Tesla's Cybertruck has unofficially crossed 1M net reservations/pre-orders. This represents a ~$60B backlog. Tesla's Cybertruck reservations spiked after the Ford F-150 Lightning EV unveiling. In this video I break down how the electric pickup industry will unfold as the Cybertruck and Ford Lightning go head to head. Hint: I think Ford is going to have a very tough road ahead. With worse specs all around, no SuperCharging or FSD/Autopilot ... I know I'm sticking to my Cybertruck order lol.

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