Dusty
Well-known member
- First Name
- Mike
- Joined
- Jul 29, 2021
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- Location
- Lorton, VA
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- 2023 Model Y Performance
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This is the part of speculation I hate and try not to get wrapped up in. But I feel like the first year will be the CT with the best margin for Tesla. I'm thinking the spec monster/high price version to spark demand then the lower spec will fly off the lines at volume 8 months to a year later, when the manufacturing process is streamlined.
I think the worst thing they can do is sell a truck that is only marginally better or merely equal to the Lightning. They need to put out a killer that makes the choice a no-brainer. And it can't just be the best electric truck it needs to be the best consumer truck.
I think they're initially aiming it at the Raptor/TRX/trophy truck buyer, not the economy work truck buyer. That's because initially they won't have the ability to have a work truck be economical and they won't have production numbers high enough to accommodate work fleets anyway. So the top spec trucks for weekend warriors and urban pothole crushers will probably roll out first. The top spec CT will cost a bit less than the Lightning Platinum($98k), and that's my guess. But my guess is no better than anyone else's.
And for more perspective.... Ford only delivered 5k Lightnings in Q1 this year, putting them on track to only deliver 20k. Even with ramping difficulties Tesla is going to gut them.
I think the worst thing they can do is sell a truck that is only marginally better or merely equal to the Lightning. They need to put out a killer that makes the choice a no-brainer. And it can't just be the best electric truck it needs to be the best consumer truck.
I think they're initially aiming it at the Raptor/TRX/trophy truck buyer, not the economy work truck buyer. That's because initially they won't have the ability to have a work truck be economical and they won't have production numbers high enough to accommodate work fleets anyway. So the top spec trucks for weekend warriors and urban pothole crushers will probably roll out first. The top spec CT will cost a bit less than the Lightning Platinum($98k), and that's my guess. But my guess is no better than anyone else's.
And for more perspective.... Ford only delivered 5k Lightnings in Q1 this year, putting them on track to only deliver 20k. Even with ramping difficulties Tesla is going to gut them.
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