For Those Waiting for Non-FS Cybertrucks -- Here's the Flip Side to Consider

[Jager]

There's been a broad perception that the Foundation Series gives us a single substantial feature - Full Self-Driving - and a handful of minor things. The balance of the $20K upcharge being a "tax" for being able to get a Cybertruck early.

The flip side of that perception is that when non-FS trucks arrive, they'll simply be like the FS vehicles, lacking only FSD and badging. And with the $7.5K Federal Incentive on top of the $20K reduction in price, the value proposition of that non-FS truck is going to be vastly better.

It's gonna be a little more complicated.

When you peer more closely at all those "minor" things included with the FS, it starts to become clear that that non-FS-truck-that-qualifies-for-the-$7.5K-Federal-Incentive is going to be quite a bit different from the FS trucks. And not having FSD is the least of it, since FSD can always be purchased after-the-fact, or by subscription.

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

Some of these will probably be combined. But the bottom line is that none of them, save FSD, can be had without bumping the base price of an AWD non-FS model above the $80K threshold for the Federal Incentive. If you want that incentive you'll have to forego any upgrades.

For many, losing the bigger wheels and AT tires is a squinty-eyed moment. Because for a lot of "truck things," they're strongly encouraged.

The premium connectivity is easy to dismiss because, hey, what's a hundred bucks a month? But that alone, over ten years, would be worth $10,000 $1,000.

Subscribe to FSD over that same ten year ownership and it's over ten grand.

That wonderful audio system that everyone talks about? You'll lose some of that.

And after enjoying heated seats on my Model 3, that Heated/Cooled Ventilated Seat option no longer strikes me as an affectation. I'd really hate to not have that.

The bottom line is that the Foundation Series Cybertruck really is a better value than a lot of people have given it credit for. Doesn't mean it's any more approachable. A hundred grand is a whole lot more than most of us have ever spent on a vehicle. But compared to the option-upgrade pricing that's coming on the non-FS vehicles, the FS trucks come off looking pretty good.

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[TimeOut]

Premium Connectivity - $100.00 / YEAR not Month

 

[w24i7ll365y]

Premium connectivity for my M3 is <$100 a YEAR - premium connectivity for my model S is < $100 a year.
why is a cyber truck >120% more?
Makes absolutely no sense.

additionally, I would assume they would follow a somewhat similar pattern with the cyber truck as they do in the other vehicles. A performance or all.-wheel-drive would have heated and ventilated seats for every passenger as well as premium audio

A 2 Wheel Dr. vehicle they would delete the subwoofers and turn off the backseat heaters.

I haven’t seen any indicators that this would be any different. What am I missing?

a WHITE DASH panel? - not worth $1000. - a white interior with white seats… Absolutely worth $1000.

in any case, the price will work itself out. I don’t need off-road tires for my mall crawler to go get materials or to tow a boat. I need strong street tires so I can tote stuff around on pavement, and pass safely on the highway.

 

[DrShah]

there is no way ventilated is going to be a paid feature.

 

[Jager]

Aye, Premium Connectivity is $10/mo, not $100!

Thank you, gentlemen, for the correction!

 

[Gundo]

Don’t forget all the software based items that can become a upcharge on non-FS trucks

Off-Road mode. Has a big value. Easy to keep turned off.
Four wheel steering - rear wheels currently at 10 degrees for FS - what if not on or some fair amount lower?

Battery - what if smaller or limited by software?

Tonneau - someone mentioned no tonneau. Perhaps not an automatic one, more like a fabric one that is an option on other trucks.

I suppose we shall see, but there are options for Tesla beyond what’s we’ve been discussing

 

[Qishrink]

There's been a broad perception that the Foundation Series gives us a single substantial feature - Full Self-Driving - and a handful of minor things. The balance of the $20K upcharge being a "tax" for being able to get a Cybertruck early.

The flip side of that perception is that when non-FS trucks arrive, they'll simply be like the FS vehicles, lacking only FSD and badging. And with the $7.5K Federal Incentive on top of the $20K reduction in price, the value proposition of that non-FS truck is going to be vastly better.

