I was a founding member of CNET news and hardware editor at CNET, a contributing technology reporter for the New York Times, and a reporter and editor at the Asian Wall Street Journal Weekly -- the latter in Japan, where I lived for ten years.
The buzz-kill came when Musk made a series of grim statements during the third-quarter earnings conference call about the future of the pick-up and how Tesla “dug its own grave.”
Musk’s decidedly pessimistic comments boiled down to this: expect only a trickle of trucks from the Austin, Texas factory for the next year or so.compete with the Rivan R1T or R1S because Tesla won’t be manufacturing the pickup in significant enough numbers. Given “lengthy production delays...that sentiment might hold true,” Ivan Drury, Edmunds' director of insights, told me recently, referring to Scaringe’s comments. Though he did add that when/if the Cybertruck production ramps up all bets are off for competitors.
The Rivian R1T has been outselling the Ford F-150 Lightning Electric this year, beating the F-150 in the first, second, and third quarters. For example, during the second quarter Rivian sold 10,239 pickups versus 4,466 for the Lightning, according to Kelley Blue Book.It is unfortunate, however, that Rivian isn’t ready with a pickup that starts at less than $70K.
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