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Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

678 points| MBCook | 1 month ago |electrek.co

971 comments

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[+] billti|1 month ago|reply
I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics hurt it quite a bit. It is such a distinctive vehicle with a strong association with Elon, that there was an immediate brand association. It may have had poor sales anyway, but it certainly didn't help that many folks on the left, who are typically the most 'pro EV', had a large 'anti-Elon' shift around its launch.

That said, even though it's not to my taste, I do admire that they dared to do something different and took a big gamble on it. So many vehicles, especially in the truck space, are almost indistinguishable and lack any kind of imagination. Kudos to Tesla for trying to break the mold and push the category somewhere new.

[+] grouchomarx|1 month ago|reply
>I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics

That and also it's just a bad product.

>That said, even though it's not to my taste, I do admire that they dared to do something different and took a big gamble on it.

A pickup truck should just be max utility, especially if you're a manufacturer making your first one

edit: agree there's a market for the raptor off-road tremor package thing, but it wasn't ford's first and they've been selling commerical trucks for 75 years. A true tesla f150 competitor would have sold like crazy, I think

[+] pseudosavant|1 month ago|reply
That be easier to believe if there weren't so many Model 3 and Y vehicles that are clearly the new ones (changed headlights/taillights) all around. I'm sure Elon's "political" salutes gave their sales some headwinds, but I'm inclined to think it is more like 15% less sales (Q4 2024 vs Q4 2025). The CyberTruck factory is operating at <20% capacity.

The biggest problems are: it costs ~2x what Elon said it would, it has less than half the range he said it'd have, and it has had 10 recalls in its short life.

The recalls have been for things as basic as: light bar falling off, exterior trim falling off, bed trim falling off, the acceleration pedal falling off, inverter failures. It paints a picture of a low-quality product that has a very premium price.

[+] Lammy|1 month ago|reply
> I do admire that they dared to do something different and took a big gamble on it. So many vehicles, especially in the truck space, are almost indistinguishable and lack any kind of imagination.

I 1000% agree with this, in fact I love the way it looks, like something out of a SEGA Saturn game. But I would never buy one for the same reasons I would never buy any Tesla, or in fact any EV, or any post-2014 car at all. But the looks of it are not one of those reasons :)

I do have to laugh every time I see a Tesla with one of those “Bought this before we knew Elon was crazy!!” stickers, because to me they just read as “Wahhh I bought my car to make a statement and now it makes the wrong statement and I am self-conscious about it!!”. It's weird to me to think that other people are thinking that way about their automobiles, because I bought mine (Prius C) based on its features and how they fit into my needs and my life. I guess the Prius line was a popular “statement car” of the pre-Tesla era, though, like how Brian drives one on Family Guy, or the “Smug Alert” episode of South Park, but it was never that for me.

[+] jandrese|1 month ago|reply
Politics or no, the price point ultimately dictated its maximum sales. By that measure it's a reasonable success, and if Elon was forecasting that they would sell multiple tens of thousands of vehicles per year at a $80,000 price point he needs to lay off the drugs. Elon sometimes seems like the living embodiment of "How much could a banana cost, Michael, $10?" parody of out of touch rich people.
[+] c0brac0bra|1 month ago|reply
Have we completely forgotten about how Tesla dealerships were shot up, firebombed? Video after video showing cybertrucks vandalized with scratches and spray paint?

It may be a terrible car from a terrible program, but these events at least bear mentioning. If you saw it happening in 2025, would it have a cooling effect on your decision to purchase? Who would want the trouble?

[+] WheatMillington|1 month ago|reply
You can attribute the failure of this vehicle to politics if you like, but it's fairly obvious to anyone watching why it failed - it came out at double the proposed priced with half the proposed range. It's not even the hideous design, there were hundreds of thousands of "pre orders" who knew about the horrible design. It's the price and range.
[+] majestik|1 month ago|reply
I was already a Tesla owner and I reserved a Cybertruck right after I saw the original Cybertruck Unveil live stream on November 21, 2019. The infamous one where the window glass shattered.

That was when it was supposed to cost around $35,000.

Four years later when my reservation was ready to order, on December 8, 2023, the CyberTruck cost more than $100k.

