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I will make this bet. How much do you want to wager?

The Model Y ramp was easy because it shared parts with the Model 3. The CyberTruck is completely different and can't be compared. If people are looking at the Model Y ramp and trying to use that for the CyberTruck production ramp, they are not going to be happy with the results.

Here is a quote that answers your question. It is based on 2024 income and they will give the credit to you if you ask. However, you might have to pay it all back if you don't qualify. " It’s also important to note that car dealers won’t analyze consumers’ income to determine if they qualify...

He went on Munro's podcast. It is great hearing someone like Matt saying once you go electric, you never go back.

Things like this make me very skeptical of Tesla even making 25,000 CyberTrucks in 2024. With 48-volt architecture could be another constraint on production. These are not mainstream parts and it just takes one to limit production. Stainless Steel could be another issue with supply chain...

The 20K package is not a good deal. I would qualify for the tax credit if they just threw on FSD and Powershare, which are not physical accessories attached to the car. This 20K package is a an early access fee. I am paying it because I might not get a chance to buy the car until 2025. Tesla is...

The majority of Cybertrucks sold would be for people that qualify for the $7500 tax credit. I would say 90% of people buying the dual motor would qualify for the credit. The majority of people buying the $100,000 dual motor should not buy it, but banks love to give big loans to young people...

I doubt Tesla sells a part made for removing side mirrors. This will definitely be an aftermarket product and there will be some clever one's made. Sadly in California I will have to keep them on, well just one on the driver's side, but that would look stupid with one missing.

The Cyberbeast is a much better package right now if you want FSD and powershare. The dual motor is straight up pay for early access. It is equivalent to a dealership markup. We are paying the same $20,000 without $4000 in installation for Powershare and no light bar. The extra accessories we...

I hope you are right, but I doubt this will happen. The issue is they are including things like different tires and items on the truck. If they just did accessories, it would have qualified. Tesla could have given use the ability to get a tax credit, but they decided to just have additions to...

If this was a Model Y type car, I would have no hesitation agreeing with you. The fact is that this is a completely different beast, pun intended, than any car they have produced. I will outline a few things that could limit production. 1. 4680 Batteries. Having a battery pack with 130 kWh with...

The Cybertruck was meant to be wrapped. Other cars/trucks can be wrapped, but it is just a different color unless the entire car/truck has extreme modifications to make it different. When you wrap a Cybertruck, it acquires a new personality. I can't wait to see the creativity with wraps from the...

That does make sense. This rollout will have many more obstacles than many people realize. I am giving up the $7500 Tax Credit and paying insane money for laser engraving because I know Tesla and their timelines. If I don't get this truck now, it might be years before I get an opportunity again.

My opinion is that Tesla wants to get CyberTrucks out to all the states and each service center. Getting these trucks out on the street in every state is important for branding. It is also important for training each service center how to work on these vehicles. There is a lot of differences...

Then how come the CyberBeast is not going to be delivered until the end of 2024? There are just as many CyberBeasts ordered as Dual-motor. We all know Tesla and their timelines. If they say January to March 2024, they really mean January to June 2024. I see more of a Model 3 ramp instead of a...

I hate to break it to people, but if you want the $79,990 CyberTruck, you will be waiting over a year. That will also be for the lucky people that get the first invite. People are ordering the CyberBeast with an end of 2024 date. If you don't want the Foundation Series, you don't want a...

You will definitely have a shot again sometime in 2025 or 2026. The Foundation Series is probably every truck Tesla makes in 2024 IMO. It looks like they sold the CyberTrucks they think they can make next year.

I have a suspicion that all of 2024 CyberTrucks are now accounted for and the Foundation Series is over. I think phase 1 for Tesla was to get as many CyberTrucks on the road possible by March. This will obviously take longer than March with any issues in production. After phase 1, they will...