I love the fantastic designs and form factors popping up in mini-EV truck/SUV space. My worry is for the business feasibility for these. Why isn’t Tesla making these? They have the supply chain and expertise to easily pull it off and they’d be such a big hit. People switching to them for light cargo would be a REAL contribution in cutting use of carbon.

I can think of one possibility. At Tesla’s scale, production becomes feasible only if they can produce X million units. This is because setting up production tooling, supply chain channels, and other associated costs is prohibitively expensive. Additionally, the demand for these vehicles will be relatively low until influential YouTubers in the construction, farming, and rural sectors become advocates and start promoting them.

In my opinion, electric vehicles (EVs) are perfectly suited for this task. They are ideal for transporting heavy items between nearby destinations, such as moving Home Depot supplies to a construction site or Costco products to a restaurant or store. A range of even 200 miles is practical for this use-case and keeps the cost low (MT1 is a beast by my standard).

For clarification, I am all for more competition. But I am also selfish and I really want this segment to become wildly successful . In any case, I really and truly hope they can make the business case work and be profitable/sustainable.