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Sjohnson20

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Changing the FSD transfer policy during the sale is wrong. I guess they didn't plan well enough in advance of the sale or didn't predict how many trucks would be ordered. They should honor the transfers up until they changed it on the site.
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Beyond

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Someone likely said great idea. Then realized these sales were at super low margins.
Maybe a little focus group planning could have figured the price-point a little better.

I am sure Elon changed the terms. I don't see anyone else having the balls to do that for fear of Elon's backlash. Does show where we stand in his mind.

Someone at Tesla screwed up, so screw the customer instead. Other companies have done it, but maybe not as blatant stare you in the face screw.
That's quite possibly how it played out. Elon beware, Aunty says, "Bust a deal, face the wheel!".

 

Jhodgesatmb

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Price increased by 10k on the new trim. The other trims remained the same.

Side note: They removed the ability to lease the new trim, at least for now. From experience, it doesn’t matter what you saw when you ordered or what it said. At the end, you paid $250 to secure the price of the vehicle, not any terms. Those will be “official” once you submit your credit app and lock in whatever terms they have at the time for lease and financing.

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I think this was a big mistake on Tesla’s part. If Tesla just wanted to increase CT sales for a short period of time then they succeeded. If they were trying to restart CT sales over the long run then price increases should have been much smaller, incremental, and started after a longer period of time. I am going to make a guess that sales of this trim will, at this higher price, drop precipitously, and won’t help Tesla determine what price the buying public is able to spend. Because such a large increase goes against the idea that the earlier price was not only a good value, but also a fair value, buyers might consider this increase more negatively than they would an incremental increase and choose to wait until Tesla’s next Hail Mary. I/We want the CT/Tesla to succeed so this kind of behavior seems neurotic and not well thought out. All this said, I’ve been wrong so many times maybe I am wrong this time also and all will be fine. It just doesn’t make sense to me.
 

Jhodgesatmb

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Tesla is not socialist endeavor. Its primary goal is making money. Used to be transition to other stuff. They don't just employee people for the sake of employment. They are also not America's car company that tries to sell cars and trucks at just break even.

So everyone wants something for cost, but not many want to provide it for that cost.
Do you know the cost of making this truck? Does anyone really think Tesla isn’t making money on CTs? They should have priced the ‘introductory price’ much closer to the ‘actual’ price. The goal should be to keep the Cybertruck manufacturing lines going at full tilt and not with fits and starts.
 

Outdoors

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It is called price discovery.

Do you know the cost of making this truck? Does anyone really think Tesla isn’t making money on CTs? They should have priced the ‘introductory price’ much closer to the ‘actual’ price. The goal should be to keep the Cybertruck manufacturing lines going at full tilt and not with fits and starts.
I was referring to give the people what they want statement which was quoted. We all want things for low prices. Yet that is not how we operate here. I never said they didn't make any money. It was more making that point.

So to answer. No. and No. There is no goal in manufacturing lines. Some think that is how things work. That is not. From many people in that industry, and where I live half of the year. Y'all no nothing about auto manufacturing lines. Utterly laughable.
 


Jhodgesatmb

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Refundable $100 is not the same as non-refundable $250.
The terms were very clear.
I think Tesla learned a valuable lesson with the CT release. People do not understand engineering. They do not understand that things change. People do not understand inflation (which was almost 20% from 2019 to 2023).
Tesla's biggest problem is that they are very smart people and they assume everyone is very smart. I think they learned their lesson.

19.4% cumulative US inflation (CPI Nov 2019: 257.208 → Nov 2023: 307.051).
Announced base $39,900 → inflation-adjusted ~$47,630. Actual launch price: $60,990 (53% above original announced).
Inflation explains much of the rise from the dual-motor announced $49,900 (adj. ~$59,570) to the initial available model.
You say people don’t understand but I think they don’t even try. They see the price and look at what they can afford and that is that. I don’t meet a lot of people that use their ability to reason on anything anymore. They go to social media or ChatGPT for everything and if a decision requires more than 15-30 seconds of thought that is just too taxing for them.
 

