Cybertruck Sighting!! 11/21 Kettleman City, CA Supercharger

cvalue13

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That works out to over 30% increase from initial pricing.

We all know what happened when Rivian increased its price for reservation holders and you really can't claim it is due to inflation now as the price of raw materials has come down.

With demand for the S and X less than 100 k per year, I don't know how many CTs will sell at this price after the initial hype is over.
I don’t think youmre looking at this correctly.

first, assume the $90K comment was about the truck sitting in front of them - a tri motor ‘Cyber-beast’

like with the Model S to the MS Plaid, the Cyber-beast can be a price-limited/exclusive variant for the exclusivity-needy.

And this Cyber-beast variant was never described in 2019, so there is no available price comparison to which arrive at a “+30%” deduction


Assuming this$90k comment is roughly accurate, the question that is relevant to those interested in a ‘base’ model CyberTruck is this: how much cheaper will the base model be, from a marketing/segmenting price perspective

The Model S Plaid when first released was $40K more than the base Model S.

So even if the Cyberbeast is $90k, the base model could be significantly less
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ED_SFO

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They are 'Plaid' motors, as in the same CF wrapped units. They're just calling it differently due to different gearing and higher hp output enabled by the larger battery pack.
I asked specifically if they were carbon wrapped rotors like the plaid, he said no they are completely one off units specific to CT for high tq and new gearing. 🤷‍♂️

I believe the carbon wrapping was because they needed the car to go really fast, over 190+ mph. Not needed in the CT, they are prob massive motors to provide the tq to move 7000 lbs in under 3 seconds. Carbon wrapping wouldn't be needed in this use case.

That works out to over 30% increase from initial pricing.

We all know what happened when Rivian increased its price for reservation holders and you really can't claim it is due to inflation now as the price of raw materials has come down.

With demand for the S and X less than 100 k per year, I don't know how many CTs will sell at this price after the initial hype is over.
Last quarter Tesla sold about 15k model x/s and for the year prob around the 70k units range. We know trucks are pretty darn popular in the US. Can Tesla sell 60k trucks at $90k minus the new $7500 point of sale rebate in 2024? I think they can pretty easily tbh. The ramp will be slow but they will sell every single one they make in 2024. I do believe eventually we will see a $65k dual motor before rebates prob in 2025.
 
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davelloydbrown

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I don’t think youmre looking at this correctly.

first, assume the $90K comment was about the truck sitting in front of them - a tri motor ‘Cyber-beast’

like with the Model S to the MS Plaid, the Cyber-beast can be a price-limited/exclusive variant for the exclusivity-needy.

And this Cyber-beast variant was never described in 2019, so there is no available price comparison to which arrive at a “+30%” deduction


Assuming this$90k comment is roughly accurate, the question that is relevant to those interested in a ‘base’ model CyberTruck is this: how much cheaper will the base model be, from a marketing/segmenting price perspective

The Model S Plaid when first released was $40K more than the base Model S.

So even if the Cyberbeast is $90k, the base model could be significantly less
If I remember correctly, the initial 3 motor version was to have 3 motors, under 3 sec 0-60, + 14 k towing capacity and 500 mile range and priced at 69 k.

What we know so far is that it will not have 14 k towing capacity and unlikely to have 500 mile range.

So the only thing that has changed to justify the 30% increase in price is a new name- from three motor to performance or cyberbeast.

Is that worth the extra money?
 

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If I remember correctly, the initial 3 motor version was to have 3 motors, under 3 sec 0-60, + 14 k towing capacity and 500 mile range and priced at 69 k.

What we know so far is that it will not have 14 k towing capacity and unlikely to have 500 mile range.

So the only thing that has changed to justify the 30% increase in price is a new name- from three motor to performance or cyberbeast.

Is that worth the extra money?
No
 

cvalue13

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If I remember correctly, the initial 3 motor version was to have 3 motors, under 3 sec 0-60, + 14 k towing capacity and 500 mile range and priced at 69 k.

What we know so far is that it will not have 14 k towing capacity and unlikely to have 500 mile range.

So the only thing that has changed to justify the 30% increase in price is a new name- from three motor to performance or cyberbeast.

Is that worth the extra money?
exactly

this trim being released on Nov 30, that happens to have 3 motors, is *not* the 2019 “Tri Motor” variant

it is instead the base model CyberTruck, with a speed-enchanting option (which happens to utilize a 3rd motor)

In that respect, this Cyberbeast is analogous - in terms of trim differentiation - to a Model S Plaid vs a Model S base.

Is it worth the money? That’s for a buyer to decide. But in Tesla’s view, like the Model S Plaid, at least a few people will pay the premium for the speed/exclusivity - and we shouldn’t expect Tesla to build or sell many $90K trucks that are merely stupid fast, just like they don’t build or sell many Model S Plaid that are merely stupid fast.


Personally, even in 2019 I indicated interest only in a dual motor variant - so, for me, not even the 2019 “Tri Motor” variant was worth the then-applicable price increase.

I sure wouldn’t pay for a 2023 Cyberbeast, even if I could be one of the rare few who will take delivery of one.

Just as Tesla expects.
 


davelloydbrown

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exactly

this trim being released on Nov 30, that happens to have 3 motors, is *not* the 2019 “Tri Motor” variant

it is instead the base model CyberTruck, with a speed-enchanting option (which happens to utilize a 3rd motor)

In that respect, this Cyberbeast is analogous - in terms of trim differentiation - to a Model S Plaid vs a Model S base.

