Thanks!Lots of great insight and food for thought! Thank you for that.
The fact that they didn't explain this well at the reveal shows just how badly that reveal went. I'm pro-tesla but that reveal was 100% a shitshow and the stock price hit was justified.
Another little detail that kind of ties into the quoted details about "Path #2" is their competition from Rivian. They have their R1T truck which went down "Path #1". Much more traditional and visually appealing. The only issue is that their truck starts at $69k with 230 miles of range (which will be next to nothing if you're towing something).
Now this abomination of a Cybertruck is positioned at $69k for 500+ miles of range and 0-60 in 2.9 sec with the 3-motor powertrain. That's going to really put the squeeze on Rivian.
Again it took me a few days to think it over and figure it all out, but I think this will prove to be a pretty clever move in the long term. Tesla would have saved themselves a lot of trouble had they not royally trainwrecked the reveal.