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  1. WA CyberTruck deliveries end of March

    Does anyone have a contact for a "sales advisor" ? I got the invite - but haven't decided on ordering. Planning a move this summer - so obvious complications around delivery state, powershare installation and trade-in ....
  2. Just got the email to order the Foundation Sseries Cybertruck!

    This is exactly the reason Tesla should not try offering FS all the way down to 2M reservation holder. It affects brand loyalty and angers customers. Those who point to Eco 101 should take a class in marketing 101. PS: Besides they are wrong about making money on FS, Tesla is losing a lot of...
  3. Just got the email to order the Foundation Sseries Cybertruck!

    The truth is .... the price always goes down. Tesla simply won't be able to sell 250k trucks that cost $100k a year. Once all the die-hard fans buy - there will be a lull in demand that forces Tesla to introduce cheaper versions. Like it happened even with Model 3 in Q1/Q2 '19. New S & X have...
  4. Just got the email to order the Foundation Sseries Cybertruck!

    The capital has been spent for 250k cars a year. Utilization is now at 3% - they have to increase it for it to be not a drag on GM & EPS. If you want to discuss further we need to move to a more appropriate forum ... or just see this. (2) AJ on X: "My Q1 2024 Tesla EPS estimate is $0.64...
  5. Just got the email to order the Foundation Sseries Cybertruck!

    Its about ramping up. The faster they ramp up - the better it is for the bottomline. I don't think people appreciate how much of a drag the low production is on GM .... It is better to ramp up a week earlier than get that 20k more on a few more vehicles. There is also the brand perception etc...
  6. Just got the email to order the Foundation Sseries Cybertruck!

    That makes no economic sense. Tesla is currently bleeding money on CT because of VERY LOW capacity utilization (3% or so). It will be a big drag on EPS and GM if they don't ramp up quickly. I don't see this dragging out for 2 more years. Troy estimates 30k delivered this year. So, unless you...
  7. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    Getting too far OT - so will stop there. I'm still debating whether to order FS or not ....
  8. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    Oh - no idea how fast CA refunds. But that article is from 2009 ;)
  9. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    Funny you say that - I've always got IRS refunds faster than from private companies (including Tesla).
  10. First impressions after my Cybertruck delivery: The Good & Bad (Maybe)

    Run a Stereophile CD and plot it. Wait .... do they still sell them ?
  11. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    Are you sure the mail didn't end up in the junk mail folder ? I see a lot of 1288xxxx reservations getting invites yesterday. Oh yes - so many features are not available on the phone.
  12. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    File taxes early - so you get the tax refund early. It is a separate question as to why you would pay extra taxes and get a big return in the first place ... but not for this forum ;)
  13. FS is closed, prove me wrong

    FWIW, Troy estimates 27k CTs delivered in 2024. So,if 10k / 15k are FS, we will see a similar number of nonFS this year.
  14. FS is closed, prove me wrong

    I guess you have been renting out your tesla on their robotaxi network for years now ;)
  15. 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!]

    Guess what .... I got an invite too. 11289xxxx. Low chance of ordering, though.
  16. Tesla's Cybertruck VIN Activation Tracker (NOT Customer VIN Allocations)

    You are basically saying that buyers are not satisfied because they believe the "urban myth" that buying cars is a bad experience. Do you have any data to show this is true i.e. when people go and buy a car their experience is different from what they thought it would be ? It is wrong to think...
  17. FS is closed, prove me wrong

    They may not .... but I don't see why they can't. They reached near full capacity for Model X in 4 quarters (and we know they had all sorts of issues with X). With CT we are only talking about reaching 1/2 the capacity in 4 quarters .... and we are just half way through the first quarter.
  18. FS is closed, prove me wrong

    I'd take Elons "sold out" comments with a pinch of salt. If they are still at 50 a day in December 2024, then, they are in deep trouble (in terms of CT). You are betting they will not fix the production hell this year and I'm guessing they will. My guess is they will be churning out 10k a month...
  19. Tesla's Cybertruck VIN Activation Tracker (NOT Customer VIN Allocations)

    Well, if you have any data to the contrary I'd like to see it. You have given a very long reply with no backing. A quick search shows people like buying cars online. You can easily find the links to those like this one ... This is how the happiest car shoppers bought their vehicle -...





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