Cybertruck represents a crucial expansion into the truck & SUV segment for Tesla and the EV industry at large.
Tesla had its first mass market platform — the Model 3 & Y — and it was a massive hit.
Take that winning formula of great software update continuously over the air, incredible driving performance, great sound, Full Self-Driving, and effortless charging and expand that out to every other vehicle segment
Not everybody needs a compact SUV, and people who needs vans and trucks and SUVs want the Tesla experience too! It’s a winning formula, bring it over to other segments and you’ll get easy volume growth.
Just as the Model 3 platform was expanded with the Model Y SUV, I expect the Cybertruck platform to be extended to support a Cyber SUV, Tesla’s largest SUV yet which is just like the Cybertruck but has a third row of seats and enclosed trunk rather than a truck bed.
I think that platform could do 600,000 - 900,000 units globally at scale
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