Todd Burch
14-Year Member
Does anyone have handy the initial reservation rate statistics for Cybertruck? For example, I think Ford reported 20k reservations for the Lightning the next day after the reveal.
Do we know how that compares to CT? With its dramatically different looks, I’d expect the CT reservation rate to lag a bit initially, so I’m curious how they compare.
Personally I remember it taking a day or two before I started digging the CT looks, and there WAS the glass breaking fiasco.
But I feel that part of Ford’s job was to convince the ICE truck customers to make the switch to electric, and the presentation left me feeling that they didn’t try hard enough or have enough unique characteristics in the truck to do that.
I can’t shake this nagging feeling that they’re not truly committed to that truck. If they truly believed in it they would have announced that production of the ICE variant was ending, but they didn’t.
They repeatedly compared it favorably to the ICE variant but clearly were not committed to jumping the chasm to electric. I get it—if it fails they are toast—but that’s the essence of the innovator’s dilemma and exactly what many of us have been expecting here for a decade.
This convinces me that Ford knows they will be cannibalizing their own profitable ICE sales for far less or completely unprofitable EV sales, and every time I think about it I see more clearly that Ford really is trapped in the innovator’s dilemma.
Rob Maurer calculated the F150 packs to be well north of 100kWh (even the small pack) and combined with the MPH charge rate the numbers indicate horrendous efficiency.
I truly want the Lightning to do well but it just feels like Ford is already too far behind.
With zero information in their presentation about Ford’s vision or pathway for their electric future, I’m convinced more than before that they are on a path to failure.
Do we know how that compares to CT? With its dramatically different looks, I’d expect the CT reservation rate to lag a bit initially, so I’m curious how they compare.
Personally I remember it taking a day or two before I started digging the CT looks, and there WAS the glass breaking fiasco.
But I feel that part of Ford’s job was to convince the ICE truck customers to make the switch to electric, and the presentation left me feeling that they didn’t try hard enough or have enough unique characteristics in the truck to do that.
I can’t shake this nagging feeling that they’re not truly committed to that truck. If they truly believed in it they would have announced that production of the ICE variant was ending, but they didn’t.
They repeatedly compared it favorably to the ICE variant but clearly were not committed to jumping the chasm to electric. I get it—if it fails they are toast—but that’s the essence of the innovator’s dilemma and exactly what many of us have been expecting here for a decade.
This convinces me that Ford knows they will be cannibalizing their own profitable ICE sales for far less or completely unprofitable EV sales, and every time I think about it I see more clearly that Ford really is trapped in the innovator’s dilemma.
Rob Maurer calculated the F150 packs to be well north of 100kWh (even the small pack) and combined with the MPH charge rate the numbers indicate horrendous efficiency.
I truly want the Lightning to do well but it just feels like Ford is already too far behind.
With zero information in their presentation about Ford’s vision or pathway for their electric future, I’m convinced more than before that they are on a path to failure.
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