Because it cost almost 3x more than what was originally advertised, I cancelled the order. I know many other people who canceled for the same reason. Keeping in mind this was after several delays, so I and many others with reservations were already frustrated with the product before it became available to order.

[+] matwood|1 month ago|reply
> Elon got heavily involved in politics hurt it quite a bit

I think the Cybertruck was DOA and his involvement in politics got people who shared his views to buy one in order to signal the same.

[+] ryandrake|1 month ago|reply
I'll applaud anything that tries to move us away from the current stale design trend where every car looks like the same boring bar of soap and every truck looks like the same aggressive, drivable, mechanized fist.
[+] Fazebooking|1 month ago|reply
Elon Shithead promised a lot for apparently a good price and wasn't able to deliver.

It wasn't just the hate i think.

[+] ElijahLynn|1 month ago|reply
The Cybertruck also does the tightest turns because it has front and back wheel steering. I could imagine that to be useful on job sites.
[+] stickfigure|1 month ago|reply
I'm one of the few people that love the cybertruck design, but even I can't look at one these days and not think "swasticar". It's terribly disappointing, really. Fully self-inflicted.
[+] starik36|1 month ago|reply
> many vehicles ... are almost indistinguishable

That is so right on the money. I attended the LA Auto Show a couple of months back and the takeaway was that every manufacturer pretty much makes the same safe car. There might be a feature here and feature there, but it's the same car.

In the years past they at least had lots of concept cars. This year, I maybe saw two and they weren't all that "concept".

[+] wraptile|1 month ago|reply
> I do admire that they dared to do something different and took a big gamble on it.

Why? Do you want your other tools to be _different_ for no reason at all? Do you want your drill come with sharp corners you can't touch just because it'll look different?

[+] hbarka|1 month ago|reply
It's just a darn shame that we're reduced to a simple measure of a single dimension, whether a right or left point on a single axis. You'll find many EV owners are multidimensional, a little bit up and down and all around an x-y plane, or even x-y-z cube. Conservative and liberal progressive alike in Europe are sick of Musk and it shows on the Tesla sales tanking.

https://electrek.co/2026/01/06/tesla-full-2025-data-europe-t...

[+] nixass|1 month ago|reply
> So many vehicles, especially in the truck space, are almost indistinguishable and lack any kind of imagination.

Because utilitarian design and purpose of this vehicles has been established long time ago. Cybetruck "wanted to be different" but it fails in every aspect of its own "innovation". It's ultimately stupid vehicles with so many flaws that arguing it tried something is pointless. Like, having a man walking to North Pole in runners - he's not trying something new, he's straight stupid and should be treated like that

[+] dfxm12|1 month ago|reply
As much as this is to blame, don't forget the year plus delay, ~60% increase in price, omitted features, safety investigations, recalls, etc.

It's clear the design was half baked from the start.

[+] GuB-42|1 month ago|reply
The thing with Cybertrucks losing panels certainly didn't help.

A big part of the Cybertruck marketing was the robustness of its unusual design: exoskeleton! space grade materials! They smashed the door with a hammer and it didn't dent (just avoid pétanque balls...), Elon Musk commented that it would destroy the other vehicle in an accident. Morally dubious arguments sometimes, but it appeals to many potential customers.

And then, the vehicle that is supposed to be a tank falls apart by looking at it funny. And the glued on steel plates, is it that the exoskeleton? Not only the design is controversial, but it failed at what it is supposed to represent.

[+] fakedang|1 month ago|reply
> So many vehicles, especially in the truck space, are almost indistinguishable and lack any kind of imagination. Kudos to Tesla for trying to break the mold and push the category somewhere new.

You haven't seen enough trucks and pickups then. The Cybertruck serves no utility purpose.

[+] mgoetzke|1 month ago|reply
The main problem was that it was and is twice as expensive with less range as they said it would be with seemingly no push to address either.

It seems to be a good product (with compromises as any product) but its not a slam dunk to choose that as a Model 3/Y is.

[+] wolrah|1 month ago|reply
> I think the timing of the Cybertruck starting deliveries roughly aligning with when Elon got heavily involved in politics hurt it quite a bit. It is such a distinctive vehicle with a strong association with Elon, that there was an immediate brand association. It may have had poor sales anyway, but it certainly didn't help that many folks on the left, who are typically the most 'pro EV', had a large 'anti-Elon' shift around its launch.

