Tinker71
Well-known member
- First Name
- Ray
- Joined
- Aug 8, 2020
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- 82
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- 1,967
- Location
- Utah
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- 1976 electric conversion bus
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- Project Manager
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- #1
Answer this question from the perspective of a CT3 reservation holder or CT2 holder thinking about upgrading to a CT3, knowing the following:
This CT2 has a range of 320 miles and 4ws and the 2023 price listed is $59,900. The future CT3 price is not known yet but it won't be available to START production for 18 months after the CT2 starts.
Tesla will also make a quad motor Plaid during this period with a list price of $120,000 and acceleration of 2.4 and range of 500 miles and some other smaller gimmicks.
All CT3 reservations will be offered the chance to switch and keep their overall place in line.
The CT1 is still planned to be offered but also with undisclosed price and 18 plus months additional wait.
____________________________________________________________________________________________________________
Why do I think Tesla might do this?
1.) The price of the CT3 is too low for 500 miles of range. It will eat battery capacity and potentially cannibalize other higher priced Tesla models.
2.) Nobody else will be able to make a 500 mile range truck for less than $90k in volume, so why should Tesla if it hurts overall margins and total profitability?
3.) Tesla may want to avoid double stacking the battery pack on the mass produced CT3 and the technology is not there to do otherwise. (counter to Tesla's desire to limit production difficulties the Paid is double stacked, since the margin on the Plaid is 50%)
4.) Tesla will be battery constrained in 2023 -2026.
This CT2 has a range of 320 miles and 4ws and the 2023 price listed is $59,900. The future CT3 price is not known yet but it won't be available to START production for 18 months after the CT2 starts.
Tesla will also make a quad motor Plaid during this period with a list price of $120,000 and acceleration of 2.4 and range of 500 miles and some other smaller gimmicks.
All CT3 reservations will be offered the chance to switch and keep their overall place in line.
The CT1 is still planned to be offered but also with undisclosed price and 18 plus months additional wait.
____________________________________________________________________________________________________________
Why do I think Tesla might do this?
1.) The price of the CT3 is too low for 500 miles of range. It will eat battery capacity and potentially cannibalize other higher priced Tesla models.
2.) Nobody else will be able to make a 500 mile range truck for less than $90k in volume, so why should Tesla if it hurts overall margins and total profitability?
3.) Tesla may want to avoid double stacking the battery pack on the mass produced CT3 and the technology is not there to do otherwise. (counter to Tesla's desire to limit production difficulties the Paid is double stacked, since the margin on the Plaid is 50%)
4.) Tesla will be battery constrained in 2023 -2026.
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