Sponsored

Profit protection against resellers/scalpers.

  • Thread starter Deleted member 3316
  • Start date
  • Watchers 6

Should Tesla implement strategies to prevent price gouging without impacting genuine res holders

  • Yes, but I have a better idea.

    Votes: 0 0.0%

  • Total voters
    40
  • Poll closed .
Status
Not open for further replies.

cvalue13

Well-known member
Joined
Aug 17, 2022
Threads
74
Messages
7,153
Reaction score
13,769
Location
Austin, TX
Vehicles
F150L
Occupation
Fun-employed
Country flag
Lols, the capitalist economy (or socialist) in isolation is an illusion. One cannot exist without the other and dysfunctional societies have an imbalance of the two.

Cognitive dissonance on this idea is the basis of the tension in this discussion

I see the OP as the (im)perfect example of an equitable interplay within the codependent dichotomy of socialism and capitalism.

Reservation list - socialist organisation of fairness and equity. (Justifiable pejorative derision - Naivety)

Auction process - free market capitalism, limiting access to those most capable of consolidating wealth. (Justifyiable pejorative derision - greedy/Dishonesty)

If you to purport to only support one side then only play honestly in that paradigm. The reason the supporters of scalpers don’t object to the reservation list is because they can cheat it.
please god tell me you’re a 20yo philosophy major in uni

that’d be the only defensible reason for thinking these sentences are impressing anyone
Sponsored

 

charliemagpie

Well-known member
First Name
Charlie
Joined
Jul 6, 2021
Threads
48
Messages
2,982
Reaction score
5,370
Location
Australia
Vehicles
CybrBEAST
Occupation
retired
Country flag
The specific figures are not released by Ford and they are constantly changing too, but we can make educated guesses, based on the financial data Ford does release, and their comments about financials, that are close enough to ensure statements like the one you refer to are true and accurate.

The second part of your question about how much goodwill value Ford is assigning to the Lightning project as a loss-leader is mostly non-sensical because I don't need to assign goodwill value to make an educated guess how much it costs Ford to make each one. Ford doesn't set the MSRP based on how much it costs to build, it's primarily set at what they think market value is. In other words, how high they can price it and still sell the entire production run. It would look very bad if they set the price too high and had to offer big discounts just to get rid of them. As it turns out, they set it too low initially and inflation of parts and raw materials, combined with more demand than they anticipated at those price points, caused them to hike the prices rather dramatically.

Part of the reason Ford is willing to take a loss on their EV's is because it avoids them having to buy regulatory credits that offset their profitable gas vehicle sales. When Ford has to buy regulatory credits on the open market, they are increasing the market price of those regulatory credits which is helping their competitors become more competitive. For example, Tesla has sold enough regulatory credits to legacy auto manufacturers that it's paying for all their new factories. That makes it more difficult for Ford to compete with them. And that's just one reason of many that Ford is willing to sell limited numbers of EV's at a loss.

Another factor is that making EV's prevents Ford share price from cratering more than it is. It creates the false narrative that Ford will be a competitive player in EV's based on the announced pricing of their EV's. The prices have to appear competitive or investors will flee, leaving nothing to support the share price. Ford management is compensated with stock based compensation so management has a real self-interest in making it look like Ford is still in the game.



No one hurt me, not sure where you got that idea.

It seems your reactionary comment was precipitated simply by my claim that the Cybertruck will be far superior to the Lightning. My comment is not "self-masturbatory", it was informed by what we know about the Cybertruck, it's announced specifications, range, towing and cargo capacity, size of the bed, etc. Also, by the obvious superiority Tesla has over Ford when it comes to the software that runs the truck, the user interface, the battery management software, the over-the-air update capabilties of the entire software ecosystem within the vehicle, not just the infotanment system, etc. Additionally, the materials and construction of the truck, the dent and scratch resistance, the stiffness of the chassis compared to a ladder frame, the automatically adjustable suspension and ride height, the lack of fragile paint, etc.

While it's true we don't know everything about the Cybertruck, it's also clear that we have a solid foundation with which to say it will be superior in all the ways listed above and many ways not even mentioned above (like the nationwide fast charging network). We also know about Tesla's superior cost structure when it comes to being able to manufacture in volume and provide good value to vehicle buyers.

So, I don't think I was jumping the gun by stating the obvious - that the Cybertruck will be far superior to the Lightning. We don't need a stretch of the imagination to see that.



