Tesla Cybertruck inventory goes through the roof | Hacker News Reader

Tesla Cybertruck inventory goes through the roof

arenaev.com

16 pointsmooreds10 comments

> Despite initial projections of producing 250,000 units annually, it appears Tesla might struggle to sell even 20,000 Cybertrucks per year in the current market climate.

I don't think it's the "market climate", instead, this truck doesn't suit many truck users' purpose. I know blue-collar general contractors who were genuinely looking forward to this truck, especially at the original price point. They were thinking all their projects were around town so they wouldn't need to worry about charging, and being an EV it would require less maintenance, which costs both time and money. The Cybertruck isn't fit for their purpose as a truck.

Ford and Chevy have better offerings, but they cost more than the Cybertruck's original price point, and people are concerned about Ford and Chevy's dealerships being able to support and service these vehicles. They were thinking Tesla had the answers.

On the upside, the market is still there for the taking...

If BYD ever gets into the American market, it's (the competition I mean) over. Megawatt charging is insane...

But our poor electrical grid: it could use some work to support that massive demand.

Battery storage colocated at fast chargers, as Tesla and Electrify America do today at some locations.

ah, but of course. Here I was thinking of improving our electrical grid. Nothing more permanent than the quickest fix possible.

But yes, that's a good idea.

The electrical grid can support increased demand if loads are distributed over time. Industrial batteries can be charged overnight, when demand is typically lower, and discharged during the day, effectively shifting the load. This strategy not only eases grid strain but also supports fast DC charging.

A lot of Americans don't realize that electricity demand in the US is growing very slowly and maybe not at all. Growth projections to 2050 continue to look about the same as recent years: Under 1% per year. AI isn't moving the needle.

We need to continue to replace coal plants. But those are down to 16% of supply. Renewables are growing at 9% per year. No crisis detected.

On HN we're maximally exposed to the perhaps wishful thinking of people who have invested in SMRs, which are less economically efficient than conventional nuclear power plants, which suffer from high project risk.

I'm glad people like Bill Gates are investing in new generation nuclear technology. He can afford to not make money on that anytime soon.

I was looking at the top HN comment on the cybertruck when it was announced

>A 6 seat truck with a 6.5 foot truck bed and a 3500 pound capacity for $40k is genuinely competitive with GM/ Ford... https://news.ycombinator.com/item?id=21602437

and remember thinking it was cool. However $40k seems to have been wishful thinking.

It's simply not a very good product and that's before you factor in the incredible (and totally self-inflicted!) toxicity of Musk and by extension the Tesla brand as a whole. Nobody wants to be seen driving one of these things.

Expected. Besides the design being adolescent, the MSH and CEO is to blame.

(normal) People don't want to buy a swasticar: who would have thunk it.

The marketplace wants an affordable truck that runs on electricity.

What Tesla offers instead is an expensive vehicle that just screams "Musk fanboy".

In other words, Musk's ego is a very real liability for Tesla.

Jeff Bezos has just announced the anti-Cybertruck.

https://www.roadandtrack.com/news/a64580484/slate-truck-ev-p...

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