Is Cybertruck demand dwindling?

[Mini2nut]

Will original $49,900 AWD Dual Motor reservation holders "settle" for the upcoming 2025 $60,990 RWD 250 mile range version?

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[dalton108]

I openly laugh at people who get bent out of shape because they bought something that then became less expensive. I also laugh at people who view new vehicle purchases as an "investment". A vehicle is just a tool, buy the tool that suits you, when the price also suits you. And don't cry in your milk when someone else gets an even better deal. I also laugh at people who think a new vehicle is a status symbol. I don't give a FF what kind of car you drive, I care who you are.



You seem unaware that Tesla's very business plan, from day one almost two decades ago, was to make the cars continually more affordable to people of less means. They even published it for the public to see. So someone would have to be a special kind of stupid to get upset when Tesla does exactly what they said they were going to do, increase volumes and reduce prices.

It baffles me why you think this is a bad thing, or why Elon should be upset that they are successfully selling ever increasing numbers of vehicles, at more and more affordable prices over time.

That was Elon's stated goal. What do people not understand about that?

What baffles you are facts. Let me help you.

1. I told you what other people did; at no time did I suggest that I was one of them. I neither consider cars to be a investment or pissing and moaning because I paid more. As I noted in plain English, in the case of the model S Plaid. I didn’t.

2. I’ve bought multiple sports cars and paid well over sticker to have them first. This is not my concern, nor do I have any concern about CT pricing.

3. I don’t buy cars to help augment a personality that I don’t have. Nor do I buy them as status symbols for the gaze/approval of others. The thing that I care about the least on this planet is other people for the record. I’m not what you would call a “people person.”

I buy cars to do the things I want to do with them. So, I’m not sure who that part was for; but tell your strawman I agree with you.

3. I’m aware of each and every version of Elon‘s master plan and I’m not sure what your point is here.

I will say this though, the $25,000 car isn’t coming. So, that’s been abandoned to the extent that that was part of the master plan. Elon does not care to build or sell that car anymore. And I don’t care - at all.

Anyway what a weird rant to direct at me regarding “objections” that I don’t hold.

The fact that they exist and many MANY people feel that way doesn’t change because of your aversion to those facts.

Carry on and have as good of a day as you can, given your disposition.

 

[HaulingAss]

The majority reason was because dealer lots were empty, MSRP pricing was a joke, and Tesla had full inventory of everything. The market made it easy for Tesla to thrive.

It's important to remain true to the facts rather than make up fake excuses for why, for the first time in modern automotive history, an EV outsold every gas powered car out there. If what you say is true, then why is the Model Y on track to either be the best-selling car in the world for two years in a row, or at least be in the top three?

Perhaps more to the point, the Model Y was alleged to have a demand problem. Yet it quickly rose to be a best-seller. That was the point. And the Cybertruck is already the best-selling EV truck in the world, so any "demand problem" narrative for the Cybertruck seems extremely misguided.

 

[devdrone6]

Will original $49,900 AWD Dual Motor reservation holders "settle" for the upcoming 2025 $60,990 RWD 250 mile range version?

That price would be less than actual inflation (even if you took the low ball government supplied numbers)

 

[HaulingAss]

What baffles you are facts. Let me help you.

1. I told you what people did at no time did I suggest that I was one of them either consider considering the car to be a investment or pissing in morning because I paid more because in the case of the model S. I didn’t.

Your comment doesn't make sense in light of your earlier comment that I was responding to:

I’ll be hosed just like all FS buyers when they slash prices, but that’s the way the cookie crumbles and you can bet your ass Elon doesn’t give a flying fuck.

It sure sounds like you are one of those people who think you are hosed when Tesla lowers prices. Your words, not mine.

Anyway what a weird rant to direct at me regarding “objections” that I don’t hold.

I was laughing at anyone who holds the silly idea that people are "hosed" when Tesla lowers prices for later buyers (and the crazy notion that Elon should care). If I take your comments at face value, that's exactly how you feel.

Don't deny that's exactly the narrative you were pushing. And it's a silly narrative too.

 

[Stinky10r]

It's important to remain true to the facts rather than make up fake excuses for why, for the first time in modern automotive history, an EV outsold every gas powered car out there. If what you say is true, then why is the Model Y on track to either be the best-selling car in the world for two years in a row, or at least be in the top three?

