They’ll make some inroads with urban adventure types who might have purchased something like a Honda Ridgeline, I suppose. And people who want their truck to make a statement. But that is a tiny portion of the Truck market. The F-150 is the most popular vehicle in North America, by a pretty good margin. Rivian is positioned well to compete in that market - the cybertruck, IMO, isn’t.
Maybe that’s a smart strategy - rather than competing head to head with Ford and Chevy and Dodge where they are strongest, they’ll pick away at niche use cases. That might be enough for a smaller company like Tesla. Ford sells more than twice the number of F-150’s than Tesla sells all Tesla models combined. So Tesla can do well just taking a small portion of the small truck market.
Also, the Cybertruck when equipped like the F-150 is about $10,000 more, so Ford has a huge price advantage in the low end models. Add in the extra $4500 ‘union’ rebate if that passes. And the 500 mile range of the Cyberreuck only applies to the top end tri-motor version. The dual motor Cybertruck has about the same range as the F-150.
Apparently, the F-150’s range numbers are with a 1,000 lb load, and an empty F-150 long range can go over 400 miles according to early previewers looking at the range indicator in the vehicle. I don’t know if Tesla does the same.
To me, an F-150 Lightning with the ‘toolbox’ generator is an almost perfect contractor truck, unless you need a long bed, But for all those plumbers, electricians, carpenters and other tradesmen who work primarily around cities, the thing is amazing, I think the cybertruck will be a hard sell to such people compared to the other two offerings.
The F-150 with generator would also be a fantastic truck for towing a smallish trailer. And I woildn’t underestimatemthe value of having a ‘frunk’ that size for putting stuff you don’t want in the bed of the truck. Toolboxes, power tools, expensive parts, luggage, etc. Having a giant lockable, drainable storage compartment the size of a normal car trunk is pretty cool.
I totally agree about diversity, It’s good to have such different options, Get them all out there, and we’ll eventually learn ehat customers really want and new versions will adress it. Having three major, very different choices at this point is a great thing.