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cvalue13

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Ahh, I see your point. Yes, a double stack would increase frontal area (and Cd!). But I get you're keeping the number of variables to a minimum for the purpose of simplicity and clarity.

Sorry I didn't make the connection. Too many new posts the past few days!
yeah no worries!

keeping the variable simple is also helpful because I'm not a math guy and couldn't handle any more :ROFLMAO:
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Variable556

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while inflation and vehicle complexity no doubt plays some role in this pricing, these micro-influences are on one view ancillary to the core and cartoon level reality:

You can't sell a cheap Cybertruck until you can produce a LOT of them, efficiently.

Once you can do that, you don't mind that Cybertruck sales will cannibalize your other Model 3, S, X, Y sales - at least you're still getting a sale of a Cybertruck.​
But if instead you advertise low MSRPs on the Cybertruck, and can't produce that many units, then people will sit on the sidelines, waiting - rightly or wrongly - on their Cybertruck deliver that is "just around the corner."​
It's not really an option, optically, to try and have it both ways by saying "yes, the Cybertruck is cheap, but you might have to wait a couple years before you get yours." (As close as you can get to that, optically, is to send an email to the hopeful that says "while you're waiting on your Cybertruck, we'll give you a discount on another model - *wink wink, nudge nudge*).​
So, you price the Cybertruck in a way that rationalizes the buying pool towards your expected production volumes that are well below your cost-blind demand. And you ramp, and ramp, and ramp, until you're selling enough trucks with enough production efficiency/margin to be able to lower the price and not care that it will cannibalize sales of your other models.​
What you absolutely cannot do is price the Cybertruck so low, and make so few, that it causes people to sit on the sidelines and not buy anything while they wait for a Cybertruck.​


Meanwhile and concurrently, if you're not building a lot of Cybertrucks, you can't squeeze your margin or else your corporate financials will get screwed.

The day Tesla start arms-length retail sales of the Cybertruck, all the currently off-balance sheet costs of Cybertruck production will move onto Tesla's balance sheet. You're gonna have to take some of that hit to the financials no matter what. But you mitigate that hit by not starting retail sales until you have line-of-sight on producing a sufficient baseload rate of units, and for each of those units maximize the MSRP, so that this Cybertruck revenue helps offset the realities and optics of the balance sheet effects of starting production.​




These overarching dynamics above have been variously overlooked or underplayed for some time, at least around here, due in part to overly-optimistic assumptions about the Cybertruck ramp. Afterall, if you're producing a lot of them efficiently, inflation etc. isn't enough to justify such a material price hike. This was the basis of a lot of arguments about MSRP prior to Nov. 30 - but we shouldn't forget that further back, like 9 months ago, some were trying to figure out how many tens of thousands would be sold in 2023, and how many hundreds of thousands would be sold in 2024. The xwitter influencers just 4 months ago were making bets that the Cybertruck would outsell ICE F150's in the course of 2026.

The reality has set in that, to the extent the hype is true regarding how the Cybertruck is efficient to build, getting to that efficiency point is difficult. It's a wildly new product, being built on a line unlike prior Teslas.

If you're still incredulous that the Cybertruck ramp may be not so different from other prior Tesla models, I think all you have to do is look at these MSRPs.
I think this is a very well reasoned take on the matter (regardless of whether I’m personally happy about it or not.lol).
 

Variable556

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So... who's going to be the first to hack together the DIY expansion battery?
I’ll be highly surprised if anyone does in any significant manner.

This isn’t a hit on you (or anyone for that matter), just what I believe is a common misperception:

I keep seeing people talking about the expansion pack like it’s just a box of batteries that you plug in. While I’m no tech guru, I’m fairly certain it involves cooling, electronics, and who knows what else.

It very likely isn’t just plug-n-play (they already said dealer installed). There will highly likely be electronic talk going between the battery and the truck, and it will probably need to be ā€œenabledā€ by Tesla themself.

That’s not even taking into account warranty issues…

Additional things to discover: Cooling connection? Switching during charging? How are the batteries laid out? Etc.
 
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I skipped from page 1 to 44 just to say I'm going to have to wait until 2026 and hope the RWD comes down $5k, or for the AWD to drop in price by at least 10K. I think I expected not to get it in 2024, but that I'd at least have a dual motor some time in 2025. But I think demand will stay high with such low production rates and prices will stay high until at least Q4 2025. I'm glad I should be able to get another 2 years out of my 13 and 10 year old cars.
 

rudedawg78

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Is that a soft G? or a hard G?

*that's what she said ?
FLAG ON THE PLAY!


The rulebook says you can't say "that's what she said" to your own comments. :)
 
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Kremmen

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Yes, but people like the ideas they came up with themselves better, because those are what they'd prefer to be true.
 

Marcia Litsinger

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OK, I'm confused now. Which s it $250 or $1,000. I already paid the $250 am I supposed to pay the $1000 now? Also I saw 68,890 for the awd in a prior thread I saw over $70,000 which is it? Another one, I was sent another RN now do I have 2 on order?
 

rudedawg78

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OK, I'm confused now. Which s it $250 or $1,000. I already paid the $250 am I supposed to pay the $1000 now? Also I saw 68,890 for the awd in a prior thread I saw over $70,000 which is it? Another one, I was sent another RN now do I have 2 on order?
$250 is how much it cost to RESERVE a new Cybertruck. $1,000 is how much it costs to submit an ORDER for a Cybertruck utilizing the config tool, which is only the foundation series currently.

The cost for a Cybertruck is located here: Design Your Cybertruck | Tesla
Please note that all costs are ESTIMATED currently.
 

Alan

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79,990 select purchase price at the top.
Tesla Cybertruck OFFICIAL 2024 Cybertruck Pricing, Specs, Mileage/Range, Dimensions, Weight, Info IMG_2214
 


wtibbit

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I’ll be highly surprised if anyone does in any significant manner.

This isn’t a hit on you (or anyone for that matter), just what I believe is a common misperception:

I keep seeing people talking about the expansion pack like it’s just a box of batteries that you plug in. While I’m no tech guru, I’m fairly certain it involves cooling, electronics, and who knows what else.

It very likely isn’t just plug-n-play (they already said dealer installed). There will highly likely be electronic talk going between the battery and the truck, and it will probably need to be ā€œenabledā€ by Tesla themself.

That’s not even taking into account warranty issues…

Additional things to discover: Cooling connection? Switching during charging? How are the batteries laid out? Etc.
Arm chair hackers are not afraid of additional things!

Armchair hackers use armchair logic to solve "issues".
 

vinsk

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I skipped from page 1 to 44 just to say I'm going to have to wait until 2026 and hope the RWD comes down $5k, or for the AWD to drop in price by at least 10K. I think I expected not to get it in 2024, but that I'd at least have a dual motor some time in 2025. But I think demand will stay high with such low production rates and prices will stay high until at least Q4 2025. I'm glad I should be able to get another 2 years out of my 13 and 10 year old cars.
If you're in line and waiting at any point of time, the prices will stay the same or go higher :p
 

WHIZZARD OF OZ

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They don’t have to. Attrition will take 50% off the list by the time their number comes up. Reasons don’t matter, it’s just life. I’m at 150,000 but I’m planning for 75,000.
Best of luck!
Funny that..... l'm 75K too.
The difference is we're here in Australia waiting patiently! It's been 4 years so far, so what's another 4 .....should be a piece of CYBERCAKE.....Wedgies For Everybody _/
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