What is the next big milestone you are looking for with a CT

[greggertruck]

The next milestone is surely a completed BIW at GigaAustin. This would tell us that the BIW tooling is working.

After that, in order:

- several BIWs (shows that the BIW line is working)
- a completed Cybertruck (shows that the general assembly tooling is working)
- several completed Cybertruck (shows that the general assembly line is working)

This is roughly how it went with the Model Y, and the whole sequence happened over 2-3 months.

A few of these may be checked off the list in the following weeks. I suspect there to be some official SOP "we have release candidate production going on" statement on earnings in mid July.

Can't wait to get in trouble with the Tesla mucky mucks again for posting a Cybertruck related "Say" question on Twitter, telling others to vote on it. haha

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[Jhodgesatmb]

A few of these may be checked off the list in the following weeks. I suspect there to be some official SOP "we have release candidate production going on" statement on earnings in mid July.

Can't wait to get in trouble with the Tesla mucky mucks again for posting a Cybertruck related "Say" question on Twitter, telling others to vote on it. haha

I also expect these to fall like dominos in the coming weeks. They have to. But the question was what do we see as the next milestone and that is what I responded to. I do not expect specs, configuration, or pricing until after the delivery event. We know that the first recipients will be pre-configuration and who knows what their pricing will be but I doubt it will be made public.

 

[Arctic_White]

I want the configurator. That's when we get prices.

But the truck doesn't go back on the website until they have the end of the queue in sight.

-Crissa

I have got an alternate scenario that might play out: Tesla realizes that the demand is insane. Rather than increase the prices for those that have reserved their Cybertrucks, Tesla opens up the configurator on their website with revised prices. Those that are willing to pay more will get theirs sooner.

This same scenario played out with the Model Y in 2022. I wonder, though, if it will happen with the Cybertruck...

 

[Jhodgesatmb]

I have got an alternate scenario that might play out: Tesla realizes that the demand is insane. Rather than increase the prices for those that have reserved their Cybertrucks, Tesla opens up the configurator on their website with revised prices. Those that are willing to pay more will get theirs sooner.

This same scenario played out with the Model Y in 2022. I wonder, though, if it will happen with the Cybertruck...

I reserved and bought my Model Y in 2021/2022 and Tesla changed prices several times because of supply chain issues and inflation but not to curb demand. I am not sure where your theory comes from but I think it is incorrect. Whatever Tesla does with Cybertruck pricing it will be as low as they can make it. As said I do not know how many times by how many people, Tesla has a mission to change the world and gouging people is not part of achieving that mission.

 

[charliemagpie]

Using the new boxed method, maybe drive by wire, maybe new brakes etc

Would it cost Tesla $58,000 to make a Tri AT scale ?

Sell for $75,000?

I think we think that they think that we all think Tesla is legacy. Its proven thus far not to be.

 

[CyberGus]

The next milestone will be when CTOC hits 20,000 registered Members

 

[Arctic_White]

I reserved and bought my Model Y in 2021/2022 and Tesla changed prices several times because of supply chain issues and inflation but not to curb demand. I am not sure where your theory comes from but I think it is incorrect. Whatever Tesla does with Cybertruck pricing it will be as low as they can make it. As said I do not know how many times by how many people, Tesla has a mission to change the world and gouging people is not part of achieving that mission.

That's what I'm implying: Tesla will adjust prices to make sure that supply and demand are balanced.

It makes no sense for them to keep prices low when the demand is this high. I guess no one knows what the demand will be as we don't even know what the prices are. That's why I'm speculating on what Tesla could do...

 

[Jhodgesatmb]

That's what I'm implying: Tesla will adjust prices to make sure that supply and demand are balanced.

It makes no sense for them to keep prices low when the demand is this high. I guess no one knows what the demand will be as we don't even know what the prices are. That's why I'm speculating on what Tesla could do...

