تدريب Shadowing: Why Tesla Cybertrucks Aren't Selling - تعلم التحدث بالإنجليزية مع YouTube
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The Tesla Cybertruck.
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The Tesla Cybertruck.
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In a country where pickup trucks are half of the top 10 selling vehicles, making an electric one seemed like a no-brainer.
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At the time the pickup debuted, Tesla was already making the world's best-selling EV.
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To solve sustainable energy, we have to have a pickup truck.
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The truck's design certainly provoked a range of opinions, some loving it, others...
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I thought it was a joke.
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But in terms of performance and capability, Tesla was making big promises.
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How does this compare to a Porsche 911?
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At first, it looked like customer interest would be as impressive as the truck's specs.
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The demand is off the charts.
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We have over a million people who have reserved the car.
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But just a fraction of the more than one million reservation holders have actually made a purchase.
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There's been plenty of reports of trucks piling up on lots.
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Tesla has a tendency to drastically overpromise, and it's starting to catch up with the company.
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There have been recalls and canceled plans that have angered customers.
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Despite all this, some owners say the truck is great.
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I really like the way it looks.
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I like the way it drives.
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For the most part, like, I would buy it again.
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So what went wrong?
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CNBC dove in to find out.
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Elon Musk had been talking about making some kind of a Tesla truck since at least 2012.
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For most of the last decade, the three best selling vehicles in America have been full size pickup trucks.
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It's the Ford F-150, the Chevrolet Silverado, and the Ram 1500.
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So if the industry is going electric, it's not ridiculous to think that full size trucks need to go electric.
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I present to you the Cybertruck.
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I thought it was a joke.
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I thought they were going to pull up the real truck after they showed this thing.
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And I'm just like, OK, no, really.
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And the show kept going on.
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I'm like, that's it.
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Oh, my God.
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Initially, when I saw it, I love the stainless steel look.
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I'm a DeLorean fan.
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I'm a Back to the Future fan.
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So that was striking enough, and I was like, oh, yeah, I never had a chance to get a DeLorean.
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Tesla's advertised specifications bested those of longtime market leaders.
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Up to 14,000 pounds of towing power, 500 more than the top selling Ford F-150, A 3,500-pound payload capacity, about 1,000 more than the Ford truck.
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A top 0-60 time under 3 seconds, faster than many sports cars.
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It's important to mention that this is comparing the Cybertruck specs advertised at the 2019 reveal with the specs of a 2025 Ford F-150.
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Initially, Tesla said the truck would start at $39,900.
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As of July 2025, it started at $62,490.
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The max towing capacity on the Cyber Beast, the top trim, is 11,000 pounds, 3,000 short of the promised 14.
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The most payload any version gets is 2,270 pounds on the tri-motor version with all-terrain tires.
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That's less than the promised 3,500.
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One month before Tesla began deliveries, Musk said over 1 million people had placed reservations.
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But since deliveries began in November 2023, only 52,000 units have sold in the U.S.
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In Q3 2024, they peaked at nearly 17,000 units.
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For a time, it was the best selling electric pickup.
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From there, sales fell.
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With a lot of EVs, we see people place a reservation that never it turns into an order.
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And it's often because the price of a reservation is very low.
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But Tesla told everyone this niche was absolutely enormous and it's relatively small.
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Reports documenting the challenges started to roll in.
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There were shortened production shifts, Tesla telling Cybertruck line workers to stay home, sometimes for a few days at a time.
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The company started offering potential customers lifetime free supercharging on Foundation Series Cybertrucks, a special first edition of the truck that originally cost about $100,000.
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By January 2025, Tesla was offering discounts.
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They're not going to sell anywhere close to a million trucks.
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So what went wrong?
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It fell short of the projected range.
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It fell short of the projected payload capacity.
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It fell short of the projected towing capacity.
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It fell short of the projected speed, and it felt way short of the projected price.
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It's far more expensive than they had said in the first place.
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Specs aside, the design was certainly eye-catching, but it was off-putting and even cumbersome for many of the customers who use pickup trucks for work.
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And that is a large portion of the truck market.
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The side of the bed, I think, is still difficult to get into.
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I mean, one of the things that you do with pickup is put things inside of it.
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You can't reach the side of the cyber drive.
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It's very difficult to do so from like near the cab.
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Full-size truck buyers are a fairly conservative set of people, and I don't necessarily mean politically so much as I mean in their expectations.
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They're often buying a truck that they're going to work with.
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So those specifications for how hard it actually works are very important.
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And then there is the range.
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The company had targeted up to 500 miles, but delivered something closer to 300.
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The Cybertruck is Peter Scott's third Tesla.
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He also has a Model S and Model X.
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He got into EVs after news broke of the Volkswagen Dieselgate cheating scandal.
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At the time, Scott was driving a diesel-powered VW.
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He loved his first two Teslas.
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I felt like I owed them more money.
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It was the first car I didn't have buyer's remorse.
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I was so happy because everywhere I turned, I had no gas payment.
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I had no repair payment.
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I mean, it was just a beautiful thing.
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Scott is a contractor and he needed a work truck.
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He paid the full $120,000 for the Cyber Beast.
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When he bought it, he was disappointed with the range, but Tesla had said it would offer a range extender.
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That would bump the range up to 470 miles, close to the original 500 mile target.
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The range extender was canceled.
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Okay, 470 versus 500, that's fine.
