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At 200 kWh battery, they'd be losing money even at the 10K/year mark. They would need to make over 100K to make any reasonable profits. The inefficiency is what makes me not want to like a Silverado EV. It's a great first attempt but boy, is it inefficient (and waste of batteries).

Cybertruck will likely be the most profitable vehicle in Tesla's line-up, once Tesla is able to fully ramp the production. Light pick-up trucks are the most profitable segment so I can't see why Tesla won't capture the same margins.

I really doubt that prices will go up, unless Tesla isn't able to ramp up the production. The market for $80K+ vehicle is very limited. Look at the S/X and how many units they sell worldwide. If Tesla wants to sell 125K+ units per year, the prices will inevitably have to come down. Here is...

I have an S Plaid and I also have a similar whine. Could be just a Plaid thing?

Too much RAM, but not enough Dodge.

I'm not sure how much you follow Troy, but he thinks only 2M vehicles will be sold by Tesla in 2024. Let's see how right he is. I expect Tesla to sell over 2.1M vehicles this year.

LOL, no. I am not an analyst and if I were guessing, I would actually be even more wrong than Troy! 😁 So don't listen to random jokers on the internet, especially me.

Unfortunately not. All I know is to take what he says with a grain of salt, and that he is more or less in line with the average analyst. Not terrible, but not perfect either.

Ahh.. I see. Maybe I missed up. But just to hammer the point home about how bad Troy is at guessing the future (to be fair, as bad as anyone out here as well): he guessed 15.7% gross auto margin (ex-credits). Wallstreet thought it will be 16.7%. The actual? 17.2%. So he was off by a...

Given that I am cross-shopping the Cybertruck with a Model X, this is great to hear. It seems to just stick to the plan on getting the Cybertruck, if it is even available to purchase. I can wait until 2025 until all the bugs are sorted out.

Again, you are totally avoiding or purposefully ignoring my question. LOL. You claimed that Troy was off by just 1 percent for FY '23 deliveries. But you failed to include 5 other times when he was off by more than 7% during quarterly deliveries. Surely predicting annual deliveries would be...

Either you deliberately or by accident missed my main point: Troy has been proven wrong more times than he is right. Troy is best at compiling sources and coming up with a very good estimate close to the quarter. He is terrible at guessing earlier in the quarter and he continues to revise his...

Troy is very good at compiling data but not so good at knowing the future. Case in point: his 2024 prediction for what Tesla will produce for the full year. I mean sure, he could be right. But the so-called and self-proclaimed "expert" is anything but. WAG indeed.

A broken clock is still right twice per day, or so the saying goes. I've followed Troy for a while and his predictions, while good, are to be taken with a grain of salt. He has been spectacularly wrong in the past, and the fact that you haven't acknowledge that tells me that either a) you...

Your point makes no sense about anticipated cancellations because since the unveil, Tesla has received 10K new pre-orders per week! So sure, some (many?) of the early reservation holders may cancel or not order, but there are likely new orders coming in to offset that. I really doubt that any...

Correct. Obviously, I am not happy about it as a future Cybertruck owner who did lock in FSD at the original pricing.

You paid $120K for a Model X P100D in 2016? If so, the CyberBeast at $120K is a steal! 😁

Given current demand, why would Tesla ever do that and leave $5K on the table? Based on what I'm seeing so far, there is at least a 3-year wait now already. When we receive more and more reviews, the demand will exceed supply and Tesla will increase prices, not decrease them. Just my 2 cents.

You own a Model Y? What year/trim is it? I think you will be the first TN delivery for a CyberBeast and definitely, you are one of one who actually is getting a Cybertruck for free!

This is a very fair assessment and I wholeheartedly agree: you should have a VIN by Christmas of next year at the very least.