I love that they took a swing for the fences. Car makers are so fucking safe these days. Sadly it didn’t land, but it’s awesome that it exists. I think if it had used a more conventional design it would have done so much better. Owners report an incredible driving experience. I also think battery technology held it back. It was originally advertised as having much better towing range, and production came in very underwhelming. This made it much less appealing as a utility vehicle. It ended up being used for picking up groceries and this wasn’t broad enough a market.
Agreed, I love to see long shots even if they don't land, and in this case the price/performance fundamentals were likely the biggest problem. The "limited TAM for a bold stand-out design" was probably another, but Elon also didn't do any favors by vigorously adopting the opposite politics of his customers at the same time he was trying to launch a bold/iconic design.
Was the unusual design a "swing at the fences" or was it just a vanity project?
I disagree. Teslas used to be nice designs and pleasant to see on the street. Cybertruck and Cybercab designs are an affront. Intentionally ugly. I’m glad we don’t see a lot of trucks on the street, and I despair at the thought of millions of Cybercabs about.
The 3/Y and the screens had lots of design and product innovations. Iterating on those lines would’ve been quite nice.
For better "swing for the fences", have a look at Renault.
It's not admirable to "swing for the fences" if you're holding the bat upside-down
Not every swing is a home run. You can win with a few home runs or a lot of singles.
The only guaranteed way to lose is if you stop swinging. And Tesla has stopped swinging. They haven't revealed a mass market consumer vehicle since 2019.
There is some incredible technology in the Cybercab that allows them to be built cheaply in high volume. Instead Ford looks like they are going to be the first Western consumer vehicle out of the gate with the unboxed production method with their Ford Fathom. Unsurprisingly, the Chinese are ahead here too.