This topic is extremely interesting to me as it highlights a key product management tenant that seems so clear but gets violated often... We need to build products that solve a specific customer problems. No doubt EVs have value to a certain segment of the population. Tesla has their customer dialed in: Wealthy, environmental conscious consumers who want to drive a status symbol to an office that is 30min or less from home and they don't have to carry much of anything other than a laptop. This will be a 2nd or 3rd car and they will likely trade it on another vehicle in 5yrs or less (probably a bmw). This customer is a small subset of the population and Tesla is focused on owning them.
Everyone other than Tesla seems confused...The truck makers are the biggest head scratcher. We know that they build capable ICE trucks full of features that the average truck buyer will never use. You know, the cool stuff..like 4 wheel drive and tow packages... The consumer base is probably 20% people who need the capabilities and 80% people who want other people to think they need that capability. Back in the early 90s on the school bus we called these people "posers". Truck Posers are still customers with specific needs...they need a truck that can do awesome stuff that they will never do (insert Tim the tool man grunt). The auto manufacturers are so dumb that they built a truck that looks like a truck that has capabilities but it really doesn't have those capabilities and they want to sell this neutered piece of metal to the all the posers who specifically wanted those capabilities. Why, because they read a a study that showed that 80% of truck buyers don't need those capabilities but will spend $60k anyway. By this logic, why not sell them a cardboard truck? It is dumb and that is why the EV market is a mess.
