There was a poster on here, sorry I don't remember the tag, that in my opinion made an incredibly valid point about already having seen the Tesla pick up. In seeing the Tesla Class 8 we learned almost all we need to know about the substance of the Tesla pick up. That was the claim being made and there is no way to argue against it aside from saying Tesla might fail for the first time ever on styling but don't count on it, but expect the ridicule industry to try to pitch it that way. All the differences run in Tesla's favor. One stand out positive difference on the Tesla Semi vs the consumer products is there is more fluff in the consumer pick up segment than in the class 8 segment but there is still some fluff if you look at the fluffy US Class 8s against their more logical EU counter parts. So we can see the multiples of performance and efficiency difference between the Tesla and everything else just in the commercial space but I think it will hit the 10x difference Tony Seba talks about in the pick-up space and that means Ford will experience with F 150 what diesel vehicles have in Norway. What of claims that Tesla won't have production capacity to make that happen? Just have to set the counter example to have people recycling and repairing used vehicles holding their breath. Look what happened to the Toyota Prius- that was all Tesla. Don't look now but in the US because of the laggard fossil fuel industry and its endless inherent losses stupid trickle down now means that average US vehicle is roughly 50K- the model 3 is under that price right now- wasn't long ago when the average US car was about 23K. Back to Ford. As usual Ford has been incredibly dishonest with its demo showing its F150 pulling 1 million lbs on steel wheels and steel rails as that only takes about 50 bhp to do- a lawn tractor could do it. That isn't what Musk has been talking about with 300klbs real world tow capacity or 10x what Ford F series retail trucks do . But let us not forget that Ford pick-up that was seen all camouflaged that was a modified electric on a Tesla delivery semi leaving a Tesla factor- go back and note the similarities of the body in those shots and the one unit Ford showed in its dishonest electric demo- demo was good in the sense that bubbas will compare their obsolete ICE F150 to that and want to ditch it, but bad in that it creates false confidence in Ford unless its going to be using and licensing Tesla tech. Let us keep in mind also that when VW said it was interested in acquiring some Tesla shares VW's share price increased and then dropped when VW tried to deny it. You see the public's proper valuation of both Ford and VW hinges on their actual commitment to EV- but they a history of being pretender corporate criminals so they don't really get the benefit of the doubt. Let us not have any delusions that Ford's share price has only improved because it was making noises on electric implying that Tesla would not be able to outright kill Ford overnight. But don't be so sure, notice that Ford also partnered with VW on electric trucks. Ford is the definition of not made here and its share price should reflect it at least in my opinion (not investment advice.) I want to put Ford in perspective again. The US is what(?) 4% of the globe's population. Granted its about 1/4 of the claimed wealth or consumption in many areas right now but its a mere 4% of the population- there is more than 4x the US population South of the US border in the Western Hemisphere. Now consider that Ford's pickups only sell in the US because of a decades old 25% tariff on Japanese imports that even hits the Japanese efforts at US domestic production of pick-up trucks. Ford has been hiding behind that wall for decades and also been screwing with fuel economy trying to drag it down with concessions for heavy vehicles to aid its fossil fuel benefactors (what Norway does on this would be logical- US is idiotically doing the opposite, and giving tax rebates on these unnecessary gas hogs because of the small business 'work truck' line of bs, and loosening emissions penalties for heavier vehicles)- Ford is nothing but the retail end of a dying fossil fuel industry. But here is the kicker, Ford is a one vehicle company now- its hanging by the F150 which the rest of the world simply won't buy because its not competitive on its own merits without being able to hide behind that huge tariff which can't help Ford anywhere else- what did it see outside the US in F150 sales? 10K units out of 1 million in the US? Sorry if I've got that external to the US sales number slightly wrong but I am not wrong by much regardless. Still the US is said to be the most competitive auto market in the world even if it is no longer the biggest (China is now the biggest) and that is mainly because of the market's center of gravity which happens to be California- California is the most competitive market within the most competitive market. California is the tea leaf for the rest of the US market and in many ways, until China takes over, for the world. And what happened over the last year (12 months)? Last year the Model 3 outsold the F150 in California. If someone had a choice they would have to be a fool to pick a Ford pickup over a Tesla pickup and the America people would have to be fools not to replace Detroit with Silicon valley for vehicle production. To have a chance of competing with China now we will need all the Tesla like companies we can get, and we're in the position on competition we're in right now because of foolish attempts to suppress actually innovative players in favor of firms like Ford and Exxon. David Einhorn has been in the news again trying to pitch more manufactured tripe about solar panel fires demanding Musk's resignation? This looks like what it always has, a case of contribution envy. Musk belongs to the huge contributor side of things- notice he just backed Andrew Yang over UBI, who will Einhorn back even as a registered Dem? Surely a pro fossil fuel shill that will continue hollowing out our health care, insurance and public sector to keep bailing out the eternal basket case fossil fuel industry with secret sequestration and idiotic secret 'energy' policy. Support the kind of DNS dems that are trying to block climate change debates? So here we go again, solar panel fires seem as stupid as the battery claims, there are of course some associated electronics but it is like claiming that a piece of glass is catching fire. Then you look at all the tripe the claimants supposedly did to help manufacture this story and its clear the Einorn's bs and the newest version of things catching fire is all made up in response to Moody's upgrading Tesla and VW wanting to buy shares in Tesla and the China Tesla factory about to open in record time and then as we learned Tesla getting exempted from the tariffs. And now look at Sandy Monroe, he is like a full convert, saying Tesla is way ahead of domestic makers. Look at his talk on the SuperBottle and think about manufactured to fail on time Ford quality when you consider what he is saying. But lets go back to the Tesla Pick up and having already seen it. There are some clues. What was the Y to the X- hint just the smaller version like the 3 is to the S. Remember the first photo Tesla actually released of the pick-up and remember Musk's comments about the size of it and it showed an F150 in the bed and Musk saying the size almost shouldn't be legal. Now think back to Musk's early love for the forward seat McLaren. Musk crashed one of these or another McLaren. What does the Semi have? It has the forward seat from the McLaren. Remember Musk describing the Tesla semi as being like a sports car? Well what we will get is what we got with the cars and the SUV- a shrunk down semi and that holds blade runner comments or not. Wouldn't be surprised to see the single seat forward cab forward design remain. Also shows how silly the Nicolo claims seem. If we really want to see the power difference it will be at least as different as a car that takes 3 seconds 0-60 vs one that takes 10 seconds, that is the minimum difference we will see between Tesla and Ford's ICE line of pickup because that is the difference in power between standard ICE semis and Tesla's electric semi, minimum because there is more fluff in the consumer line of Ford trucks.