Perhaps more to the point, the Model Y was alleged to have a demand problem. Yet it quickly rose to be a best-seller. That was the point. And the Cybertruck is already the best-selling EV truck in the world, so any "demand problem" narrative for the Cybertruck seems extremely misguided.

Dealer inventory just started piling up between 4-6 months ago depending on the car. Now, dealers have inventory on anything and everything either at MSRP or below and with great financing terms. There's a lag in the system. As we know, Model Y sales have just about peaked and here comes the end of year push to drive sales.

As far as the Cybertruck goes it's no different than any new vehicle. It had a great run, but only the blind will not be able to see that the demand is about dried up. You won't see that just like you don't see half the other bullshit you post. You really only know how to argue positives and deny any negativity no matter how factual it is. You did this with the wiper motor, the motor recall, the pricing before the truck deliveries began, cleaning the truck, now the demand, and a host of other topics I could go search for and show you just how incorrect your statements have been.

 

[HaulingAss]

Dealer inventory just started piling up between 4-6 months ago depending on the car. Now, dealers have inventory on anything and everything either at MSRP or below and with great financing terms. There's a lag in the system. As we know, Model Y sales have just about peaked and here comes the end of year push to drive sales.

As far as the Cybertruck goes it's no different than any new vehicle. It had a great run, but only the blind will not be able to see that the demand is about dried up. You won't see that just like you don't see half the other bullshit you post. You really only know how to argue positives and deny any negativity no matter how factual it is.

Check back in 12 months and we will see who is full of bullshit, and who has the eagle eye. Mark my words, the Cybertruck will continue to outsell all other EV trucks, and it will do it by increasingly wider margins.

 

[Stinky10r]

Check back in 12 months and we will see who is full of bullshit, and who has the eagle eye. Mark my words, the Cybertruck will continue to outsell all other EV trucks, and it will do it by increasingly wider margins.

Dually noted.

 

[Crissa]

The reality is what was put forth in the announcement. The 500 mile variant (if there was going to be one) was always slated to be first.

No citation, no support for your statement.

Tesla has never put out the longest range version first.

Just interjecting commentary for the purposes of history but I don’t believe that the CT receiving the $7500 tax credit will be a needle mover for units in a significant way.

They say™ that with every 5k you double the addressable market.

Is there a truck with the same features as a CT out there for 40k, or 60, or 80k? Just asking for a friend...

Asking for a friend, does the number of features a truck have change how many people can afford it?

That price would be less than actual inflation (even if you took the low ball government supplied numbers)

This is false. The average truck when the Cybertruck was announced was $50k. Today, the average truck is $65k.

-Crissa

 

[dalton108]

Your comment doesn't make sense in light of your earlier comment that I was responding to:



It sure sounds like you are one of those people who think you are hosed when Tesla lowers prices. Your words, not mine.




I was laughing at anyone who holds the silly idea that people are "hosed" when Tesla lowers prices for later buyers (and the crazy notion that Elon should care). If I take your comments at face value, that's exactly how you feel.

Don't deny that's exactly the narrative you were pushing. And it's a silly narrative too.

OK, I admit it. ?

I think it’s bad if you buy a car and the manufacturer dramatically drops the price so that they can move units when what they’ve told you is because of full self driving you’re going to have a appreciating asset.

Great detective work, Barnaby Jones! You caught me! I will note, again, that this has not been my experience to date over the five Teslas that I’ve purchased! ?

So, you’ve got me - I believe (in theory) that things that are bad are, in fact, bad. I’ll be interested in hearing your detailed rebuttal explaining why it’s actually a good thing for consumers like those who purchased Model S Plaids in January 2023 to be upside down months later to the tune of $50-$60,000 after the price cuts. ?

And I’ll also note that lowering prices as a planned strategy aside; neither Elon, nor anyone else at Tesla has ever suggested that they were going to get to the master plan by cutting the price of the flagship sedan by $60,000! But hey, I’m not a victim of that bullshit so, whatevs!

2. I said that Elon (based on exactly what happened with the model S plaid), does not give a shit. That was in response to someone suggesting that he wouldn’t lower the price because he wouldn’t want to alienate us foundation series buyers. That is preposterous and demonstrably false - which is why I demonstrated it. ?

