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  1. ThaDon

    Foundation order second thoughts

    I’m with this. Particularly if you don’t need another vehicle
  2. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    You keep moving the goalposts. First you say three years now you say they will still be going through reservations end of 2025. Of course the latter is more likely to be true, but you aren’t being consistent in what you’re saying. Kind of crazy
  3. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    Time will tell. People are priced out… don’t know why u say no is saying this. now you’re changing the argument. Of course they’re gonna sell every truck that’s not my point. my point is to take rate on the reservations is likely far less than what you anticipate. lets see. Lol
  4. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    Way cheaper than 5-10k if you don’t value the options (I don’t for many) and it’s not bimodal that one would wait 3 years. cheers! ThaDon
  5. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    What’s with the rhetorical questions lol. Of course there’s 300k people that could afford it. There’s much more. But there’s a venn diagram of buyers, many of which can afford but will not buy. Foundation series showed that and amplified it.
  6. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    And how are you arriving at 60/70%? The fact of the matter is, upon initial launch, the price was so much lower and interest rates were about half of where they are now. Meaning, your carry costs have now more than doubled. You don’t know the price sensitivity of reservation holders, but given...
  7. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    You are assuming pretty high take rate that cannot be substantiated
  8. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    That’s nuts. They’re blowing through reservations.
  9. ThaDon

    "Foundation Series Orders end 6/30/3024" Joe Tegtmeyer

    Sucks but I don’t think the Tesla prioritizes fairness. You can see that and what they’ve done as a company. I think reasonable minds can disagree on where the line goes from here. One could argue that the most recent reservation holders will be the most sticky since they have greater price...
  10. ThaDon

    What happens when FS stops, how long to get a CT then?

    Makes sense, but first I’ve heard of direct proof of the claim
  11. ThaDon

    Musk says Foundation Series ends soon and non-FS starts next quarter. Production goal of 2500 units/week by end of year

    Can someone please show me pictures of the foundation series, tires, and rims versus what may be different on the regular production? I’m not fully following.
  12. ThaDon

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

    Can someone please show me pictures of the foundation series, tires, and rims versus what may be different on the regular production? I’m not fully following.
  13. ThaDon

    Tesla Investor call: Any update on production numbers/quotas or anything CT related?

    Tonneau cover better come standard. If not, that’s ridiculous.
  14. ThaDon

    Tesla Investor call: Any update on production numbers/quotas or anything CT related?

    I am not listening the call, but I wanted to post a thread in case there is any mention of the cyber truck





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