If you sell five thousand units but built production capacity for a quarter million units, that's not a success.

There is also the optic that the premiere US EV company failed to deliver an EV pickup truck behind Rivian, Ford, Stellantis, and arguably did a far worse job at it.

The F150 lightning was always going to be a tough sell for die hard truck customers but it at least has all the fit and finish that those customers expect, with access to the F-series aftermarket.