It seems that you want to first assume that there is a premise that he should care (from whom or whence I don’t know) and then argue against that strawman. To that, amigo, I say knock yourself out!

But you don’t need me for that so, again, I’ll leave you to it!

 

[VAF84]

Secondly, and I think I may have said this before, but I really truly don’t see the CT having its price cut in a meaningful way. You really just have to look at competition and costs right now and right or wrong the auto industry will not all of the sudden start marking down their full size pickups.. if anything the logic of legacy manufacturers cutting down trim levels has been done purposely to boost profits by having base trims start at a higher price will simultaneously allowing for premium trims to see YOY increases to MSRP.

The Cyberbeast is already competitive at $100,000 - if this truck ever hit $80k as a base price it would dwarf the competition. I don’t see it happening, even if I would love to see it happen.

I have to disagree with this. The lots are full, there's deals to be had everywhere. I purchased my 100k MSRP EV for $88k. I negotiated my runner up option, the RST with $96k MSRP, to $86k MSRP. The new Chevy LT EV can already be had for $5k off the $75k MSRP in some places, minus $7,500 credit, effectively making it a $65k vehicle with most mid trim options included and 393 miles of range. Same with the Lightning; it's essentially a mid-$60's EV truck.

ICE has even bigger discounts. I was finding up to $12k off MSRP for top trim trucks. Manufacturers offering 0% interest. The Cyberbeast is not a bargain at $100k, if I had to put a number on it, I'd place it at $89k.

Anyone paying sticker or more for any vehicle right now is either doing it out of convenience because they can't be bothered to expand their geographical search, too lazy to negotiate, or has enough money not to care about getting good deal. Tesla is different because they don't negotiate prices, but they'll have to do something once they run out of "have to have it" buyers and start getting into the price sensitive shoppers that are cross shopping EV trucks. The dual motor CT is a badass truck, but it's not the only game in town; and at some point someone will ask themselves if spending an additional 10% for the CT is worth the delta.

 

[ABILISK]

I have to disagree with this. The lots are full, there's deals to be had everywhere. I purchased my 100k MSRP EV for $88k. I negotiated my runner up option, the RST with $96k MSRP, to $86k MSRP. The new Chevy LT EV can already be had for $5k off the $75k MSRP in some places, minus $7,500 credit, effectively making it a $65k vehicle with most mid trim options included and 393 miles of range. Same with the Lightning; it's essentially a mid-$60's EV truck.

ICE has even bigger discounts. I was finding up to $12k off MSRP for top trim trucks. Manufacturers offering 0% interest. The Cyberbeast is not a bargain at $100k, if I had to put a number on it, I'd place it at $89k.

Anyone paying sticker or more for any vehicle right now is either doing it out of convenience because they can't be bothered to expand their geographical search, too lazy to negotiate, or has enough money not to care about getting good deal. Tesla is different because they don't negotiate prices, but they'll have to do something once they run out of "have to have it" buyers and start getting into the price sensitive shoppers that are cross shopping EV trucks. The dual motor CT is a badass truck, but it's not the only game in town; and at some point someone will ask themselves if spending an additional 10% for the CT is worth the delta.

Have you gotten to test drive a CT yet? Because once you do you realize it is the only game in town. Nothing else is even close to being in the same league. The extra money is well spent.

 

[CyberGus]

Of the 8-10 people I know who reserved, not a single one was for the crippled model. All reserved dual or tri, mostly tri for the range, and ended up with AWD when that didn't pan out. I don't think your statement that everyone reserved the 40k truck is remotely true. Some people, sure, but not majority.

I reserved the single-motor but changed to the AWD when it was announced that was first

 

[devdrone6]

Asking for a friend, does the number of features a truck have change how many people can afford it?


-Crissa

Yes it does, less features lower price generally. So if I'm willing to have a smaller truck, no FSD, no 4ws, then I'd get a Maverick for under 30k. If you are comparing to a CT, then you have to compare features at same price.

 

[devdrone6]

This is false. The average truck when the Cybertruck was announced was $50k. Today, the average truck is $65k.

-Crissa

Exactly, I was replying to someone asking if you would get a CT at 60k, which is less than most inflation adjusted trucks today. I think we are in violent agreement.

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