Remember, the competition isn't between EV makers when it comes to trucks. Its all EV trucks vs. ICE trucks. If Tesla is out to just steal customers from Rivian or Ford Lightning buyers, they will get nowhere. They need much higher volume than that to be successful at this point.
Cybertruck has to get traditional ICE truck owners to want to buy one. I don't see that happening in droves. Or, to put it another way, if the much more familiar-looking Lightning didn't coax a lot of these folks to buy, Cybertruck is not going to do much better. It's just to "weird" to win these much more conservative buyers over. (And I mean conservative in terms of risk aversion, not political persuasion. Although that largely applies as well.)
Ford has 100 times the "brand recognition" of Tesla in the truck world.
Who has a better reputation as an EV company is irrelevant.