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Balthezor

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[/QUOTE]

Exactly. Why would you buy the shitty RWD version for 10k less than the AWD.
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Bkb13

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actually due to the efficiencies built into the Tesla CT, you DO SAVE MONEY when you factor in the maintenance, gas & energy savings…
I think when you capture opportunity cost of waiting at a supercharger, then that’s not true. But I understand your premise. And the cybertruck is likely to last longer also…. Also, Everyone’s time is worth some rate. If I have to increase my time waiting then that’s worth something.
 

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I just cancelled mine. The truck is no where near what they promised, price is too high, and Rivian R1T is way better for my adventure lifestyle. Since they are the same price, I am going Rivian. Plus that reveal event was just embarrassing. Complete let down.
Enjoy the Rivian! Thanks for cancelling
 


freakyguy666

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I think when you capture opportunity cost of waiting at a supercharger, then that’s not true. But I understand your premise. And the cybertruck is likely to last longer also…. Also, Everyone’s time is worth some rate. If I have to increase my time waiting then that’s worth something.
What about the opportunity cost of waiting for your ICE vehicle to be serviced/oil change/repairs/etc….and the delta in the time it takes to gas up vs supercharge is more than offset by the fact that there is no “waiting” for a charge when it’s done at your home while you sleep—-whereas 100% of the time you spend waiting for an ICE vehicle to “gas up” is effectively down time using your own logic.

Tesla CT wins even using your logic. :D
 

CyberTW

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I meant Silverado EV has only 1300lb payload.

Battery is battery, if you want more range, the truck has to carry more batteries. I feel GM and RAM are in the wrong direction to put 200kWh battery in a 8500lb truck with only 1300lb payload (or even less).
And I will believe their prices when I see them truly selling
 

CyberTW

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Yeah that remains to be seen, before the release, they were expecting about a 40% conversion rate on 1 million pre-orders, now that has dropped to a 20% conversion rate. If you consider that the total demand for the s and x combined is less than 100 k, once the initial demand is met and the ramp is over (2025), unless the prices come down you may have demand significantly less than 100 k for the CT (Jim Crammer said it would be 50 k).

I don't think the F150, silverado and Ram ICE vehicles have much to worry about.
Their price, dealers, reliable tech… hitting production.. ya they have their own EV problems..
 

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I'm not sure that's such a good idea considering that Rivian sells their trucks for less than it costs to make them. A Rivian that sells for $80K costs about $113K to manufacture.

A smart investor doesn't look at MSRP, they look at margins. Even Tesla will have negative margins until they ramp to at least 50K per year, but they have priced it to sell at positive margins when manufacturered in sufficiently high volumes.

The R1T and R1S probably need to be re-engineered to hit positive margins and it's not clear the market for such a truck is large enough to support the kind of volumes they will need to hit profitability. In other words, to address a large enough market to make the truck profitable to sell, they likely have to lower the price. It's in an awkward position in terms of cost of manufacture at any given volume level and demand at that price point. They may have to keep prices below the cost to produce in order to sell in high volumes. That's why I said the vehicles probably need to be re-engineered to be cheaper to produce in order to sell profitability.

Tesla appears to have priced the Cybertruck high enough from the start, that they can achieve profitability simply by ramping to higher volumes, even if they have to lower the price to keep demand strong enough to fully utilize one production line. I'm not worried about the Cybertrucks ability to become profitable in a much more reasonable timeframe than Rivian has already taken without achieving profitability.
Thanks for the rational perspective.. this forum has gotten snap-reaction of emotion
 


CyberTW

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That's a good sign, they left room to lower the prices depending upon how the early ramp pans out and how many cancellations they get.

So, everyone do your part and cancel your reservation immediately, so we can get them to lower the price as much as possible! ?
HaulingAss, you do man. I am right with you. A lot of Casuals showed up this week
 

Bkb13

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What about the opportunity cost of waiting for your ICE vehicle to be serviced/oil change/repairs/etc….and the delta in the time it takes to gas up vs supercharge is more than offset by the fact that there is no “waiting” for a charge when it’s done at your home while you sleep—-whereas 100% of the time you spend waiting for an ICE vehicle to “gas up” is effectively down time using your own logic.

Tesla CT wins even using your logic. :D
Good points.
 

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The absolute funniest posts are people saying I cancelled my reservation and ordered a Rivian.

So you’re paying the exact same amount for an inferior product? Piss poor decision making.
 

LinkWar88

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Any have an idea if someone has a 43k tri motor number when it might be available?
 

MexiTruck

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Agreed except:
it's not to make more profit by presenting high prices; it's here to reduce loss. Every single CT rolled off the line in the first year or two or even three, brings in net loss, 10k plus loss each, not a dime of profit, even at the current price.
Every single CT not rolled off the line and so not sold in the first year or two or even three brings in greater net loss. The sunk costs are already sunk. Isnt it better to sell 50% more product at 25% less revenue per unit than to either have unsold inventory or production capacity sitting idle or underused.
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