Non FS what if.

[Zantosh76]

Okay, firstly, if you bought your FS plz don't pop in here to tell us how right you were in making your purchase. We recognize that for those that can/want to afford it, FS isn't a stupid buy.

But for the rest of us, what do you guys think the chance are that FS ending means advertised prices starting? Part of me thinks it could be ANOTHER bait and switch to a Mars Series or something.

I got my FS invite in December and have been not so patiently waiting for FS to stop to no avail. So it's hard for me to believe 79k CT is 3 months out.

For those more positive than me. What will you do with your 20k, 27.5k, 32.5k (CO) savings?

Any other tin foil hat theories about what might be on the way besides 79k dual motor?

My theory:

Nonfoundation trucks will continue to have the tonneau cover as it is because it is an integral part of the aerodynamics.

The main changes will be in the non-essential parts such as the color of the interior, seat options, sound options, FSD and internet connectivity.

Let's not forget, you won't get the laser etching but you can always buy a sticker and slap it on there so I don't see what the big deal is over there.

One factor to bear in mind is that it is possible that they will software limit the non-fs models on the acceleration and so it might seem to be a little more prosaic.

Oh yes, let's not forget the wheels, I think they can definitely do something over there.

Pretty much anything that is not bolted onto the vehicle is open for discussion to distinguish between the foundation and the nonfoundation series vehicles. Everything that bolted onto the vehicle will be the same between the two. That's my theory.

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[CyberTW]

RIVIAN is in a strong position now since the news of their refresh and the new price structure. Tesla will have to react well to save face. I predict very similar to advertised..

The other end is Chevy Silverado lineup.. with that insane range…

Rivian is a great truck and they are working on their cost structure, but those refreshes aren’t rolling off the line in droves and I doubt they are making money on them yet.. (doubt CT is either but Tesla has been much more driven to drive costs down than Rivian).. I just don’t think Tesla sees those Rivian costs and uses that to justify sell for less. Like a sports team, they are “worrying about their team and getting their plays right” before concern of the other team… I could be wrong, but I think that is

 

[steezymcfresh]

The non-FS won't have the FS badging and stated accessories but will otherwise be the exact same. It's really not that complicated lol. The FS order page clearly states what it includes.

 

[Gurule92]

The non-FS won't have the FS badging and stated accessories but will otherwise be the exact same. It's really not that complicated lol. The FS order page clearly states what it includes.

That's not really what my question was but thanks?

Non-FS may not mean advertised normal truck. Could be another random edition.

Possibly with a subset of the FS options

 

[Giskard]

Rivian is a great truck and they are working on their cost structure, but those refreshes aren’t rolling off the line in droves and I doubt they are making money on them yet.. (doubt CT is either but Tesla has been much more driven to drive costs down than Rivian).. I just don’t think Tesla sees those Rivian costs and uses that to justify sell for less. Like a sports team, they are “worrying about their team and getting their plays right” before concern of the other team… I could be wrong, but I think that is

Rivian is most definitely not profitable yet. At their last quarterly meeting they mentioned they hope to get to gross profit on the R1 platform by the end of the year. They still won't be net profitable until sometime beyond that. I agree the R1T and R1S look like great vehicles, though.

For the FS -> non-FS Cybertruck transition I expect both versions will be produced at the same time for a while. Most definitely (imo) the non-FS AWD model will be produced before they finish fulfilling the FS Cyberbeast orders given the longer time estimates for those. I wouldn't be at all surprised to see non-FS orders open up in July with deliveries starting by the end of Q3.

EDIT - I expect the current base pricing to hold for initial non-FS production and to move down over time as they ramp further and drive down costs.

 

[Gurule92]

Rivian is most definitely not profitable yet. At their last quarterly meeting they mentioned they hope to get to gross profit on the R1 platform by the end of the year. They still won't be net profitable until sometime beyond that. I agree the R1T and R1S look like great vehicles, though.

For the FS -> non-FS Cybertruck transition I expect both versions will be produced at the same time for a while. Most definitely (imo) the non-FS AWD model will be produced before they finish fulfilling the FS Cyberbeast orders given the longer time estimates for those. I wouldn't be at all surprised to see non-FS orders open up in July with deliveries starting by the end of Q3.

