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jimbobb23

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thats a steep increase. Would go back to the 59K. Move those trucks....build the brand.
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AWDMK4

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For anyone who bought FSD upfront, sorry but it probably wasn't wise. It's simple math. The likelihood of keeping an auto 80+ months is unlikely. Also, by purchasing FSD upfront you complicate any future auto purchasing decisions. The expectation that anyone who purchased FSD upfront owns it for life and can transfer indefinitely is unreasonable.

I guess I fall into your "anyone" group but your simple math is much different than mine. Out of the 19 cars I've owned (not including the '23 M3 RWD and '24 M3P) my average length of ownership is 7y 10m with a median of 8y 5m. So, when I purchased FSD outright it was for 2 reasons... 1) I usually keep cars more than 80m and 2) Tesla was giving free paint upgrade (Ultra Red for me) on the M3P at the time with FSD purchase ($2k savings) and I still qualified for the tax credit since FSD was "software".

I had no expectations I would ever be able to transfer and if I couldn't, now that you can't buy FSD outright, I'm sure it will add value to the M3P if I ever decide to sell. No regrets or complications for me. Would I like to transfer FSD to the CT? Absolutely. Will I lose sleep? Not in the least.
 

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Maybe a more realistic time frame for delivery and maybe a higher deposit would be nice. Gladly write a check tomorrow if I knew it was really coming in June.
Back in 2021-ish the Model Y with FSD was $70k. Now...my 2026 Model Y was around $2k less than my 2023 Model Y, and both $20k less than a few years ago.

Cybertruck pricing at 65k / 75k / 90k would look similar to the downward trajectory of Model Y prices. And very likely mirror the upward trajectory of sales.
Great for all of that then why isn't that the price now?

You kind of proved my point. The price is not $60,000 or $59,999 because Tesla is not a social endeavor and they don't make cars for free.

If Tesla had the healthy margins like they do on other vehicles then they could have afforded to keep that price there.

I think some people have this idea that there are 20% margins and a $59,000 truck. Sorry that's just not the case.
 

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The Tesla executives are not dumb. They can't agree to a 59k price 18+ months out. What if cost go up dramatically? For now, they will build the orders they have and see how it goes. It's a reasonable wise approach.

For anyone who bought FSD upfront, sorry but it probably wasn't wise. It's simple math. The likelihood of keeping an auto 80+ months is unlikely. Also, by purchasing FSD upfront you complicate any future auto purchasing decisions. The expectation that anyone who purchased FSD upfront owns it for life and can transfer indefinitely is unreasonable.

Further, buying a Tesla and not subscribing to FSD seems crazy to me. FSD is why you own a Tesla. It should be expected and planned for at purchase.
The same ones that thought Yoke only cars were a good idea and reversed on turn signals. Yea, thanks for the corporate "all apologies" tour, but pass.

To be fair, if they are backed up more demand than they can supply, it may make accounting sense, but not lost good will sense.

And im sorry, your not sorry about FSD is highly unconvincing, again, lost good will is a thing. And it wasn't us, the consumers that got this crazy idea, elon and the company OFFERED it only to yo-yo yank the rug out, making the original offer bogus. You can do the best nirvana regalia with your all apologies, but this is bad form, plain and simple.

Maybe it matters, maybe it doesnt, but it's a great way to get significant portions of your loyal customer base to not like you, for really petty bs and negligible impact on money to the company, and if anything, lost sales may overwhelm any gain. For example, I've been thinking about ordering the roadster, and I literally was trying to upgrade my CT AWD to a beast, and when they told me they couldn't guarantee Id get the beast in time, yea, pass. Lost sale. And i'm so annoyed, the roadster, yea pass. Of course I personally don't matter, and maybe I'm a sample size of 1, but I bet I'm not.
 
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I guess I fall into your "anyone" group but your simple math is much different than mine. Out of the 19 cars I've owned (not including the '23 M3 RWD and '24 M3P) my average length of ownership is 7y 10m with a median of 8y 5m. So, when I purchased FSD outright it was for 2 reasons... 1) I usually keep cars more than 80m and 2) Tesla was giving free paint upgrade (Ultra Red for me) on the M3P at the time with FSD purchase ($2k savings) and I still qualified for the tax credit since FSD was "software".

