Ford has officially raised their Lightning pricing

[Crissa]

Just curious, is that listed in the terms of the new bill, because I haven't heard about it yet? It does make sense not to have two concurrent incentives, but I just hadn't heard anything about the previous one going away.

Yes.

-Crissa

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[Macgyverfever]

Ahh, I get it now - so this forum basically serves as a pledge to never buy a Ford truck. Seeing as how I'm pledging, where's the free food and booze?

 

[SparkChaser]

Ahh, I get it now - so this forum basically serves as a pledge to never buy a Ford truck. Seeing as how I'm pledging, where's the free food and booze?

LOL

I have a 2000 Ford Ranger right now, I hope I never have to buy a Ford again. If they make great EVs then I might consider it in the future, but so far they just don't offer anything I am interested in.

 

[Crissa]

People complain how big the Cybertruck is then don't bat an eye that the Lightning is as big and bigger in many negative ways x-x

-Crissa

 

[cybguy]

That’s it, I’m cancelling my Ford reservation and going with the Cybertruck.

Ford only took 200,000 reservations but is opening reservations back up. The price increase doesn't affect the initial group of reservations. Only new reservations will see the price increases.

 

[firsttruck]

I'm no MENSA member but I can do basic math.
Ford could be selling their vehicles for 100K and will still lose money until production is fully ramped up (at plants that haven't been built) and there is enough demand to keep them rolling off the line.
As they are ramping up EV's they will be losing ICE vehicle sales.
At some point they will not be making any money on either vehicle type.
At this point they either go bankrupt or are bailed out to save the UAW jobs.
I don't see a happy ending for legacy automakers and new EV startups unless investors or the government pours money in until they can make quality vehicles at a price Joe Public can afford and wants to buy.

You are forgerting one thing. In each vehicle class/type there are multiple competitors.

The first legacy auto company that truly ships EVs at scale has potential to convert its competitors ICE owners to EVs. The first legacy auto company that truly ships EVs at scale might go deeper in debt for short time but still be able to escape a long-term profit trap. It is the 2nd & later legacy auto companies that have no chance.

 

[Arctic_White]

Yes, but over 2k of those Lightning deliveries were in July alone, so they are ramping up.

Going to have to more than quadruple that number to hit their existing reservation list before the next model is supposed to come out.

-Crissa

Isn't Ford losing money on every single Lightning model sold? If this is the case, what incentive do they have to build more Lightning even if there were no production constraints? This makes me believe that Ford will have to increase prices... oh wait, they already did that.

Manufacturing EVs is hard. LOL.

 

[greggertruck]

Ford only took 200,000 reservations but is opening reservations back up. The price increase doesn't affect the initial group of reservations. Only new reservations will see the price increases.

mmmmnoooooo. It's retroactive. It's everyone.

 

[Crissa]

Isn't Ford losing money on every single Lightning model sold? If this is the case, what incentive do they have to build more Lightning even if there were no production constraints? This makes me believe that Ford will have to increase prices... oh wait, they already did that.

Manufacturing EVs is hard. LOL.

We don't know for certain. We also don't know if that gets worse or better via scale - like Elon said about gigaAustin and gigaBerlin: all those machines sitting around is a money siphon.

-Crissa

 

[rr6013]

Guys, Ladies, lurkers… we’ve passed from paradigm into revolution. Not one paradigm ICE to EV but three revolutions are now concurrent:

• Energy revolution(electricity, sustainable, renewable)
• Global revolution(thermal, geopolitical, technological)
• World revolution(artificial, society, knowledge)

