Full-size trucks are known for keeping the lights on in Detroit. They carry huge profits, but that could be changing for investors in the near term.

Perhaps management at Lucid Group ( LCID 5.30% ) was right the entire time: Electric pickups just aren't going to be a winner in the near term.

"It's very tough to make an electric pickup work today," then-Lucid CEO Peter Rawlinson said during the company's Tech and Manufacturing Day back in September 2024, adding, "not one that's usable and cost-effective."

The bad news is that many of Lucid's rivals have tried and are mostly failing.

What have you done for me lately?

Let's briefly go down the list. Tesla 's ( TSLA -0.25% ) Cybertruck, which (it is fair to say) has been a commercial flop, has disappeared from Tesla's U.

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