It's gonna be a little more complicated.

When you peer more closely at all those "minor" things included with the FS, it starts to become clear that that non-FS-truck-that-qualifies-for-the-$7.5K-Federal-Incentive is going to be quite a bit different from the FS trucks. And not having FSD is the least of it, since FSD can always be purchased after-the-fact, or by subscription.

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

Some of these will probably be combined. But the bottom line is that none of them, save FSD, can be had without bumping the base price of an AWD non-FS model above the $80K threshold for the Federal Incentive. If you want that incentive you'll have to forego any upgrades.

For many, losing the bigger wheels and AT tires is a squinty-eyed moment. Because for a lot of "truck things," they're strongly encouraged.

The premium connectivity is easy to dismiss because, hey, what's a hundred bucks a month? But that alone, over ten years, would be worth $10,000 $1,000.

Subscribe to FSD over that same ten year ownership and it's over ten grand.

That wonderful audio system that everyone talks about? You'll lose some of that.

And after enjoying heated seats on my Model 3, that Heated/Cooled Ventilated Seat option no longer strikes me as an affectation. I'd really hate to not have that.

The bottom line is that the Foundation Series Cybertruck really is a better value than a lot of people have given it credit for. Doesn't mean it's any more approachable. A hundred grand is a whole lot more than most of us have ever spent on a vehicle. But compared to the option-upgrade pricing that's coming on the non-FS vehicles, the FS trucks come off looking pretty good.

I totally agree with your assessment. This is exactly why I pulled the trigger on the FS. AWD

 

[mongo]

There's been a broad perception that the Foundation Series gives us a single substantial feature - Full Self-Driving - and a handful of minor things. The balance of the $20K upcharge being a "tax" for being able to get a Cybertruck early.

The flip side of that perception is that when non-FS trucks arrive, they'll simply be like the FS vehicles, lacking only FSD and badging. And with the $7.5K Federal Incentive on top of the $20K reduction in price, the value proposition of that non-FS truck is going to be vastly better.

It's gonna be a little more complicated.

When you peer more closely at all those "minor" things included with the FS, it starts to become clear that that non-FS-truck-that-qualifies-for-the-$7.5K-Federal-Incentive is going to be quite a bit different from the FS trucks. And not having FSD is the least of it, since FSD can always be purchased after-the-fact, or by subscription.

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

Some of these will probably be combined. But the bottom line is that none of them, save FSD, can be had without bumping the base price of an AWD non-FS model above the $80K threshold for the Federal Incentive. If you want that incentive you'll have to forego any upgrades.

For many, losing the bigger wheels and AT tires is a squinty-eyed moment. Because for a lot of "truck things," they're strongly encouraged.

The premium connectivity is easy to dismiss because, hey, what's a hundred bucks a month? But that alone, over ten years, would be worth $10,000 $1,000.

Subscribe to FSD over that same ten year ownership and it's over ten grand.

That wonderful audio system that everyone talks about? You'll lose some of that.

And after enjoying heated seats on my Model 3, that Heated/Cooled Ventilated Seat option no longer strikes me as an affectation. I'd really hate to not have that.

The bottom line is that the Foundation Series Cybertruck really is a better value than a lot of people have given it credit for. Doesn't mean it's any more approachable. A hundred grand is a whole lot more than most of us have ever spent on a vehicle. But compared to the option-upgrade pricing that's coming on the non-FS vehicles, the FS trucks come off looking pretty good.

That is also assuming Tesla's 4680 cells and modules qualify for the Clean Vehicle Credit under the 2024 prohibition on Chinese components, and soon the 2025 prohibition on Chinese minerals.

The 2023 deliveries Cybertrucks qualified, but that was before these new restrictions took effect.

 

[CGIIRL]

There's been a broad perception that the Foundation Series gives us a single substantial feature - Full Self-Driving - and a handful of minor things. The balance of the $20K upcharge being a "tax" for being able to get a Cybertruck early.

