woodisgood
Optimustic Pessimist
this is a good point. Say they made a Tesla-fied F150. It would probably send demand skyrocketing. They can barely churn out 100k Model 3’s per quarter. There is no way they’d maintain that, plus Model Y, plus Cybertruck. Maybe they truly aren’t even going for that market... which is an odd thing to say.
The unveil under the unveil is all about the battery/drivetrain, and what Tesla has been doing in its last few years of R&D. They are going to show you what can be achieved by an electric truck, while everyone focuses on the eye candy. IMHO the smart play here is to license the guts to legacy automakers so they can put a familiar shell on it and please their established customer bases. Meanwhile Tesla puts out a new class of vehicle that will certainly please a small segment of buyers, and still makes huge profits without having to manufacture a million trucks per year themselves.