Only limited edition $99k/$120k Foundation Series Cybertruck’s for 2024?

[Tony2times]

I don't expect them to produce 100,000 in 2024.

My rough math is:

2 million pre-orders.
Only 50% choose to proceed with the purchase at all in the next 2-3 years due to price increase.
1,000,000 potential orders, 25% of those will still be RWD, which doesn't arrive until 2025.
This leaves 750,000 potential orders for 2024.
5% seems like a good FS take rate, which comes to 37,500 FS orders in 2024.
37500 units in 2024 is attainable with ease, meaning i believe production rate outpaces FS demand by the end of summer and therefore, regular units will be sold around this time. With every day that passes in 2024, even potential FS buyers might be more inclined to wait.

We shall see who is correct.

If you are holding out for non FS you can kiss 2024 and possibly 2025 goodbye. $20k was an absolute gift from the man himself to get to drive this truck every single day. I can’t stress enough how awesome this thing is!

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[Tony2times]

I don't get the adamant defenders of FS. Are you speaking as a shareholder, fanboy, or what? It's not unreasonable for the earliest reservation holders to want to pay the asking price of the car and not have to wait an extra year to do so. The FS roadmap is purposefully unclear probably because Tesla doesn't know how long people will be willing pay the uncharge. If they knew the level of demand, they could just price the CT accordingly and gradually drop it.

My disappointment in Tesla will be measured by how long they keep up the FS. A full year of markup is super disappointing.

Get ready to be very disappointed. This shit will drag on well into 2025. IMHO the 20k premium is damn well worth it for this truck.

 

[Zelectric]

4th quarter is what I hear.

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