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

[AlDente]

A genius assessment.

Be careful throwing that term around especially to anyone who considers himself a Wizard.

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[Macgreiner]

Which don't have FSD

But which do have basic lane keeping.

 

[SolarWizard]

Be careful throwing that term around especially to anyone who considers himself a Wizard.

come on buddy. Ive been building solar systems and ancillary infrastructure for nearly 20 years. that term is both a correct assessment of my positioning within the industry and related directly to the name of my business. do you consider yourself to be par cooked noodles?

 

[eswimm]

If basic AWD capacity is sold for the next year+, there's no reason at all for Tesla to continue taking orders at that margin. They're not losing any business, because they don't have those vehicles to sell at the moment anyway. It gives them the flexibility to manage the demand, either offering $60k again once they get through backlog or explore something in the middle. These aren't reservations, they're actual orders. I don't think it's in Tesla's best interest to commit to a low margin order too far out in the future.

 

[Jabman]

come on buddy. Ive been building solar systems and ancillary infrastructure for nearly 20 years. that term is both a correct assessment of my positioning within the industry and related directly to the name of my business. do you consider yourself to be par cooked noodles?

In all honesty, if you don’t look like this I’ll be very disappointed

 

[AlDente]

come on buddy. Ive been building solar systems and ancillary infrastructure for nearly 20 years. that term is both a correct assessment of my positioning within the industry and related directly to the name of my business. do you consider yourself to be par cooked noodles?

Yes, I'm often described "like a perfect pasta". Not sure what the're getting at but I take it as a compliment.

 

[mitch9]

Wow, there is a lot to unpack there Mitch but to quote Woody Allen's comment to Christopher Walken in Annie Hall. "Sorry Duane, I've gotta go. I'm due back on planet earth".

well Mr Pasta, everything I said has already been said by Elon, and others.. there is nothing new in my assesment, you may not like it, but it is truth. Tesla is pretty much done with consumers, don't hold your breath for "Cybertruck 2", it ain't happening. I am a longterm TSLA investor, that may end shortly after mid-year, when SpaceX goes public, and Elon decides to bring all the Musk companies under 1 organization, it's truly a PITA to do all of the filings for a public company, he really despises having to do it for 2.. He also owns much more voting control in SpaceX, as they have multiple share classes, so this is a way to guarantee his vision goes forward, and Tesla isn't taken over by some activist investors, who just want it to be a "car company", that ain't happening.

 

[Sjohnson20]

FSD is good but I know for a fact I'm a better driver (but I'm on HW3 so there's that).

you are going to be impressed with the Cybertrucks FSD.

 

[AlDente]

well Mr Pasta, everything I said has already been said by Elon, and others.. there is nothing new in my assesment, you may not like it, but it is truth. Tesla is pretty much done with consumers, don't hold your breath for "Cybertruck 2", it ain't happening. I am a longterm TSLA investor, that may end shortly after mid-year, when SpaceX goes public, and Elon decides to bring all the Musk companies under 1 organization, it's truly a PITA to do all of the filings for a public company, he really despises having to do it for 2.. He also owns much more voting control in SpaceX, as they have multiple share classes, so this is a way to guarantee his vision goes forward, and Tesla isn't taken over by some activist investors, who just want it to be a "car company", that ain't happening.

Mr Pasta here, I actually agree with most of your opinions (you know what they say about those ) but perhaps you were just a tad to strident. Then of course my Duane analogy occured when you said this;

"You can agree with this or not, doesn't matter.. it's what their plan is, and what Elon believes the future to be. It's hard to argue with him, as he is right much more often than he is wrong.. and really, he could be a time traveller for all we know, maybe he's seen this future in person "

Your speculation about Elon being a "time traveller" when everyone knows that he is an alien was my point. You need to do more and better research ...

