Range Extender take rate ~25%?

[Bkb13]

I think you guys are missing a few major points.

1. Some people like myself, have not bought a BEV because of range. 500 miles is what convinced me to put in a preorder and 440 is close enough for my needs. My wife has a model Y for local daily commuting, but that’s not going to work for me.

2. In a recent study, the below URL says that around 7% frequently tow, or 29% occasionally tow. Is it any surprise that 25% of the forums reported foundation cyber truck purchasers are buying the extended rage pack?

https://www.powernationtv.com/post/most-pickup-truck-owners-use-them

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[Jhodgesatmb]

I am one of those reservation holders that believes he needs extra range; sometimes for winter driving, and sometimes for towing. The majority of the time, however, 340 will be fine. I would ‘trade’ the price of the RE for the price of a Cyberbeast IF I could get the thing out of the truck when not in use for long trips, but that has not been alluded to other than casual comments by Franz and Lars. It’s all moot unless/until I get an invite but I am leaning towards putting the $500 down (I made 2 additional reservations on delivery day out of paranoia so it is an ‘old’ $500). Personally I am putting 80% of my hopium on getting an invitation and 20% on Tesla improving range before my truck is ready the RE deposit is to cover myself.

 

[scottf200]

The majority of the time, however, 340 will be fine.

Could really depend on your tires and speed (more so than other Teslas?)?
I was hoping this would be a better road tripping car than my '17 TMX 100D.

Via: https://www.cybertruckownersclub.co...range-efficiency-via-motormatchup-data.10396/

 

[cvalue13]

You’re kidding right?

nope

For a vehicle that has not started deliveries I can understand, however we are past that already.

we’re not, in the important ways

these aren’t normal retail units - you just gloss over that

you are currently seeing special editions being sold, in nearly textbook hype machine fashion - eg with an orchestrated lack of info that fuels content in forums like this and xwitter

There is not, at present, any comparison to be drawn to a Ford Lightning

There is, however, ~exact comparisons to be drawn to eg the prior Tesla models’ ‘founders’ and ‘signature’ editions that were sold prior to Tesla beginning retail sales of those other models


put it differently: the Cybertruck AWD or Cyberbeast are not being advertised for sale yet, sold yet, delivered yet, or even - apparently - completed all regulatory approvals before they can be sold.

 

[Jhodgesatmb]

nope




we’re not, in the important ways

these aren’t normal retail units - you just gloss over that

you are currently seeing special editions being sold, in nearly textbook hype machine fashion - eg with an orchestrated lack of info that fuels content in forums like this and xwitter

There is not, at present, any comparison to be drawn to a Ford Lightning

There is, however, ~exact comparisons to be drawn to eg the prior Tesla models’ ‘founders’ and ‘signature’ editions that were sold prior to Tesla beginning retail sales of those other models


put it differently: the Cybertruck AWD or Cyberbeast are not being advertised for sale yet, sold yet, delivered yet, or even - apparently - completed all regulatory approvals before they can be sold.

I thought they had to have all approvals to get the Mulroney (?) stickers. Is this ‘apparent’ news new?

No doubt the FS are special, going out to a special group of enthusiasts. Of course we are all enthusiasts too.

 

[Gigahorse]

It is almost like people need a decent amount of range to TOW with a TRUCK.
The fact that such a large percentage of people are already going with the range extender is proof positive that Tesla should have delivered on their 500PLUS mile range.

 

[cvalue13]

I thought they had to have all approvals to get the Mulroney (?) stickers. Is this ‘apparent’ news new?

We’ve seen from a distance Monroney-like papers, but not their details. Tesla still uses these papers, even for their own in-house
vehicles. They just disclaimers RE non-compliance eg with crash testing, and put a cat in the spot various EPA reg data typically goes

In any event, we sure haven’t seen anyone who’s taken delivery post their Monroney - which itself seems a little odd

separately, there are odd rules around which vehicles need certain regulatory approvals/full Monroney info - like certain cars sold for marketing purposes. (Not suggesting that’s how these CTs are being treated, but as an example.)

Meanwhile there’s the constellation of other oddities ongoing, while Foundation CTs are being delivered outside and beyond the ‘delivery event’:

- Oct. 18 Q3 call stated pilot production in Q4
- no owner’s manual online (or shared by those in possession of trucks)
- base AWD nor Beast still can’t be configured or ordered
- no final/offered AWD nor Beast price or range spec, all still listed as “est” (including FS series)
- not fully EPA registered/finalized (cert of conformity received, but I’ve seen no finalized EPA numbers)
- AWD on web as not being delivered until 2024
- Tesla still hasn’t officially announced, on social media or otherwise, beginning of Cybertruck production (a term of art/industry, not the colloquial sense of the word)
- CTs are piling up outside GFTX, with few appearing to go outbound
- [anyone have others to add?]


Relatedly: Do we have ANY confirmed deliveries (NOT counting the delivery event vehicles) for people who are neither (1) Tesla (or affiliate/supplier) employees/contractors, or (2) possibly shoe-horned into a ‘marketing unit’ designation (eg not influencers, well known wealthy, etc.)? I mean, just a regular Joe?

Even before delivery, paid the purchase price?

Believe Im forgetting a few of the bullets above, but in any event - all swirls around to amount to:

the possibility that for regulatory or financial reporting reasons Tesla is orchestrating a needle-threading that (A) has these 2023 delivered trucks still exempt from either being treated as production or retail deliveries, and (B) that even in 2024 these FS may be treated a bit differently


not quite sure. It’s not my industry so I can’t see all the pieces on the board. But in my current or former industry of expertise, I can think of a dozen such technical financial/ref work-arounds not uncommonly used.

