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boley

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Where did you find a big demand in sales?
I did see that ETA has moved to October, but I'm not sure what the ETA for the first orders was.
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I did see that ETA has moved to October, but I'm not sure what the ETA for the first orders was.
Mine said June when I ordered, but I’m not counting on it! Tesla has the capacity to build what they want, but I assume these are based on some battery cell scale at Austin. Who knows how that’ll go. I’m sure Joe T will keep an Eagle eye peeled!
 

LexusCyber

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If tesla wants to sell the premium AWD, they can't have an almost identical truck selling for much less. It would absolutely kill AWD premium sales and the lower priced AWD will already have sales slanted towards it to begin with. Too much of a price difference will have very few takers of the premium.
are not already too few takers on the premium AWD? that sku doesn't sell because it is not aligned with buyers' needs.. it won't sell because Tesla makes buyers feel compelled to go AWD premium because of a crappy inferior choice that is forced upon them... many don't like these "games" Tesla is playing with us the reg folks ... :sneaky:
 


Cybertruck2024

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If they can get anywhere near 75k units sold per year at this price, it would be a huge achievement. My guess is if they held at $60k pricing, they end up closer to 45k a year. Anythinvg near 50k units would still be a huge achievement, no one has been able to make an EV truck appealing to the mass market. If they bump the price up again, I assume production peaks closer to 35k units including the 10 day sale window, depending on if it is a modest price hike around $5k.
 

Empty tank

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Tesla is really good at making smoke, like when the Cybertruck was introduced. Tesla claimed millions of orders were placed to draw interest. I, like many other owners here, was pulled in.

But when the smoke cleared, there were thousands of Cybertrucks sitting on Tesla lots. Now the new version is released, and there's smoke again. Order by the 28th because the price is going up.

Let's see what happens when the smoke clears.

Tesla's marketing person is a genius.
 

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The price went up $1000 today, with the removal of the referral credit.
Tesla is really good at making smoke, like when the Cybertruck was introduced. Tesla claimed millions of orders were placed to draw interest. I, like many other owners here, was pulled in.

But when the smoke cleared, there were thousands of Cybertrucks sitting on Tesla lots. Now the new version is released, and there's smoke again. Order by the 28th because the price is going up.

Let's see what happens when the smoke clears.

Tesla's marketing person is a genius.
There are currently fewer than 52 Cybertrucks in inventory nationwide. I have been tracking it closely, as I was hoping to buy a Beast from inventory as soon as they came back with 0% financing. Fortuantely my trades will cover the cost of the standard range, so financing is not an issue. This is a much better financial decision! I can finally stop using my model Y P like a cargo van.
They already raised the price of the new standard AWD by $1000 by eliminating the referral/loyalty bonus. Since current orders are out to Oct, I assume they'll raise it just enough to quell the flow of orders, until full production begins. Tesla likes 6 to 8 week lead times, not 6-8 months.
Heres are good inventory tracker. It does list some trucks more than one time. So its unlikley that there are actually 52. Interestingly this number was 62 last week, so they have sold 10 inventory trucks.
https://ev-inventory.com/for-sale/U...rtsale=256&token=1056&spec=0&adv=0&minrange=0
 

PungoteagueDave

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The S & X where NEVER designed to be mass produced, the Cybertruck WAS, from the very begining.
Fremont is a vastly different factory from Giga Texas... S & X where always low volume, high priced vehicles, which was required in the early years of Tesla to bootstrap the company.
Over 630,000 MS/X have been made. The Fremont factory was a high volume production facility, first for the Toyota/GM j/v, then for Tesla production. Yes, gig TX is orders of magnitude larger, but by any normal auto production standard, the MS and MX were high volume models. Over 100k MS/X were produced there in 2017, 2k per week.
 


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Over 630,000 MS/X have been made. The Fremont factory was a high volume production facility, first for the Toyota/GM j/v, then for Tesla production. Yes, gig TX is orders of magnitude larger, but by any normal auto production standard, the MS and MX were high volume models. Over 100k MS/X were produced there in 2017, 2k per week.
As the old saying goes, "What have you done for me, lately". Model S & X production has fallen off a cliff, they made very few of these in recent years. I owned a 2013 Model S, with a VIN under 4,000, I had one of the first ones off the production line. These are hand built by people, not a lot of automation, as they have in the Model 3/Y productions lines. 630K over 14 years averages 45K per year (for both), that is not a high volume car, and the Cybertruck is tracking that and is in fact, lower.. however, the line is designed with a lot of automation, and for a much higher volume.. they are not even filling a single shift of production. yet.
 

PungoteagueDave

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As the old saying goes, "What have you done for me, lately". Model S & X production has fallen off a cliff, they made very few of these in recent years. I owned a 2013 Model X, with a VIN under 4,000, I had one of the first ones off the production line. These are hand built by people, not a lot of automation, as they have in the Model 3/Y productions lines. 630K over 14 years averages 45K per year (for both), that is not a high volume car, and the Cybertruck is tracking that and is in fact, lower.. however, the line is designed with a lot of automation, and for a much higher volume.. they are not even filling a single shift of production. yet.
My first VIn was #609, a 2012 MS. I get the process, have owned seven Teslas. The first few thousand MS and MX models had some hand construction but not after then. The S/X line was the most automated in history, with a great documentary made about the high use of robotics - robots with names in the Fremont factory. Same for the paint shop - no one in automotive history had such an automated production line. In the luxury automotive sector, 45k per year is quite high volume. But the system was set up for over 100k per year, and did that volume quite well for a couple years. Then competition came in, demand fell, and the M3 emerged (also initially in Fremont, not TX).

Yes, the CT is tracking only 1k per month, dismal, but we shall see - it may pick up, but will almost certainly never use the line’s full capacity. I don’t have a lot of hope because, just like the Edsel, first impressions often control outcomes. The CT still misses key truck objectives, especially for teh key fleet market, and has design limitations that are not lightly or possibly to overcome.
 

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100% saw this coming because of demand. Tesla leadership didn’t even need 10 days to make an MSRP decision.

$62,490 on March 1st Is my prediction and they cancel applying the $1k referral code to orders.
Agree this seems about right for price point.
 

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Since Tesla breaks out sales numbers by M3, MY, and "all others", it should be a lot more simple to figure out CT sales soon. :\
 

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Since Tesla breaks out sales numbers by M3, MY, and "all others", it should be a lot more simple to figure out CT sales soon. :\
Q1 26 is going to have strong numbers with all of the Model X buyers upgrading cars early. Followed by Q2 with the high number of Cybertruck sales in June.The X forums are lit up with early buyers. I don't have an S, so I don't follow those, but I can imagine its the same. My 23 XP is a spectacular car. Sad its disco'd. I'll probably try and pick up a 26 in a few years.
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