Sponsored

Jhodgesatmb

Well-known member
First Name
Jack
Joined
Dec 1, 2019
Threads
90
Messages
6,512
Reaction score
9,056
Location
San Francisco Bay area
Website
www.arbor-studios.com
Vehicles
Tesla Cybertruck FS AWD, Tesla Model Y LR
Occupation
Retired AI researcher
Country flag
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.
If the ‘use up RWD inventory’ theory is correct then you are probably in the clear.
 

Griswold

Well-known member
Joined
Jul 6, 2025
Threads
7
Messages
260
Reaction score
439
Location
Chicago
Vehicles
Family Truckster
Country flag
Now $10000 will look like a nice price to pay for all the goodies that come with the premium as a huge upgrade from basic. Or $9000 if it's your first Tesla since they still exclude the referrals for basic AWD surprisingly. Either way the long term play was to make premium look like the best choice and it worked. Some will still pay up for beast. And after enough time they'll relaunch a RWD to even more basic option at $50-$60k.
 

VAF84

Well-known member
Joined
Jun 14, 2024
Threads
9
Messages
235
Reaction score
454
Location
Central Texas
Vehicles
2024 Sierra EV Denali, EX - 23 Lightning Lariat Extended Range 10mo./21k mi
Occupation
Consultant
Country flag
It will be interesting to see how many fulfill their order. The problem with this one week deal is it incentivizes people to place the deposit and then make a decision later. I stared at that page until 1a cst deciding whether it was worth it at least placing the order as I wouldn’t have minded losing $250 if I didn’t go through with it.

However, my bet was they wouldn’t increase price past $65k if it did go up. I was wrong, but I also think they will need to adjust down again if they keep the trim once they catch up on production. I feel $70k is priced to high for those already squeezing past their $50k budgets to lock in a base $60k truck, and priced to close to the premium for those that can afford the $70k truck. The pricing segments posted earlier are pretty accurate, different buyer segment above $65k
 


Sjohnson20

Well-known member
Joined
Nov 30, 2023
Threads
8
Messages
1,472
Reaction score
2,536
Location
Florida
Vehicles
Cybertruck AWD, Model Y
Country flag
It will be interesting to see how many fulfill their order. The problem with this one week deal is it incentivizes people to place the deposit and then make a decision later. I stared at that page until 1a cst deciding whether it was worth it at least placing the order as I wouldn’t have minded losing $250 if I didn’t go through with it.

However, my bet was they wouldn’t increase price past $65k if it did go up. I was wrong, but I also think they will need to adjust down again if they keep the trim once they catch up on production. I feel $70k is priced to high for those already squeezing past their $50k budgets to lock in a base $60k truck, and priced to close to the premium for those that can afford the $70k truck. The pricing segments posted earlier are pretty accurate, different buyer segment above $65k
maybe thats why they went to 70k so most of the people that paid the $250 will feel like they got a deal.
 

turns2stone

Well-known member
Joined
Dec 25, 2025
Threads
0
Messages
211
Reaction score
273
Location
Dallas, TX
Vehicles
2026 Tesla Cybertruck Premium AWD, 2024 Tesla Model S Plaid, 2019 BMW i3S
Country flag
If the ‘use up RWD inventory’ theory is correct then you are probably in the clear.
Kinda wild how many times this 'use up RWD inventory' pops up... Tesla uses JIT/just-in-time inventory for builds. We have no proof they're just sitting on thousands of traditional springs, etc. (instead of the air suspension parts.
 

mitch9

Well-known member
First Name
Mitch
Joined
Apr 19, 2021
Threads
2
Messages
217
Reaction score
375
Location
Boston, MA
Vehicles
2025 Dual Motor Cybertruck
Occupation
Engineer
Country flag
Kinda wild how many times this 'use up RWD inventory' pops up... Tesla uses JIT/just-in-time inventory for builds. We have no proof they're just sitting on thousands of traditional springs, etc. (instead of the air suspension parts.
"no proof"? I beg to differ with you on that, they had inventory taking up space in their "warehouse on wheels" at Giga Texas, which someone noticed (likely because the inventory bill was due), they have 3 variants of their other models (3 and Y). They may be thinking of repurposing the CT line (rumored for now, a serious consideration in 2027 with Optimus) add it all up, they came up with the budget AWD model. Why do you think the delivery dates are so far pushed out? becasue they have no suppliers lined up for the parts specific for this model, yet you can get the Full AWD model, or the Cyberbeast in 4-6 weeks.
 

