[Moose Test]

I saw an interesting piece in USA Today this lunchtime.

Tesla apparently have yet to publish official sales figures for its Cybertruck however, since it has been the subject of an official recall notice, affected numbers have to be reported to the US Gov. Which in this case constitutes all units they've shipped so far.

That number is just shy of 4000 in total, since late November 2023. By comparison, Ford shipped 7.7k of its electric F-150 Lightning pickups in the 3 months of Q1 2024, whilst Rivian shipped 13.5k units in that same period. Ford had orders for more but also hit a QA issue, which in their case led to a shipment pause in that period rather than a recall.

I think the accolade for innovation and/or disruption in this particular market thus really has to go to Rivian right now, especially as a new entrant to vehicle manufacturing. It will be interesting to see what the likes of Ford and GM do about it.