Part 11/12:
While companies like Rivian struggle with production setbacks, Tesla's advantage of being at “time zero”—having just begun production—gives it a significant lead. Despite the current price points and scaling challenges, Tesla is positioned to bring down costs rapidly through economies of scale and continual technological improvements.
The Cybertruck, although highly controversial, serves not just as a vehicle but as a brand halo, attracting media attention and consumer curiosity. With a likely delivery volume of up to 500,000 units over several years, it will expand Tesla’s market share without heavily impacting the company's core profits initially, but significantly enhancing technological perception and brand strength.