Tesla’s full-size SUV opportunity remains an open question

A speaker argued that Tesla has not fully addressed the full-size SUV segment with the Model Y or Model X, which they described as more minivan-sized, and called a full-size SUV non-negotiable for many American families. A Cybertruck-based SUV was raised as a possibility, but whether Tesla will make one—and whether the speaker would buy it—remains uncertain.

The speaker said the Model Y extended-wheelbase version was sold out and that they had preordered one but had not received it. They think it could fit their children, dogs, and gear and fill that role for a while.