbo V8 engine. What's the "sportwagon" segment all about? Certainly not going to Home Depot to buy four toilets for the new house, it's about putting your $15,000 Cannondale Black Ink MTB on the roof and swanking up to the trailhead.
In reality ideal utility is likely found in the shape of a 2008 Toyota Camry and a U-Haul truck rental when necessary.
buy yourself a gently used 2019 Camry
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 paywall.
> “Spreadsheets can contain a part of truth,” Ms. Gluesenkamp Perez told me. “But never all of truth.”
> Looking to illustrate this, I bought the recent book “White Rural Rage” and opened it more or less at random to a passage about rural pickup trucks. It cites a rich portfolio of data and even a scholarly expert on the psychology of truck purchasers, to make what might seem like an obvious point — that it’s inefficient and deluded for rural and suburban men to choose trucks as their daily driving vehicles. The passage never does explain, though, how you’re supposed to haul an elk carcass or pull a cargo trailer without one.
https://www.nytimes.com/2026/01/12/opinion/marie-gluesenkamp...
Everybody knows why you bought the katana. We know you have a story to tell yourself, it's just not convincing.
I don't think most people realize how expensive and time consuming tool rental is.
This is where things also get kind of messy in the US. In manicured suburbs you probably don't need a chainsaw. But in older growth and places with larger lots you really do need one. If you wait till you need one after a big storm, you may travel 100 miles out of the storm damage to find one to rent or have to wait for weeks as your driveway is blocked and contractors are booked up.
For me the utility function is somewhere in between a car and a truck, hence why I have an SUV. I can carry the large boxes/items I seem to have at a regular basis. When I need something bigger I can rent a trailer to hook to it. Trucks themselves are way too expensive now, and I don't need that much capacity. A car would have me constantly renting or borrowing one from someone else (which I did when I owned a car and it was a pain in the ass).
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 a niche audience but burnishes the brand as "forward-looking" is not a bad one. It's just the execution of this particular halo vehicle that I would have a problem with were I in the market for a lifestyle look-at-me vehicle.
A *working* truck should be max utility.
All trucks should be working trucks. There is no reason to drive something that large and heavy that isn't better served by smaller vehicles that don't damage our shared infrastructure while being safer to drive.And there's also wear on the road, noise, and damage to property and people when accidents happen (physics is a bitch).
Sports cars sure do have negative externalities. I live next to a custom car mod shop in the boonies. People hoon around here like there's no one else alive. They put my life and the lives of my family at risk on the regular. That is most definitely a negative externality.
I was in the market for a pickup recently. I had wanted to like the Cybertruck, but ... too damn ugly, too version 0.3, too many dweebs driving them, too many teething issues even for a first cut. Plus it's as heavy as an F-250. There's almost no actual reason to grab one besides it being electric. Since I drive so little, I'd never pay back the embedded energy it takes to make the thing - so even that isn't a selling point.
So instead I got a used Tacoma, and disappeared into the ocean of Tacomas that exist here in the PNW. It could be worse :)
That is a fully electric drive train hybrid. That way you can charge it at home and charge it with a generator under use. Problem is our current laws are making certifications a mess.
The Ford Maverick is a smaller vehicle but also a truck. It is a working truck for some, and a rec/handyman vehicle for others.
> It’s all but impossible to go into any rural bar in America today, ask for thoughts on pickup trucks and not hear complaints about the size of trucks these days, about touch-screens and silly gimmicks manufacturers use to justify their ballooning prices. Our economy, awash in cheap capital, has turned quality used trucks into something like a luxury asset class.
> It’s often more affordable in the near-term to buy a new truck than a reliable used one. Manufacturers are incentivized by federal regulations, and by the basic imperatives of the thing economy, to produce ever-bigger trucks for ever-higher prices to lock people into a cycle of consumption and debt that often lasts a lifetime.
> This looks like progress, in G.D.P. figures, but we are rapidly grinding away the freedom and agency once afforded by the ability to buy a good, reasonable-size truck that you could work on yourself and own fully. You can learn a lot about why people feel so alienated in our economy if you ask around about the pickup truck market.
