Limited CT Production

PointHope

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Tinker is on our side.

I think folks are *still* just a little blown away and skeptical that the Cybertruck will be as good as it seem for the price it seems to be. We've been trained that if we see something which is too good to be true, it's probably isn't true.

Lots of people saying it's not going to happen, it's going to be scratched entirely, it's not going to ship, the price is going to raise. It's a natural response.

This is why if Musk gets it out the door in 2022, the truck market is going to implode.
Most likely we will see some more delay, as Ford rushes to produce the POS F150ev

Tesla will wanna make sure the CT product is better than any previous Tesla.
This will be a home-run x 10.
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ElMu

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Exactly! I had this thought as well reading your last post. Nailed it.
Yeah, the same thought me too
If Tesla start to product CT, the others their models they won't them sell anymore
 

jerhenderson

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Most likely we will see some more delay, as Ford rushes to produce the POS F150ev

Tesla will wanna make sure the CT product is better than any previous Tesla.
This will be a home-run x 10.
The CT specs already beat any other EV 'truck'. The CT just needs the gigapress and steel supply to come together, and presumably a little more 4680 yield, then it's go time.
 

Ogre

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Most likely we will see some more delay, as Ford rushes to produce the POS F150ev

Tesla will wanna make sure the CT product is better than any previous Tesla.
This will be a home-run x 10.
I sure hope no more delays.

The CT specs already beat any other EV 'truck'. The CT just needs the gigapress and steel supply to come together, and presumably a little more 4680 yield, then it's go time.
I can't drive home in specs.

I do agree with you that it should be the best truck out there, but if it gets delayed too much more, it's going to be competing with the second gen Rivian. Ford, Rivian, and, even GM aren't sitting on their hands.
 

alan auerbach

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. Recently on this forum. "Anyone who thinks the Cybertruck is going to cost less than $100-120k when it ships has a nasty surprise in store" (Paraphrase).

If Tesla was going to raise the price or limit demand, why haven't they done anything to staunch that demand or limit the number of people who are going to angry if they do raise the prices?

While the Cybertruck sells through it's pre-order list, people who want a Tesla **now** can get the Model Y or the Model 3. In 3-5 years once they have Cybertrucks available for general sales they can adapt to the new reality.
"I see people talking about Tesla raising the prices of the Cybertruck. Often dripping with sarcasm"

Show me a customer who gets a new CT for $39,900, and I'll drip with whatever you want.
 


Ogre

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"I see people talking about Tesla raising the prices of the Cybertruck. Often dripping with sarcasm"

Show me a customer who gets a new CT for $39,900, and I'll drip with whatever you want.
You didn't answer my question. Why haven't they changed pricing?

When have they ever changed pre-order pricing after the fact?

You want to argue about an event (single motor truck availability) which is likely 2-3+ years in the future, but there is no way to comment on that either way right now.
 

Cybertruck Hawaii

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The basic chassis cost of any vehicle is affordable. It’s the options that add the most cost to a vehicle. Think of it as a work vehicle to get from point A to point B. Yeah, it’s boring. That’s why we always cave into the vehicle with the most options.
 

Ogre

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The basic chassis cost of any vehicle is affordable. It’s the options that add the most cost to a vehicle. Think of it as a work vehicle to get from point A to point B. Yeah, it’s boring. That’s why we always cave into the vehicle with the most options.
Have you ever bought or even shopped for a Tesla?

You might pay for a color or tires, but that's about the only options there are.

The whole concept of trim levels like "LTD", "Lariat", "XLS", or "Cowboy Style" doesn't exist on any Tesla. Options are very very few and none of them are remotely things you feel are mandatory. You don't have to buy an "Enhanced Security" package for $3,500 to get keyless entry.
 

intimidator

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The CT is too cheap. Why would you buy a long range S or a Y for $90k/$60k when you can get a $70K CT with 500 miles range? Granted some people want a car, but for pure economics Tesla is undercutting their own market.

I don't see Tesla working too hard to crank out 250,000 CT per year at current pricing unless the margin is actually higher than a S or Y. I think they will limit production to ~100,000 units per year or so or they will find a way to raise prices. Maybe the 4 wheel steering was it?

Total profits are important as well as market share, but who are they really competing against? My assumed unit # 654114 is looking sadder and sadder.
Yes, your 654,114 # is looking far away at this point. 2024 maybe?

So that gives you time to do a 3 year lease on something. Oh wait, dealers of ICE vehicles have little inventory.

PS The Cybertruck price was set back in 2019 before Covid and before the recent rise of wages. And recent rise in goods. Tesla will raise the price of the CT. They raised the price of the Model S ten thousand didn't they? IMO by 2023 the Cybertruck will be at least $10,000 more for the 500 mile range version. I just hope it isn't more.
 

intimidator

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One other thought here.

Maybe the plan here is the Cybertruck is the start of the whole next generation of Tesla cars. The $25k Tesla is likely to be built using the foundation Tesla lays out with the Cybertruck.

All the photos of the $25k Tesla show a slick looking hatchback that looks like it's the cousin to the Model 3. Seems to me if the Cybertruck is a success they are more likely to launch something else along these same lines. If they can make a Cybertruck for $39k, what would it cost if they make something the size of the Model Y without the massive suspension, 2 wheel steering, and modest load capacity? Just the savings in batteries alone would make a mid-sized Cybercar in the $25k range viable.
Anyone thinking they will be able to buy a $25,000 Tesla soon, needs to go out in their garage and sit in their Roadster or Cybertruck.

Sure, Elon would love to produce a vehicle below the cost of a Model 3. He truly wants to make EVs for the mass market.

And eventually Tesla will probably have a Model 2 priced vehicle. It just might not be as low as $25,000 or within the next 3-4 years.
 


Mini2nut

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5k units a week with chip and supply chain shortages? It’s simply not happening.

During the early Model S years Tesla was taken as a flash in the pan by every legacy automaker. Now every major automaker is pivoting to EV’s and finding ways to procure a huge battery supply.

If Tesla decides to enter the HVAC market watch out. They will disrupt another industry that has seen little innovation.
 

Ogre

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5k units a week with chip and supply chain shortages? It’s simply not happening.
Tesla is delivering a million cars a year right now with chip and supply chain shortages. More than half of that capacity has come online since COVID and all of these shortages started.

The Giga Shanghai came online at the end of 2019, cranked out 300k cars this year and currently has capacity to crank out 500k cars next year.
 

Jstoltz54

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The CT is too cheap. Why would you buy a long range S or a Y for $90k/$60k when you can get a $70K CT with 500 miles range? Granted some people want a car, but for pure economics Tesla is undercutting their own market.

I don't see Tesla working too hard to crank out 250,000 CT per year at current pricing unless the margin is actually higher than a S or Y. I think they will limit production to ~100,000 units per year or so or they will find a way to raise prices. Maybe the 4 wheel steering was it?

Total profits are important as well as market share, but who are they really competing against? My assumed unit # 654114 is looking sadder and sadder.
Between the 4680 battery pack, the origami/non-painted body and die cast under chassis with vault the margin was slated to be very high. Not sure how the HW 4, self presenting doors, and 4 wheel steering affect the equation.
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