If we are to be charitable to Tesla, new car development isn’t like new tech product development. The shortest possible period of time to develop a new car is probably about 4-7 years.

I’d also say that the YL is something of a new product and a very successful one, even though it’s more of a long wheelbase variant.

Still, I agree with the thesis of the article. Where are the smart decisions?

The Cybertruck could have been a home run product for the US market, but Tesla’s own hubris about that market really buried it. They focused on styling and marketed it as a cyberpunk lawless society survival vehicle where angry mobs of cyberpsychos can’t break your window.

Hello, Tesla, you needed to put the truck in NFL advertisements and show how it’s going to be amazing for your blue collar cosplay sessions and how it’s going to get 300 miles of range while towing a boat (which it was supposed to but it didn’t).

The Cybercab being a two-door coupe is insane. How did that pass the first design discussion? Look at how the Waymo Zeekr cab is designed, look at a how a London cab can fit like 5-6 people in a normal-sized car, look at the Nissan NV200 as NYC’s exclusive taxi from 2012-2018.

None of these are two seater low entry coupes.

Where is the full size 3-row family vehicle to convince upper middle class suburban moms to not buy an EX-90? Where is the European city car?

What is Tesla doing with their time?