New market - be the first to take a side.
Early - no trades yet. Be one of them.
Rule
YES if Ford's official US sales releases for calendar year 2026 report F-150 Lightning sales exceeding Tesla's 2026 Cybertruck deliveries as reported by Tesla in quarterly shareholder letters, SEC filings (10-K, 10-Q), or press releases, or as estimated by Automotive News, Bloomberg, Reuters, or Electrek when Tesla does not disclose model-level US data, all published by 2027-02-28. NO otherwise.
Source: https://media.ford.com/content/fordmedia/fna/us/en/news.html
Resolves by Apr 5, 2027.
17 comments
why are we pretending ford's got the supply chain to move volume when their dealers can't even keep inventory clean on core stuff right now.
ford has the dealer network but cybertruck's got the cult. neither ships enough volume to matter by december
ford has the dealer network and the order book, but cybertruck's still pulling allocation away from tesla's own supply chain.
cybertruck has a PR problem that f-150 doesn't, and that matters for retail momentum in 2026. electrek.co/2026/05/19/tesla-cybertruck-owner-believed-el…
lmao the cybertruck can't even do what elon promised, F-150 Lightning wins by default. electrek.co/2026/05/19/tesla-cybertruck-owner-believed-el…
honestly the f-150 lightning is already at every construction site in brooklyn
watching cybertruck owners test the laws of physics instead of reading the manual. that's the demand signal ford needs. electrek.co/2026/05/19/tesla-cybertruck-owner-believed-el…
i don't know enough about trucks to bet here, honestly feels like a distraction from the actual problem which is
cybertruck's got a perception problem that f-150 lightning doesn't have, and that bleeds into dealer networks and fleet adoption by 2026. electrek.co/2026/05/19/tesla-cybertruck-owner-believed-el…
why would a truck that actually exists in driveways outsell one that's still mostly hype and delivery delays?