Honoring Original Estimated Pricing

[Deleted member 3316]

How about you spell out your idea using numbers and we can get at least a vague idea of what that is?

Because your plans seem to include Tesla raising the price on early reservation holders? Or making us wait while they fulfill orders from people who'll pay whatever?

New market strategy just for Cybertruck.

For the first 4 years of production (1million ish vehicles),
Sell only to reservation holders at MSRP with a 18month-2year resale covenant of some description,

AND

Sell a small proportion with no resale restriction to all comers, equal to the estimated scalping/flipper rate (~10%) at open auction in each sales territory. A slight augment to this could be could be to have a higher proportion of the ~10% be open only to reservation holders and delivery wave excess at an in person all comer auction.

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[Crissa]

Elon said specifically they cannot launch at original prices.

"A lot has changed since then, so the specs and pricing will be different," said Musk. "I hate to give a little bit of bad news but there's no way to have anticipated quite the inflation that we've seen and various issues. But what I can tell you is that the Cybertruck is gonna be one hell of a product and it's gonna be like a damn fine machine."

Noted, these two are different. Also, what was the date of that quote? Has he said anything about inflation since?

-Crissa

 

[Deleted member 3316]

Noted, these two are different. Also, what was the date of that quote? Has he said anything about inflation since?

-Crissa

Yes of course they’re different, I’m fallible and poorly articulate some things but the sentiment is essentially the same.


Was August last year so probably the Q3 earnings.

 

[Crissa]

So, inflationary pressure on raw materials has since tanked. He commented on it.

-Crissa

 

[Deleted member 3316]

So, inflationary pressure on raw materials has since tanked. He commented on it.

-Crissa

Even still, as I said before the “other issues” is the reservation list and demand/supply incongruence.

Tesla cannot sell Cybertruck at a price that will forment rampant parasitic profiteering. And for the first 2-3 years in each market it launches… that is going to be comparatively expensive… unless…

 

[Crissa]

Tesla cannot sell Cybertruck at a price that will forment rampant parasitic profiteering. And for the first 2-3 years in each market it launches… that is going to be comparatively expensive… unless…

You're not helping your case that you don't want them to soak early reservation holders.

-Crissa

 

[SparkChaser]

Look at what they did in the past. I expect they will do the same with CyberTruck.
I did not see anything that said they increased price to stop a secondary market on the Y or 3 or even the X and S. So I feel that all of these pretzel arguments on why they should auction or jump the line all seem like a tempest in a cup of tea. We should know soon enough, what June, maybe July. Kepp your powder dry.

 

[Crissa]

They will announce the prices for the models available when the models are available. Some models won't be available, and you'll be able to select them and wait out until Tesla works their way through the pre-priced reservation queue.

...and then they'll ask you to choose an available model or let your reservation be refunded. They'll have opened up sales off the reservation list before then, however. This is what they did with the Model Y.

In other words, you'll get alot of warning. No worries.

-Crissa

 

[Ogre]

Launch events when they’ve done them are usually 1 month prior to start of delivery.

 

[SpaceYooper]

Yes of course they’re different, I’m fallible and poorly articulate some things but the sentiment is essentially the same.


Was August last year so probably the Q3 earnings.

@Crissa knows the answer. The question was rhetorical to try and get you to give more facts about what EM has actually said regarding the price and inflation.

 

[Crissa]

Same, very much the same.

-Crissa

 

[Deleted member 3316]

You're not helping your case that you don't want them to soak early reservation holders.

-Crissa

What do you mean by soak?

 

[SolarWizard]

So?

• unlike Ford, Tesla’s net profit numbers above were heavily subsidized by selling emissions credits and bitcoin (eg nearly $2B worth in 2020);
• unlike Tesla, Ford spent nearly $3.5B on BEV R&D last year (roughly equiv in life cycle to Tesla’s 2017, when Tesla spent only $1B in R&D), which contributes a good bit of net profits loss for a company only selling 90,000 BEV’s in the same year (that’s $39,000 of R&D per BEV sold);
• meanwhile, all that lost profit is before tax, meaning those amounts are basically banked against tax in future year’s revenues;
• and meanwhile-meanwhile, when the profits of Ford’s dealers are combined with those of Ford manufacturing, the overall profit margins per vehicle are far north of ~40%, which means Ford’s pricing power is far greater than seems (as Ford’s manufacturing scales, the distribution and sales channels already exist and require no further investment by Ford, while those same increases in inventory means it’s the dealers, not Ford, absorbing the resulting price reductions);
• meanwhile-meanwhile-meanwhile, 30% of Ford’s BEVs sold in 2022 were to its internal joint venture partner, Fleet sales, at wholesale - with the revenues from those sales attributable to Fleet not Ford e (parent Co. still happy)

just these few nuances laid out: what exactly is the relevance of Ford’s -40% profit margin per BEV in 2022, or Tesla’s -20% profit margins per BEV in 2017?

I’m not arguing whether Ford’s EV business is good or bad, just that people shouldn’t use dumb “evidence” to prove it up in uninformed quips that demonstrate nothing more than their unfamiliarity with corporate spending

glad some of us get it.
ford is gonna be just fine but I’m definitely wishing I’d bought more than 10 of those lightning pros @ $47k ?

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