Part 6/11:
Tesla's Cybertruck is expected to substantially disrupt the pickup market, which is traditionally dominated by North American giants like Ford, Chevrolet, and Ram. Lee projects that Tesla could outsell Ford's F-Series, which sells over 500,000 units annually, especially if the Cybertruck or subsequent pickups gain favorable market acceptance.
Competing with Big Automakers
Major legacy automakers such as GM, Toyota, Ford, and VW are currently struggling to keep pace with Tesla's EV advancements. Lee posits that these companies will not just compete with Tesla but will find it increasingly challenging to match its innovation, economies of scale, and cost reductions—especially if Tesla continues its aggressive push into low-cost vehicle segments.