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Cyber truck will be squashed by F-150 Lightning. Ford will let no company trespass on its franchise.
Semi is a nothing burger revenue- and profit-wise. A dozen or more companies are ahead of Tesla in Class 5-8 eCVs. Added to this, the market size (units) in Class 4-8 is less than 10% of the market size of light vehicles (Classes 1-3). CV customers (large fleets) buy reliability, total lifecycle cost and support and not tennis shoe wearing goofball California personalities.
The competition level is rising and TSLA is not equipped financially to weather the storm. Market cap does not equal liquidity to fuel product portfolio investment. VW, Stellantis, Toyota and Ford will slowly surround Tesla and fence it into a corner.
Last edited by chassis; 01-03-2023 at 04:39 PM..
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