The current F150L is v1, and admittedly Ford is already promoting their nextgen T3 pickup (Trust The Truck) which is due out in 2025/2026 timeframe and will be the first EV pickup that Ford releases that is entirely designed and built from the ground up as an EV pickup:
Ford's F-150 Lightning Follow-Up, Called 'Project T3,' Is Coming in 2025
I'm a member of several F150L groups and I see a fair amount of HV BMS/battery pack posts with serious intermittent issues that often result in the packs being replaced on those groups, much more than what I see in the Tesla forums, which on at least some level is telling given how many Tesla's are on the road when compared to F150Ls these days. The v1 trucks seem prone to HV battery pack issues in other words, with much more frequency than Tesla vehicles overall, which on some level makes sense given Ford doesn't have much real world experience building BEVS and has yet to iron out all of the gremlins with their BMS - this will only come in good time. Here's one example from today alone (I see these types of post almost every day now):
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Specific to the CT market, I think traditional pickup truck buyers aren't likely to jump into a CT as it's too polarizing to be frank. These are mostly traditional buyers who don't want to drive a polarizing vehicle - that's why they drive a pickup truck already. I think the CT will appeal to a new subset of buyers as opposed to traditional pickup buyers in other words. Not saying the CT won't win some prospective pickup buyers over - it definitely will - but I think we're not going to see a huge migration over to the CT from traditional pickup buyers as some prognosticate here. I think the more traditional pickup buyers are more likely to buy a Rivian or another more traditional EV pickup design - especially once these manufacturers gain access to the Tesla SC network.
