$69,990 is new price for Dual Motor AWD Cybertruck

[SCTesla]

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

We know that's not true.

Sponsored

 

[mitch9]

We know that's not true.

Eh? we don't know anything. do you work at Giga Texas, in the 4680 production department? they have not released the yield, or how many they have on hand. The RoboTaxi is MUCH more important to Tesla than selling more CyberTrucks, and if they are constrained, you can be sure they will make sure they can produce the RoboTaxi and let the Cybertrucks come later.

 

[SCTesla]

Eh? we don't know anything. do you work at Giga Texas, in the 4680 production department? they have not released the yield, or how many they have on hand. The RoboTaxi is MUCH more important to Tesla than selling more CyberTrucks, and if they are constrained, you can be sure they will make sure they can produce the RoboTaxi and let the Cybertrucks come later.

You can order a Premium or CB and get it in 4 weeks. It's not the batteries holding back the AWD.

Tesla has stated that the 4680 has ramped far beyond the CT production and the RT is not in full production, yet.

 

[mitch9]

You can order a Premium or CB and get it in 4 weeks. It's not the batteries holding back the AWD

wrong. they make "real" money on those models. every CyberTruck battery is (2) RoboTaxis.
If they are barely breaking even on the low end trim, why on earth would they want to push off the launch of the RoboTaxi? answer is, they wouldn't. Please remember, they are transitioning to a "service" model, manufacturing vehicles has become secondary to their future

 

[SCTesla]

wrong. they make "real" money on those models. every CyberTruck battery is (2) RoboTaxis.
If they are barely breaking even on the low end trim, why on earth would they want to push off the launch of the RoboTaxi? answer is, they wouldn't. Please remember, they are transitioning to a "service" model, manufacturing vehicles has become secondary to their future

There's 0 reason to believe it's battery supply. You've made an uneducated leap. If you have anything of substance, post it.

 

[Engi_Nerd]

Perhaps people already mentioned it, but CT lacking Autopilot means a higher percentage of owners are forced to sub to FSD in order to get super basic ADAS. They are probably hedging their low or even negative margins with subscription revenue.

The price jump being higher than most expected was clearly intended to fully close the demand tap. Maybe due to 4680 / Cybercab battery capacity, or maybe to limit losses incurred this operating year. I don't see it automatically meaning they have "overwhelming demand" as some are reporting. It could just be that they intended to sell "X" number of trucks at this price to try and juice public interest and they've done so.

 

[mitch9]

There's 0 reason to believe it's battery supply. You've made an uneducated leap. If you have anything of substance, post it.

It's one or more issues, either parts contrained for the special components used for the entry level model (Cloth Seats and/or Coil Springs), constrained production capacity on the CyberTruck production line, due to 4680 battery availability issues, or personal, as they have moved many of them to other lines, such as the Model Y and the new RoboTaxi line. We don't really know which issue, or combination of issues is causing the delay, nor does it matter. fact is, production is delayed, for up to a year for the entry model, but for the higher end models, they are reserving production capacity/batteries/personal as it affects their bottom line, while they are still a public company with quarterly results to report.

 

[Sjohnson20]

Well if they are using leftover parts from the RWD they wouldn't admit that or offer it as an answer.

Hey guys we got all these parts from that Cybertruck that sold like crap! We will use those!

I think we can connect the dots pretty well that this is somehow related to the canceled RWD.

 

[CyberWalrus]

Well if they are using leftover parts from the RWD they wouldn't admit that or offer it as an answer.

Hey guys we got all these parts from that Cybertruck that sold like crap! We will use those!

I think we can connect the dots pretty well that this is somehow related to the canceled RWD.

Also notice, they used the leftover RWD images and graphics on the order page. It doesn't even show having a tonneau.

 

[Cybertruck2024]

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.

Tesla stated they could make 250k trucks a year. I assume that they aren't going to turn on another shift for what likely is a short term bump in sales, they would rather keep the line at one shift and make people wait for a low margin truck they aren't making much/any money on.

If the truck was higher margin or there was confidence the order spike would persist, Tesla would ramp up the production.

Of note, you can get a higher margin truck basically right away. Tesla prioritizes its clients they are actually making money off of, everyone else can wait their turn, however long that will be.

 

[CTOWannabe]

Tesla has gotten very hostile towards its customers.

This is garbage marketing. 69k this is a dud. At 59k losing all the features made it worth it. Now 10k more for air suspension and all other premium features make this a mostly dumb model.

Further, it’s not letting people transfer FSD unless they receive the car by 3/31, an imposssiblety, even if they order it today is just a scumbag move.

Further, them telling you we can’t wait to remove any option of you driving the car yourself is too early, and again just a hostile anti customer move.

It’s like marketing has been taken over by someone that wants to drive away their customer base and tank their car business.

Tesla has lost the plot.

 

[TripleB]

Tesla has gotten very hostile towards its customers.

This is garbage marketing. 69k this is a dud. At 59k losing all the features made it worth it. Now 10k more for air suspension and all other premium features make this a mostly dumb model.

Further, it’s not letting people transfer FSD unless they receive the car by 3/31, an imposssiblety, even if they order it today is just a scumbag move.

Further, them telling you we can’t wait to remove any option of you driving the car yourself is too early, and again just a hostile anti customer move.

It’s like marketing has been taken over by someone that wants to drive away their customer base and tank their car business.

Tesla has lost the plot.

The Tesla executives are not dumb. They can't agree to a 59k price 18+ months out. What if cost go up dramatically? For now, they will build the orders they have and see how it goes. It's a reasonable wise approach.

For anyone who bought FSD upfront, sorry but it probably wasn't wise. It's simple math. The likelihood of keeping an auto 80+ months is unlikely. Also, by purchasing FSD upfront you complicate any future auto purchasing decisions. The expectation that anyone who purchased FSD upfront owns it for life and can transfer indefinitely is unreasonable.

Further, buying a Tesla and not subscribing to FSD seems crazy to me. FSD is why you own a Tesla. It should be expected and planned for at purchase.

 

[RVAC]

You can order a Premium or CB and get it in 4 weeks. It's not the batteries holding back the AWD.

Tesla has stated that the 4680 has ramped far beyond the CT production and the RT is not in full production, yet.

If the price point is dependent upon dry domestic cathode 4680s, that can still be true.

 

[Trbizwiz]

Not without FSD transfer. Now it dies on HW3 vehicles and people move on to Rivian R2’s.

Which don't have FSD

 

[pricedm]

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.

Back in 2021-ish the Model Y with FSD was $70k. Now...my 2026 Model Y was around $2k less than my 2023 Model Y, and both $20k less than a few years ago.

Cybertruck pricing at 65k / 75k / 90k would look similar to the downward trajectory of Model Y prices. And very likely mirror the upward trajectory of sales.

Sponsored