I had no expectations I would ever be able to transfer and if I couldn't, now that you can't buy FSD outright, I'm sure it will add value to the M3P if I ever decide to sell. No regrets or complications for me. Would I like to transfer FSD to the CT? Absolutely. Will I lose sleep? Not in the least.
You are the minority and it's commendable, but you may want AI/HW5.
 


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You are the minority and it's commendable, but you may want AI/HW5.
Thanks but a CT for $60k was too hard to pass up. Most likely when the HW5 version of the Model Y hits in 2027/28, that will be the wife's new ride and I'll get my M3P back.
 

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thats a steep increase. Would go back to the 59K. Move those trucks....build the brand.
"build the brand". within 3-4 years, Tesla will not be selling vehicles to the public in any meaningfull way. there isn't a brand to build, other than the ride hailing, they have decided to go in another direction towards autonomous ride hailing, many do not accept or understand this yet, but just stay tuned. Notice how they have NOT announced plans for ANY new vehicles, only things planned in the past are even discussed, such as the Roadster 2, which they took massive deposits for, and will never be a mass market vehicle at $250K each.
The semi is still being built in Nevada, that still is important to their original stated company goal.
The Robotaxi is pretty much all you hear about recently.. there is no "low cost Tesla" entry level model planned, simply because they do not believe their is ANY market for it, when ride hailing will cost .25/mile within a few years. They are theorizing that when the cost of ride hailing is far below the cost of vehicle ownership (factoring in insurance, maint, fuel, parking, etc), people will stop buying vehicles. for personal use. why would you want to own one, when you can hail a ride within a few minutes, and have it cost 1/2 or less of ownership, not have to worry about insurance costs, where to park it, etc? There will still be some who own vehicles, of course, just as we still have people who own horses, but most have stoped using them for day to day transportation.

You can agree with this or not, doesn't matter.. it's what their plan is, and what Elon believes the future to be. It's hard to argue with him, as he is right much more often than he is wrong.. and really, he could be a time traveller for all we know, maybe he's seen this future in person :)

They are still building their legacy products for now, as they need to keep that $35B cash horde,, they have big plans to design AI chips and possibly make a fab, this is a massivly expensive undertaking.. their are even rumors of TSLA merging with SpaceX once they go public. we will see :)

Mitch
 

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Which don't have FSD
And, if they don't start making a profit on their vehicles, they will never achieve autonomy. For those of us who use FSD everyday, we know it is a better, safer driver that we are. Well, there are luddites who think they can out think AI and driver better than FSD. It's hard to accept your own fallibility but humans have always been underserved by their ego and irrational fears.
 

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And, if they don't start making a profit on their vehicles, they will never achieve autonomy. For those of us who use FSD everyday, we know it is a better, safer driver that we are. Well, there are luddites who think they can out think AI and driver better than FSD. It's hard to accept your own fallibility but humans have always been underserved by their ego and irrational fears.
FSD is good but I know for a fact I'm a better driver (but I'm on HW3 so there's that).
 


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FSD is a great value at $99/ month. I think Tesla could end this constant complaining, if they just announce that if you're a current subscriber, your rate is locked in for the time you keep that subscription active, on that VIN. That rate is not guaranteed to transfer to your next car, nor does a new owner get a guaranty of that rate. For most people this presents a better value than buying FSD, and Tesla may get more subs.
And, if they don't start making a profit on their vehicles, they will never achieve autonomy. For those of us who use FSD everyday, we know it is a better, safer driver that we are. Well, there are luddites who think they can out think AI and driver better than FSD. It's hard to accept your own fallibility but humans have always been underserved by their ego and irrational fears.
What I value most about FSD is that it takes the burden out of driving. My morning commute consists of me sipping coffee, and supervising, while my car handles the tedious minutia of the drive. I noticed I arrive to work more refreshed and ready, and I arrive home more relaxed, and ready to spend time with my people. I would argue I make better choices than FSD, and I'll sometime insist that FSD do it my way. But the reduction in stress is worth the cost of admission for me. Tesla should do a cortisol study for FSD drivers. It probably lowers cortisol more than Metoprione!
 