Jhodgesatmb

Well-known member
First Name
Jack
Joined
Dec 1, 2019
Threads
90
Messages
6,512
Reaction score
9,056
Location
San Francisco Bay area
Website
www.arbor-studios.com
Vehicles
Tesla Cybertruck FS AWD, Tesla Model Y LR
Occupation
Retired AI researcher
Country flag
Kinda wild how many times this 'use up RWD inventory' pops up... Tesla uses JIT/just-in-time inventory for builds. We have no proof they're just sitting on thousands of traditional springs, etc. (instead of the air suspension parts.
While it wasn’t my theory Tesla does have a supply chain for parts it doesn’t make. So while it builds vehicles pretty much to order it cannot order parts it doesn’t make that way and I am sure, as others have noted, that suppliers would probably have minimum quantities required to set up their tooling. So, you are right that there is no ‘proof’ but this ‘is’ how the world works.
 

turns2stone

Well-known member
Joined
Dec 25, 2025
Threads
0
Messages
211
Reaction score
273
Location
Dallas, TX
Vehicles
2026 Tesla Cybertruck Premium AWD, 2024 Tesla Model S Plaid, 2019 BMW i3S
Country flag
"no proof"? I beg to differ with you on that, they had inventory taking up space in their "warehouse on wheels" at Giga Texas, which someone noticed (likely because the inventory bill was due), they have 3 variants of their other models (3 and Y). They may be thinking of repurposing the CT line (rumored for now, a serious consideration in 2027 with Optimus) add it all up, they came up with the budget AWD model. Why do you think the delivery dates are so far pushed out? becasue they have no suppliers lined up for the parts specific for this model, yet you can get the Full AWD model, or the Cyberbeast in 4-6 weeks.
Picture of "inventory taking up space"? Although delivery times are quoted as 2027, that could easily turn into <3 months.

While it wasn’t my theory Tesla does have a supply chain for parts it doesn’t make. So while it builds vehicles pretty much to order it cannot order parts it doesn’t make that way and I am sure, as others have noted, that suppliers would probably have minimum quantities required to set up their tooling. So, you are right that there is no ‘proof’ but this ‘is’ how the world works.
Which parts from the RWD are confirmed not to be made JIT and in fact have minimum order quantities?

Neither side of our opinions can be proved by someone not working directly for Tesla. And I'm fine with that.. just that the 'too much RWD inventory' theory is taken as fact (with zero tangible proof) is what I find odd.
 


RustyLopez

Well-known member
First Name
Rob
Joined
Apr 8, 2025
Threads
0
Messages
49
Reaction score
129
Location
Seattle area
Vehicles
2024 Cybertruck, 2026 Model Y
Occupation
Financial consultant
Country flag
They have capacity to make the trucks, and they are chosing not to.
The order page for the lower priced AWD truck shows estimated deliver of “2027”, which is a change from the 1Q 2027 it was a couple of days ago. So it doesn’t seem like they have capacity to make more trucks until 12-18 months from now. If their ability to make the trucks is constrained for the foreseeable future, it doesn’t make any sense to continue to take orders at the lower price.
 

YDR37

Well-known member
Joined
Dec 29, 2023
Threads
26
Messages
1,502
Reaction score
2,454
Location
California
Vehicles
Tacoma
Country flag
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.
Tesla has made multiple questionable moves on Cybertruck pricing over the past few quarters, involving every single trim:

- Cyberbeast. Increasing the price by $15,000 (or 15%), from $99,990 to $114,990, while adding the Luxe Package. Tesla walked that one back by dropping the Luxe Package and returning to the old $99,990 price.

- Long Range RWD. Clearly overpriced at $69,990, resulting in (probably) the all-time worst sales for a Tesla vehicle. Tesla effectively acknowledged the mistake by cancelling the trim after just a few months.

- Standard AWD. Underpriced at $59,990, yet Tesla apparently didn't realize it until they saw the high demand. They changed their mind after only 10 days and repriced it at $69,990 (up 17%).

- Premium AWD. Tesla didn't change anything here -- but that resulted in an effective price increase from $72,490 to $79,990 (about 10%), after the loss of the $7,500 tax credit. Some kind of price adjustment would have been warranted, but it never came.

OK, maybe "focus groups" aren't the answer. But it really does seem like Tesla management doesn't have a good handle on Cybertruck price points. Maybe they do need to talk to the sales guys on the front lines.
 
Last edited:

mitch9

Well-known member
First Name
Mitch
Joined
Apr 19, 2021
Threads
2
Messages
217
Reaction score
375
Location
Boston, MA
Vehicles
2025 Dual Motor Cybertruck
Occupation
Engineer
Country flag
YouTuber Kim Java and her husband PJ, theorize they are 4680 battery constrained, and they are saving them for use in the April production of the RoboTaxi, they didn’t anticipate the huge demand for the $60K launch special CT

 

CyberWalrus

Well-known member
Joined
Sep 6, 2025
Threads
1
Messages
133
Reaction score
248
Location
FL
Vehicles
CYBERTRUCK
Country flag
It is not completely necessary the RWD parts are currently sitting in storage, but rather supplier obligations to deliver a quantity a month per contract. Additionally, there was also R&D and tooling cost to make the unique parts to recoup.

Or they would have made new parts for the dual motor AWD. New wheel designs and tires. I am sure to make the unique pattern tires with Goodyear, there is a minimum monthly/yearly volume that is needed to meet.
 

resellpanda88

Well-known member
Joined
Jan 9, 2025
Threads
0
Messages
330
Reaction score
193
Location
NY
Vehicles
Cyber Truck
Country flag
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.
I hate the timing thing with Tesla. My 2024 CT purchase was picked up the week after Christmas 2024. On 1/1/2025 they announced the federal credit. If I had waited 5 more days to purchase I would have gotten the 7,500.

Sales rep never tell us anything.
Sponsored

 
 








Top