Will the CyberTruck be Discontinued

[Speedr]

I've consistently maintained that once FSD is unsupervised, Tesla will see everything they can produce. Why would they discontinue it in that environment (although the way Supervised is spreading via word of mouth, it might be sooner).

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[Eka]

The FSD rides I've given have sold many Teslas. Especially to older retired people.

 

[everysecondcounts]

I'm having too much fun with these mockups.

SUV Version perhaps

Van?

 

[MCA]

No! I hope not! I own a 25 PAWD I ordered a beast 3 weeks ago never owned a truck before! I don’t even consider CT a truck it rides like a sports car although I own my FSD, and use it 97% I have a vin#81xxx I think most issues have been resolved I’ve never needed a service As of yet. The ride quality the quiet cabin are absolutely amazing! Among the rest of the goodies! unequivocally the best! IMHO!

 

[Sjohnson20]

I say no they won't discontinue. Tesla has never given up easily. Ford, GM, etc. give up because they are not committed to EVs. They just want to sell gas cars and trucks as long as possible.

Price is a factor. If the truck was 40k it would sell like crazy. But they can't sell them for that amount.

 

[A-AY-RON]

It just needs a coal stoker motor.

 

[devdrone6]

Please discontinue, too many people have them already. Stop right now.

 

[gooshjkc]

I have a feeling that Tesla will continue making the CT for at least till 2030 even if the downward sales continue. After that, it’s anyone‘s guess. I assume they will make small changes here and there to see if that will entice customers to buy it. Although, it will never get to the numbers they initially wanted to sell. Oh what Elon mentioned about moving CT to automous cargo fleet. I believe he will do it, but he will sell it to consumers.

However, Tesla and other manufacturers didn’t anticipate the blow back of the EV market will have. But that’s just the tip of the iceberg. Tesla already sold to the enthusiast. The only people left are true truck buyers. Truck buyers are very particular breed. First of all, they want a truck that does everything without compromise. That’s where CT and other EV trucks fall short. A great example is towing. Even though, most truck owners do not tow they want their trucks to tow for hundreds of miles or at least the rated miles they said it will go. Now GM sort of addressed this by adding a ton of batteries (almost double of that of CT), but their vehicles are super inefficient. Customers sees this as a compromise. Of course, the biggest deterrent imo is the price. Even if truck (in general) prices have gone up, people are still hesitant to spend that kind of money on EV trucks because of the compromises they see they might have to deal with. We saw what people are willing to pay when the $60K CT came out, but that’s not feasible for Tesla to sell at that price. In other words, the thing that need to happen is the price of batteries and/or raw materials need to come down and by extension the price of CT needs to come down.

 

[YDR37]

I think the $59K sale was a test. I think Tesla is collecting data on what to do next. If the $59K truck generates expected orders, that is an important data point.

Let's recap Tesla's recent price testing and the resuilts (from Tesla's point of view):

Test #1:. OK, let's start with the $79,990 AWD Cybertruck. Take out one motor and make it RWD. Lose the adaptive air suspension and the 20-inch wheels; use coil springs and 18-inch steelies instead. This will mean significant hits to performance and towing. Eliminate the motorized tonneau cover. Decontent the interior and the bed. Lower the price by $10,000 to $69,990.

Test #1 Results: That's strange, sales ... suck. Like, really suck. Who could have guessed??

Test #2: OK, let's restore the second motor and go back to AWD. This will also restore performance, but not towing because it will still have the coil springs. We'll put the motorized tonneau cover back too, but keep the steelies and the decontented interior + bed. And we'll lower the price by another $10,000, to $59,990, just to see what happens.

Test #2 Results: That's strange, sales ... are good. Like, really good. Who could have guessed??

Test #3: Hmm, maybe we underpriced in Test #2. So let's keep that configuration, but crank the price back up to $69,990. It shouldn't affect sales at all!!

Test #3 Results: pending

 

[EricGregori]

I've consistently maintained that once FSD is unsupervised, Tesla will see everything they can produce. Why would they discontinue it in that environment (although the way Supervised is spreading via word of mouth, it might be sooner).