YDR37

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I think the forum was on to something saying Tesla needed to move RWD parts stock. Breaking even-ish is better than having a warehouse full of coils at a loss. Plus this expands the FSD testing fleet. It seems like making money on the truck happens closer to $70k, even on the stripped down trim.
At $70k, it would take much longer to clear out the inventory. They had anticipated to sell RWD last year, but barely sold 500 RWD. Supply chain components minimum buy quantity were probably in the thousands. RWD had unique components they had to produce.
The "inventory clearance" theory could also explain why Tesla is so far out on delivery dates. Tesla probably ordered thousands of cloth seats and coil springs from its suppliers last year for the RWD. But the RWD flopped hard, selling hundreds rather than thousands. I'll bet that Tesla cancelled all of the orders for RWD parts, but not before the warehouses filled up.

So Tesla decided to get rid of those extra cloth seats and coil springs by offering a limited run of decontented "Standard" AWDs at a discounted cost. And they were apparently shocked by the demand.

So Tesla wants to keep selling Standard AWDs, but now there's another problem. They succeeded in using up the remaining coil spring/cloth seat inventory, and there isn't any more available -- because they previously canceled all their orders.

So Tesla probably had to go back to their parts suppliers and ask them to start making cloth seats and coil springs again. But the suppliers moved on to making other things long ago. Now the suppliers need to set everything up again to resume making those coil springs and cloth seats. It's going to take a while.

TL;DR: Tesla had supply chains for RWD parts like coil springs and cloth seats, but they killed them after the RWD flopped. Now, based on the unexpected demand for the Standard AWD, they want to bring those supply chains back to life. That can be done, but not quickly. That's probably why delivery dates for Standard AWD orders are now sometime in 2027.
 
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Jhodgesatmb

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It is called price discovery.



I was referring to give the people what they want statement which was quoted. We all want things for low prices. Yet that is not how we operate here. I never said they didn't make any money. It was more making that point.

So to answer. No. and No. There is no goal in manufacturing lines. Some think that is how things work. That is not. From many people in that industry, and where I live half of the year. Y'all no nothing about auto manufacturing lines. Utterly laughable.
Interesting. When the number of CT orders dropped they cut manufacturing and moved the workers to other lines or cut them altogether. I think that Elon once said that it costs a billion a year to run Giga Austin. Why not get that revenue from Cybertruck manufacturing? It would be a win-win for Tesla and the community. Well, if Tesla doesn’t care about keeping their manufacturers lines working at capacity why did they build a huge factory? You are right that I do not know.
 

YDR37

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Maybe a little focus group planning could have figured the price-point a little better.
"I don't do focus groups" -- Elon Musk

I don't know if cybertruckownersclub.com counts as a "focus group", but here is some info about price-points that Tesla could have learned by lurking here:

- $79,990 for a Premium AWD is too much for a mass-market pickup. It will find a niche, but no more than that.

- The loss of the $7,500 tax credit will hurt sales if prices are not lowered to compensate, at least partially.

- $69,990 is too much for a stripped-down trim with single-motor RWD and no powered tonneau cover. No one will want it.

- $59,990 is a smokin' deal for a stripped-down trim with dual-motor AWD and a power tonneau cover. Everyone will want it. It's a potential mass-market hit.

- $69,990 is not a smokin' deal for a stripped-down trim with dual-motor AWD and a power tonneau cover. There will be some demand, but it's no longer a potential mass-market hit.

I think it's fair to suggest that those points were the consensus opinions of the forum. I also think it's fair to suggest that the forum's price-point opinions were largely correct. Of course, the last point is preliminary, since the new pricing was only announced this morning.
 