IMO the sort of person who wants a vehicle like Elon's dumpster has a strong overlap with Elon's politics. Basically everything about its design and marketing was aimed at the sort of person who is focused on presenting a masculine image, who thinks they're going to be in a war zone on their daily commute, who wishes they could drive through a crowd of protesters, etc.

Basically the only thing "left wing" about it is the fact that it's electric.

> Kudos to Tesla for trying to break the mold and push the category somewhere new.

The only thing it actually did new was the drive-by-wire steering, which is by all accounts impressive but could have been done on any normal vehicle as well. The "unique" styling is mostly just re-learning lessons that John DeLorean taught the rest of the industry decades ago.

[+] ortusdux|1 month ago|reply
I think the dealership monopoly is partly to blame. Dealers get more reoccurring revenue from ICE vehicles, so they are incentivized to not stock EVs and to steer customers away from them. Ford seemed to understand this and attempted a direct sale program for EVs, but they canceled it due to dealer pushback.

https://fordauthority.com/2025/02/ford-ev-inventory-hub-syst...

[+] nilsbunger|1 month ago|reply
Yes I think there's a real innovators' dilemma here for traditional automakers with dealer networks. Dealers make most of their money on servicing vehicles, not selling them. And EVs require almost no servicing.
[+] ASinclair|1 month ago|reply
Also dealers are one of the most reliable GOP funding sources. The GOP does not like EVs.
[+] nospice|1 month ago|reply
I doubt that. I suspect there are virtually no customers who step into a dealership unsure if they want to buy EV or ICE.
[+] nebula8804|1 month ago|reply
They seem to be flooded on dealership lots and are not selling whatsoever. OEMs force dealers to take the crap vehicles if they are to get the good ones. You have a vehicle that started off as a hard sell to the crowd that normally buys the vehicle and then you make it so the price is astronomical...forget the dealer reluctance, what did you think was going to happen?

[1]:https://youtu.be/F0SIL-ujtfA?t=532

[+] jandrese|1 month ago|reply
I have a conspiracy theory take on traditional manufacturers being so anti-EV.

Basically the primary differentiator between car companies and the primary barrier to entry in the combustion vehicle business is the engine, especially in the US. Look at the marketing, horsepower and torque are always the topline numbers. Zero to sixty and quarter mile drag races are the favored metrics. Each company spent decades perfecting the engines and the majority of the engineering effort goes into them. Even the transmissions get second fiddle status.

But now EVs come along and the electric motors are commodity parts that are already well optimized. There's little one company can do to make the motor significantly better. Battery tech is cutthroat and also largely outside of the car company's scope, although Tesla does more than other car companies with their megafactories and experiments with oversized cells. If EVs become popular there's little to stop competition from sprouting up everywhere and killing profitability for the legacy auto manufacturers.

[+] biophysboy|1 month ago|reply
> Ford seemed to understand this and attempted a direct sale program for EVs, but they canceled it due to dealer pushback.

Why didn't they just do it anyways? Dealerships seem like a pointless middleman, but I know absolutely nothing about what leverage they have. Self-driving cars can not come fast enough

[+] Workaccount2|1 month ago|reply
It's a shame the Lightning got discontinued.

As an EV owner, it sucks that the main thing holding the technology back is misconceptions and misunderstanding, rather than actual practical matters.

People think EVs are cars with tanks of electrons, and run aground the same way you would if you thought horses were cars full of hay. It's a different transport tool that gives the same results, you just have to know how to use it properly.

[+] rootusrootus|1 month ago|reply
Judging from how many people seem surprised by my open frunk at the grocery store, saying things like "I had no idea Ford made an electric truck!" I think they could have done more to market it. I sometimes wonder if they really wanted to sell a lot of them.
[+] tracker1|1 month ago|reply
At the size of Ford, sales numbers can be at a different mark for what is considered successful than others. Not to mention dealer gamesmanship fudges real sales numbers.

As to the Cybertruck it's both interesting and kind of ugly... repairability is another concern/issue as is pure cost...

I'm far more interested in the Slate[1] myself. It's probably closer to what a lot of consumers would want in an electric truck. It really feels like a spiritual successor to the OG Jeep (GP).

