[SomeGeoffGuy]

Originally Posted by Martinjlm

I see what you are saying here, but there’s quite a bit of nuance to this. Cybertruck is a completely new platform with a lot of groundbreaking tech (48V electrical architecture, totally new formulation of stainless steel [not DeLorean] steer-by-wire with no physical backup) so it would have been a miracle if it had been delivered on time. But Musk does have a tendency to over-promise and under-deliver and CyberTruck is a shining example of both.

EV platforms are harder to develop and take longer for the first application. But variants can and should come quicker. Once Tesla developed the skateboard for Model 3, Model Y followed relatively quickly and went on to become the high volume application, produced in (4) plants globally.

GM’s Ultium BEV3 platform was late coming to market (Lyriq) but expect to see variant after variant pop over the next year (Blazer EV and Equinox EV out now. Cadillac Optiq and Vistiq to follow soon, then a Buick model or models).

Hyundai is doing the same thing. Now that they have their basic platform, they have introduced Ionic 5, Kia EV6, Genesis GV60, Kia EV9 and have several more products positioned for release in 2024 and 2025.

Part of the draw of moving to high volume EV for legacy automakers is that they can do multiple vehicles of different sizes and values using the same basic platform instead of multiple billion dollar plus architectures. Then variations can be launched with different tophats in relatively short order.

What you described is how the industry used to work. But technology is changing too fast to just do a "Top hat" on an EV platform you designed five or ten years ago. Even Tesla - with only five models - has multiple different platforms. The cyber truck was new because the Model 3 was old tech already.

What you are seeing in the market is that they develop a new platform and multiple models at the same time, but it doesn't mean that the next generation of those models is going to be based on the original platform tech - and it is not.

Ultium was engineered in the late 20-teens and will be old tech by the time the transition starts in 2028. That is all I am saying. If all the OEM's - Ford included with the eF150 - aren't working on new stuff for 2028 they are going to be left behind.

-Geoff