Dial it down? This forum exists for people who have ordered a Cybertruck to share our enthusiasm and questions with one another. The only way I can make sense of your emotionally charged objection is one of two things:

1) You believe the Cybertruck is vaporware that will not have any of the announced specifications or will not be delivered to owners. That the basic specifications will be so different from what was announced it might even be inferior to the Lightning. That makes zero sense.

2) That you have buyer's remorse. Maybe on-the-road charging is not the experience you anticipated based on Ford's glowing marketing and extensive public relations releases. Or maybe the range or Vehicle to Grid feature didn't work out how you expected. Whatever is causing your upset, I don't think it's because you don't believe the announced specs of the Cybertruck.

Even if one or two specs of the Cybertruck are slightly less than expected, which would surprise me, I don't think that changes the observation that the Ford is measurably inferior in many respects. I'm sorry if I offended your truck, but I don't think it makes a lot of sense to tip toe through the tulips rather than calling it how I see it.
The quote you refer to in your post has no name attached, which means I have already Ignored. :D

Life is beautiful when you have an ignore button.

No need to defend anything. Just fark them off. They can be innocent victims somewhere else.

It is a Cybertruck forum.
 
OP
OP

Deleted member 3316

Guest
All of this said by every artist ever. They make a beautiful thing and sell it so they can eat and live and everything else. Someone buys it and, in a few days, gets it recognized as a wonder. They resell that piece for 100's of times what they paid for it and the artist gets ZERO.
And that is recognised as ethically abhorrent.

and this is a mass produced consumer product that is production constrained.

What value does the scalper introduce to the transaction between the manufacturer or consumer?
 
OP
OP

Deleted member 3316

Guest
please god tell me you’re a 20yo philosophy major in uni

that’d be the only defensible reason for thinking these sentences are impressing anyone
So you’re here just to impress people … got it.
You have no capacity to interact honestly with the basic premise of the thread and cannot defend your vacuous position… well done…. slow clap.

Your commentary so far has included,
Tacit acceptance of rape.
Justifications for theft.
Support for abuses of power…

And considering absolute refusal to answer direct and reasonable questions, maybe you should quit while you’re grovelling in the depths irrelevance….
 
Last edited by a moderator:
OP
OP

Deleted member 3316

Guest
so you don’t know, but reassert that your statement is both true and accurate. Got it.



not the point. For simplicity I over-broadly used the terms “good will” and “loss leader” to make what I thought would be an obvious point: Ford “losing money” wrt MSRP vs production cost per unit is probably not counting all the buckets of value Ford attributes to bringing the lightning to market.

you then go on to list a few (not all!) of the other values Ford attributes to the Lightning.

so we agree.



no, chief - it’s because the “claim that the Cybertruck will be far superior to the Lightning” seemed like such a bizarre non-sequitur, as if you have Tesla-Tourette’s

@greggertruck : “resale premiums on Lightning’s have come way down”

@cvalue13 : “agreed, I mean I like my truck for $69K after incentives and at 3%, but raising to $89K with no incentives and >5% interest has really freed up inventory”

butting in, @‘ing me @HaulingAss : “the Cybertruck will be far superior to the Lightning”

1673664592853.gif






so does that mean that on any given thread regardless of the content of the then-current discussion, you plan to just @ people with non-sequiter Tesla-Tourette’s?….



… I’ll take that as a ‘yes’

but since you insist on measuring truck lengths:

you’ve got me all wrong. I can love my lightning, and the idea of my forthcoming CT, simultaneously. I do currently like my lightning more than my CT, though, because the Lightning exists.

I just have no instinct for this brand of idolization you ooze; you talk about trucks with the valence that idealistic French teens talk about competing political ideologies.

Sometimes I wonder if what I’m missing - why it is I don’t care to schoolyard truck-measure with such fervor - is a fat, over-extended stake in TSLA?

Watching you non-sequitur style sh*t on Ford and force accolades on Tesla gives off the same sort of vibes as when you’re at a sports bar having a good time then one guy in the bar gets wildly emotional over the game… takes a moment before you realize that poor guy’s just got (too much) money on the game.
Tesla Cybertruck Profit protection against resellers/scalpers. E4BDA9AA-C18B-44C7-AA06-95A641760EAB
 


OP
OP

Deleted member 3316

Guest
Seriously though, what would Tesla spend the extra few million, or maybe $100 million on, whilst having 10's $billions sitting on their account doing nothing?

Tesla is supply constrained not cash constrained.
Making their vehicles cheaper for customers whilst maintaining the same profit margins because all of the money available to the transaction is being given to Tesla, not parasites.
 