No, you are saying that Tesla will act like any other money-grubbing business, but they won't. They do not adjust prices to balance demand. They only adjust prices if their costs change. So it makes no sense to you which suggests to me that you are in that camp or at least believe that that camp does things the right way. And by that camp, if not obvious, I mean those for whom profit drives everything. Tesla has a vision for the world and it trumps profit to a large degree.

 

[TBONO]

No, you are saying that Tesla will act like any other money-grubbing business, but they won't. They do not adjust prices to balance demand. They only adjust prices if their costs change. So it makes no sense to you which suggests to me that you are in that camp or at least believe that that camp does things the right way. And by that camp, if not obvious, I mean those for whom profit drives everything. Tesla has a vision for the world and it trumps profit to a large degree.

Uh. NO.
they will only reduce price when they can get production up.

it’s not a charity.
they are the most profitable scale manufacturer of autos in the world

this is why the first units to come out would likely be expensive higher spec units ,
But hey, let’s see

 

[Ogre]

Uh. NO.
they will only reduce price when they can get production up.

it’s not a charity.
they are the most profitable scale manufacturer of autos in the world

this is why the first units to come out would likely be expensive higher spec units ,
But hey, let’s see

First ones that come out will be the ones they can manufacture in volume.

If batteries are short, that means dual motor is more likely.

Volume drives everything at Tesla. If they can make enough of the tri motor with the big pack I’m sure they will, but I wouldn’t be too surprised if the first coming out are 300 mile range. Adding 50% more batteries is a big ask.

 

[cvalue13]

No, you are saying that Tesla will act like any other money-grubbing business, but they won't. They do not adjust prices to balance demand. They only adjust prices if their costs change. .. Tesla has a vision for the world and it trumps profit to a large degree.

Elon was just on stage at cyber rodeo describing how Tesla exactly adjusts prices to balance demand. And before that it’s been discussed multiple times on earning’s calls.

None of which should be surprising. It’s a very profitable company, not a charity.

Q: “earlier this year you cut prices on everting 15-20%, more recently you’ve been raising prices, can you just talk about pricing strategy?”

Musk: “I mean it’s pretty straightforward, I mean we see what the demand is and then we adjust pricing to meet the demand”

Musk then goes on to describe how Tesla is exactly like other manufacturers in this respect, it’s just that with Tesla the price movement is more obvious in their model.

I don’t get how people can simultaneously trumpet Tesla’s gross margins then turn around and paint the company as not having a profit motive.

Every company has an origin story.

 

[TBONO]

First ones that come out will be the ones they can manufacture in volume.

If batteries are short, that means dual motor is more likely.

Volume drives everything at Tesla. If they can make enough of the tri motor with the big pack I’m sure they will, but I wouldn’t be too surprised if the first coming out are 300 mile range. Adding 50% more batteries is a big ask.

Yes, I agree with that. I don’t think it’s necessarily volume. I would focus it more on total revenue.
So to your point, if batteries are a constraint and a mid range version generates more revenue than a long range because of more units/revenue , that would make sense

 

[Crissa]

That's what I'm implying: Tesla will adjust prices to make sure that supply and demand are balanced.

It makes no sense for them to keep prices low when the demand is this high. I guess no one knows what the demand will be as we don't even know what the prices are. That's why I'm speculating on what Tesla could do...

1. Demand is locked in. There is already a long line.
2. Changes to that line would reflect permanent damage to the reputation of the product.
3. First impressions matter.

Your speculation makes no sense. They can't fiddle with the prices without pissing off a million people, or launching a thousand articles about how Cybertruck is a plaything for the rich, a scam, unprofitable, and a flop.

They will have to fiddle with the prices, but changing the price for those in line is unprecedented for Tesla.

-Crissa

 

[CyberGus]

It's true Tesla prioritizes pricing, but they also prioritize volume. They would not raise prices so much that they would need to cut production, even if overall profits were higher.

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