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They now have nearly a full line of "conventional" looking cars — S, 3, X, Y, Roadster — that are still years ahead of the competition. Cybertruck may be risky
by blehn 5y ago
They now have nearly a full line of "conventional" looking cars — S, 3, X, Y, Roadster — that are still years ahead of the competition. Cybertruck may be risky as an individual product, but the future of the company isn't on the line. On the other hand, if it's successful it only further distances Tesla from other manufacturers.
- matthewdgreen 5y agoTo really succeed in the US they need two things: a slightly larger SUV (the Y really is barely in this category) and some much cheaper cars. Trucks are also popular but maybe not essential. Insofar as they’re devoting resources to the truck line, those resources are coming away from other priorities. They should be in every market to succeed at this point, not to take “fashion” gambles against popular (upcoming) brands like Ford’s F150 Lightning.
- blehn 5y agoNot sure what you mean by slightly larger SUV — the Y is the same size as an X3, the X is the same size as an X5. Cheaper cars, sure... and clearly that will be their strategy as they scale production. You could also argue that the Cybertruck announcement puts additional pressure on competitors. Do they write it off as a certain flop and proceed with their plans? Or do they begin designing a similar truck so that they're not once again 10 years behind if the Cybertruck is successful?
- matthewdgreen 5y agoThe Y is clearly designed to compete with the X3 on dimensions and price, even if it looks like a car. The X is significantly more expensive than the X5; it’s in a different price category. Plus now it comes with a weird steering wheel that my wife would never put up with, and she’s the only one in the family who would even want a large SUV.