> Instead, the authors of “White Rural Rage” consulted data and an expert to argue that driving a pickup reflects a desire to “stay atop society’s hierarchy,” but they do not actually try to reckon much with the problem that passage raises — that consumer choices, such as buying trucks, have become a way for many Americans to express the deep attachment they have to a life rooted in the physical world. A reader might conclude that people who want a vehicle to pull a boat or haul mulch are misguided, or even dangerous. And a party led by people who believe that is doomed among rural voters, the Midwestern working class and probably American men in general.
> This approach to politics governed by data and experts is what we mean when we talk about technocracy. It’s a system that no longer really functions today because the broad societal trust that once allowed data and experts to guide political choices has broken down. Democrats, increasingly, live in a world where data and researchers convincingly show that low-wage immigration raises the economy and our gun laws are reckless and misguided.
The problem is as soon as you go EV, you use a lot of utility from the get go. With a truck specifically, because its a brick aerodynamically. There is no reason to buy a Cybertruck or Lightning when you can get a gas or hybrid F150 (or a Raptor) for a little bit more, and be able to sit at 80 mph on highways without worrying about range.
The biggest suprise about the lightning is that Ford didn't put in a gas engine in it as a range extender. They have 3 cylinder ecoboost engines that would have been perfect for that.
That's probably more relevant to fleet vehicles for construction and maintenance firms than to individuals towing boats. But just to offer an example of how the F150 Lightning is a great fit for certain uses.
Otherwise rural folks often have something to fix on the other side of their property that needs tools. Cordless tools do a lot but sometimes are not enough.
Then again, all the construction sites I see these days have mains power on a post, which we never had back then (I don't live in the same state so I don't know if this is universal or just this area has always been different).
The business problem Tesla solved at Ford cannot is the dealer network. He pre-ordered his, and the dealer he was stuck with tried to rip him off like 4 different ways.
The other issue is that car guys are afraid of electric, as the entire supporting industry is essentially obsolete. It's hard to get excited about something that will take away your ability to pay your mortgage. Every car dealer employee and mechanic knows that.
I want whatever the v3 equivalent of the Cybertruk would be. Assuming they improve on it.
Except the main demographic buying F150s is suburban dads driving to their office job.
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 via aesthetic. It can also be justified by way of having to pick up used furniture for TikTok refinish and flip projects or bimonthly runs to Home Depot to buy caulk and lightbulbs. Independent tradesman can also write them off as work vehicles or, allegedly, use COVID-era PPP loans to buy them.
It's the suburban equivalent of a yuppie's Rolex Submariner. Investment bankers generally don't go scuba diving and if they did a dive computer would be vastly preferable.
I say all of that to say that making a pickup truck for that market segment isn't a bad idea from a numbers perspective. You just can't market it as a luxury vehicle because the whole point is that it is but it isn't.
Of course the real money is in the high trim levels that sell for twice as much but don't really cost much more.
Crappy used trucks simply aren't up for sale. And even the rare listing I do come across, the asking price is ridiculously inflated.
> A pickup truck should just be max utility You don't know much about trucks? What does this even mean, max utility? Trucks are designed for different purposes. Should we eliminate all programming languages besides bash or python?
> especially if you're a manufacturer making your first one Seems like you don't know much about business either. Most new products should NOT try to do everything at once the first time.
I 1000% agree with this, in fact I love the way it looks, like something out of a SEGA Saturn game. But I would never buy one for the same reasons I would never buy any Tesla, or in fact any EV, or any post-2014 car at all. But the looks of it are not one of those reasons :)
I do have to laugh every time I see a Tesla with one of those “Bought this before we knew Elon was crazy!!” stickers, because to me they just read as “Wahhh I bought my car to make a statement and now it makes the wrong statement and I am self-conscious about it!!”. It's weird to me to think that other people are thinking that way about their automobiles, because I bought mine (Prius C) based on its features and how they fit into my needs and my life. I guess the Prius line was a popular “statement car” of the pre-Tesla era, though, like how Brian drives one on Family Guy, or the “Smug Alert” episode of South Park, but it was never that for me.
