> At the size of Ford, sales numbers can be at a different mark for what is considered successful than others.

Does this really hold when Tesla has a considerably higher valuation?

Tesla is sitting at an egregious 30x market cap of Ford. If anything... I'd expect them to have sales targets that are ~30x the size of Ford.

When you consider that Ford also makes many more models than Tesla (Tesla has like 8 core models incl the cybertruck [and the not-yet-for-sale semi...] , Ford has like 20+)

By all measures - Tesla should be considerably more aggressive with sales targets for a core model, and it seems pretty clear the cybertruck is just a slow rolling market failure.

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tracker1 3 hours ago | parent [-]

For 2025, Ford sold about 2.2 million vehicles, Tesla was like 1.6m. Given, more variety for Ford... But there's also margins and supply chains to consider.

The Cybertruck is kind of ugly and very expensive... not to mention that no EV truck really does towing well. The fact that the Lightning sold more than the Cybertruck doesn't make it a success.

The Cybertruck, imo, is not too different than a limited run sports car from a major car company... it's just a step above a concept car. The Lightning from Ford was an attempt to see if a market was really ready to shift to EV, it largely isn't. Even though I think it's probably a great option for a lot of work truck use, that doesn't include long distances or heavy towing, but then it likely prices itself out of that market segment too.

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horsawlarway 3 hours ago | parent [-]

I'm not sure what the takeaway from your comment is?

I'm not arguing that the F-150 lightning was a commercial success for Ford, I'm suggesting that the argument that Tesla should be held to a different standard on sales numbers feels pretty shaky.

Both of these are basically "concept cars", and neither company has really delivered.

Both are expensive to make, and have very high sticker prices with low/negative margins (Tesla claims cybertruck is profitable, but they're sitting on an absolutely insane inventory count, which they can't seem to sell... so again... my guess is they're deep in the red for this model if you look at total costs instead)

	▲	tracker1 3 hours ago \| parent [-]
		I think the difference is what each company respectively thought of the model itself. For Tesla, Cybertruck is imo like a lower-volume sports car... for Ford, it was an upscale work truck option. The expectations are imo very different. Maybe not so much a Ford/Tesla comparison, but the respective market expectations. Ford didn't exactly expect the Ford GT to be a mass seller, which is probably closer to what Tesla expected of the Cybertruck, or not, who knows.