OP
OP

Deleted member 3316

Guest
The specific figures are not released by Ford and they are constantly changing too, but we can make educated guesses, based on the financial data Ford does release, and their comments about financials, that are close enough to ensure statements like the one you refer to are true and accurate.

The second part of your question about how much goodwill value Ford is assigning to the Lightning project as a loss-leader is mostly non-sensical because I don't need to assign goodwill value to make an educated guess how much it costs Ford to make each one. Ford doesn't set the MSRP based on how much it costs to build, it's primarily set at what they think market value is. In other words, how high they can price it and still sell the entire production run. It would look very bad if they set the price too high and had to offer big discounts just to get rid of them. As it turns out, they set it too low initially and inflation of parts and raw materials, combined with more demand than they anticipated at those price points, caused them to hike the prices rather dramatically.

Part of the reason Ford is willing to take a loss on their EV's is because it avoids them having to buy regulatory credits that offset their profitable gas vehicle sales. When Ford has to buy regulatory credits on the open market, they are increasing the market price of those regulatory credits which is helping their competitors become more competitive. For example, Tesla has sold enough regulatory credits to legacy auto manufacturers that it's paying for all their new factories. That makes it more difficult for Ford to compete with them. And that's just one reason of many that Ford is willing to sell limited numbers of EV's at a loss.

Another factor is that making EV's prevents Ford share price from cratering more than it is. It creates the false narrative that Ford will be a competitive player in EV's based on the announced pricing of their EV's. The prices have to appear competitive or investors will flee, leaving nothing to support the share price. Ford management is compensated with stock based compensation so management has a real self-interest in making it look like Ford is still in the game.



No one hurt me, not sure where you got that idea.

It seems your reactionary comment was precipitated simply by my claim that the Cybertruck will be far superior to the Lightning. My comment is not "self-masturbatory", it was informed by what we know about the Cybertruck, it's announced specifications, range, towing and cargo capacity, size of the bed, etc. Also, by the obvious superiority Tesla has over Ford when it comes to the software that runs the truck, the user interface, the battery management software, the over-the-air update capabilties of the entire software ecosystem within the vehicle, not just the infotanment system, etc. Additionally, the materials and construction of the truck, the dent and scratch resistance, the stiffness of the chassis compared to a ladder frame, the automatically adjustable suspension and ride height, the lack of fragile paint, etc.

While it's true we don't know everything about the Cybertruck, it's also clear that we have a solid foundation with which to say it will be superior in all the ways listed above and many ways not even mentioned above (like the nationwide fast charging network). We also know about Tesla's superior cost structure when it comes to being able to manufacture in volume and provide good value to vehicle buyers.

So, I don't think I was jumping the gun by stating the obvious - that the Cybertruck will be far superior to the Lightning. We don't need a stretch of the imagination to see that.



Dial it down? This forum exists for people who have ordered a Cybertruck to share our enthusiasm and questions with one another. The only way I can make sense of your emotionally charged objection is one of two things:

1) You believe the Cybertruck is vaporware that will not have any of the announced specifications or will not be delivered to owners. That the basic specifications will be so different from what was announced it might even be inferior to the Lightning. That makes zero sense.

2) That you have buyer's remorse. Maybe on-the-road charging is not the experience you anticipated based on Ford's glowing marketing and extensive public relations releases. Or maybe the range or Vehicle to Grid feature didn't work out how you expected. Whatever is causing your upset, I don't think it's because you don't believe the announced specs of the Cybertruck.

Even if one or two specs of the Cybertruck are slightly less than expected, which would surprise me, I don't think that changes the observation that the Ford is measurably inferior in many respects. I'm sorry if I offended your truck, but I don't think it makes a lot of sense to tip toe through the tulips rather than calling it how I see it.
Or you just unfortunately fell for a trolls inflammatory, insincere, digressive and most definitely extraneous off-topic shitpost.
 
OP
OP

Deleted member 3316

Guest
The reservation list is for purchase at minimum MSRP. These scarce earlier vehicles are on a descending MSRP, a separate group. The reason for reverse auction is to prevent bidding/ not an auction at all.
Scenario: 1st vehicle has MSRP 200k, no one buys it. After a period it drops 5k and Jay Leno buys it. Because he wants a single owner cybertruck really badly...
Second vehicle is now offered for 195k and 3 more are sold. Because idiots won the lottery.
Then price drops again because there are very few people who will pay that much if they can get it for less if they wait. At some point the price is at 95k and 5000 people will take it.... Then Tesla starts delivering on reservation list simultaneously delivering at minimum MSRP simultaneously with the descending MSRP group with the end of descending MSRP at some point. Say within 10k or something of minimum MSRP.
What is the benefit of preventing bidding?
 