The correct interpretation for most people is "I bought my car because it was a good car and now for reasons beyond my control it may appear to be a political statement. Also sorry for giving that guy money, I didn't know he would spend it on Trump."
I understand you don't think it's a good car, which is fine, but most people who bought one did not agree with you.
Your comment is a little confusing because you obviously understand this concept, you bought a Prius because you thought it was a good car, not because of a political statement others may have projected onto your purchase. The same is true of most Tesla owners.
... So you admit to falling for Toyota product placement in cartoons.
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.
We don't try to guess why you bought what you bought, or why you need to so actively rationalize it, and you stop assuming that those stickers are something other than "Please don't key this car" signs. Less dramatically some of them are also "I bought this before the guy started throwing celebratory HiterGruß on stage and carving up important parts of the government for nonexistent savings."
Which... for people outside of your bubble is something important.
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.
There are lots of interesting concept cars on every car show. Too bad companies choose to never make them.
It wasn't just the hate i think.
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.
That is so right on the money. I attended the LA Auto Show a couple of months back and the takeaway was that every manufacturer pretty much makes the same safe car. There might be a feature here and feature there, but it's the same car.
In the years past they at least had lots of concept cars. This year, I maybe saw two and they weren't all that "concept".
I think the Cybertruck was DOA and his involvement in politics got people who shared his views to buy one in order to signal the same.
It's not just you, it's universally tasteless and that's the point: It is a contrarian vehicle.
In an age where the Internet has flattened subcultures into surface phenomenons, the only remaining way to publicly distance yourself from normality is by making patently, obviously bad decisions and using the backlash to further fuel your ego.
The collapse of the company overall, particularly the Model Y, which is a great car, is all about Elon. Not only his unveiling as a fascist, but he essentially looted the company.
It's a fashion statement, not a work vehicle.
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 use it properly.
EVs aren't for everything, but mine fits my use case perfectly.
Does this factor in cost of ownership? Gas, oil changes, less complexity?
> worse range (lower, particularly for towing)
Towing reduces a gas powered car’s range, too.
Not true for EV.
Most other parts of the world EVs are starting to be cheaper than the equivalent ICE in the same category.
Range often doesn't need to get better, the impression of range needs to change. That's where a lot of misconceptions play into effect, over-focusing on things like gas-station-like charging stations over at-home charging. Over-focusing on "zero to full tank/battery statistics" when no one keeps a gas vehicle with a full tank overnight every night. Over-focusing on high speed charging and ignoring boring but useful "Level 1" charging, which is "just about everywhere" because our society has been building electrical outlets for a long time. Sure, the experience changes in things like long distance trips, but experience changes aren't "worse" by default of being a change.
Yes, if we're talking about normal family travel, an EV works fine for many trips (though there are still charging "dead spots" in parts of the country - looking at you WV).
But, "truck stuff" like towing, they aren't there yet. Maybe in a few years when we get the next generation of battery and charger tech.
Obviously you could do that same thing in an ICE car, but I feel the pressure to keep moving so it hits different.
Those minutes add up!
I also try to drive in a manner that is friendliest to the battery (ie I'm not accelerating a bunch to pass people or driving 90 mph), and almost all the driving is on a highway. But, that's how I naturally drive in my gas car as well.
I do ~Denver to ~Salt Lake City and back 2x/year through the Wyoming route and I've done it 6 times so far in a Tesla and 4 times in a gas SUV. I do it in the early/late summer so temperatures are warm, which I'm sure helps the mileage.
The tesla mapper site claims you can do it with only 35 mins charging, but I prefer the northern route, and my actual departure/destinations are about ~1hr more driving, but I'm sure that wouldn't add more than 45 minutes to the charging time: https://www.tesla.com/trips#/?v=LR_RWD_NV36&o=Denver,%20CO,%...
How does cold weather affect this? What about when there is no supercharger (I live in Germany)?
Or driving faster, 160kmh/100mph in Germany is normal.
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 extended range Lightning tended to be $60k and up. Sure, it had AWD, but lots of people didn't need that. The Cybertruck is even more expensive.
Both had huge preorders when they were announced at ~50k.
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.
