Sam Korus Shows Tesla Cybertruck Superior to Ford F-150 on Price and Performance

Sam Korus Shows Tesla Cybertruck Superior to Ford F-150 on Price and Performance

Sam Korus Shows Tesla Cybertruck Superior to Ford F-150 on Price and Performance

Brian Wang |
December 11, 2019 |

Sam Korus of Ark Invest shows analysis that Tesla Cybertruck will be superior to the Ford F-150 on price and various aspects of performance.

Sam also reported that the Porsche Taycan (electric car) has under-delivered on the promised battery range. They promised 275 mile range and delivered 200-mile range.

3/ Even Tesla’s most expensive option offers superior $ for value. This isn’t even taking into account total cost of ownership and gas savings. pic.twitter.com/CeFMPufHau

— Sam Korus (@skorusARK) December 4, 2019

1/ Cybertruck thread

Forget about price parity,

when the Cybertruck launches it should be sticker price cheaper than the comparable F150. pic.twitter.com/ReBAZrPUPh

— Sam Korus (@skorusARK) December 4, 2019

Here’s what Ford gives you for $7,000: a low end micro-controller less powerful than an iPhone 4 that does a few million operations/s.

The Tesla FSD is a custom silicon running at 2GHz that does 74 *trillionoperations/s. pic.twitter.com/gHABN6WpJA

— James Wang (@jwangARK) December 4, 2019

5/ The Cybertruck seems to be the ultimate off-road package. pic.twitter.com/iil85c213Y

— Sam Korus (@skorusARK) December 4, 2019

This might not seem like much, however we think premium connectivity & @Tesla‘s insurance are the start of its service businesses. Tightly integrated hardware + software can lead to (high margin) services. Expect to see the premium list/ value grow over time pic.twitter.com/tJ25FGwfDa

— George Whitridge (@GeorgeOfARK) December 9, 2019

When you cut through the noise, there’s some amazing things happening in the China BEV market.

YTD vehicles sales down 9.1% while passenger BEV sales are up 11.8%.

h/t @DKurac pic.twitter.com/XMUyxcZVKE

— Sam Korus (@skorusARK) December 10, 2019

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