greggertruck

Well-known member
First Name
g
Joined
Mar 30, 2022
Threads
228
Messages
2,628
Reaction score
7,655
Location
Zimbabwe
Website
www.twitter.com
Vehicles
Dual-CT
Occupation
I post Cybertruck stuff on the Internet and people like it.
Country flag
so you don’t know, but reassert that your statement is both true and accurate. Got it.



not the point. For simplicity I over-broadly used the terms “good will” and “loss leader” to make what I thought would be an obvious point: Ford “losing money” wrt MSRP vs production cost per unit is probably not counting all the buckets of value Ford attributes to bringing the lightning to market.

you then go on to list a few (not all!) of the other values Ford attributes to the Lightning.

so we agree.



no, chief - it’s because the “claim that the Cybertruck will be far superior to the Lightning” seemed like such a bizarre non-sequitur, as if you have Tesla-Tourette’s

@greggertruck : “resale premiums on Lightning’s have come way down”

@cvalue13 : “agreed, I mean I like my truck for $69K after incentives and at 3%, but raising to $89K with no incentives and >5% interest has really freed up inventory”

butting in, @‘ing me @HaulingAss : “the Cybertruck will be far superior to the Lightning”

1673664592853.gif






so does that mean that on any given thread regardless of the content of the then-current discussion, you plan to just @ people with non-sequiter Tesla-Tourette’s?….



… I’ll take that as a ‘yes’

but since you insist on measuring truck lengths:

you’ve got me all wrong. I can love my lightning, and the idea of my forthcoming CT, simultaneously. I do currently like my lightning more than my CT, though, because the Lightning exists.

I just have no instinct for this brand of idolization you ooze; you talk about trucks with the valence that idealistic French teens talk about competing political ideologies.

Sometimes I wonder if what I’m missing - why it is I don’t care to schoolyard truck-measure with such fervor - is a fat, over-extended stake in TSLA?

Watching you non-sequitur style sh*t on Ford and force accolades on Tesla gives off the same sort of vibes as when you’re at a sports bar having a good time then one guy in the bar gets wildly emotional over the game… takes a moment before you realize that poor guy’s just got (too much) money on the game.
I’m sorry I upset you?
 


charliemagpie

Well-known member
First Name
Charlie
Joined
Jul 6, 2021
Threads
48
Messages
2,982
Reaction score
5,370
Location
Australia
Vehicles
CybrBEAST
Occupation
retired
Country flag
The quote you refer to in your post has no name attached, which means I have already Ignored. :D

Life is beautiful when you have an ignore button.

No need to defend anything. Just fark them off. They can be innocent victims somewhere else.

It is a Cybertruck forum.
Just to clarify, my banter not directed at anyone I know of, I was postulating.
 

JBee

Well-known member
First Name
JB
Joined
Nov 22, 2019
Threads
18
Messages
4,913
Reaction score
6,362
Location
Australia
Vehicles
Cybertruck
Occupation
. Professional Hobbyist
Country flag
Making their vehicles cheaper for customers whilst maintaining the same profit margins because all of the money available to the transaction is being given to Tesla, not parasites.
Do you have any information on how Tesla prices compensate for scalpers?
My position is that I don't think they do, simply because they don't have to, because the effect is temporary and intermittent. Most buyers want to keep their CT.

There are a couple of points I can agree to on your OP and arguments, and even your proposed solution to reduce the impact. But I still can't see there being a significant enough impact for Tesla to warrant having a strategy to counter them. So although you could successfully argue to implement your solutions, I question if it is worth the effort to do so at all, for you or Tesla. If the aim was to fight for the moral high ground, then I can imagine a few hundred other life changing things that I would fight for first. :)

One aspect I like to consider is EM's perspective that money is a "resource allocator". The price therefore is a method to allocate resources to customers that can afford them, be that food, art or a CT, or a Gigafactory for the $25k Tesla. But given that all fiat currency is a product of fractional lending and government spending, it is incapable of it's own devices to represent a fair trade of anything, and likewise will always result in unfair resource allocation, simply because you don't have to be morally correct to have currency or control over it. In fact often the rich are so, because they aren't forced to be morally correct.