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I'm curious if we will even see the first batch actually deliver to customers in June of 2026. I placed my order at 9:02 EST for this new trim which was less than an hour into the original announcement that was made on the 19th. I have a lease which ends the last week of May and I don't mind waiting a few weeks or even a month to jump into this new CT. Seeing the large influx of orders leading into 2027 I want to remain optimistic but treading carefully. I need to start thinking of a backup plan.
 


RonM

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Looks like early takers came out 10k ahead for a nice truck without some internal gingerbread :)
 

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"I don't do focus groups" -- Elon Musk

I don't know if cybertruckownersclub.com counts as a "focus group", but here is some info about price-points that Tesla could have learned by lurking here:

- $79,990 for a Premium AWD is too much for a mass-market pickup. It will find a niche, but no more than that.

- The loss of the $7,500 tax credit will hurt sales if prices are not lowered to compensate, at least partially.

- $69,990 is too much for a stripped-down trim with single-motor RWD and no powered tonneau cover. No one will want it.

- $59,990 is a smokin' deal for a stripped-down trim with dual-motor AWD and a power tonneau cover. Everyone will want it. It's a potential mass-market hit.

- $69,990 is not a smokin' deal for a stripped-down trim with dual-motor AWD and a power tonneau cover. There will be some demand, but it's no longer a potential mass-market hit.

I think it's fair to suggest that those points were the consensus opinions of the forum. I also think it's fair to suggest that the forum's price-point opinions were largely correct. Of course, the last point is preliminary, since the new pricing was only announced this morning.
Yep. Many of us are willing to pay more or less type of focus groups. That can be as simple as polling sales associates with questions. I think his reference was to design in that case.

Other autos poll dealers constantly in items such as these. Easy POS for customer. Front lines.
 

Sjohnson20

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I'm curious if we will even see the first batch actually deliver to customers in June of 2026. I placed my order at 9:02 EST for this new trim which was less than an hour into the original announcement that was made on the 19th. I have a lease which ends the last week of May and I don't mind waiting a few weeks or even a month to jump into this new CT. Seeing the large influx of orders leading into 2027 I want to remain optimistic but treading carefully. I need to start thinking of a backup plan.
Seems like they should be able to get some of them done by June. Mine was ordered the 19th also a couple hours after you. I think when Elon made the 10 day announcement that's when the orders really picked up.
 

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Out of curiosity, how much of a difference did you notice going from the coil springs (with adaptive dampers?) to air suspension?
I had driven my RWD for about 7k miles. in terms of comfort, the AWD air suspension is more plush. The coil is in my opinion 90% of the air, especially since you also get the 18 inch wheels, so more tire wall.

Coil suspension feels sportier and more responsive. Air on sport mode does not feel as 'tight'. The RWD was 500lbs lighter, so with dual motor it may be closer in comfort with more weight for spring compression.

I don't think anyone would feel much difference between coil and air in normal driving, unless need the ride height adjustment or always going off roading. Coil on road is sharper, RWD felt like sports car. The added complexity and noise of the compressor motors is unnecessary in my opinion.


I would bet there would be some nice aftermarket coil upgrades coming for it. Lowering springs, raise, or potentially even Fox setups. The arrival of the dual motor will bring some nice aftermarket upgrades. It would be waste to throw out the air suspension to replace with potentially better aftermarket upgrades in the future.
 

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If you received a 60K trade in offer why not move to the AWD? It's almost the same price of what you paid if you got the Federal credit and 1,000 referral.

The only factor may be FSD if you purchased that outright.
I took delivery of the AWD "premium" two weeks before the "dual motor" AWD dropped. I felt double screwed after my disappointment with discontinued RWD tonneau and took some loss to move to AWD.

At the end it was what it was, but worked out, since I would not have been able to transfer FSD from the updated transfer policy. I had bought FSD soon after announcement it would end on Valentines Day, which meant I would have been stuck in my RWD to keep FSD. At least until unknown future FSD transfer happen.
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