EDIT - I expect the current base pricing to hold for initial non-FS production and to move down over time as they ramp further and drive down costs.

I would be sad personally if I didn't have my FS yet and non-FS were going out

 

[GatorCyber]

Wheels/AT tires- $5k
FSD- $8k
Voucher/access.- $3k
So FS is only $4k more, unless the $7.5k tax credit comes into play.

At this point after waiting since 3/24 I don't know if I should just cancel FS though. What's another couple months wait?

I doubt ending the FS is going to create that much more new demand beyond supply for more than a few months. An $80k auto still has a limited buyer pool.

 

[AZCYBER]

I am passing on FS and waiting for AWD at $79,990.

 

[jerhenderson]

Okay, firstly, if you bought your FS plz don't pop in here to tell us how right you were in making your purchase. We recognize that for those that can/want to afford it, FS isn't a stupid buy.

But for the rest of us, what do you guys think the chance are that FS ending means advertised prices starting? Part of me thinks it could be ANOTHER bait and switch to a Mars Series or something.

I got my FS invite in December and have been not so patiently waiting for FS to stop to no avail. So it's hard for me to believe 79k CT is 3 months out.

For those more positive than me. What will you do with your 20k, 27.5k, 32.5k (CO) savings?

Any other tin foil hat theories about what might be on the way besides 79k dual motor?

That's not bait and switch.

 

[jerhenderson]

Wheels/AT tires- $5k
FSD- $8k
Voucher/access.- $3k
So FS is only $4k more, unless the $7.5k tax credit comes into play.

At this point after waiting since 3/24 I don't know if I should just cancel FS though. What's another couple months wait?

I doubt ending the FS is going to create that much more new demand beyond supply for more than a few months. An $80k auto still has a limited buyer pool.

There are A LOT of $80k trucks.

 

[Cyber Man]

Someone on a different thread posted that non FS might not have ventilated seats and premium sound. I reached out to Tesla, and they said feature set for non FS isn’t released yet. I was so hoping that non FS trucks will be same as FS without the 20K add ons. Now I’m not that confident. My FS reservation hold will expire on Sep 24th. At this point, I’m mentally getting ready to have plan B if non FS models lack the premium features that are in FS. If I’m paying almost 100K to buy something that’s on par with FS, then what was the point of all this wait?

 

[Gurule92]

That's not bait and switch.

How not?

2019: here is the price! 49k
2023: here is the price! 79k
2023 when it actually came out: here is the price! 99k
They literally baited us into waiting 4 years.
Even on delivery day they didn't mention FS pricing

 

[CyberTW]

How not?

2019: here is the price! 49k
2023: here is the price! 79k
2023 when it actually came out: here is the price! 99k
They literally baited us into waiting 4 years.
Even on delivery day they didn't mention FS pricing

Do you believe they sat in their ivory towers in Silicon Valley and Texas and thought, “gosh how can we really screw our customers? I know! Let’s mark up everything and really screw ‘em!.”
They could price it lower like Ford or Rivian and lose a crap ton of money on each vehicle, but that is horrible business (as their financials are showing).

Bait and switch implies slimey and sneaky and I would BET A LOT of money that they see how much it costs to build this unique vehicle and have to price it in a way to not lose a ton of money so that they can scale to make it affordable.

Gotta run a business ya know? Or you will end up like Ford’s EV side or Rivian who is burning cash in a way unseen by any EV startup.

Also, this wasn’t to be antagonistic or anything at all. Just I struggle with the “Tesla is out to screw people” with the way they priced it.. I don’t think it’s true ??

 

[jerhenderson]

How not?

2019: here is the price! 49k
2023: here is the price! 79k
2023 when it actually came out: here is the price! 99k
They literally baited us into waiting 4 years.
Even on delivery day they didn't mention FS pricing

No.... bait and switch is advertising a product as though its available for immediate sale and delivery, and then when you go to the store it's not.

The CT reservation was for a product that was NOT available, and the wording specifically said 'subject to change.'

 

[Gurule92]

No.... bait and switch is advertising a product as though its available for immediate sale and delivery, and then when you go to the store it's not.

The CT reservation was for a product that was NOT available, and the wording specifically said 'subject to change.'

I'm not saying it's legally a bait and switch that's like pursuable but this definition fits

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