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

[TBONO]

Hahaha he was backing you up. ?

Oopps. I miss read that. Yes. I like *****

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[CyberGus]

 

[Arctic_White]

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?

Economies of scale seems to kick in when a company sells several hundred thousand EVs per year. Tesla didn't hit positive GAAP profit until 2019, a year before they hit 500K annual sales.

GM will get there, eventually. I'm guessing 2025, if GM can continue to ramp up their EVs.

 

[cvalue13]

Lots of talk about inflation and MSRP.

Not so much talk about interest rates and effects on borrowing.

In 2023 banks are extending fewer loans, and those who are extended loans are less likely to afford the monthly payments - especially those in the fat part of the income bell curve.

That means the majority of the remaining market for a lower-end CT trims will find the CT materially less accessible or affordable, even if MSRP is unchanged from 2019.

 

[cvalue13]

Tesla didn't hit positive GAAP profit until 2019, a year before they hit 500K annual sales.

Well, not to be too much of a stickler, but Tesla didn’t turn profit off vehicle income until 2021. Before that, Tesla only turned profit by selling federal credits and Bitcoin. More power to them.

I’d say the problem isn’t that GM and Ford won’t “make money” on EV’s anytime soon, but that people wielding that quip conveniently forget (or are ignorant of) how long and what it took for Tesla to.

Which is only to say it’s hard and expensive to build an EV business.

To say nothing of the fact that Tesla and legacy business models are so different it’s hard to make many honest comparisons between them.

 

[Deleted member 3316]

Where you get that photo of me? Are a stalker as well as a scalper?

 

[CyberGus]

Where you get that photo of me? Are a stalker as well as a scalper?

It’s from Elon actually

 

[anionic1]

$70k?

Cybertruck dual motor was same price as Model Y AWD at launch.

Puts it at $53k for the dual motor AWD truck by my math.

Tesla would not be playing their cards wisely if they went under $65k for any CT option until they felt out the demand better. If I were them I would go $65k for dual motor standard range and sell sell sell. There is so much anticipation I bet they could go a few years and sell every one they can make. Truck people tend to expect to pay more anyways.

 

[Deleted member 3316]

Show me you can’t read a post and actually respond to the direct questions posed.

It feels like you and Orge have gone to the same school of disingenuous shitposting logical fallacy.

 

[Deleted member 3316]

Tesla would not be playing their cards wisely if they went under $65k for any CT option until they felt out the demand better. If I were them I would go $65k for dual motor standard range and sell sell sell. There is so much anticipation I bet they could go a few years and sell every one they can make. Truck people tend to expect to pay more anyways.

Teslas demonstrated 50%pa growth since inception indicates they can and will continue to sell every vehicle they make for the foreseeable future.

I’d really like Ogres pricing to be correct, but it’s highly unlikely unless an equitable mechanism to mitigate the inevitable scalping that would occur.

Why else would GM be restricting sales of the Silverado WT only to buyers that would agree to a restrictive sales contract?

Considering the vitriolic response any mention of scalping/arbitrage/parasitic profiteering gets it’s clear there are some vested interests that want to minimise discussion and shift focus away from its inevitability.

 

[ED_SFO]

Based on inflation alone the Dual motor CT at $50k in 2019 would be about $60k in today's money. Which seems to be inline with what the expectations ppl on here are expecting. If it's less than great! Hopefully we get some new news next week.

 

[slomo]

Why else would GM be restricting sales of the Silverado WT only to buyers that would agree to a restrictive sales contract?

Because its too soon for GM to sell volume. They are apparently in the midst of revamping Ultium to include cylindrical cells.

 

[Throwcomputer]

I seriously doubt it will be under $80k just based the current e-truck market. CT will not be a threat to the cheaper Lightnings or the Rivian until much later.

there is no cheaper lightning anymore. Price has risen 50% in the first year since available. On the base model lightning which is half the specs for more than dual motor announced.

15 pages of speculation, on top of hundreds of prior pages of price speculation. How about we all just wait and see cause no amount of speculation is going to matter. None of us have any clue.

3 years most on here have waited. Whats another 6 +/- months to just wait and see. And as we all see, prices are never static with Tesla. They will change probably 5 times in the first year.

 

[slomo]

there is no cheaper lightning anymore. Price has risen 50% in the first year since available. On the base model lightning which is half the specs for more than dual motor announced.

15 pages of speculation, on top of hundreds of prior pages of price speculation. How about we all just wait and see cause no amount of speculation is going to matter. None of us have any clue.

3 years most on here have waited. Whats another 6 +/- months to just wait and see. And as we all see, prices are never static with Tesla. They will change probably 5 times in the first year.

Were you told that participation here is mandatory? Making a post about too much discussion on a discussion forum is absurd.

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