BONUS: Can Tesla's Cybertruck Go Global?
Jan 15, 02:00 PM
Share
Subscribe
➤ MAKING CYBERTRUCK LEGAL IN EUROPE
➤ THE DEATH SPIRAL OF DEMAND
➤ THE COMPETITION STRIKES BACK
➤ THE MUSK FACTOR
➤ RECALL ROULETTE
➤ EUROPE'S IMPENETRABLE FORTRESS
➤ THE CHINA CONUNDRUM
➤ EMERGING MARKETS: A MIRAGE OF OPPORTUNITY
➤ THE PATH NOT TAKEN
➤ THE INVENTORY CRISIS
➤ THE MANUFACTURING STRANDED ASSET
➤ SCENARIO ONE: MANAGED DECLINE AND DISCONTINUATION
➤ SCENARIO TWO: RADICAL REDESIGN FOR GLOBAL MARKETS
➤ SCENARIO THREE: ZOMBIE PRODUCT LIMBO
➤ THE BROADER IMPLICATIONS
➤ EXTINCTION, NOT EVOLUTION
The stainless-steel wedge on wheels has become a symbol of Elon Musk's bravado. The man with the midas touch unveiled his Next Big Thing, and a million fans duly got in line with deposits. At the time, Tesla and it’s showman CEO could do no wrong. They were on a roll. In his own words, if nobody buys the Cybertruck, Tesla will redesign it to be more conventional. But could a redesign keep the looks whilst making it meet the road regs outside of the USA?
Fast forward to now. North American sales have now dried up and regulatory barriers block global expansion, the Cybertruck faces an existential question: can it survive beyond its niche, or is this the beginning of the end for Tesla's most polarising product?
Welcome back to a bonus edition of the podcast. My name is Martyn Lee and when I have something which requires a deeper look, you’ll sometimes find these bonus shows showing up in your feed. Speaking of which, Patreon supporters get the bonus shows 7 days exclusively before they drop into the free feed.