The other day I drove 700km in just about 5.5 hours (German Autobahn). Few stops to pee. With EV that would be few hours more (!). If this doesn’t bother you, then it’s fine. It matters to me though.
Sometimes I also drive early in the morning 600km, and in the afternoon back, so I’m home until 22:00. With EV, that’s just impossible.
You also surely recognize that your driving patterns are very atypical and a car not working for them says very little about how suitable the car is for the market as a whole.
This is why I am like a broken record repeating that EV misconceptions kill EVs. You are applying gas car logic to electric cars, which is what people do, and stops them from getting an EV.
But it's wrong.
This is fine if you're a homeowner. For a huge chunk of people living in denser housing, this is not feasible, and at best impractical.
I have a hybrid now, it's still a conventional powertrain, and it's not chargeable. That's not exactly what I want, but it's what I could get.
I want a fully electric drive train hybrid with around 100 miles capacity on the battery, then a generator that's big enough to keep it running if the battery is drained.
100 miles gets you through the average day without having to use gas.
An electric drive train turns your engine to a generator that runs at a fixed speed and is more efficient. It also massively reduces the complexity turning into a system more like an EV.
And, if I go on a long trip, the car still gets me to where I'm going without charges (unless I choose to so I can save gas).
- It didn't come with a home charger at all. They're not cheap.
- It came with a J1772 adapter, but no CCS adapter. The car itself has NACS. So I'm limited to Tesla superchargers, which are expensive, unless I buy a new adapter (not cheap, or cheap, but suspicious Temu brands).
- The experience of using all of these different branded charging points is _awful_. You need to create 10 different accounts with a bunch of terrible apps. The maps to find charging infrastructure seem universally awful.
- Pretty common to arrive at a charging location to find that some nutjob has hacked off all the charging cables. The only reliably maintained charge points are the larger, more expensive high speed charging locations.
I think a lot of the issues would be solved if I was more committed to the car and the house that I'm living in, and installed a home charger to charge at night. But the charging experience out in the world is absolutely _dismal_ when compared to gas vehicles, even if you change your behavior.
So you need to go 600 miles, and you need 1 full charge worth of energy during that.
If that one charge takes 1 hour, you can also break it up into four 15 minute sessions at any time of your chosing.
I'm sorry, but almost no regular person does 10 hours without at least four 15 minute stops.
Range is not at all the problem people make it out to be.
How much does that car cost?
Are you assuming, that every charger on the way is 200kW?
It's not hard to convince people to move to electric, just make it such a better economic proposition that it would be silly not to.
I think the best reasons for not having an ev at the moment are 1. Not being able to charge it cheaply overnight where you live, or 2. Doing more than 400 miles in a single day more often than 5 times per year.
I think an ev would work well for anyone not in those categories.
I already have a plug-in hybrid that gets 40+ miles/charge and have opined all over the internet that the perfect car is one that gets 100+ miles/charge before firing any gas engine.
It sounds like the next Lightning will give me that though I don’t put much stock in their promises. Personally the Scout is too bougie but it does similarly.
As long as most of your drive cycle fits within the EV range of the plugin hybrid, they are cheaper to operate than a regular hybrid. The crossover point depends on the drive cycle and the cost of electricity vs gasoline.
I had a plug-in hybrid SUV that got 2.2miles/kWh in EV mode, which covered 75% of the miles I drove. The net savings were significant vs an equivalent plain hybrid SUV in my area, which would get basically the same gasoline miles/gal.
Thankfully, the mass of humanity that should be transitioning lives in populated areas and never tows anything for more than 75 miles. There is no need to get bogged down in back and forths with the small subset of people who an EV will not work for.
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 built for the very niche market of buyers at the intersection of luxury pickups and EVs.
People who buy huge luxury pickups tend not to want EVs, and people who buy EVs tend not to want huge luxury pickup trucks.
A practical work truck needs to be smaller, less luxurious, and less expensive, electric or not. If Ford follows through and releases a plugin-hybrid Maverick with 150ish miles of EV range plus the onboard generator, that would be ideal.
A pure EV drivetrain on the other hand is incredibly practical for daily commuter and even long distance travel - assuming you have home charging - but not for hauling tons of stuff long distances.
