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Comment by haspok | Hacker News Reader

In the case of the Cybertruck, it was never a question whether it is even possible to do such a thing, because they had all the technology, the only question was if they were stupid enough to build it.

Just as in the case of the "Hyperloop": in theory, it is perfectly possible, but anyone who got as far to build a few meters of it (or something resembling it) quickly realized the practicality problems, and what would happen if you scaled those problems to a few hundred kilometers...

On the other hand, autonomous driving is not a solved problem, not even in theory. One could argue that it would require some sort of a generic AI, which we don't have, and nobody knows if we will in the future. So selling anything based on that is simply fraud, in my opinion.

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What do you mean by "stupid enough to build it?" It's the best-selling electric truck in terms of shipped units, by a large margin (approximately equal to every other EV truck manufacturer combined, including Ford's electric F-150).

Could you please cite sources on this? Just looking at Rivian [1] they delivered 37,396 units this year alone. Tesla doesn't officially publish numbers, but the Cybertruck recall from few weeks ago tells us around 27,185 total [2]. I know that the July sales were high, over 5172 units [3], but that's a single month. And just to put everything in perspective here: over 13 million trucks were sold in the States in July alone [4].

[1] https://electrek.co/2024/10/08/why-rivian-rivn-cutting-ev-pr... [2] https://static.nhtsa.gov/odi/rcl/2024/RCLRPT-24V718-2751.PDF [3] https://www.forbes.com/sites/brookecrothers/2024/09/22/cyber... [4] https://press.spglobal.com/2024-07-24-S-P-Global-Mobility-Ju...

Here is one source from the Verge:

Tesla sold more Cybertrucks than almost all other EV trucks combined

https://www.theverge.com/2024/9/18/24247985/tesla-cybertruck...

The Cybertruck was the best-selling $100,000+ vehicle in July

https://qz.com/tesla-cybertruck-is-selling-better-than-any-o...

"Tesla sold more Cybertrucks than almost all other EV trucks combined" - in July, you forgot to add

"The Cybertruck was the best-selling $100,000+ vehicle in July" - there you go

Rivian's delivery numbers include the R1T pickup, the R1S SUV, and their EDV delivery van for Amazon and other fleet customers. The R1T pickup is likely half or less of their total production number.

We don't know how profitable it is. They're already running out of folks willing to pay $100k and have begun offering the $80k version. Will that version be profitable to build? It takes more than unit sales to make a good business decision.

Even if it is profitable, it still needs to be weighed against the opportunity costs of using those resources to pursue a different strategy. Would the same resources in terms of designer, engineers, hours, and capital outlay on factory production lines have been more profitable if they were applied to a different vehicle?

It's very possible. The Cybertruck is always going to be a limited demand vehicle. It may do well versus other EV pickups in the US market, but Tesla is a global company and the Cybertruck is not a global vehicle.

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