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"build the brand". within 3-4 years, Tesla will not be selling vehicles to the public in any meaningfull way. there isn't a brand to build, other than the ride hailing, they have decided to go in another direction towards autonomous ride hailing, many do not accept or understand this yet, but just stay tuned. Notice how they have NOT announced plans for ANY new vehicles, only things planned in the past are even discussed, such as the Roadster 2, which they took massive deposits for, and will never be a mass market vehicle at $250K each.
The semi is still being built in Nevada, that still is important to their original stated company goal.
The Robotaxi is pretty much all you hear about recently.. there is no "low cost Tesla" entry level model planned, simply because they do not believe their is ANY market for it, when ride hailing will cost .25/mile within a few years. They are theorizing that when the cost of ride hailing is far below the cost of vehicle ownership (factoring in insurance, maint, fuel, parking, etc), people will stop buying vehicles. for personal use. why would you want to own one, when you can hail a ride within a few minutes, and have it cost 1/2 or less of ownership, not have to worry about insurance costs, where to park it, etc? There will still be some who own vehicles, of course, just as we still have people who own horses, but most have stoped using them for day to day transportation.

You can agree with this or not, doesn't matter.. it's what their plan is, and what Elon believes the future to be. It's hard to argue with him, as he is right much more often than he is wrong.. and really, he could be a time traveller for all we know, maybe he's seen this future in person :)

They are still building their legacy products for now, as they need to keep that $35B cash horde,, they have big plans to design AI chips and possibly make a fab, this is a massivly expensive undertaking.. their are even rumors of TSLA merging with SpaceX once they go public. we will see :)

Mitch
Wow, there is a lot to unpack there Mitch but to quote Woody Allen's comment to Christopher Walken in Annie Hall. "Sorry Duane, I've gotta go. I'm due back on planet earth". :)
 

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FSD is good but I know for a fact I'm a better driver (but I'm on HW3 so there's that).
Yes, I should have made a HW4 caveat. I hated the FSD on my Model X. So much so I hardly ever used it. Since ver 14.X on HW4 it is a way better (safer) driver than any human. We are at a disadvantage in that we don't have supercomputer response times, nor additional eyes on the sides and back of our heads. Most of the FSD frustration comes from navigation and routing decisions not meeting the drivers expectations but of course, that only happens on familiar turf.

I've adjusted to the fact that FSD may delay my arrival time by 46 seconds or even a minute or two. By letting go, I get to my destination calm and clear minded. But if you're tired of being frustrated by stupid human drivers, FSD like the Honey Badger, don't give a shit. It just keeps your ass safe, and your vehicle un damaged better than you can ... with the HW4 cavate. :)
 

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my assessment of this situation is that the primary goal of pricing the truck at a margin of less than $4500 was to keep the factory humming until the cybercab is ready for scaled high volume. Optimus will also be entering production next year. Those two items along will keep the factory humming beyond that. Pushing the price up $10k incentivizes all those $250 orders to convert into sales as they instantly hit positive equity at purchase. This chunk of orders also quite likely pushes all hard money sunk into the link, R&D etc into the black and clears a path toward the truck at modest volumes being worth keeping AND makes the introduction of variants of vehicles based on this architecture to launch with a lower sunk cost to start.
 

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my assessment of this situation is that the primary goal of pricing the truck at a margin of less than $4500 was to keep the factory humming until the cybercab is ready for scaled high volume. Optimus will also be entering production next year. Those two items along will keep the factory humming beyond that. Pushing the price up $10k incentivizes all those $250 orders to convert into sales as they instantly hit positive equity at purchase. This chunk of orders also quite likely pushes all hard money sunk into the link, R&D etc into the black and clears a path toward the truck at modest volumes being worth keeping AND makes the introduction of variants of vehicles based on this architecture to launch with a lower sunk cost to start.
A genius assessment.
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