What is Slate competing with for YOUR money?

[Letas]

Many of these rumored competitors may just never become anything more than that. Much of what has been announced/leaked since slate announced the truck is likely manufacturers covering their bases. If Slate is a big hit, they don't want to be stuck starting then with even asking if building something comparable is possible/profitable. There have been many potential vehicle developments like that that just kind of disappear and are forgotten. The Telo seems to be starting real small scale, where it's likely to be unobtainable for nearly everyone for years, even with a reservation. A Kei truck made to US safety standards and power levels would likely be years away. Ford or others seem unlikely, they are heavily invested in the upsold larger trucks, and tied to the dealer system, where dealers don't want the low profit cheaper vehicles.

The slate is also in the camp of “may never come to be”

 

[KevinRS]

The slate is also in the camp of “may never come to be”

Slate is actually building prototypes at least. The others I haven't seen more than renders and models that wouldn't be street legal in the US.

 

[Neil Nelson]

The slate is also in the camp of “may never come to be”

Except Slate has built around 70 initial Slate trucks and crashed more than half to see how well they do. Slate is also running around the country giving the public a view of the Slate truck. Slate has also invested in a truck building plant in Warsaw, Indiana. Slate is said to have hired 400 or more people to build their trucks. Slate is said to have 100K reservations. Slate has raised a total of $700 million in funding. Seems to me that Slate is moving along nicely.

 

[Doctors Do Little]

Except Slate has built around 70 initial Slate trucks and crashed more than half to see how well they do. Slate is also running around the country giving the public a view of the Slate truck. Slate has also invested in a truck building plant in Warsaw, Indiana. Slate is said to have hired 400 or more people to build their trucks. Slate is said to have 100K reservations. Slate has raised a total of $700 million in funding. Seems to me that Slate is moving along nicely.

Don’t confuse the narrative with facts, Sir!

 

[KevinRS]

Except Slate has built around 70 initial Slate trucks and crashed more than half to see how well they do. Slate is also running around the country giving the public a view of the Slate truck. Slate has also invested in a truck building plant in Warsaw, Indiana. Slate is said to have hired 400 or more people to build their trucks. Slate is said to have 100K reservations. Slate has raised a total of $700 million in funding. Seems to me that Slate is moving along nicely.

Exactly. Everything from everyone else is still just vapor and computer generated renders.

 

[GaRailroader]

Slate is said to have 100K reservations.

3 months has lapsed since Slate has told us they have 100k reservations. I’d bet they have a bunch more now. I’m guessing they don’t want to announce that they have 700k reservations now as that will tip legacy auto off and get them moving on a new plan.

 

[KevinRS]

They have even recently just said over 100k reservations, one other reason they may not have mentioned bigger numbers is they don't want to scare off potential new reservations. If they said 700k, and they've mentioned 150k produced per year, people are going to say why reserve to get a truck 4-5 years out. There will likely be a large number of those reservations that get cancelled, just like with tesla, cybertruck and others, though with the price point it may be less cancellations. However if they find the first batches of invites to finalize orders have high percentages of completions, I think they would be opening up more production plants and ramping up production in a matter of months. With the reduced parts count this will be easier than with other vehicles.

 

[Neil Nelson]

If you take the list of reservations from the Slate Reservations Pre-Order Tracking List & Stats page as a sample, you can estimate how many reservations there are. Given that there were 100K reservations two weeks in, that would expand to around 130K reservations now. There has been a drop off in making reservations after the first two weeks.

 

[Trace26]

Don’t confuse the narrative with facts, Sir!

I think the biggest thing that sets Slate apart from the other startups is leadership. They have some of the best of the best in the company. And not just flashy names but people with proven track records.

 

[RetiredOnPaper]

My sad tale; Love my '18 Model 3 RWD LR, wanted to give it to my wife and get a Cybertruck...years late, way over the promised price point, and de-featered (no tailgate ramp, no exoskeleton) and Elon gone political. Then Slate happened!

 

[Letas]

Except Slate has built around 70 initial Slate trucks and crashed more than half to see how well they do. Slate is also running around the country giving the public a view of the Slate truck. Slate has also invested in a truck building plant in Warsaw, Indiana. Slate is said to have hired 400 or more people to build their trucks. Slate is said to have 100K reservations. Slate has raised a total of $700 million in funding. Seems to me that Slate is moving along nicely.

I agree it’s moving along! At-scale manufacturing is much different from prototyping and marketing. I’m cautiously optimistic.

 

[Dorbiman]

Now that the EX30 is made in Belgium, and the CEO says they're going to drop the price down to the originally intended price, I expect used EX30s to plummet in value. This may just pop up on my radar as well, if Volvo can figure out their software shitshow.

Volvo EX30 ducks 147% tariff threat with Ghent production switch

 

[Doctors Do Little]

Now that the EX30 is made in Belgium, and the CEO says they're going to drop the price down to the originally intended price, I expect used EX30s to plummet in value. This may just pop up on my radar as well, if Volvo can figure out their software shitshow.

Volvo EX30 ducks 147% tariff threat with Ghent production switch

My buddy just bought one for his wife and loves it. I asked if it was a fad...he just dropped $750 to put a 7-yr ceramic coating on it, so I'd say that they plan to keep it!