The flip side of that perception is that when non-FS trucks arrive, they'll simply be like the FS vehicles, lacking only FSD and badging. And with the $7.5K Federal Incentive on top of the $20K reduction in price, the value proposition of that non-FS truck is going to be vastly better.

It's gonna be a little more complicated.

When you peer more closely at all those "minor" things included with the FS, it starts to become clear that that non-FS-truck-that-qualifies-for-the-$7.5K-Federal-Incentive is going to be quite a bit different from the FS trucks. And not having FSD is the least of it, since FSD can always be purchased after-the-fact, or by subscription.

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

Some of these will probably be combined. But the bottom line is that none of them, save FSD, can be had without bumping the base price of an AWD non-FS model above the $80K threshold for the Federal Incentive. If you want that incentive you'll have to forego any upgrades.

For many, losing the bigger wheels and AT tires is a squinty-eyed moment. Because for a lot of "truck things," they're strongly encouraged.

The premium connectivity is easy to dismiss because, hey, what's a hundred bucks a month? But that alone, over ten years, would be worth $10,000 $1,000.

Subscribe to FSD over that same ten year ownership and it's over ten grand.

That wonderful audio system that everyone talks about? You'll lose some of that.

And after enjoying heated seats on my Model 3, that Heated/Cooled Ventilated Seat option no longer strikes me as an affectation. I'd really hate to not have that.

The bottom line is that the Foundation Series Cybertruck really is a better value than a lot of people have given it credit for. Doesn't mean it's any more approachable. A hundred grand is a whole lot more than most of us have ever spent on a vehicle. But compared to the option-upgrade pricing that's coming on the non-FS vehicles, the FS trucks come off looking pretty good.

You are mostly correct. The Foundation version especially with the Cyberbeast includes many optional items in the price. It’s more like $5k of extra markup not $20k. I imagine if you add everything we get with a Foundation Cyberbeast and compare it to a regular Cyberbeast with all the accessories etc. the up charge is only around $5k and we get ours many months or even a year before the waiters.

 

[DMC-81]

Meh, I’m not worried. If Tesla tries to nickel and dime to up-charge the regular (post Foundation) Cybertruck i.e. the one millions of us signaled that we were interested in, then I’ll wait for a good used CT with the options I want. But, I don’t think that will be the case.

Things to consider:

1) Musk already stated that the problem is affordability versus interest in Tesla vehicles.

2) The CT was billed as less expensive to manufacture, no paint, fewer parts, etc.

3) The used CT market is growing every day with dropping prices. It will find its equilibrium.

I have purchased 25 vehicles in my life, and only one was bought new. I still think that one was a financial mistake. The rest were gently used, high-optioned ones.

So for me, Tesla needs to show value for the 60% more expensive Cybertruck for it to be my second new vehicle.

 

[NSCyber]

What incentive does Tesla have to offer such a brand new and in demand car for under the $80k threshold? Specially while they fine tune the car and work out the kinks?

The desire to get it under the $80k threshold to offer a tax incentive is used to draw up interest and orders but I suspect they care more about making a few extra k per vehicle before the demand has been fully exhausted before they lower it under $80k, no?

I wouldn’t be surprised if Tesla gradually decreased the price to see who bites and also makes it so that the price gets pretty close to FS pricing once all the FS “freebies” are included.

Maybe the price is 86,990 or $84,990 for AWD but once you chose to add FSD supervised + white interior + 35” tires you get really close to the FS all-in pricing.

Tesla can claim complexities in the manufacturing process or economic constraints for the above $80k pricing. The $80k is also just an “estimate”.

Non-foundation owners might be a little peeved because it’s not under $80k but it’s close enough to decide to place the order and FS owners aren’t pissed because it’s close to their fully loaded models.

I wrote this a few weeks ago on here:
“Now that order to vin to delivery is super short im guessing they might make the switch pretty fast because what’s to stop all the people who have placed the order and awaiting a VIN to switch over to non-FS and immediately get a price reduction?” Nothing.

 

[ÆCIII]

Many more might be seriously considering or ordering the Foundation Series Cybertruck, if not for inflation and it's draining results over the past few years being such a prohibitive headwind.

