The Potential Impact of the Cybertruck on Legacy Auto

Here are the stats cited in the video:

Pickup Truck Model Units Sold
Ford F-Series 896,536
Chevrolet Silverado 537,707
Ram Pickup 468,555
GMC Sierra 250,121
Toyota Tundra 124,085

In this video I discuss how the full size pickup truck market is a major profit center for these manufacturers. With the introduction of the Cybertruck, this could be a problem if they can put out 250K-300K per year. Scaling to that level would likely come at the expense of some of these other companies. I mention who I think is at risk in this video.

▶️ 3Speak