For those who though that Foundation was really limited to 1000's units....here is your proof that its not....

[SentinelOne]

They'll build Foundation Series until they run out of accelerator rivets! - my estimate is about 12m!

Not sure what kind of truck you currently drive, but my current truck will fling stuff too, just not as fast / hard - bc my desiel only makes 400hp/800ft lbs....cant wait for my toy!

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[65SoYoLO]

My BIL ordered a non-foundation series and has a date for 2025, I think May.

 

[braddibbnd]

I think they will keep selling them until the buyers run out. Who knows how long that will be.

They are two weeks into the reservation list from 2019, and it's taken 6 months. There's still 4 years of a backlog. And, they still will have to go back to the beginning of the list again once the regular trucks are ready and offer those to people who passed. Seems like at least another 2 years to get that all done.

Well, they are now over 4 weeks into the reservation list. I put my order in on 12/26/19 with a 113193... number and received an invite yesterday. I'm a hard pass on a Foundation truck.
I bought my MY in late November of '22 and 6 weeks later it's 20k cheaper thanks to a 13k price cut and 7.5k tax credit. I'll wait and keep my 20k. Hoping by the time a non FS invite comes, the AWD will be 70-75k.

 

[MagnaKarma]

I suspect the conversion rate of Foundation Series invites - low to begin with - will continue to decline as they move through the queue. I think it's a reasonable assumption that those who reserved very early - hours, days, and then weeks from the reveal - are both more attuned and more enthusiastic about Tesla products. Those who reserved later are likely not as keen to pay the Foundation premium.

My guess is that Tesla has a conversion rate that they consider acceptable. There's something of a PR downside once buyers become too scarce and the invites begin quickly galloping over great swathes of the queue searching for buyers.

That acceptable conversion rate is also affected by the production ramp. Unlike traditional car dealers, with their widespread dealer network, Tesla doesn't have the ability to store great quantities of unsold vehicles. Tesla needs a buyer as the vehicle is being built. So as the CT production ramp continues to accelerate, that will put additional pressure on maintaining an acceptable conversion rate.

The conversion rate on the regular CT's will be notably higher than on the Foundation Series. Tesla knows that... and will transition to regular production when they hit, or as they approach, whatever minimum Foundation Series conversion rate they consider acceptable.

It will be much earlier than 2026.

Congrats on the invite! I'm just a few weeks behind you (early January 2020, RN 11321...) and might very well see an invite soon. Alas, I shall pass and wait for a regular AWD.

Do you have any thoughts on how non-FS would be rolled out? I didn’t follow how Rivian did it, but is it a hard stop in selling FS or rather just start offering normal ones but top tier stays “FS”. I ponder…

 

[Vegetaban]

My RN is from 12/2019, if's that what they doing, considering the data we have, we are not going to see a regular configuration minimum until late 2026

I’m think once the year no selling clause expires is when we’ll see normal non-foundation series. First with AWD and then beast. So they can compete with people selling used.

 

[Trimotor]

My place in line is 223,000+ and they sent me a foundation invite, but y'know what?
I'm out.
It's not a truck it's a toy. If you have cargo in that thing and hit the pedal, it's flying all over the place.

I have come to the conclusion that it's completely useless to me.
And you know what? When it first drove onto the stage, that was my initial reaction.
"They've built something completely useless."

RN113078435

 

[tbuck]

Rumor is that the FS trucks are limited to 20,000 units.

We will find out this year as Tesla is supposedly manufacturing around 1k Cybertruck’s per week.

Based upon Elon's quote on the earnings call that 2024 production is nearly booked and demand is still strong - and that the site shows "normal" trucks with delivery estimates of "2025", I believe 2024 is the year of the Foundation Series.

Invites that went out yesterday (mine included) show AWD deliveries July-Oct and CyberBeast Oct -Dec. The delivery windows are pushing back each month and invites are still going out (I am RN113086xxx - roughly 306,000 in line). As production continues to slowly ramp, I best we will see Foundation Series invites cease shortly after we see AWD delivery windows hit Nov/Dec. When they fill the production queue with Foundation Orders (plus a few for cancellations), they will probably cut things off.

Why?

1) Public company with a few billion invested - recovering funds to meet Wall Street earnings overrules any customer sentiment (reality of a capitalist society).
2) It makes sense and fits the original (and continuing) Tesla business model of starting with an expensive version before introducing a "more affordable" version.
3) A year-end cut off makes quarterly earnings and transition easier and straight forward - meaning 2025 is a "non-foundation" year.

Just my hunches.

 

[evazquezcu]

I think they will keep selling them until the buyers run out. Who knows how long that will be.

They are two weeks into the reservation list from 2019, and it's taken 6 months. There's still 4 years of a backlog. And, they still will have to go back to the beginning of the list again once the regular trucks are ready and offer those to people who passed. Seems like at least another 2 years to get that all done.

Thats what I was mention before, no way we see the first regulars before 2026

 

[Jager]

Do you have any thoughts on how non-FS would be rolled out? I didn’t follow how Rivian did it, but is it a hard stop in selling FS or rather just start offering normal ones but top tier stays “FS”. I ponder…

Yes, my guess is that there will be a hard stop on the Foundation Series once regular production begins. There are several reasons, the largest being that the already low - and declining - conversion rate on FS will plummet once regular trucks at regular prices are available.

 

[Deleted member 17810]

They stop foundation series when they break even on setup for production.

Teslas version of a Kickstarter.

 

[Jvn]

Sinse ordered 4 years ago and now Mine is vin 0045 and going to pick it up Tuesday in fort lauderde

 

[Balthezor]

My place in line is 223,000+ and they sent me a foundation invite, but y'know what?
I'm out.
It's not a truck it's a toy. If you have cargo in that thing and hit the pedal, it's flying all over the place.

I have come to the conclusion that it's completely useless to me.
And you know what? When it first drove onto the stage, that was my initial reaction.
"They've built something completely useless."

RN113078435

just wondering why you ordered it in the first place. And why hang in a fan forums if you hate it. just curious.

 

[Kaz109]

Received the foundation invite today. But $93,990 is a bit too much in my opinion. Hope I can get my original preorder this year.

Zero chance of that happening

 

[firsttruck]

My place in line is 223,000+ and they sent me a foundation invite, but y'know what?
I'm out.
It's not a truck it's a toy. If you have cargo in that thing and hit the pedal, it's flying all over the place.

I have come to the conclusion that it's completely useless to me.
And you know what? When it first drove onto the stage, that was my initial reaction.
"They've built something completely useless."

RN113078435

Pics of Cybertruck owners using Cybertruck to do truck things.


https://www.cybertruckownersclub.co...-truck-things-🦾-post-your-photos.14096/page-7

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