Latest Cybertruck Delivery Rumors (as of 8/23/23)

[davelloydbrown]

So if Tesla contacted you, said they had a vehicle for you to buy but didn't tell you how much it costs or what features are included, would you say "yes"?

I definitely would not. I would say I am interested, depending on the configuration and the final price, but who is going to agree to delivery of something that is unknown? It isn't free, and there are purchase terms to work out, including financing and how much of it will be a cash payment.

It doesn't make sense. So I say, B.S.

If we knew the first production configuration and pricing structure, then it would make more sense and might be possible.

When I ordered my model 3 in 2016 and took delivery in June of 2018, I had no idea of the price, plus I was paying in Canadian dollars so you can add another 25-30%, plus our HST on top of everything which is 13%! (mind you I did get a provincial government rebate of $14,000 CAD which took 6 months)

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[Trbizwiz]

The M3 isn't getting the redesign first. The MY already has a redesign in production. But that redesign isn't a face lift, it's orthopedic surgery. With the change of the manufacturing process and redesign to a structural battery pack, how x mounts to or is attached to y, this is a major redesign. But like removing a herniated disc and tying two vertebrae together, it's not a huge visual change.

As for your statement of "the ONLY logical reason..." I'll offer you some different logic. If the MY is the best selling car in the world, why on earth would you change anything? How much bad business sense would you have if you shut down production of the best selling car so you can refresh it and update it? I can hear the boardroom discussion "I know we are making serious bank on the Y, but let's stop making it for a while so we can change it. That won't hurt the bottom line, right?" If it ain't broke, don't fix it.

And I don't know that I agree the M3 is the highest margin car they make. Do you think the Y is that much more expensive to make than the 3? And the Y sells for more. Looks like with the current production numbers the MY is the margin leader.

I don't think it is a "temporary car" either. There is a LARGE percentage of the market that can afford a $30k car, but not a $60k+ truck. Tesla is going to sell a metric buttload of cars in that market. There will be people who buy a M3 while they wait for the CT, I'm likely to be one of them. But if the CT doesn't come through for me, I'll probably buy a MS.

What is interesting is, I'm seeing a hole in the Tesla S3XY line up, and that is a sedan/SUV in the $60k range. What if I want a Tesla nicer or better performer than the 3/Y, but I'm not willing or able to hit the $90k+ pricing of the S/X? Of course, this does fit the S3XY naming. Big up top, big on the bottom, thin in the middle. Very Marilyn Monroe-esque. Whereas I see the remainder of the US auto industry more Marilyn Manson-esque...

I think you took a few points out of context. Model Y is the current high margin car for Tesla. There are reports that the new Highland Model 3 will be lower cost, and higher margin. So my comment was that the new refreshed model 3 would likely be the high margin car, as well as high volume, because of price point. However sedans are less desirable than SUVs, so it was curious that Tesla would tip their hand on future design language changes for Y, by refreshing only model 3. I would think this, in combination with the aging aesthetic of y, would cause serious Osborn effect. They Y is still a great looking car. I smile every time I see our red Y P in the garage. But you see them in every street corner. If it doesn’t get refreshed, people are going to start buying something else. It may not happen tomorrow, but it will happen virtually over night. I’m sure there is a market saturation tipping point, which could be calculated. Considering Y outsells Camry, we must be getting close. Tesla gets a bit if pass, because they have been considered an aspirational brand. As they come down market, they will lose a bit of that, unless they create some Halo models. Cybertruck and roadster?!??
The consuming public is fickle. They love something one minute and then abhor it the next. Budlight anyone? One of the most valuable beer brands globally, nearly bankrupt a company, because of public sentiment. Not trying to create a social/political drama. Just talking numbers.
I personally just recently bought our second Tesla. We have a 22 YP, it’s fantastic, we love it. So we added a 3 rear drive for half the cost we paid for the Y P, after fed rebate. I honestly like it nearly as much as the P. It has many of the same wonderful qualities, at a much lower cost. It also rides better. Much slower, but still very quick. I think it’s a great compromise car, for those needing something new, while they wait on something back ordered. It sure won’t replace a truck though.
I think we mostly agree, I have a few small concerns, but Tesla is far smarter than me, so I’ll keep buying TSLA, and Tesla’s!! Cheers!

