3 ms·

While I understand the F-150 is the best selling vehicle in the US, it occupies a distinctly different market than Tesla's current vehicles. The Mustang Mach-E

While I understand the F-150 is the best selling vehicle in the US, it occupies a distinctly different market than Tesla's current vehicles. The Mustang Mach-E is the better comparison. Then there's the Cybertruck. Despite being a big Tesla fan, my opinion is that it's not going to appeal to the majority of traditional truck buyers. I'd be happy to be proven wrong.

grecy 5y ago
> The Mustang Mach-E is the better comparison. I agree. Ford are building only 50,000 of them in 2021, and their "best aiming high hope" is to build 175,000/year sometime in the future. [1] Again, I don't see how building 175,000 vehicles in some future year has meaningful impact on a company that built a million in 2021 and will push close to 2 million in 2022. Even when the "big car companies" want to go all-in electric, they can't. It takes a decade to scale up to what Tesla is doing, even for Ford. [1] https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-mach-e-production-capacity-could-be-175000-a-year-maybe/ https://cleantechnica.com/2021/08/23/exclusive-ford-mustang-...