Tesla tells workers on Cybertruck line to take 3 days off

[Deleted member 17810]

One or more…

But let’s be real, BI has already decided for the public what it is, and is running with the reliably anti-Tesla narrative.

Weird, because literally in the article it states:

It's unclear why Tesla has temporarily changed the scheduling for the Cybertruck assembly line.

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[OriginalWheelCoverFan]

Weird, because literally in the article it states:

Lol you need to zoom out man

 

[YDR37]

We can reasonably assume that Tesla kept producing the Foundation Series until the demand ran out. And based on the numbers, it appears that FS sales were demand-limited in 3Q 2024: the demand was significantly lower than the potential supply.

You could reach this conclusion by crunching the numbers. Or you could simply check Tesla's inventory website. It's been two months since the Foundation Series was discontinued in the US, yet Tesla is still offering to deliver new FS Cybertrucks in several states (currently CA, TX, LA, AL, GA, FL, and SC). So it's pretty clear that FS demand was lower than FS supply.

But this only applies to FS CTs. It's too early to draw any meaningful conclusions about the supply/demand situation for non-Foundation CTs. Obviously the non-Foundation CTs are significantly lower in price, so you would expect demand to be significantly higher.

 

[kpanda17]

200 miles in NY metro, no Cybertruck inventory, all spoken for and the count on the road eclipses F150 lightnings, Rivians, and Lucids combined
you also see them everywhere, in the mountains, running around and at the beach off roading

 

[YDR37]

200 miles in NY metro, no Cybertruck inventory, all spoken for

Tesla hasn't listed any non-Foundation CTs in the inventory website yet; it only shows the remaining Foundation series. So most parts of the country (including NY) won't see any Cybertruck inventory. The inventory website only finds CTs in a limited number of states where the Foundation Series is still available for delivery (currently CA, TX, LA, AL, GA, SC, and FL).

the count on the road eclipses F150 lightnings, Rivians, and Lucids combined

In April, Rivian announced production of its 100,000th vehicle. Cybertruck sales through 3Q 2024 have been estimated at 28,250.

 

[Jack27]

I heard they gave them off becuase the demand is so crazy they were working 18 hour shifts 7 days. Week , the demand just keeps rising Elon said he is raising the price for 2025s to slow down demand

 

[shopaholic]

Love it ?

 

[lowtek]

InsideEVs have some good reporters. Just because you don't like what they are saying doesn't mean it isn't true. This story has been confirmed from multiple sites.

Right, but the reason has NOT been confirmed to be a demand problem. So anyone’s opinion is as valid as the “reporters”. They want the clicks or they don’t get paid. It’s likely a standard retooling, they’ve done this before for just about all of the lines.

 

[Balthezor]

It's not speculation, it's math. I was 330,000 in line. I now have a 39,000 vin in my driveway. So lucky me, I was in the position to purchased one after saving for the truck. Reality check, the price was at $60,000. Now the Basic truck, walking out the door, nothing special, Non-FS,+ FSD Delivered is $93,000. Plus Insurance. Not to many people can drop that amount of cash. As for the rest of the people that finance that amount ? I'd like to see some payment numbers and insurance. The CT is on it's way down...They have to start the 2WD and reduce the price to feed the lower price range. Then remember they do have to do maintenance on the line.

Why do people keep using the I was 90000,00000 in line. That didn't mean shit. That calculator was not factual. And not by Tesla (which some people thought it was...)

Lots of stupid people preordered more than 5 like its a game. It's a 100$. It meant nothing.

 

[cvalue13]

Good to see this forum is alive and (un)well as ever!

 

[dLux]

I heard they gave them off becuase the demand is so crazy they were working 18 hour shifts 7 days. Week , the demand just keeps rising Elon said he is raising the price for 2025s to slow down demand

I wonder where did you get that info from. Link?

 

[Macgreiner]

I heard they gave them off because the demand is so crazy they were working 18 hour shifts 7 days. Week , the demand just keeps rising Elon said he is raising the price for 2025s to slow down demand

That does not sound like something Elon would do.

 

[Jack27]

I wonder where did you get that info from. Link?

Same place as the rest of the peeps are getting there info from on price drops rear wheel drive coming out and $7500 tax rebates from.

 

[Sjohnson20]

Cybertruck VINs are around 50,000 now and mine from march is 1955. So seems like they are going to make around 55-60k this year.

Next year will be interesting. This year we had a lot of the hardcore buyers that had been waiting.

 

[Tommy2b]

I think Tesla learned its lesson a bit from the Model S plaid devaluation fiasco - especially because their margins are barely positive on Cybertruck. As I've mentioned before, I've monitored the used Cybertruck market carefully since introduction. There is no sign of overproduction or collapsing demand there.

There is still not a single Cybertruck on the used market for less than ~$85k. With the non-FS AWD coming in at $80k, this indicates that demand>supply for the time being; and Tesla doesn't seem to be in a rush to flood the market with trucks they are selling at a loss.

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