Seeking Alpha

Tesla Motors sees pickup trucks in its future

  • Tesla Motors (TSLA) plans to manufacture a pickup truck at some point in its future, according to CEO Elon Musk.
  • The exec tipped to his hat to Ford's F-Series and said a Tesla truck might be modeled on the successful pickup juggernaut, although presumably Tesla would enter the segment at a higher pricing point.
Comments (32)
  • andypochta1
    , contributor
    Comments (1216) | Send Message
     
    I wish Tesla would get to a $100 so I can back up my truck and load up.
    13 Nov 2013, 09:42 AM Reply Like
  • phxcrane
    , contributor
    Comments (478) | Send Message
     
    You will get your chance. Believe me
    13 Nov 2013, 10:50 AM Reply Like
  • andypochta1
    , contributor
    Comments (1216) | Send Message
     
    Sure I believe you, I generally believe random people. If you know it will get to a $100, then logical course for you is to short. Well, did you?
    13 Nov 2013, 12:01 PM Reply Like
  • phxcrane
    , contributor
    Comments (478) | Send Message
     
    I've been trying for over a month. No shares left to short. That is in the places I can buy them. Any Suggestions?
    13 Nov 2013, 12:10 PM Reply Like
  • Keith_69
    , contributor
    Comments (176) | Send Message
     
    what do you haul in a 100K F-Series ?
    13 Nov 2013, 09:42 AM Reply Like
  • andypochta1
    , contributor
    Comments (1216) | Send Message
     
    Same as you haul in any 100K vehicle, a bunch of good-looking women.
    14 Nov 2013, 09:39 AM Reply Like
  • Ronny Hugo
    , contributor
    Comments (103) | Send Message
     
    Why would the Tesla Model F be more expensive than the Ford version? The Model S and X are expensive not because of the battery (though the design of the battery is included in their cost), but because they are not cheap cars, they are a luxury sedan and luxury SUV respectively.
    13 Nov 2013, 09:47 AM Reply Like
  • pat1000
    , contributor
    Comments (508) | Send Message
     
    I've owed a $106,000 Tesla for 7 weeks--it's very fast and has a great park feature------
    but it is a long, long, long way from being a luxury automobile----
    13 Nov 2013, 10:27 AM Reply Like
  • 123man
    , contributor
    Comments (1157) | Send Message
     
    Is that because it lacks the many useless gadgets like massaging seats, mini refer, myriads of buttons and knobs to make it work, or because the manual for operations is 1/4" thick instead of 1 1/2" like my other luxury cars - I like the somewhat spartan interiors, even the small visors, my wife doesn't use or need that much makeup - yes , the seats are firmer - but working out can solve that problem :-) A Tesla truck would make mounds of sense, given that most truck users drive less than 50 miles from home and carry light payloads - for those who don't drive short distances with light loads, an F 150 won't work either, and yet it is the biggest seller -
    13 Nov 2013, 12:13 PM Reply Like
  • Tales From The Future
    , contributor
    Comments (5583) | Send Message
     
    That would certainly make more sense than a mass-market car in terms of margins and competition.

     

    Why not stay out of the low margin mass-market and "just" do a the Model S, X, the truck and a Roadster 2.0?

     

    TSLA execs are of course focused on launching a mass-market car which also requires gigantic investments into battery factories...high risk ahead.
    13 Nov 2013, 10:27 AM Reply Like
  • phxcrane
    , contributor
    Comments (478) | Send Message
     
    TSLA execs are focused on keeping the hype going as long as possible.
    13 Nov 2013, 10:52 AM Reply Like
  • Stephen Pace
    , contributor
    Comments (514) | Send Message
     
    @phxcrane: Why, because they have over delivered at every step along the way? People have been saying Tesla will fail since before 2008, yet how unfair, they ship Car of the Year, just to keep the 'hype' going. And then Consumer Reports gets in on the action. If they just quit making great cars, maybe they would go ahead and die already! <not> If Model X ships a sub 4 second car (with the dual motor option) and wins Car of the Year again, people are really going to lose their mud.
    13 Nov 2013, 11:22 AM Reply Like
  • phxcrane
    , contributor
    Comments (478) | Send Message
     
    Its not about the cars. Its about the stock price. I hope you don't learn that the hard way.
    13 Nov 2013, 11:40 AM Reply Like
  • 123man
    , contributor
    Comments (1157) | Send Message
     
