even CNBC reporting this morning that Ford lost 5 BILLION dollars on electric vehicles in the past year

GAC06 said:

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Land Rover delivered 21,000 defenders last year, their best year yet. Tesla has over 2 million cybertruck orders. The real number will be less obviously but the question is Tesla's production ramp-up, not demand.

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2 million orders for a vehicle that costs $60k for RWD, $80k for AWD, and $100k for the Cyberbeast?
https://www.tesla.com/cybertruck/design#payment

I have a hard time believing that Tesla is going to sell more Cybertrucks than Ford sells F-150s. Much less a number that is larger than the 2023 sales of Ford F-150 (750k), Chevy Silverado (550k), Ram (450k) and GMC, Sierra (300k) combined.
https://hedgescompany.com/blog/2024/01/most-popular-truck-in-america/

GAC06 said:

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Land Rover delivered 21,000 defenders last year, their best year yet. Tesla has over 2 million cybertruck orders. The real number will be less obviously but the question is Tesla's production ramp-up, not demand.

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I've seen more Defenders than Cybertrucks in the last 2 months; I can literally count the number of Cybertrucks I've seen on the road on one hand.

Not sure if it's a delivery issue or what, but for some reason Cybertrucks are not on the roads where I drive in North Dallas. I see tons of Teslas, Model 3, S, X and Y's all over the road. It may be the demographic of the area I live in as there aren't many that drive trucks.

akm91 said:

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GAC06 said:

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Land Rover delivered 21,000 defenders last year, their best year yet. Tesla has over 2 million cybertruck orders. The real number will be less obviously but the question is Tesla's production ramp-up, not demand.

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I've seen more Defenders than Cybertrucks in the last 2 months; I can literally count the number of Cybertrucks I've seen on the road on one hand.

Not sure if it's a delivery issue or what, but for some reason Cybertrucks are not on the roads where I drive in North Dallas. I see tons of Teslas, Model 3, S, X and Y's all over the road. It may be the demographic of the area I live in as there aren't many that drive trucks.

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Agree but I think it's the time it's been available. Give it til the end of the year and they'll be everywhere.

HollywoodBQ said:

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GAC06 said:

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Land Rover delivered 21,000 defenders last year, their best year yet. Tesla has over 2 million cybertruck orders. The real number will be less obviously but the question is Tesla's production ramp-up, not demand.

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2 million orders for a vehicle that costs $60k for RWD, $80k for AWD, and $100k for the Cyberbeast?
https://www.tesla.com/cybertruck/design#payment

I have a hard time believing that Tesla is going to sell more Cybertrucks than Ford sells F-150s. Much less a number that is larger than the 2023 sales of Ford F-150 (750k), Chevy Silverado (550k), Ram (450k) and GMC, Sierra (300k) combined.
https://hedgescompany.com/blog/2024/01/most-popular-truck-in-america/

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2 milllion orders, not 2 million deliveries in a year. No one with any sense expects them to outsell F-150's this year or ever

Yeah I think Tesla's day as a high flying company with inflated stock is over. Now it's maturing settling down and will be more like a typical manufacturing stock, think Boeing or GM. The company will be fine but the stock won't stay in the stratosphere. Early adopters already have their Teslas.

Turns out those cybertrucks are riddled with glitches.

https://gizmodo.com/posts-about-broken-cybertrucks-fill-tesla-owners-forums-1851389945

HollywoodBQ said:

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Nice work on the EV stats and analysis.

Quote:

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Communities with high concentrations of electric cars are affluent, college-educated and at least 75% white and Asian. In contrast, electric cars are almost nonexistent in Black, Latino, low-income and rural communities revealing the enormous task that California faces electrifying the entire fleet.

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Another one of those things where it's like, did we really need a study to tell us the obvious?

At least the State of California admits it is being forced down the consumer's throats rather than driven by consumer demand.

Quote:

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About 838,000 electric cars were on California's roads in 2021, and under the state mandate, it's expected to surge to 12.5 million by 2035.

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What about the other 30 million in that state?

And I do not believe even 12.5 will have EVs

I don't think the bans will be enough to flip Cali Red BUT it will affect a lot of local races and house seats

This is the best thing the Dems could ever do for Rs. Who would have thought