Unfortunately, it is not up to Tesla. There are huge regulatory hurdles that need to be solved for unsupervised to be widely available. No state currently allows a consumer to own an AV.

 

[EricGregori]

I'm having too much fun with these mockups.

SUV Version perhaps

Van?

Any one of those would be awesome!

The Rivian R1S currently outsells the R1T 2:1.

 

[EricGregori]

Please discontinue, too many people have them already. Stop right now.

The price of used CT's will skyrocket if they are discontinued.
The used Tesla Model X is on a tear that no other vehicle in the market can match right now. CarGurus data shows average prices have surged 26.32% in just 90 days to $44,763, with a 12.26% jump in the last 30 days alone and an 8.08% year over year increase. No other Tesla model or vehicle in the broader used car market comes close to that pace.

 

[EricGregori]

I have a feeling that Tesla will continue making the CT for at least till 2030 even if the downward sales continue. After that, it’s anyone‘s guess. I assume they will make small changes here and there to see if that will entice customers to buy it. Although, it will never get to the numbers they initially wanted to sell. Oh what Elon mentioned about moving CT to automous cargo fleet. I believe he will do it, but he will sell it to consumers.

However, Tesla and other manufacturers didn’t anticipate the blow back of the EV market will have. But that’s just the tip of the iceberg. Tesla already sold to the enthusiast. The only people left are true truck buyers. Truck buyers are very particular breed. First of all, they want a truck that does everything without compromise. That’s where CT and other EV trucks fall short. A great example is towing. Even though, most truck owners do not tow they want their trucks to tow for hundreds of miles or at least the rated miles they said it will go. Now GM sort of addressed this by adding a ton of batteries (almost double of that of CT), but their vehicles are super inefficient. Customers sees this as a compromise. Of course, the biggest deterrent imo is the price. Even if truck (in general) prices have gone up, people are still hesitant to spend that kind of money on EV trucks because of the compromises they see they might have to deal with. We saw what people are willing to pay when the $60K CT came out, but that’s not feasible for Tesla to sell at that price. In other words, the thing that need to happen is the price of batteries and/or raw materials need to come down and by extension the price of CT needs to come down.

I agree, this is why I think Tesla may discontinue the CT and "refactor" the CT into a full size SUV which could also be used for cargo.

 

[EricGregori]

Let's recap Tesla's recent price testing and the resuilts (from Tesla's point of view):

Test #1:. OK, let's start with the $79,990 AWD Cybertruck. Take out one motor and make it RWD. Lose the adaptive air suspension and the 20-inch tires; use coil springs and 18-inch steelies instead. This will mean significant hits to performance and towing. Eliminate the motorized tonneau cover. Decontent the interior and the bed. Lower the price by $10,000 to $69,990.

Test #1 Results: That's strange, sales ... suck. Like, really suck. Who could have guessed??

Test #2: OK, let's restore the second motor and go back to AWD. This will also restore performance, but not towing because it will still have coil springs. We'll put the motorized tonneau cover back too, but keep the steelies and the decontented interior + bed. And we'll lower the price by another $10,000, to $59,990, just to see what happens.

Test #2 Results: That's strange, sales ... are good. Like, really good. Who could have guessed??

Test #3: Hmm, maybe we underpriced in Test #2. So let's keep that configuration, but crank the price back up to $69,990. It shouldn't affect sales at all!!

Test #3 Results: pending

Exactly!! Tesla is running an algorithm to optimize the CT price and determine if they can make money at that price. My guess is that the $60K DMAWD (it is what Tesla calls it on the website - Dual Motor AWD) is a break even price point. If they can sell enough trucks at this price, efforts to reduce the cost of manufacture will yield profit. If they cannot sell trucks at cost, there is no point in continuing production and would make more sense to refactor the design to a full size SUV.

 

[gooshjkc]

I agree, this is why I think Tesla may discontinue the CT and "refactor" the CT into a full size SUV which could also be used for cargo.

I didn’t think of that scenario. However, I still think Tesla will keep the CT for the time being. Even though, the sales are down. Almost to a trickle. There’s like cult following.

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