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

[cvalue13]

You have raised some great points about the pros & cons of dealerships. I learned something new in that manufacturers do prefer some dealerships as they have pros which I never ever considered.

Great discussion, as always!

kind of you.

I’m sure folks with more detailed familiarity with the entirety of Tesla’s model, and the entirety of Ford’s model, could lay out various reasons the former has material advantages over the other (or vice versa, as case may be). Would probably take several pages to give even a primer.

So it’s not that I’m here arguing one way or the other about the better view, or that I know. Instead only giving some 40K foot reasons that I’m left feeling uninformed by a lot the quips that gloss over the complexity of the topic.

And important to say I’m empathetic with and agree with a number of the points you raise. Many of them no doubt go in the bucket of either “issues with the current dealer model” or “costs inherent to any dealer model.”

Good discussion all-around

Sponsored

 

[firsttruck]

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

It is always too soon for GM to sell volume.

1998 Chevrolet S10 EV compact pickup (battery 29kWh NiMH, range 95mi )

en.wikipedia.org/wiki/Chevrolet_S-10_EV​

2001 GM EV1 (battery 26.4kWh NiMH, range 142mi )

en.wikipedia.org/wiki/General_Motors_EV1​

2017-2023 Chevy Bolt (after 6 years only project 70K for 2023 while 3 year old much more expensive Tesla Model Y will probably produce over 1.2 million units in 2023 )

-------------------

US: Chevrolet Bolt EV/Bolt EUV Set Massive Sales Record In Q1 2023.
The company aims for 70,000 units this year (2023).
Apr 03, 2023
By: Mark Kane
https://insideevs.com/news/660503/us-chevrolet-bolt-ev-euv-sales-2023q1/

-------------------

 

[TBONO]

...Because inflation of ~12% had to be baked into the original prices and we only experienced ~15%? Remember, 2020 had negative inflation on most raw materials.


You still haven't cited where Tesla has raised prices on reservation holders before. Seems they try not to.


Literally at least four posters - yourself included - saying the 'market clearing' price is up 50% from launch.


This is just flat incorrect, even giving the worst view that Tesla built no inflation predictions into their price. (Which would expose them to legal liability with the SEC.)

This is also incorrect.

https://insideevs.com/news/556395/2022-tesla-modely-epa-range/

Even user-sourced averages have the Model Y over 3.5 miles per kilowatt-hour. When you have seventy kilowatts to spend, those tenths of a mile matter.


Yes, they would have, since as we've pointed out, the raised prices only get delivered six to twelve months later. Then they'd have lowered it as the predicted prices settled back down.


Citation not included. Again.

*sigh*

-Crissa

Considering Elon, musk, himself said prices are going up from launch on this one. It’s tough to hold onto the belief that they will be maintained. However, I hope you’re right! As this will be the blow away cheapest electrical vehicle out by a huge margin, (relative to its competition, ) which would be unprecedented.

 

[charliemagpie]

Go ask a government to remove taxes.

Dealerships are entrenched in their business model. There would have to be a drastic change. For example, they may act as piece workers.. making a fixed amount per delivery.

They become service providers for a fixed ever shrinking fee. Perfect.

Sounds good on paper... just go try and ask an independant businesses to bend over lol Good luck.

 

[Deleted member 3316]

Because inflation of ~12% had to be baked into the original prices and we only experienced ~15%? Remember, 2020 had negative inflation on most raw materials.

Teslas costs have nothing to do with market value.

Literally at least four posters - yourself included - saying the 'market clearing' price is up 50% from launch.

Quote me…

What point are you trying to make Crissa?

Your belligerence and attempts at point scoring do very little to forward the conversation; especially when you avoid direct questions.

Rather than putting words in others mouths, ask a question.
That will illuminate understanding of the subject better than strawman after strawman, misrepresentation after misrepresentation.

It’s unnecessary and certainly a poor representation of your apparent intellect.

Tesla has industry leading profit margins, and has a market clearing pricing strategy progressively lowering prices as they increase supply.

Considering the current pricing strategy, what effect will the reservation list have on their pricing for early vs late reservation holders?

 

[charliemagpie]

I guess passing legislation keeping Tesla out is the strongest indication yet, that dealers can and are looking forward to the transition.

Also a strong indication they are excited to work with Legacy on this new business model moving forward... cause they can see all the benefits mentioned in this thread.

 

[cvalue13]

Also a strong indication they are excited to work with Legacy on this new business model moving forward... cause they can see all the benefits mentioned in this thread.

certainly not all of them are.

but aren’t we simultaneously elsewhere asserting that to be competitive the legacy dealership model needs thinning, streamlining, and improvement?

the worst hogs will squeal the loudest

What may be left is a legacy BEV dealership model that is thinner, streamlined, and improved. That may be the point of it all, from legacy view.

just looking for consistency of the point here. Simultaneously asserting the dealership model needs clearing out as a critique, while also critiquing as buffoonery that legacy are making moves causing dealerships to clear out, seems strangely inconsistent

 

[anionic1]

You know, out of all the stupid stuff Elon does, this latest move with NPR on Twitter and allowing Russia state media back onto Twitter may be the final straw for me to not buy the CT.

 

[Coolbreeze704]

Considering Elon, musk, himself said prices are going up from launch on this one. It’s tough to hold onto the belief that they will be maintained. However, I hope you’re right! As this will be the blow away cheapest electrical vehicle out by a huge margin, (relative to its competition, ) which would be unprecedented.

They are closing battery grade lithium mines in China because price per ton has dropped so much. So much has changed since reveal. This is just one factor of many working to keep price in check. We will all soon see.

 

[slomo]

You know, out of all the stupid stuff Elon does, this latest move with NPR on Twitter and allowing Russia state media back onto Twitter may be the final straw for me to not buy the CT.

The pairing of CT's high distinctive design, the dislike of Musk of the left, and the dislike of EVs on the right makes for a very interesting release.

Do rednecks give Cybertruck a pass? Do Bolt owners turn nasty? Such an interesting social experiment.

Musk doesn't want to give Tesla owners a vote because he would probably get voted out as CEO like he did at Twitter. Entrepreneurs have a self life and he's getting moldy.

 

[Ogre]

More signs 2022 vehicle prices were a bubble.

New car inventory has officially hit HIGHEST level in 2 years. Big.

Record high inventories and 5 years of declining sales. New car prices headed for collapse.

 

[S.H.Peterson]

looks rough for Stellantis ..
TATA bought Jaguar, and Jags sales are AWFUL.
Next 5 years is gonna be a hailstorm in the automotive world

 

[Deleted member 3316]

You know, out of all the stupid stuff Elon does, this latest move with NPR on Twitter and allowing Russia state media back onto Twitter may be the final straw for me to not buy the CT.

Maybe read this article from NPR first…



“The decision by Twitter last week took the public radio network off guard. When queried by NPR tech reporter Bobby Allyn, Twitter owner Elon Musk asked how NPR functioned. Musk allowed that he might have gotten it wrong.”

Yes Elon says dumb stuff, but the intent behind it is not malicious.

 

[Deleted member 3316]

looks rough for Stellantis ..
TATA bought Jaguar, and Jags sales are AWFUL.
Next 5 years is gonna be a hailstorm in the automotive world

Jaguar will be all electric by 2025

 

[S.H.Peterson]

Jaguar will be all electric by 2025

IF the brand doesnt fail before then. Jaguars dealerships are in a massive alwsuit with TATA

Sponsored