  1. https://www.slate.auto/en
[+] dfajgljsldkjag|1 month ago|reply
It says a lot that spacex had to buy so many trucks just to help the sales numbers. I always thought the ford lightning was a better option for most people anyway. It is too bad they are stopping production when it seems to be the winner.
[+] throw0101d|1 month ago|reply
I've seen headlines / stories giving Toyota grief about not going 'all-in' on BEVs while many other companies did.

It seems that the hybrid-first strategy has been working pretty well for them. (The 2026 RAV4s are hybrid-only with no ICE-only options, AIUI.)

[+] BeetleB|1 month ago|reply
It wasn't canceled for poor sales. It was canceled because it was too expensive to produce, and would not fund all their other EV/battery projects. They found a better road to profitability in that front.
[+] treebeard901|1 month ago|reply
It seems China has won the race for EV dominance in battery technology and manufacturing. Probably not much the U.S. can do to catch up. From the insane oil needs of the U.S. Military to the gasoline needed for a functioning economy and transportation, China will be light years ahead in every category which will have huge implications for U.S. National Security.
[+] instagib|1 month ago|reply
Maybe they can sell them at the announced prices instead of the inflated ones. Used is selling around $40k with 20-40,000 miles.

New started at 40k, went to 60k for sale, pre-order fulfillment fell off a cliff so it sunk to 56k, and settled around 50k.

2022: 15,617 sold

2023: 24,165

2024: 33,510

2025: “Around 27,300 units sold in the U.S”

$4k-$6k per battery module replacement. Full pack $25k-$50k.

[+] electric_mayhem|1 month ago|reply
Unless they come right back with a comparable implementation with a maverick/ranger type form factor, Ford is absolutely shot itself in the foot canceling the lightning. I’ve been Evie only for five years and have driven both the electric Silverado and the lightning. I bought the lightning. It’s fantastic. They are absolute idiots for discontinuing it.
[+] godzillabrennus|1 month ago|reply
I wanted an F-150 Lightning when it launched. Demand was high enough that I was told I'd have to pay over retail. I did not buy an F-150 Lightning and bought an ICE (internal combustion engine) vehicle. The depreciation of electric vehicles has made me appreciate those circumstances more and more.
[+] guga42k|1 month ago|reply
imho, CT is horribly looking car with absolute disregard to any aesthetics. everything else is secondary. it has vibes of Aztec. one of the worst selling car ever.
[+] 1970-01-01|1 month ago|reply
The Cybertruck failed to sell because it is stupendously ugly. All other (technical) reasons are and were manufactured for political purposes. We're too itchy to stop picking at it, so we blame everything else we see and hear as an add-on reason, but really it was how it looked. Ford didn't cancel the electric pickup, they did even more research and decided the upcoming EREV F150 will eventually eat it's mother, so it is better to stop now.
[+] datahack|1 month ago|reply
This is a case study in the failure of product market fit.

There is tons of room for a low cost, high quality small electric or hybrid pickup in today’s market.

Ford Maverick sales have been exceptionally strong, setting records in 2025 with 155,051 units sold in the US of A, up almost a fifth from last year.

Tesla needs to make a product that people want, and continuing to try to sell one they don’t want just won’t work. Why not pivot and build the truck people are asking for? Otherwise, this program will fail.

[+] yread|1 month ago|reply
I find it funny that car discussions here are so much busier than computer discussions. I wonder if over there at the mechanics forum they spend as much time discussing their laptops and ignoring the drills and screwdrivers
[+] werdnapk|1 month ago|reply
I see many many F-150 lightnings in Canada (Quebec at least) used by construction people. Are there any country or more detailed stats on where F-150s were sold?
[+] kazinator|1 month ago|reply
> Tesla is actively trying to hide its Cybertruck sales performance.

Have they tried cladding it in flat, steel panels, to get it off everyone's radar?

[+] 4d4m|1 month ago|reply
Why was it so ugly? The front lightbars execution looked cheap and toy-like. Expecting awesome designs for future Ford electric trucks lets go!
[+] smetj|1 month ago|reply
Be it as it may, its aesthetics are so distinct it isn't for everybody. Also a big part of the target audience expecting to buy an utility vehicle have cheaper, proven and more practical alternatives. I guess the fact its not road legal in the EU doesn't help either whilst other Tesla models are quite popular there.