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I'll go ahead and buy the truck knowing I'm going to get 470 miles.
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I put the deposit down on the range extender.
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I bought the truck knowing that I was going to get 470 miles.
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Then when they canceled it, that just crushed me.
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They got my money and then they canceled what they were going to do.
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If I knew that, then I would have looked at a Silverado because the Silverado has the mileage that I'm looking for.
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As with many other Tesla products and plans, the Cybertruck suffered many development and production delays and challenges.
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Some of these, the company said, resulted from production shutdowns and supply chain shortages common to automakers during the coronavirus pandemic.
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Setbacks have only continued.
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There have also been ongoing production and quality problems.
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The National Highway Traffic Safety Administration shows Tesla conducted eight voluntary recalls for the 2024 model year alone.
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Many pertained to physical defects, not just software.
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One was over body panels falling off the truck due to the use of improper adhesives.
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Another was for a trapped accelerator pedal defect that caused some drivers to experience frightening unintended acceleration.
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Tesla did not respond to CNBC's request for an interview or comment.
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What feels weird is I feel guilty for the people that had all those problems.
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I didn't have all those problems like they did.
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Kenan Cobra Curtis did have a fair bit of trouble with his Foundation Series Cybertruck, much of which he documented on his YouTube channel.
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I have so many issues and I have repeated visits to the service center.
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And being a newer vehicle, they struggled a little bit in the beginning, but they, you know, they worked on it.
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They repeatedly worked on it.
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And it got to the point where, you know, it was just unreasonable.
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And they actually repurchased the Cybertruck from me.
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Essentially, it was a Lemon Law buyback.
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They gave me all my money back and I turned around and got another one.
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The second one, there is a night and day difference.
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But Cybertruck sales still fell.
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Overall EV pickup truck demand is a fraction of the total truck market.
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I think that in the long run, there will be an argument for electric trucks.
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It's a combination of the infrastructure has not caught up in the place where trucks are most necessary.
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However, Cybertruck has lost ground to the rivals against which it was benchmarking.
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Let's actually have a tug of war here with an F-150.
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Yeah.
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But it was uphill.
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And while we saw Cybertruck sales spike a little bit above that for the Lightning sales for a while, they've now fallen below.
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And the best selling electric truck in America is a copy of the best selling gas truck in America, which is completely unsurprising.
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But Curtis and Scott find much to like about their trucks.
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The fact that Tesla's can be updated remotely all the way down to the powertrain, give them an edge.
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The next closest would be the Sierra.
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I really love that interior.
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It's very luxurious.
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but I feel like the software wouldn't be there.
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And I had another buddy of mine talk me out of it.
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He said, you know what?
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It's gonna be outdated.
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They won't update it at all.
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And I was like, you're right.
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Scott says some other features on the Cybertruck make it stand out from the pack.
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For example, the air suspension can lower the truck to fit into parking structures.
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The included tonneau cover keeps things secure in the bed.
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The truck's software can recognize different types of trailers and adjust the brakes accordingly.
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I mean, it's just amazing.
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Like it just keeps getting better and better.
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Of course, I love the look and the feel of it.
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I love the steer by wire.
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I love the comfort.
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One downside is some of the attention the truck attracts.
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Tesla has faced protests and declining sales response to CEO Elon Musk's incendiary political rhetoric,
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as well as his extensive spending and work to reelect Donald Trump and to slash federal agencies.
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As you can see, I'm not just MAGA, I'm dark MAGA.
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I bought it four and a half years ago before Elon went political.
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And so when I'm driving, I get flipped off sometimes or people swerve in front of me.
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Two separate occasions, I've had people show me they didn't like my purchase, right?
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out in the streets, random people.
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And some people don't want to deal with that, and that's fair.
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You know, I stay out of the politics.
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I stay out of all of that.
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I just try to enjoy the vehicle.
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In some ways, the Cybertruck story mirrors Tesla's larger troubles.
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Tesla sales as a company peaked all the way back in February of 2023 and have been falling for the most part ever since.
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So a lot of the Tesla story is a story of both overpromising and of some of its early success came coming when it really didn't have competitors.
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And now it has a significant number of competitors.
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Rivian, Ford, GM all have pickups in the North American market, and there are more on the way.
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In late July, Tesla VP of Engineering Lars Moravi said Tesla might make a smaller pickup truck.
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We always talked about making a smaller pickup.
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And so we've definitely been churning in the design studio about what we might do.
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I'm okay with this selling at a low volume, like the Model S and the Model X, because, you know, honestly, the Cybertruck isn't for everyone.
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But for a successful smaller truck, Tesla might need to make different choices.
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They need to change the styling if they want to make more sales.
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Of course, the lower price will help.
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But I think it's just associated with being weird, with things people don't believe in.
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It was always at risk of being one of those vehicles where everyone who wanted one was going to get it in the next in the first year, year and a half.
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And after that, it was a good struggle.
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But that seems to be what's happened with the Cybertruck so far.
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So the question is, if Scott and Curtis each had to buy a new EV pickup truck today, what would it be?
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I would definitely do my research.
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It's not Tesla that I really think people should be looking at.
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I think it should be any kind of EV.
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So far, it'd be a Cybertruck.
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There's a lot of great things that I feel like you get really good value for your money.
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Like I said, I'm watching this one closely.
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If I started having any issues, that might be it.
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