What you can't do it tow it long distances (>90mi, worst case) without 40 minute stops every 1.5 hours. That sucks.
But the truth is very few truck owners are towing huge loads long distances.
However, if you are pulling your lawn care trailer around town, you will not have a problem, because every day you start with a full charge.
As an aside, the main killer of range for a trailer is a function of speed and drag. Low drag trailers driven at highway speeds (60-65) have marginal impacts on range, regardless of weight.
Again, the whole thing is ridden with misconceptions and misunderstandings. The majority of people who tow stuff, can still tow stuff while reaping cheaper operating costs.
This pattern also applies more broadly. Most people don't actually need to drive 400 miles without stopping, don't actually need an SUV, and in some cases don't actually need a truck. For a huge swath of the population some variation on a hybrid/electric hatchback/wagon or minivan is actually the best match for their needs, but practicality is rarely the prevailing factor in vehicle purchase decisions.
What's the range of an F-150 Lightning when towing a small travel trailer? The Rivian R1T is ~150 miles give or take. I assume the F-150 is similar.
At least for towing, the math isn't great. Especially when you add in the cost - my Honda Ridgeline was $42k in 2021. EV trucks are roughly double that amount.
It's the most boring and practical vehicle I've ever owned. But, it does everything, so I'm having a hard time convincing my wife I need a Ranger Raptor or (used) AMG GLE.
EVs are simpler and cheaper. Look at how fast adoption is growing outside the US. If US citizens could buy a BYD for the same price as in China, the the US auto makers and oil companies would be in trouble.
I drive quite a lot throught southern Europe with my EV, and it's super frustrating that gas stations have the infrastructure on the highway while for my EV I have to go just outside the highway to a fast charger (wasting time), then I need to pay again (and waste a lot of time to go through the gate) to get back on the highway for example in Italy.
But yes, as usual, dealers killed an EV. Same story for so many EVs. They don't want to sell them. They saw their opportunity to milk and screw up a product they didn't want, because of scarcity, and effectively poisoned it.
Meanwhile the article says "the Ford F-150 Lightning delivered approximately 27,300 units in the US."
I wonder how much dealers lie about these things. They tell you that there's not enough of them to go around, then Ford cancels them, because of what exactly?
The depreciation for most EVs isn't all that different from that of new ICE vehicles. For a while, MSRPs were artificially inflated by the EV tax credit, which could give artificially worse depreciation appearance.
It seems that the hybrid-first strategy has been working pretty well for them. (The 2026 RAV4s are hybrid-only with no ICE-only options, AIUI.)
"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.
Notably, the Venza was discontinued after the 2024 model year and those sales figures represent inventory leftover from prior years.
I like it because it skips the usual hybrid approach of switching over to an ICE engine that drives your wheels in a different way and simplifies things immensely.
The whole point for those non-utilty buyers is the badass, tough-guy branding. Would a whiskey-drinking, steer-wranglin', meat-smokin', spur-boot-wearin', woodshop-havin', permanent-5-oclock-shadow BAMF drive a electric CT? Probably not, so the CT is not a good match for the personal branding of that crowd.
https://fordauthority.com/2025/02/ford-ev-inventory-hub-syst...
Basically the primary differentiator between car companies and the primary barrier to entry in the combustion vehicle business is the engine, especially in the US. Look at the marketing, horsepower and torque are always the topline numbers. Zero to sixty and quarter mile drag races are the favored metrics. Each company spent decades perfecting the engines and the majority of the engineering effort goes into them. Even the transmissions get second fiddle status.
But now EVs come along and the electric motors are commodity parts that are already well optimized. There's little one company can do to make the motor significantly better. Battery tech is cutthroat and also largely outside of the car company's scope, although Tesla does more than other car companies with their megafactories and experiments with oversized cells. If EVs become popular there's little to stop competition from sprouting up everywhere and killing profitability for the legacy auto manufacturers.