    You forgot - Top Gear now has gotten on board - Tesla needs a truck to carry around the awards and accolades - and stock price will follow a winning trend all the way to the bank - and a truck could be used to haul all the stock gains -
    13 Nov 2013, 12:17 PM Reply Like
  • themodfather360
    , contributor
    Comments (32) | Send Message
     
    This is the exact opposite of the truth. It is 100% about the cars, which is why Elon is going to produce the Gen 3 car even if it bankrupts both Tesla and himself.
    13 Nov 2013, 07:01 PM Reply Like
  • Keith_69
    , contributor
    Comments (176) | Send Message
     
    Top Gear US....Or as better known, History Channel's 40 minute product endorsement. Give one to Jeremy Clarkson and let him review it. But they won't do that, because of their critical review of the roadster, they even tried to sue.

     

    So Top Gear US, all positive all the time. This way they avoid lawsuits. it's an endorsement based entertainment show not a critical review show.
    14 Nov 2013, 09:39 AM Reply Like
  • JosePelon
    , contributor
    Comments (8) | Send Message
     
    The same stuff that haul around in a Hummer!
    Golf clubs and McDonald wrappers.
    13 Nov 2013, 11:10 AM Reply Like
  • bwmaki
    , contributor
    Comments (462) | Send Message
     
    The guy is the hypemaster. I have an F-150 that I use often to travel and tow between the 2 states I reside in and it has a GVWR of 8,200 lbs and with the factory option larger gas tank a range of over 500 miles. Perhaps he should concentrate on fire proofing the Model S and praying for a magical, economical battery because except for maybe putting a plastic F-150 body on an S frame because thats about as close as anyone on this board is going to get to an EV F150 type vehicle in their lifetimes.
    13 Nov 2013, 11:16 AM Reply Like
  • 123man
    , contributor
    Comments (1157) | Send Message
     
    Are you contemplating a very short life - that's too bad - I suspect you said the very same thing before the release of the Model S, and you could go out on a limb and make the same projection for the Model X (wait - it's already here) oh well, then the Gen !!! - remember the first Nissan Pickup and the first Toyota pickup (I do, owned them both) - look around in Europe and you"ll find smaller trucks tuned to their use - we are the only country that puts one person in thousands of trucks (without even gum wrappers in the bed) and then sets them in lines of tens of thousands of vehicles on a freeway - next time you are stuck in traffic, take a moment to look around and contemplate the immense waste happening before you very eyes - roll down the windows and breathe deeply, you very possibly can make your prediction come true -
    13 Nov 2013, 12:26 PM Reply Like
  • Raster
    , contributor
    Comments (632) | Send Message
     
    In Elon's case, it's not bragging if you can do it.

     

    First private spacecraft to dock with the space station - Check.
    Get an automotive factory up and running - Check.
    Produce a car that most folks thought could not be built - Check.
    Bring up a nationwide charging infrastructure - Check.
    Launch an international design and service network - Check
    Build a pickup to haul around all his awards? Sure. Why not?

     

    A hypemaster is someone that's all hat and no cattle. Elon is not that guy.
    13 Nov 2013, 12:32 PM Reply Like
  • bwmaki
    , contributor
    Comments (462) | Send Message
     
    Two good laughs in one morning!
    Actually the solution to what you describe is what I've said before on SA- namely that most everyone including EV drivers need to get out of their individual cars and into mass transportation if they truly care about energy and the environment. And as a society we should be pouring our money into improving our mass transportation infrastructure. That is a solution that is available today.

     

    Otherwise if you're saying Musk is going to create some chintzy little EV pickup to move a sack of potatoes home from the grocery store then he really shouldn't be mentioning full-sized pickups like the F-150.
    13 Nov 2013, 12:38 PM Reply Like
  • arondaniel
    , contributor
    Comments (953) | Send Message
     
    You can't be as green as me! Not even if you have a zero emission vehicle you charge from solar panels! For I will take the bus everywhere! Oh... and I also live in a yurt and eat only organic locally grown vegetables!
    13 Nov 2013, 10:07 PM Reply Like
  • arondaniel
    , contributor
    Comments (953) | Send Message
     
    Yeah, sack of potatoes. Because EVs hardly have any torque at all.
    13 Nov 2013, 10:09 PM Reply Like
  • juicejack
    , contributor
    Comments (88) | Send Message
     
    What would be more useful to me than a truck (just to get back on topic, not some deeply philosophical debate over whether Elon Musk is a genius or a devil) would be a mini-van that seats seven or eight and can carry some cargo.