Hope that settles this,

All the Best,
Al

 

[mitch9]

It's hard to argue with him, as he is right much more often than he is wrong.. and really, he could be a time traveller for all we know, maybe he's seen this future in person "

Your speculation about Elon being a "time traveller" when everyone knows that he is an alien was my point. You need to do more and better research ...

Hope that settles this,

All the Best,
Al

My initial theory on Elon, was that he was a Martian, just trying to get home to Mars.

however, time traveller fits better, as how does one single person start so many companies, on such diverse products, and they all seem to be doing well, and are leaders in their respective industries? It's uncanny, and I'm sticking with Time Traveller, until shown better evidence/theory, no one gets this "lucky" without having seen (or even lived in) the future

 

[AlDente]

My initial theory on Elon, was that he was a Martian, just trying to get home to Mars.

however, time traveller fits better, as how does one single person start so many companies, on such diverse products, and they all seem to be doing well, and are leaders in their respective industries? It's uncanny, and I'm sticking with Time Traveller, until shown better evidence/theory, no one gets this "lucky" without having seen (or even lived in) the future

Your time travel argument in interesting science fiction but for me he seems pretty well grounded in the 21st century. There's something magical that happens when genius is mixed with focused obsession and a large dose of Asperger’s syndrome. As you say, the proof is in the impossible projects and amazing outcomes. Love him or hate him he deserves to be respected for that alone.

 

[Cybertruck2024]

If basic AWD capacity is sold for the next year+, there's no reason at all for Tesla to continue taking orders at that margin. They're not losing any business, because they don't have those vehicles to sell at the moment anyway. It gives them the flexibility to manage the demand, either offering $60k again once they get through backlog or explore something in the middle. These aren't reservations, they're actual orders. I don't think it's in Tesla's best interest to commit to a low margin order too far out in the future.

It just makes me wonder why Tesla said they could make 125k+ trucks a year, when they can't? Or did they sell 100k of them in 10 days?

This isn't a capacity issue, it is a margin issue. These trucks aren't making money, but Tesla has a large unused line and a vehicle it can't sell, both of those facts look bad. They are now using this as a stunt to have some positive CT production news, likely at a loss.

 

[HLitt]

The temporary $60k was most likely to reduce RWD parts inventory and also gesture to abandoned RWD owners opportunity to trade in with minimal loss. I got 60k trade-in on my RWD when traded to the AWD "premium", so this would been near even trade if was announced before I had ordered. However, actually glad it didn't since transferring FSD would not have worked out.

$70k is still reasonable for the unique Cybertruck. While some say it is "just" $10k less than premium, $10k is still $10k to most people, while It gives option for people that do not want air suspension, leather, rear screen, or premium audio. Not as in value in features but in terms of low maintenance and simplicity. I know, I would have, because I am one of few to bought the RWD.

The question isn't $10K more but are you comfortable buying an $80K Truck? Is the value there for you? $60K is what typical, average optioned GM/Ford/Ram/Toyota full size retail for. A CT $60K is competitive with those. At $80K, your competing with Rivian and heavily optioned trucks.

 

[REM]

my assessment of this situation is that the primary goal of pricing the truck at a margin of less than $4500 was to keep the factory humming until the cybercab is ready for scaled high volume. Optimus will also be entering production next year. Those two items along will keep the factory humming beyond that. Pushing the price up $10k incentivizes all those $250 orders to convert into sales as they instantly hit positive equity at purchase. This chunk of orders also quite likely pushes all hard money sunk into the link, R&D etc into the black and clears a path toward the truck at modest volumes being worth keeping AND makes the introduction of variants of vehicles based on this architecture to launch with a lower sunk cost to start.

 

[REM]

It just makes me wonder why Tesla said they could make 125k+ trucks a year, when they can't? Or did they sell 100k of them in 10 days?

This isn't a capacity issue, it is a margin issue. These trucks aren't making money, but Tesla has a large unused line and a vehicle it can't sell, both of those facts look bad. They are now using this as a stunt to have some positive CT production news, likely at a loss.

The trucks absolutely are not being sold at a loss lmao

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