More Tesla price cuts === cheaper Cybertruck (6 oct)

[Deleted member 3316]

I think Tesla will start the price low to guage demand. They don't have a marketing department or dealerships to pre guage this. They will use their order backlog as the guage. If demand is through the roof, they will gradually raise the prices. To me it makes way more sense than guessing at high demand and having to lower prices. I don't think the number of $100 pre-orders from 3 years ago means that much.

How will that sit with all of the reservation holders? The first two years of production was sold out within weeks.

Demand is indistinguishable from infinite at a low starting price.

They don’t need to start low to test a market clearing price, Tesla cannot “clear” the market within 4 years without disenfranchising the reservation list.

If you want low prices, close to reveal, you will have to encourage Tesla to do something different from what they’ve done in the past.

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[slomo]

Rise in demand wasn't the only thing, and probably the least impactful thing, to happen in 2021.

Demand rose faster than supply in 2021. Supply chain somewhat impact Tesla's ability to supply vehicles. Vehicle prices rose. Nothing complicated here.

 

[slomo]

Demand lagging? Cmon

You simply need to go to Tesla.com to evaluate demand. No problem getting a vehicle quickly, even with the reduced prices and the federal tax credit. The only high demand vehicle Tesla will have this year and next is CT.

 

[Deleted member 3316]

You simply need to go to Tesla.com to evaluate demand. No problem getting a vehicle quickly….

Depends on what country you’re in…

 

[Gurule92]

You simply need to go to Tesla.com to evaluate demand. No problem getting a vehicle quickly, even with the reduced prices and the federal tax credit. The only high demand vehicle Tesla will have this year and next is CT.

No. No No. Terrible example. Production is at an all time high, that's a terrible way to guage demand.

 

[slomo]

No. No No. Terrible example. Production is at an all time high, that's a terrible way to guage demand.

Demand based pricing is always relative to production.

 

[Gurule92]

Demand based pricing is always relative to production.

If Tesla had the same demand but increased production your expecting the line to be the same? I'm sure tesla has a line length target. I doubt they want their customers waiting months. More time waiting is more time considering competitors.

**painful truth about my CT wait**

 

[Gurule92]

Probably a taking point provided by Chevy lol

 

[Gurule92]

I hope they do. They did the opposite with the Hummer lol

 

[Deleted member 3316]

Why are they only selling to fleet buyers, that sounds like a sales restriction to enable a comparatively low price.

I wonder what the reaction to Tesla doing this would be… catastrophic irreparable brand damage?

 

[Deleted member 3316]

How are they going to win the truck culture wars when they aren’t selling at a price and volume that will shift the needle?

When is the Silverado EV going to have a positive margin? 2026? 2028?

 

[TBONO]

Dude… you’ve posted about 3x in this thread what I did.

But you’ve managed to say nothing other than regurgitating fears. Think about it.

I did not revert to insulting you because I disagreed with your point of view.
This is what you did.

 

[Ogre]

I don't. Tesla launched the model Y in 2020 at the correct price for demand at that time. I purchased one with a five week wait. There was no wait list similar to what the CT has currently.

Demand went up a lot in 2021 and the price started to rise.

Yes, Tesla announced prices on the Model Y.

They sold them at those prices.

Like with every other model.

Telling me you know what truck demand is right now by quoting “average selling prices” for trucks. When GM halted truck production because they have surplus inventory is a pretty goddamn big indicator that current truck prices are unsustainable. Over the past 2 years truck makers haven’t been able to get supplies and haven’t been able to produce enough trucks to fill inventory. As a result they stopped shipping cheaper trims and dealers started marking up trucks.

This isn’t sustainable unless truck production stays low permanently.

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