Cybertruck would be stuck in an ”Uncanny Valley” were transportation just going through a paradigm shift. What began as a weak shift to an electric motor, global warming kicked to full scale revolution. Up until Cybertruck Tesla was executing on a 5 yr. headstart in motors, battery and networking.
Cybertruck changed all that as a point on the horizon as opposed to just a motor that its competition could target. Cybertruck embodied a Tesla principle philosophy, a Tesla sustainable product(solar) and its renewable product - battery storage.
More than anything cyber in Cybertruck provided Tesla a moving target that its competition could never catch much less equal –but its competition could aim for…
SO it has. Its used the revolution to effect roadblocks and obstacles to slowdown Tesla. While it is, it’s gaining them time. Time they lost, distracted , neh ambushed by global warning. Pres. Biden’s pro-union, heavy OEM support is one manifestation. Biden’s $800Billion over 10yrs. financial manufacture incentives greatly enhances their transition to EV’s. That’s what the competition can do, and is, to get back in the game.
FORD is bankrupt by 2026, if it can’t scale. GM only has until 2025. More than 400+ automakers are in the same situation. As the provost told my daughter‘s college initiation class “look to the person to your right, now your left — two of you won’t graduate from UCLA”. That was 1990’s good times!
Tesla stood itself up on the strength of its own efforts, confidence and trial-by-fire thru “production Hell”. Each survives or fails accordingly. I’d like to think Quad Cybertruck, will turn the same trick Roadster, MS Plaid, et. al. which came before; but this is now.
Now pickups need to go to work not play. Now 1 million reservations await cash-in-hand. Cash that’s considerably harder to come by. Now geopolitical transportation disruption begs simpler solutions over complex with shorter supply chains. And better for worse, Tesla needs to produce what they designed even if that means some good engineering gets left off the truck.
Tesla can roadmap, pathway and provide future upgrades. Or at least, make it possible in a RtR future for owners to elect to add FSD, RWS, BAW,Wheel covers, AWD, eAP, 900v, solar roof, Pass-Thru and 4680 batterypack either on their own or discounted via Tesla F1 service.
Now is the time to stop tweaking and get SOP before a fortuitous moment slips away from Tesla and wannabe Cybertruck owners.
That’s the deal. Cybertruck either kicks off SOP or it can’t. It’s that simple.

Great American design has independence built-in by intent. Yankee ingenuity, war-tested, trial and error are long revered national treasure. The damn thing gets stuck, unable to SOP, it isn’t the pièce de résistance it was made out to be now is it.

 

[JBee]

Isn't Ford losing money on every single Lightning model sold? If this is the case, what incentive do they have to build more Lightning even if there were no production constraints? This makes me believe that Ford will have to increase prices... oh wait, they already did that.

Manufacturing EVs is hard. LOL.

Every car manufacturer, including Tesla, loses money on the first vehicle sales, because they have to pay back Capex to get a ROI.

The only way you could avoid that is if someone else gifted you a complete vehicle manufacturing factory. ?

 

[firsttruck]

Every car manufacturer, including Tesla, loses money on the first vehicle sales, because they have to pay back Capex to get a ROI.

...

For Tesla this is where the Cybertruck really shines. The CAPEX needed is significantly less than the competition and the Cybertruck will start being profitable at lower volume than the competition.

 

[JBee]

For Tesla this is where the Cybertruck really shines. The CAPEX needed is significantly less than the competition and the Cybertruck will start being profitable at lower volume than the competition.

This is because Teslas mantra is the "factory" is the product, not the car.

 

[rr6013]

This is because Teslas mantra is the "factory" is the product, not the car.

What do the options look like POST a dozen GigaFactories around your planet?

Globalization begat CHAINS of supply. MASSIVE concentrates supply chains into integrated vertical silos with feeder nodes of talent, fab and suppliers. Reminiscent of HUB & SPOKE systems.

A dozen Giga provides 12node network. At any one time, a Giga can go down, 11 remaining compensate. Any one or more feeder nodes glitch redundancy in silos can feed the glitch Giga‘s.

ONLY path to efficiency is OPEN. At full efficieny, Hub and Spoke systems wholesale volume onto the open market. MASSIVE SCALE lifts all OEM’s efficiency. OPEN cuts Tesla carry costs as Hub & Spoke is factored among all participants. Fly with Tesla is the new runway to getting OEM’s off the ground.

FORD et. al. join the hub & spoke mfg system or die trying. At the end of the cycle GigaFactories could build TOY‘s, VW’s, Rivian’s, etc… As @JBee said Tesla GigaFactories are the product — regardless what comes out.

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