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Rumor: $98900 price for tri-motor Cybertruck??

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TacoTuesday

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The post is garbage because he says he "doesn't know if Tesla wants this shared". If he really was contacted by them they would have been very, very clear if he can share. They have guarded the price and range of the truck like Nuclear codes.
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cvalue13

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Are non-employee customers bound by nda?
Only if Tesla says, “if you want one of the first retail deliveries, we require an NDA - because to get your order rolling we’ll have to tell you material non-public information before it’s announced”
 

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I'm betting the post is BS due to the "not everyone will get the locked in FSD price". The public relations aspect of that would be very challenging.

Regardless, I remain impressed with the number of people who think the tri-motor CT will be less than the Model X Plaid. The CT will be a larger vehicle, with larger battery, and larger wheels and tires. It will also include parts and 4 years of development on new technologies such as steer-by-wire, four-wheel steering, 48V, V2L, rolling tonneau, new cells, larger castings, heavier duty suspension, and processing stainless body panels. This is reflected in Tesla's recent disclosure of ludicrous $9B in capex spending. The lack of exterior paint and fewer stamping dies and presses are barely going to put a dent in reducing the cost. Given the current market, they really have to keep the dual motor under the Fed cap of $80K, and will likely have terrible or even negative margins for a while as a result. I personally expect them to price the tri-motor to have better margins to soften the blow. I'm betting $70-75K Dual Motor, $95-105 Tri-Motor.
 

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I believe the post is 100% legit.

The $99k Tri Motor MSRP doesn’t surprise me.

A Quad Motor large battery pack Rivian R1T starts around $90k. It doesn’t have the superior technology of a Cybertruck such as the 800 volt charging architecture, best in the biz software, RWS, 48-volt electrical system, possible steer by wire, etc.

I have been warning reservation holders to be sitting down when official MSRP’s are revealed. I am expecting a 40% increase over 2019 pricing.

The Cybertruck is loaded with new technology and it will come with a premium price point. Reservation holders need to have a Plan B deposit in place.

This forum will be on ? when official 2024 Cybertruck pricing is announced to the public. Members bitching about Cybertruck pricing will be off the hook.
 
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TacoTuesday

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I'm betting the post is BS due to the "not everyone will get the locked in FSD price". The public relations aspect of that would be very challenging.

Regardless, I remain impressed with the number of people who think the tri-motor CT will be less than the Model X Plaid. The CT will be a larger vehicle, with larger battery, and larger wheels and tires. It will also include parts and 4 years of development on new technologies such as steer-by-wire, four-wheel steering, 48V, V2L, rolling tonneau, new cells, larger castings, heavier duty suspension, and processing stainless body panels. This is reflected in Tesla's recent disclosure of ludicrous $9B in capex spending. The lack of exterior paint and fewer stamping dies and presses are barely going to put a dent in reducing the cost. Given the current market, they really have to keep the dual motor under the Fed cap of $80K, and will likely have terrible or even negative margins for a while as a result. I personally expect them to price the tri-motor to have better margins to soften the blow. I'm betting $70-75K Dual Motor, $95-105 Tri-Motor.
I think the OP is saying that not everyone is getting that specific FSD price of $7k. I believe Tesla said they’ll honor the FSD price at the time of reservation, so people reserving at different times would get different fsd lock-ins.
 


cvalue13

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The CT will be a larger vehicle, with larger battery, and larger wheels and tires.
it won’t have a *materially* larger battery

also, the Model S Plaid is built a total of maybe 10,000 per year - price reflects both scale (you *must* charge more if building fewer units) and marketing of exclusivity

and in any event, pricing at launch can be built around both (A) real world Tesla economics, plus (B) a marketing investment angle to achieve penetration (ie, lower price, take a margin hit, to get this ball rolling)

none of which is to say the CT definitively won’t come out pricey (others here will pile on I’m sure), but instead to say I don’t see definitive/persuasive arguments for or against.

so many factors, and Tesla has sufficient pricing power, that the mix of (A) and (B) above make it anyone’s guess, far as I can tell
 

cvalue13

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I think the OP is saying that not everyone is getting that specific FSD price of $7k. I believe Tesla said they’ll honor the FSD price at the time of reservation, so people reserving at different times would get different fsd lock-ins.
that’s how I read it as well - he was clarifying that only folks who locked in FSD get that pricing

but who knows, lots unclear from that post

including: if he did get that cal, they would have told him comparative specs like range

what sane person goes on to write this post, but doesn’t mention range
 

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Is the email real? Not sure about that.

Will the Tri-Motor Performance CyberTruck crack the $90K mark? Possibly. We have to wait and see.
 

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As a shareholder, I hope Tesla's first release is their Halo version. I hope it has all the bells and whistles, and spares no expense to be the absolute most awesome vehicle ever built. Compromise will ruin the brand. If the first models off the line are $100 to $120K, and they are all over social media, doing awesome stuff. The Cybertruck will become aspirational, for the masses, just as it is for us fans.
Then as production begins to scale, they can build more utility friendly models, at a more competitive price.
As a share holder, I don't want to take a quarterly bath on margin, so Elon can say he got Cybertruck out cheaper than anyone else. I am OK, if the first dual motors don't ship until the minimum production run is over 125K unit per year, run rate.
The first trucks have a high likelihood of being flipped for ridiculous profit. As a long time shareholder, I prefer to benefit from that revenue, by having Tesla capture it.
I look at November 30 as a soft launch. Us mere humans have probably another year to wait, for fairly priced trucks. I am sure its Tesla's intention to sell dual motor trucks for under $60K. Can you imagine how upset people will be if they pay $80k and then 6 months later, when run rates increase, the price drops to $59K. Hopefully Tesla has learned something about price cuts over the last year. Build a founders series limited edition, special truck, until you can build a bunch. Then give us, real trucks, with real pricing, next summer.
As a customer, it hurts me to say all of that. But I have a lot more invested as a share holder, than I will as a customer, so I am selfish like that. Elon's comments at Q3 earnings call, changed my opinion about pricing. Prior to him sounding suicidal, I thought they would hit close to original price projections.
 


 








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