     

    I've got a 2002 Astro that fills the bill, except it runs on gasoline. Love to see something that size, and that useful in a Testla.
    13 Nov 2013, 12:31 PM Reply Like
  • marshgre
    , contributor
    Comments (593) | Send Message
     
    That would be a Model X - but of course that will be priced far higher than a Chevy Astro. I'm waiting for Gen 3 (Model E?) or a used Model S that fits my price bracket.
    13 Nov 2013, 08:33 PM Reply Like
  • mfsjss
    , contributor
    Comments (42) | Send Message
     
    I wonder if the #1 safe car in the US can be the only car with a fire suppression system built in without acknowledging implicitly or explicitly that their 3 fires were a real issue instead of just flukes. This would put TESLA on the forefront of safety and perhaps strongly suggest that ICE manufacturers should, at least, provide a fire suppression system along with seat belts and crumple zones, etc. to buyers interested in the maximum in safety.
    13 Nov 2013, 12:41 PM Reply Like
  • marshgre
    , contributor
    Comments (593) | Send Message
     
    I think they just need to undercoat the car with something like Rhino Liner. That would do double duty of making the car almost bomb proof, (just look up a show called "Smash Lab") and even more corrosion resistant.
    13 Nov 2013, 08:37 PM Reply Like
  • AlexMW
    , contributor
    Comments (4) | Send Message
     
    Ultimately, the success of a "Model F" rests on;

     

    A) Battery supply, but TSLA's entire long-term success rests on this, anyway, so they need to get it right.

     

    B) Getting the truck right for the market. The market hated the Lincoln Mark LT (luxury pickup with less-than-remarkable power). If TSLA can build a heavy duty all electric drivetrain that can tow 30,000+ lbs and take the abuse of being a "work truck", and get it in a price point comparable to an F-Series/Silverado, the key market would then be utility truck fleets.

     

    I see TSLA eventually treating their vehicles like GOOG treats the Nexus devices. Goog develops/pushes the Nexus line, but still offers their core product (Android) to other manufacturers/designer... TSLA would make/engineer their drivetrains and infrastructure, then allow other manufacturers to "license" those components. This is how GOOG has stormed the smartphone market share and keeps pushing the other manufacturers forward, and I see a similar possibility with TSLA and the EV market.
    13 Nov 2013, 01:48 PM Reply Like
  • Manitobatex
    , contributor
    Comments (810) | Send Message
     
    I wrote about the pick up scenario several times & finally Musk has given his approval of the possibility.....likeli... as it is already on the drawing board ...but it won't be something that can tow 30,000 lbs so don't hold your breath as it will be a competitive model for F150 which are in the $40K range & up and are not that great on fuel.
    Remember folks....the majority of F150's are toys for both boys & girls and Musk is well aware of it's popularity & usages..................
    All hail King Musk.....he will prevail........stock up !!!!
    13 Nov 2013, 05:39 PM Reply Like
  • surferbroadband
    , contributor
    Comments (2432) | Send Message
     
    Getting into the truck market would make more sense than doing a mass market car. Trucks carry a premium price tag to begin with and having a vehicle with instant torque is what Bubba wants. ( Remember Bubba drives a truck )

     

    Elon Musk has for too long been enamored with the "Hollywood" crowd. They will turn on you like the "leftist Press". George Clooney is a good case in point.

     

    Bubba needs to haul stuff. Bubba needs full size like a F150. With a network of supercharging stations across the US, then Bubba can haul stuff for a fee, and fill up for free.

     

    Nibble around the edges, as Tesla has been doing so far, then after the company gets to around a certain size, ( supercharging stations all across US, sufficient revenue from current sales ) then go for the throat.
    13 Nov 2013, 03:19 PM Reply Like
  • marshgre
    , contributor
    Comments (593) | Send Message
     
    Didn't Elon already say this awhile ago? He even said something about the possibility of establishing a factory in Texas for building such a vehicle.
    13 Nov 2013, 08:42 PM Reply Like
  • mfsjss
    , contributor
    Comments (42) | Send Message
     
    It's time to honker down and focus on building the brand through quiet, consistent accomplishment and conservative guidance. Less is more from here on out is a good policy to follow.
    14 Nov 2013, 08:37 AM Reply Like
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