Pricing ramifications for Cybertruck - based on recent FSD and Model 3 pricing changes

[WHIZZARD OF OZ]

Volume production of cybertruck at Fremont is off the walls but the pilot line was there. Future Tesla bot production would probably be a better fit for space if S/X do get retired.

As for international markets, I just don't see it happening in the next couple of years. Some seem to think China will be the next factory to build cybertruck for the eastern hemisphere. Mexico is still in very early stages, but maybe in 3-5 years. As Ford/GM has grown to service so many countries over decades of being in business, Tesla may someday get there too but it will take time.

At current prices, l don't see the S + X shuffling off this Mortal Coil any time soon. I love the Model S as a Grand Tourer. It remains a RELEVANT Design, while it's BIG PHAT Sister X still plays her Part in acts S,E,X,Y and soon to be CYBER BABIES .....BIG & Small

Sponsored

 

[SlegMD]

The % of takers on FSD is going to continue to be small until it is bulletproof enough so you have a couple of drinks at the bar and have the vehicle safely and legally get you home.

I would love to see how this interaction with law enforcement would proceed. I don’t think you could shirk the liability. Examples of this is why I think FSD is years out.

 

[Mini2nut]

I have always stated that Cybertruck pricing will slot in between the Model Y and Model S. I can’t wait for the delivery day pricing reveal.

My prediction is $64,990 for the Dual Motor, $79,900 for the Tri/Quad.

 

[rudedawg78]

Has anyone seen any evidence in Tesla's track record that they'll actually honor the original $7k FSD pricing for those of us who snagged an early reservation? I'm hoping so, but I just don't know.

Evidence:

 

[canyoncarver]

I would love to see how this interaction with law enforcement would proceed. I don’t think you could shirk the liability. Examples of this is why I think FSD is years out.

Well, that's just one example of course. If you could completely disassociate from the task of driving and do work on your phone or tablet while the car took you to work or you could watch entertainment on the main screen while still being in the driver's seat people would buy it...

Any of those scenarios is simply years away and will require federal regulatory approval and the feds are not friendly with Elon.

 

[Jhodgesatmb]

Well, that's just one example of course. If you could completely disassociate from the task of driving and do work on your phone or tablet while the car took you to work or you could watch entertainment on the main screen while still being in the driver's seat people would buy it...

Any of those scenarios is simply years away and will require federal regulatory approval and the feds are not friendly with Elon.

True but if the functionality is there you could be in the driver’s seat and doing pretty much nothing but riding shotgun for FSD which is a huge reduction in stress/fatigue. Progress is going to be incremental (engineering).

 

[Mini2nut]

I would be super pissed if I just took delivery of an S or X.

 

[WHIZZARD OF OZ]

I have always stated that Cybertruck pricing will slot in between the Model Y and Model S. I can’t wait for the delivery day pricing reveal.

My prediction is $64,990 for the Dual Motor, $79,900 for the Tri/Quad.

We're about $5K apart on the 'DUEL' and that IS Super Positive, coz $59999 or $64,990 gives an indication of a sweet spot that will make the CT potentially the Number 1 selling Pick-up in The World.
The rate at which Tesla is putting an AXE to prices of cars like the S, 3, X, Y is INSANE.
You can buy a Model S PLAID for how much? Did some say $90 BLOODY Thousand!?!?!?! YEAHHHHH BABY!!!!
TRI at $79,999.99 driveway, no more to pay, makes this variant KILLER!
The QUAD, or PLAID or whatever the HP CT is or will be is gonna be INSANE.
If l can change my TRI order, l'm going all in.
Back in the '90s l DRAG-RACED our PROCTOR. ( Aussie built, supercharged, 1 of 4......1957/8 build....one only left.....belongs to a Ferrari Collector )
Now, 'l FEEL THE NEED FOR SPEED'
If this goes to plan, the CT PLAID (?) will have me doing passes down the Quarter Mile just for that CYBERSMILE.

Going 10s is Beyond Belief.

 

[wtibbit]

That's not true, the average consumer also works from home, have families, go on road trips, and are looking for convenience. You can either buy a model 3 + FSD for 50K or buy a model 3 for 35K + FSD subscription. Either one is affordable from today's standards.

"...the average consumer..." Let's assume that you're considering adult consumers. The average number of adults in households in the US is 2 (the other part of that household is, statistically speaking, .97 of a child). The average household income in the US is about $70K per year. So the average income available to the average consumer in the US is $35K per year and they have to pay for half of the housing, food, clothing, utilities, transportation, etc. cost for the household, including that 97% of a child. I don't think the average consumer in the US is in the market for a new car, much less one with FSD.

Perhaps you're thinking of the average consumer in your circle, rather than the average consumer in the US.

Personally, I wouldn't consider paying an extra 43% over the cost of a M3 (or whatever it will be over the cost of a Cybertruck) for a fully functional FSD, let alone one that will continue to be partially functional for some indeterminate time. But that's just me and I like to drive. YB(udget)MV.

 

[WHIZZARD OF OZ]

Evidence:

'FUNDING SECURED'
Saving up all my 'pennies from heaven'

 

[CyberGus]

This table from Bloomberg tells a tale. A $30k drop on the Model S and a $41k drop on the Model X in 8 months is astonishing. And it is even more than that when you consider that the cost of paint upgrades dropped to zero. We ordered an Ultra Red Model S AWD today for $74,990. It was $107,990 on Jan 1. It was $81,490 when we did a test drive last weekend.

Tesla is going to come out aggressively on pricing for the CT I think.

T

Show this any time someone predicts $100k+ starting price for Cybertruck. I'd rather have a Model S and save $25,000.

 

[Engi_Nerd]

I do think Tesla will honor original FSD pricing, but my question is if it counts towards the MSRP cap. If it does, then Tesla could prevent people from getting discounted FSD by pricing the dual at $73.5K for example.

Regarding the discount to FSD, Tesla has suggested that their newest "photons to controls" approach, which is fully NN-based, requires separate versions for each vehicle and hardware version. They may need to get more HW4 vehicles using FSD on the road, and lowering the prices is the only way to do that.

The massive swings on Model S and X prices are awesome for new potential buyers but brutal for existing owners. All Tesla buyers really need to be financially prepared for Tesla to slash the MSRP of their car 20% the day after you drive it home. It does seem like it could be encouraging for CT prices, though I also feel like people just weren't buying them at double the price of the Model Y.

Sponsored