One tail-tell sign will be possible shifts in behavior or information on or after Jan 1. It could be the fleet of CTs sitting outdoors are just a fraction of a larger fleet inside GFTX, that all start to move around and get delivered in that and the following week. To regular Joes. With owners manuals, finalized EPA numbers, etc.

On the other hand, it could be trucks continue to stack up past Jan 1.

As Tesla still isn’t letting people configure base AWD/Beasts, I’m increasingly convinced we won’t see that until at LEAST just before end of Q1, for Q2 deliveries.

Which should make for interesting times around their Q4 and YE22 reporting.

Strong sense that Tesla is managing its financial reporting somehow, so these reporting milestones will be key trigger dates for changes in Tesla’s info sharing and sales/

 

[Sasmania]

I'm surprised 25% are ordering it.

To me, it REALLY proves people want more range.... because it's a pretty bad deal cost wise not to mention screwing up the functionality of the bed.

I really wanted TRI w 500 Miles. I use my Y like a truck already. Towing, Plowing Snow, 50K miles a year, etc.

However, I'm NOT getting the RE or the TRI.

I'm now getting the AWD. It's still a big upgrade to my Y, but is just a placeholder.

I'm confident Tesla will eventually (2-3 years hopefully) come up with a 500-mile built-in version.

They just won't ever sell trucks at an F-150 level if they don't have the range to do real "truck stuff" without pulling over all the time.

 

[jerhenderson]

Or maybe the people who were able to place an order for the truck were people who put early deposits back in 2019 during the original unveiling. Let’s face it, most of those people probably will not be using the truck for real truck use cases.

for the most part, most truck owners need to tow, not to mention Tesla seems very quiet on the details of the truck such as specs and dimensions. Most people are finding these details from “leaks or these Tesla fanboys” and not from Tesla directly.

for the general public, it is a hard sell considering there are no test drives, limited information (hence all the misinformation and uninformed people on social media who probably are not this forum) on the truck. Even in the show rooms, the truck is roped off. The reps won’t even open the doors or tonneau cover.

the only thing this truck has going for it is that it is made by Tesla, and it is so polarizing at the moment. But only time will tell if it will sell well enough. People keep pointing out the xx deposits. But that is irrelevant considering it was $100 and the original price of the vehicle was thousands less. Not to mention over inflated range.

Do you like Brie?

 

[jerhenderson]

I'm surprised 25% are ordering it.

To me, it REALLY proves people want more range.... because it's a pretty bad deal cost wise not to mention screwing up the functionality of the bed.

I really wanted TRI w 500 Miles. I use my Y like a truck already. Towing, Plowing Snow, 50K miles a year, etc.

However, I'm NOT getting the RE or the TRI.

I'm now getting the AWD. It's still a big upgrade to my Y, but is just a placeholder.

I'm confident Tesla will eventually (2-3 years hopefully) come up with a 500-mile built-in version.

They just won't ever sell trucks at an F-150 level if they don't have the range to do real "truck stuff" without pulling over all the time.

Truck stuff. HahHahaha... you mean the wife picking up the kids after Costco with the dog?

 

[jerhenderson]

It is almost like people need a decent amount of range to TOW with a TRUCK.
The fact that such a large percentage of people are already going with the range extender is proof positive that Tesla should have delivered on their 500PLUS mile range.

You're citing an accessory amongst the early adopters. More will buy now by simply by being early adopters - this is not necessarily transferable to broader future sales.

 

[Gigahorse]

You're citing an accessory amongst the early adopters. More will buy now by simply by being early adopters - this is not necessarily transferable to broader future sales.

Think it will actually be higher % at a later date. Once people realize the towing range is as little as 80 miles and they are not spending an additional $27.5k to purchase the vehicle.

 

[jerhenderson]

Think it will actually be higher % at a later date. Once people realize the towing range is as little as 80 miles and they are not spending an additional $27.5k to purchase the vehicle.

80 miles? Towing some Russian tanks?

 

[scottf200]

Think it will actually be higher % at a later date. Once people realize the towing range is as little as 80 miles and they are not spending an additional $27.5k to purchase the vehicle.

80 miles? Towing some Russian tanks?

Rough towing estimates that correspond to other BEV pickups:

 

[cvalue13]

Meanwhile there’s the constellation of other oddities ongoing, while Foundation CTs are being delivered outside and beyond the ‘delivery event’:

- Oct. 18 Q3 call stated pilot production in Q4
- no owner’s manual online (or shared by those in possession of trucks)
- base AWD nor Beast still can’t be configured or ordered
- no final/offered AWD nor Beast price or range spec, all still listed as “est” (including FS series)
- not fully EPA registered/finalized (cert of conformity received, but I’ve seen no finalized EPA numbers)
- AWD on web as not being delivered until 2024
- Tesla still hasn’t officially announced, on social media or otherwise, beginning of Cybertruck production (a term of art/industry, not the colloquial sense of the word)
- CTs are piling up outside GFTX, with few appearing to go outbound
- [anyone have others to add?]

@Jhodgesatmb

from another thread by gregger but relevant to our discussion above from yeaterday

The guy at Mesa told me the foundation series truck isn’t a production truck yesterday.

but for clarification from @greggertruck :

Are you certain he was talking about Foundation units and not the showroom unit?

because I saw on xwitter you saying the showroom units are Foundation units, but they’re not

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