The way I see Teslas cash reserves is a enabler to allocate resources to promote sustainable change. If that statement is true then one could argue about how to best use those allocation tokens to promote change, in a resource constrained market. The problem with siting on cash is that if you fund the next wave of giga factories, beyond a sustainable growth rate, you actually force suppliers to increase their prices to meet the demand that you yourself are creating. Now factor in how other competitors in the market affect demand, and hey presto you are reducing the effectiveness of your cash reserves by simply stimulating demand. Which btw would be far in excess of what scalpers could skim off the top of a few CT sales. Why do you think EM is bent on vertical integration, to the point that they want to mine resources from virgin ground? That is because the variability of global markets dictate costs, and costs margins, and all together across all resources, the financial affordability of end users.

There are few people, even with enough money, that buy their vehicles in cash. If most are financed though the fractional lending system, then you just end up with further dilution of the physical value pool, and more pressure on low incomes that are not credit worthy because they are already struggling and living is subsistent. On top of that, in the end a CT that is owned but is not used has essentially zero ROI, whereas one that is used consistently is highly "profitable", to the point that the cost per use for transportation, which is actually the only real demand, is fractional in comparison to other vehicles.

The reasoning is simple in that there is limited value for things that you don't often use, and therefore owning anything you barely use adds little to no value to your life. If it sits on your shelf, or the shelf in the shop, is not different until the point you need to use it exclusively. The whole aspect of individual ownership, both morally and rationally, is simply poor global resource stewardship. This is the why the nature of robotaxi is so fundamentally different, in that it democratizes transportation by not only freeing it of the global markets of fake resource allocation tokens, but also that it increases ROI to the point that nearly everyone can afford to use it. This will be the beginning of the era of abundance, and excess, which will demolish the antiquity of supply and demand progress limitations, and the false morality of fake currency controlled systems.
 
OP
OP

Deleted member 3316

Guest
Do you have any information on how Tesla prices compensate for scalpers?
My position is that I don't think they do, simply because they don't have to, because the effect is temporary and intermittent. Most buyers want to keep their CT.

There are a couple of points I can agree to on your OP and arguments, and even your proposed solution to reduce the impact. But I still can't see there being a significant enough impact for Tesla to warrant having a strategy to counter them. So although you could successfully argue to implement your solutions, I question if it is worth the effort to do so at all, for you or Tesla. If the aim was to fight for the moral high ground, then I can imagine a few hundred other life changing things that I would fight for first. :)

One aspect I like to consider is EM's perspective that money is a "resource allocator". The price therefore is a method to allocate resources to customers that can afford them, be that food, art or a CT, or a Gigafactory for the $25k Tesla. But given that all fiat currency is a product of fractional lending and government spending, it is incapable of it's own devices to represent a fair trade of anything, and likewise will always result in unfair resource allocation, simply because you don't have to be morally correct to have currency or control over it. In fact often the rich are so, because they aren't forced to be morally correct.

The way I see Teslas cash reserves is a enabler to allocate resources to promote sustainable change. If that statement is true then one could argue about how to best use those allocation tokens to promote change, in a resource constrained market. The problem with siting on cash is that if you fund the next wave of giga factories, beyond a sustainable growth rate, you actually force suppliers to increase their prices to meet the demand that you yourself are creating. Now factor in how other competitors in the market affect demand, and hey presto you are reducing the effectiveness of your cash reserves by simply stimulating demand. Which btw would be far in excess of what scalpers could skim off the top of a few CT sales. Why do you think EM is bent on vertical integration, to the point that they want to mine resources from virgin ground? That is because the variability of global markets dictate costs, and costs margins, and all together across all resources, the financial affordability of end users.

There are few people, even with enough money, that buy their vehicles in cash. If most are financed though the fractional lending system, then you just end up with further dilution of the physical value pool, and more pressure on low incomes that are not credit worthy because they are already struggling and living is subsistent. On top of that, in the end a CT that is owned but is not used has essentially zero ROI, whereas one that is used consistently is highly "profitable", to the point that the cost per use for transportation, which is actually the only real demand, is fractional in comparison to other vehicles.

The reasoning is simple in that there is limited value for things that you don't often use, and therefore owning anything you barely use adds little to no value to your life. If it sits on your shelf, or the shelf in the shop, is not different until the point you need to use it exclusively. The whole aspect of individual ownership, both morally and rationally, is simply poor global resource stewardship. This is the why the nature of robotaxi is so fundamentally different, in that it democratizes transportation by not only freeing it of the global markets of fake resource allocation tokens, but also that it increases ROI to the point that nearly everyone can afford to use it. This will be the beginning of the era of abundance, and excess, which will demolish the antiquity of supply and demand progress limitations, and the false morality of fake currency controlled systems.
It super hard to interact with essays JBee, can you boil it down to one or maybe two salient points?
Sponsored

 
Status
Not open for further replies.
 








Top