 

[Knucklehead]

When I ordered my model 3 in 2016 and took delivery in June of 2018, I had no idea of the price, plus I was paying in Canadian dollars so you can add another 25-30%, plus our HST on top of everything which is 13%! (mind you I did get a provincial government rebate of $14,000 CAD which took 6 months)

So your car was delivered before you knew how much it cost and what features were included? Wow. It seems crazy to me, but you did it, so I guess others might also.

 

[davelloydbrown]

So your car was delivered before you knew how much it cost and what features were included? Wow. It seems crazy to me, but you did it, so I guess others might also.

there was no choice, only the long range RWD with upgraded stereo etc. I actually received my email while I was in the hospital recovering from a knee replacement (only 1 day) and responded to the email with my phone, high as kite on hydromorphone.

 

[Coolbreeze704]

Dang, did it again. "patience"

Lol.

Four know For now on I am sending all my post to you JBee to proof read before posting .

Don't laugh C. You where were the last one before JBee to point out my poor grammar. I thought you guys were my buddies. And I was going to invite you as my guest when Tesla sends me my invite.
I'm legally bound to disclose this as sarcasm

 

[SolarWizard]

You are probably right. We shall see. I just dumped all my savings into an investment property so it may be a wait for interest rates to drop until I get one, which stinks because I have a day one reservation. We will see if I can pull some strings. I have literally been waiting for the CT to buy another vehicle since 2019.

I’ll be able to help with the rates
Stay tuned

 

[Luftpilot]

... from Spotted_Model on fka Twitter

I've gotten lots of flack for the "MINDBLOWING" post I made earlier today with lots of people challenging me or saying I'm just engagement farming. In truth, although those who follow me know I sometimes post funny, sarcastic satirical humor (making fun of everything including the obsession we have with Tesla), my insider info today was completely real, heard 1st-hand from an influencer I know who was sharing what he knew (he's excited too). It told him I wouldn't reveal my source and I won't. So let me share what I'm comfortable with posting without getting anybody in trouble (note - a couple of these come from different sources I'm aggregating, and a couple of these come from putting 2 and 2 together myself based on what I've seen and heard):

• 1. They're making about 10 Cybertrucks a day. These are obviously made with a combination of assembly line and hand-built techniques as they should be.
• 2. Most of these trucks are being put on car carriers to be distributed not to all Tesla stores, but to a few hand-picked based on several factors (geography, demand, and visibility).
• 3. The trucks aren't covered during transport. This helps generate so much free marketing it's worth the chance of a small rock chip etc. that can be fixed locally. These trucks are arriving at the designated SCs and are unloading behind closed doors late at night.
• 4. A livestreamed "delivery event" will take place in Austin. But this one is different. Either during the event or right after, SCs all over the country will simultaneously deliver the 5 or 6 trucks they've been allocated.
• 5. Who gets them? The first 5 chosen are NOT based on reservation numbers. We all know that some customers "rank" higher at Tesla than others (as they should - just like any high-end brand). Tesla has already determined the first few customers based on many factors.
• 6. These first builds are all the same high-end configuration. You've seen pics and videos of these trucks on the road. Potential receivers were all contacted already asking if they'd like to take delivery.
• 7. Customers have NOT been asked yet to sign an NDA yet. It's not clear whether or not they will, covering things like build issues or video restrictions.
• 8. They've also not been given the final build price, but they've been told it'll be mid to high 70s.
• 9. They've also been told deliveries will occur in the next 3-4 weeks and to begin making preparations.
• 10. And I'm making this assumption myself - all trucks delivered will be silver LOL.

Like I said, I believe my sources here. I think the info is mostly correct. And we'll see in a few weeks. If I'm wrong, I'll tell you I'm wrong. But I have a good feeling about the authenticity. I won't share screen shots or names but trust it was a convo. Thanks for reading!