Is it worth the money? That’s for a buyer to decide. But in Tesla’s view, like the Model S Plaid, at least a few people will pay the premium for the speed/exclusivity - and we shouldn’t expect Tesla to build or sell many $90K trucks that are merely stupid fast, just like they don’t build or sell many Model S Plaid that are merely stupid fast.


Personally, even in 2019 I indicated interest only in a dual motor variant - so, for me, not even the 2019 “Tri Motor” variant was worth the then-applicable price increase.

I sure wouldn’t pay for a 2023 Cyberbeast, even if I could be one of the rare few who will take delivery of one.

Just as Tesla expects.
As a tesla owner and more importantly a tesla stock owner, I do not know if pricing of the CT over 90 k will be a good thing or a bad thing for tesla the company.

Since the early days of very high prices for the model S and X and then the plaid versions, prices for teslas has come down drastically. As a hopeful future CT owner, I hope this will extend to the CT.
 

cvalue13

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As a tesla owner and more importantly a tesla stock owner, I do not know if pricing of the CT over 90 k will be a good thing or a bad thing for tesla the company.

Since the early days of very high prices for the model S and X and then the plaid versions, prices for teslas has come down drastically. As a hopeful future CT owner, I hope this will extend to the CT.
Well, again - I’d expect Tesla to build at least 20 or more base model trucks for every single cyberbeast truck

Prividing a cyberbeast ‘halo’ variant, in limited quantities, is no different than say the F150 Limited” trim or the Raptor.

In other words, it’s essentially irrelevant to how well the CT does (and if you believe in the positive marketing effects of halo products, it’s at worst neutral and at best accretive).

The *real* question of relevance is: what is the MSRP of the base model Cybertruck
 
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ED_SFO

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If I remember correctly, the initial 3 motor version was to have 3 motors, under 3 sec 0-60, + 14 k towing capacity and 500 mile range and priced at 69 k.

What we know so far is that it will not have 14 k towing capacity and unlikely to have 500 mile range.

So the only thing that has changed to justify the 30% increase in price is a new name- from three motor to performance or cyberbeast.

Is that worth the extra money?
I think the people who would agree with you don't grasp the concept on how expensive it is to bring a new vehicle like this market. They prob spent hundreds of millions on R&D and manufacturing equipment. All you guys see is a price difference and less specs on a piece of paper and call blasphemy!!

You must include all costs aspects of making a product, and everything has cost over-runs now a days because of inflation. I think this is a much better truck than what was first revealed. The higher cost is related to making the vehicle along with the new features known and unknown.

Features that are useful for the average buyer:

- Potentially faster charging architecture (800v)
- 4 wheel steering
- folding rear seat
- powered frunk

I personally would never drive 400 miles without stopping. But I still would like a 500 mile range for off the grid camping though. My ideal would be dual motor with 400 miles of real range.
 

davelloydbrown

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I think the people who would agree with you don't grasp the concept on how expensive it is to bring a new vehicle like this market. They prob spent hundreds of millions on R&D and manufacturing equipment. All you guys see is a price difference and less specs on a piece of paper and call blasphemy!!

You must include all costs aspects of making a product, and everything has cost over-runs now a days because of inflation. I think this is a much better truck than what was first revealed. The higher cost is related to making the vehicle along with the new features known and unknown.

Features that are useful for the average buyer:

- Potentially faster charging architecture (800v)
- 4 wheel steering
- folding rear seat
- powered frunk

I personally would never drive 400 miles without stopping. But I still would like a 500 mile range for off the grid camping though. My ideal would be dual motor with 400 miles of real range.
Tesla spends between 9 and 20 billion per year in R and D and cap ex.

I am sure Elon was well aware of these costs when he first unvieled the CT in 2019.

Most of the expense for an EV is the battery and we are pretty much assured that the battery will be much smaller than comparable EV trucks like the Rivian, lightning and silverado which will have batteries in the 200 kwh range.
 

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I asked specifically if they were carbon wrapped rotors like the plaid, he said no they are completely one off units specific to CT for high tq and new gearing. 🤷‍♂️

I believe the carbon wrapping was because they needed the car to go really fast, over 190+ mph. Not needed in the CT, they are prob massive motors to provide the tq to move 7000 lbs in under 3 seconds. Carbon wrapping wouldn't be needed in this use case.
Interesting, appreciate the info. Semi has CF wrapped motors and doesn't need to go 190+ mph though?
 


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ED_SFO

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Interesting, appreciate the info. Semi has CF wrapped motors and doesn't need to go 190+ mph though?
Semi is a special use case where the carbon sleeve would create the ultra high tq needed to move 82,000 lb trailers prob.

Using traditional motors that are not wrapped on CT could be a cost cutting measure. But we will hopefully know in 8 days.
 

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If the trimotor is over 80k I believe it won’t qualify for the rebate.
 

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the engineer did not give anything specific and said " I cannot say " to many of my prying questions lol. But what I did get:

- first edition pricing should be in the 90s.
Must be a forum member
 

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The Kettlemans! I knew they embezzled that money!

Tesla Cybertruck Cybertruck Sighting!! 11/21 Kettleman City, CA Supercharger Jimmy-with-Craig-and-Betsy-Kettleman-in-Better-Call-Saul
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