Why didn't they just do it anyways? Dealerships seem like a pointless middleman, but I know absolutely nothing about what leverage they have. Self-driving cars can not come fast enough
As a 2012 Volt owner I think EREV was a great idea in the 2010s given battery tech and networks at the time. In the 2020s, they seem a weak compromise that I wouldn't recommend to people.
I’d be really interested to know if they’re going to do that.
The tech is incredible and will filter into all vehicles in a decade or so (48v, Ethernet instead of CAN, etc)
so hopefully ford can turn the F-150 into an Extended Range Electrical Vehicle
https://www.caranddriver.com/news/a69147125/ford-f-150-light...
That said, they big car makers only chased the government incentives, which was a great reason to have them.
Electric everything is the future. It is obvious (e.g. heat pumps, EVs).
New started at 40k, went to 60k for sale, pre-order fulfillment fell off a cliff so it sunk to 56k, and settled around 50k.
2022: 15,617 sold
2023: 24,165
2024: 33,510
2025: “Around 27,300 units sold in the U.S”
$4k-$6k per battery module replacement. Full pack $25k-$50k.
And they don't age well. Most of the ones around here are starting to look... grimy. Or dingy. After just a couple of years. It's a poor advertisement for itself.
And, yeah, then there's cultural eye-rolling. It's really the only vehicle I hear people openly mock when they see one... And that's not a Tesla/Elon thing entirely, since people don't have the same reaction to other Tesla vehicles.
tracker1•1h ago
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 really feels like a spiritual successor to the OG Jeep (GP).
jandrese•1h ago
Don't think that just because a billionaire is interested in the project that the funding will be easy. Billionaires don't like to spend their own money and can be easily distracted by newer and shinier projects.
iancmceachern•1h ago
When the cyber truck was announced we decided to buy a Super Duty instead. That was 5 years ago. It's now paid off and driven us and our RV all over the country, and still worth more than half it's purchase price with many more miles to go, and no issues at all (knock on wood).
A lightning, cyber truck, or even rivian can't do those things.
Instead of waiting for a slate just buy a little gas pickup and GO USE IT, live you life!!!
wffurr•1h ago
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.
horsawlarway•1h ago
Individual states go back to 1919.
jandrese•1h ago
tracker1•1h ago
tracker1•1h ago
If it's got a good level of repairability beyond the body/form, then the company collapsing may be a lot less of an issue. The way it's being done does remind me a lot of the original GP (General Purpose) vehicle. Though not necessarily fit for military/combat environments; As fuel is easier to transport than electricity to the middle of nowhere.
everdrive•1h ago
horsawlarway•1h ago
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 incl the cybertruck [and the not-yet-for-sale semi...] , Ford has like 20+)
By all measures - Tesla should be considerably more aggressive with sales targets for a core model, and it seems pretty clear the cybertruck is just a slow rolling market failure.
tracker1•1h ago
The Cybertruck is kind of ugly and very expensive... not to mention that no EV truck really does towing well. The fact that the Lightning sold more than the Cybertruck doesn't make it a success.
The Cybertruck, imo, is not too different than a limited run sports car from a major car company... it's just a step above a concept car. The Lightning from Ford was an attempt to see if a market was really ready to shift to EV, it largely isn't. Even though I think it's probably a great option for a lot of work truck use, that doesn't include long distances or heavy towing, but then it likely prices itself out of that market segment too.
horsawlarway•32m ago
I'm not arguing that the F-150 lightning was a commercial success for Ford, I'm suggesting that the argument that Tesla should be held to a different standard on sales numbers feels pretty shaky.
Both of these are basically "concept cars", and neither company has really delivered.
Both are expensive to make, and have very high sticker prices with low/negative margins (Tesla claims cybertruck is profitable, but they're sitting on an absolutely insane inventory count, which they can't seem to sell... so again... my guess is they're deep in the red for this model if you look at total costs instead)
tracker1•19m ago
Ford didn't exactly expect the Ford GT to be a mass seller, which is probably closer to what Tesla expected of the Cybertruck, or not, who knows.
1234letshaveatw•57m ago
raw_anon_1111•42m ago
dghlsakjg•35m ago
The kind of trucks that landscapers are still using, that are beat to shit, and have three features, cheap, load carrying, reliable by way of simplicity.