Any info on config, single/dual/tri motor? Thanks for the info.

 

[TexasRaider]

NM also has some of the worse roads. How do you use FSD on the highways with so many pot holes where the tires are usually centered?

 

[Crissa]

NM also has some of the worse roads. How do you use FSD on the highways with so many pot holes where the tires are usually centered?

Hopefully they'll train it to avoid potholes and puddles, but it doesn't now, no.

-Crissa

 

[WHIZZARD OF OZ]

500 or >

300 or >

Lock it in

Steady Eddy!

 

[Crissa]

...Because there's not always a right line, and lanes are not a consistent width, they can be from 6' to 18' in width, not counting weird orphan lanes.

-Crissa

 

[Charlmagne]

... from Spotted_Model on fka Twitter

I've gotten lots of flack for the "MINDBLOWING" post I made earlier today with lots of people challenging me or saying I'm just engagement farming. In truth, although those who follow me know I sometimes post funny, sarcastic satirical humor (making fun of everything including the obsession we have with Tesla), my insider info today was completely real, heard 1st-hand from an influencer I know who was sharing what he knew (he's excited too). It told him I wouldn't reveal my source and I won't. So let me share what I'm comfortable with posting without getting anybody in trouble (note - a couple of these come from different sources I'm aggregating, and a couple of these come from putting 2 and 2 together myself based on what I've seen and heard):

• 1. They're making about 10 Cybertrucks a day. These are obviously made with a combination of assembly line and hand-built techniques as they should be.
• 2. Most of these trucks are being put on car carriers to be distributed not to all Tesla stores, but to a few hand-picked based on several factors (geography, demand, and visibility).
• 3. The trucks aren't covered during transport. This helps generate so much free marketing it's worth the chance of a small rock chip etc. that can be fixed locally. These trucks are arriving at the designated SCs and are unloading behind closed doors late at night.
• 4. A livestreamed "delivery event" will take place in Austin. But this one is different. Either during the event or right after, SCs all over the country will simultaneously deliver the 5 or 6 trucks they've been allocated.
• 5. Who gets them? The first 5 chosen are NOT based on reservation numbers. We all know that some customers "rank" higher at Tesla than others (as they should - just like any high-end brand). Tesla has already determined the first few customers based on many factors.
• 6. These first builds are all the same high-end configuration. You've seen pics and videos of these trucks on the road. Potential receivers were all contacted already asking if they'd like to take delivery.
• 7. Customers have NOT been asked yet to sign an NDA yet. It's not clear whether or not they will, covering things like build issues or video restrictions.
• 8. They've also not been given the final build price, but they've been told it'll be mid to high 70s.
• 9. They've also been told deliveries will occur in the next 3-4 weeks and to begin making preparations.
• 10. And I'm making this assumption myself - all trucks delivered will be silver LOL.

Like I said, I believe my sources here. I think the info is mostly correct. And we'll see in a few weeks. If I'm wrong, I'll tell you I'm wrong. But I have a good feeling about the authenticity. I won't share screen shots or names but trust it was a convo. Thanks for reading!

I just can't wait to see the first ones rolling on Washington, DC area streets. I know am far behind in reservations, but I'll be excited anyway to see others driving CT, while I wait for my turn.

 

[BayouCityBob]

I gotta say... so far Spotted_Model is looking pretty darn accurate on his predictions

• 1. They're making about 10 Cybertrucks a day. These are obviously made with a combination of assembly line and hand-built techniques as they should be.
• 2. Most of these trucks are being put on car carriers to be distributed not to all Tesla stores, but to a few hand-picked based on several factors (geography, demand, and visibility).
• 3. The trucks aren't covered during transport. This helps generate so much free marketing it's worth the chance of a small rock chip etc. that can be fixed locally. These trucks are arriving at the designated SCs and are unloading behind closed doors late at night.

I am starting to thing his #4 is coming soon.

• 4. A livestreamed "delivery event" will take place in Austin. But this one is different. Either during the event or right after, SCs all over the country will simultaneously deliver the 5 or 6 trucks they've been allocated.

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