I recently talked to half a dozen contractors and they were much more excited about Rivian than Ford F-150 Lightning, citing a bad track record from Ford's new automotive hardware. They'd be open to F-150 after a few design iterations work out the kinks.
What they wouldn't consider was CyberTruck.
Electric pickup trucks will be a huge market, and Tesla doesn't seem to have a product for contractors and builders.
Ah yes, the Rivian truck that may never see the light of day versus the EV built on the best selling vehicle platform in North America that's for sale today (albeit at inflated prices), built by a 100+ year old company.
How many of these contractors have been around beyond the housing-bubble-du-jour?
Will Rivian be with us long? I don’t know. Law of averages makes it seem unlikely.
But it’s not pure vaporware like the CyberTruck or some of the other EV companies like Nikola.
The CyberTruck thing makes sense. All though at this point I wonder if we ever see it at all (in something similar to its current form/promised specs).
But that is a HUGE chunk of the American market. Ford is there, I saw one on the road earlier this week. Others like Chevy are coming.
Ford already fired those engineers. I don't think there will be much more coming out from Ford other than Bankruptcy. Not sure how long they can last loosing a billion dollars a month.