The Rivian truck has no appeal to me. I don't think its design is that appealing and the bed is too small. It's more comparable to the smaller trucks than it is to the incumbent 1/2 ton market.

The Cybertruck is a viable replacement for a 1/2 ton truck. It's design is clearly polarizing but the people who like it, really seem to like it. There isn't anything too interesting about the electric trucks from Ford and Chevy, so there seems to be a carve out for something a little wilder and I'm happy that Tesla is investing in doing something different.

Also, if you live in a place where there are lots of trucks you'll see trucks with all kinds of embellishments. The Cybertruck may not end up being that far-fetched of a design. Plus, Musk has been transforming his image to be more right-friendly politically and that's going to eliminate some friction from that demographic that has a big overlap with truck ownership.