Thread

1. bpodgursky · 1790746032 · focus · HN ↗

   I'm not convinced Tesla's schizophrenic strategy is any worse than the strategy of the legacy American automakers, which is to sleepwalk directly into a volcano (when Chinese EV manufactures break into the market with $10k SUVs)

   1. lnsru · 1790747077 · focus · HN ↗

      Elon gambled with cybertruck and didn’t won. The winning strategy was to outcompete Chinese with smaller affordable vehicle. I would call it common sense strategy after all.

      1. drnick1 · 1790748174 · focus · HN ↗

         No, the winning strategy was to release a conventional-looking truck, say something that very much looks like an F150 or a Silverado.

         The Cybertruck, or what it should have been, was never meant to be an entry-level truck like the Slate, and the market for trucks clearly shows people are wanting to spent money on big trucks.

         1. NetMageSCW · 1790780740 · focus · HN ↗

            They (Elon) gambled they could reduce the price of the rest of the truck enough to make an “affordable” BEV by radical changing how it was built - turns out that wasn’t possible.

            Ford gambled they could build a BEV truck like an F150 and make it affordable enough to attract their normal buyers. Turns out that wasn’t possible.

            I’m not sure I see why one failure was better than the other.

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