Tinker71
Well-known member
- First Name
- Ray
- Joined
- Aug 8, 2020
- Threads
- 85
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- 1,508
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- 2,003
- Location
- Utah
- Vehicles
- 1976 electric conversion bus
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- Project Manager
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- #1
In my Rivian price swing post I hypothesized a $130k Plaid CT Quad 4WS. I actually think Tesla could price the CT Plaid higher than the S Plaid. After all it will have the highest range and the best tech.
Since Telsa "owes us" a CT3 tri motor level performance for $70-80K and there probably won't be that much improvement on performance between the new CT3 level (whatever it is) and the Plaid, Tesla will want to justify the $50k price swing another way. Not just first deliveries.
What if they turned over their CT Plaid power train to someone like Mercedes and said, 'build us a fancy truck interior'. I don't know how Tesla would brand this, but
Say they valued CT Plaid with a gutted interior at $90k Someone does a $25,000 interior and Tesla sells this all for $140k.
So they have a ~50% margin on the guts and 100% margin on the interior and still sell 20,000 units. They continue to make a great truck interior common across the other tiers without pulling resources on designing and producing the fancy trim and seats.
Maybe the Plaid gets a laser etched surface and solar tonneau to help differentiate it.
I can't wait to see what Tesla is going to do on their pricing scheme and options.
Since Telsa "owes us" a CT3 tri motor level performance for $70-80K and there probably won't be that much improvement on performance between the new CT3 level (whatever it is) and the Plaid, Tesla will want to justify the $50k price swing another way. Not just first deliveries.
What if they turned over their CT Plaid power train to someone like Mercedes and said, 'build us a fancy truck interior'. I don't know how Tesla would brand this, but
Say they valued CT Plaid with a gutted interior at $90k Someone does a $25,000 interior and Tesla sells this all for $140k.
So they have a ~50% margin on the guts and 100% margin on the interior and still sell 20,000 units. They continue to make a great truck interior common across the other tiers without pulling resources on designing and producing the fancy trim and seats.
Maybe the Plaid gets a laser etched surface and solar tonneau to help differentiate it.
I can't wait to see what Tesla is going to do on their pricing scheme and options.
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