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Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales (electrek.co)

678 points by MBCook · 189 days ago · 971 comments on HN

Article summary

The Ford F-150 Lightning outsold the Tesla Cybertruck in 2025, despite being canceled due to poor sales. Tesla's Cybertruck production is running at roughly 10% of its planned capacity, with estimated sales of around 21,500 units globally in 2025. The article suggests that Tesla's sales numbers are not meeting expectations, and the company is trying to hide the poor performance of the Cybertruck. The Ford F-150 Lightning, on the other hand, sold around 27,300 units in the US in 2025.

Main themes

  • Electric Vehicle Sales
  • Tesla Cybertruck Performance
  • Ford F-150 Lightning
  • Automotive Industry Trends
  • Sustainability and Emissions
  • Corporate Strategy and Valuation

What commenters say

  • The Cybertruck's poor sales performance is a significant failure for Tesla, and the company's attempts to hide the numbers are misleading.
  • The Ford F-150 Lightning's sales numbers are not necessarily a success, given the company's size and expectations, but it still outsold the Cybertruck.
  • The electric vehicle market is not yet ready for mass adoption, and companies like Tesla and Ford are struggling to meet demand and expectations.
  • Tesla's valuation is detached from its sales numbers, and the company's focus on hype and marketing over actual performance is a concern for investors.
  • The Cybertruck's design and features, such as its range and towing capacity, are not meeting the needs of consumers, which is contributing to its poor sales.
  • The comparison between Tesla and Ford is not entirely fair, given the differences in their business models and market expectations.
  • The Slate, a new electric truck, is seen as a more promising option for consumers, offering a more practical and affordable alternative to the Cybertruck.
  • Tesla's decision to have SpaceX buy a large number of Cybertrucks is seen as a desperate attempt to boost sales numbers and artificially inflate demand.