So even if the FS was only a little more expensive (say 3K-5K), the current financial drain on many households from recent years of inflation, would still have many putting off their purchase of even a non FS, let alone an FS at 20K more.

IMO eventually CT orders will continue to increase like a slow burn, once households recover and get their financial footing again - if the future trends allow that.

- ÆCIII

 

[MaximGlory]

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

I think you can also add $3000 more:

$2500 Tesla shop credit.

Also there are some accessories in the truck:
* All-weather interior liners: $295
* Glass roof sunshade: $115
* Center console tray: $40
* L-track hooks+bottle opener: $50
* Gear locker dividers: $45

(Not sure about the D-rings)

So yes, it is definitely not just "you get a laser etching for $20k".
Not to mention several months (maybe couple of years) more wait.

 

[The Tumbler]

There's been a broad perception that the Foundation Series gives us a single substantial feature - Full Self-Driving - and a handful of minor things. The balance of the $20K upcharge being a "tax" for being able to get a Cybertruck early.

The flip side of that perception is that when non-FS trucks arrive, they'll simply be like the FS vehicles, lacking only FSD and badging. And with the $7.5K Federal Incentive on top of the $20K reduction in price, the value proposition of that non-FS truck is going to be vastly better.

It's gonna be a little more complicated.

When you peer more closely at all those "minor" things included with the FS, it starts to become clear that that non-FS-truck-that-qualifies-for-the-$7.5K-Federal-Incentive is going to be quite a bit different from the FS trucks. And not having FSD is the least of it, since FSD can always be purchased after-the-fact, or by subscription.

Optional upgrades I think we can reasonably expect on non-FS trucks:

• 20" Cyber Wheels w/35" AT Tires: $4,000
• White Decor: $1,000
• FSD: $7,000 - $8,000 (can be dismissed since it can be bought later)
• Premium Connectivity will Require Subscription ($100 $10/mo)
• Premium Audio: $1,000
• Heated/Cooled Ventilated Front Seats: $1,000

Some of these will probably be combined. But the bottom line is that none of them, save FSD, can be had without bumping the base price of an AWD non-FS model above the $80K threshold for the Federal Incentive. If you want that incentive you'll have to forego any upgrades.

For many, losing the bigger wheels and AT tires is a squinty-eyed moment. Because for a lot of "truck things," they're strongly encouraged.

The premium connectivity is easy to dismiss because, hey, what's a hundred bucks a month? But that alone, over ten years, would be worth $10,000 $1,000.

Subscribe to FSD over that same ten year ownership and it's over ten grand.

That wonderful audio system that everyone talks about? You'll lose some of that.

And after enjoying heated seats on my Model 3, that Heated/Cooled Ventilated Seat option no longer strikes me as an affectation. I'd really hate to not have that.

The bottom line is that the Foundation Series Cybertruck really is a better value than a lot of people have given it credit for. Doesn't mean it's any more approachable. A hundred grand is a whole lot more than most of us have ever spent on a vehicle. But compared to the option-upgrade pricing that's coming on the non-FS vehicles, the FS trucks come off looking pretty good.

Plus the $2500 power share equipment credit.

I’d also add the white interior AND trim lighting, which is likely worth at least $1k, which is one the best nuances to the FS.

End of the day it’s just an affordability factor. Buying a new car comes with the joy of it being new, but the cost high and fast depreciation on the used market. CT is a new beast but with the level of production promised I don’t see it bucking the trend of the quick value loss new to used cars typically realize. My 2016 model X was $120k out the door. Sold it in December for $34k… only went 210 miles and had 80k miles. The CT in 3 years will have better range and new bells and whistles, and ours will take a related value hit.

BUT… the car is an incredible joy to drive and if you can afford the extra cost now it’s as fun of a toy as I’ve ever purchased.

 

[Stuck4ger]

Four wheel steering
basic off road modes
Premium sound
Heated and ventilated seate
Accent lighing

WILL ALL BE STANDARD

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