? Tesla Q4 2021 Earnings Call Audio Webcast Stream - Listen Here @ 5:30 Eastern / 2:30 Pacific

[Ogre]

A lot of people are able to afford Tesla due to run up of stock market, housing gains, bitcoin etc. Demand could fall if these go stagnant.

Yeah.

More uncertainty. I may join Newton in hibernation. Well not *join* Newton. I’d hibernate here and Newton would be wherever it is mini Cybertruck bottle openers come from.

PS: Thank you @Administrator for fixing the thread.

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[Ogre]

Which as an investor is exactly what I want him to do and what the world needs frankly.

Yes.


But I still kind of hate it.


Hopefully they come out with a bad-ass Model Y as the first Austin version to distract everyone. I want to build an off-road Model Y to tide me over.

 

[Gaston]

I was also hoping for better outlook on CT production and ended up with a realization that a CT or other viable EV Truck is not in my near future. I think a large population is just expecting that EV's could or should replace ICE vehicles quickly. But the idea of shutting off our fossil fuels prematurely will cause a lot of pain and the EV's won't just be there by magic or affordable.

While CT is a passion for him, I think he is more concerned with maximizing production/profit and getting Starship to orbit and back on track. I would love both to happen as soon as possible,

 

[Ogre]

It was pretty clear to me that he said the truck couldn’t be built yet at an affordable price that would meet the promised specs. We all fell in love with the truck because of the fantastic specs at a ridiculously low price when compared to other electric vehicles. Maybe dropping the payload from 3500lb to around 1800lb would make it easier to meet those other specs. I doubt most of us really care if can carry that much weight. I would not be surprised if the first model out is the plaid at $120k to. 130k.

It is funny how people can listen to the exact same thing and hear the opposite.

What he said was it would be difficult to keep it affordable.

$120k is not even in the ballpark of affordable. That’s not even trying to keep it affordable. That’s almost the exact opposite, as if he’d said “Fuck it, lets just make it a super truck”

He also said on this call they were planning on selling 250k/ year. That’s not going to happen with a $120,000 truck. They might sell 100,000 at that price, maybe 200,000… but not 250,000/ year Indefinitely which is the goal here. You don’t build a factory for billions of dollars and shut it down after building a handful of trucks.

 

[GnarlyDudeLive]

The best thing we can hope for is that Berlin, China and Texas crank out so damn many Model Y's that the market for them becomes saturated. Once they have inventory on hand the rush to complete the CT will gain priority rather quickly.

 

[Alan]

It is funny how people can listen to the exact same thing and hear the opposite.

What he said was it would be difficult to keep it affordable.

$120k is not even in the ballpark of affordable. That’s not even trying to keep it affordable. That’s almost the exact opposite, as if he’d said “Fuck it, lets just make it a super truck”

He also said on this call they were planning on selling 250k/ year. That’s not going to happen with a $120,000 truck. They might sell 100,000 at that price, maybe 200,000… but not 250,000/ year Indefinitely which is the goal here. You don’t build a factory for billions of dollars and shut it down after building a handful of trucks.

I heard the same thing as you. As I said about a month ago when they announced the plaid I think it will be built first at a very high price to get cybertruck s out there and help pay for the manufacturing equipment till they can get the price down to build more affordable versions.

 

[Dusty]

The best thing we can hope for is that Berlin, China and Texas crank out so damn many Model Y's that the market for them becomes saturated. ...

According to the Tesla site it's only a 2 month wait for a performance Model Y which isn't too bad. But they are going to dominate once TX starts cranking out cars. As long as dealerships are hiking prices, Tesla's online no haggling business model is going to dominate sales in major metros.

Today's news really was a let down though. It's really rough for people who want an off-road EV.

 

[Ogre]

I heard the same thing as you. As I said about a month ago when they announced the plaid I think it will be built first at a very high price to get cybertruck s out there and help pay for the manufacturing equipment till they can get the price down to build more affordable versions.

They haven’t announced a Plaid Cybertruck. That is speculation.

To me it doesn’t make sense to have a Plaid version which is $40,000 - 60,000+ more than the base version when every other Plaid model is about $20,000 more than the LR model. Unless you are suggesting the tri motor has morphed into a $100,000 base price quad motor. Which is quite a few steps away from affordable and a 42% increase from the $69k original pricing.

Edit: I do think a higher priced model is likely initially. Just feels like $120-130k is way out there.

 

[Ogre]

The best thing we can hope for is that Berlin, China and Texas crank out so damn many Model Y's that the market for them becomes saturated. Once they have inventory on hand the rush to complete the CT will gain priority rather quickly.

Indeed, a faster Model Y ramp is the ideal outcome here. That and faster 4680 cell production ramp.

 

[anionic1]

The more I think about the earnings call comments about the priority being the optimus bot I am really blown away. They have over a million preorders for the CT they would easily sell everyone they could make for 5 years and they want to focus on the bot that has limited practical use until they perfect FSD so maybe 10 years from now. I really am blown away. Really Elon, this is the road to profitable Tesla. The bot is to big of a step right now. The world is practically begging for EV truck and transport vehicles like the semi and he wants to focus on the bot driven by FSD which off road is going to be 100x more difficult than the FSD in the cars. Imagine FSD now trying to navigate a warehouse or lab or power plant to get the robot to do a task. Woops optimus walked into the mixer again. Optimus is 15 years out and apparently the CT is probably 5 years out now. I feel like Tesla is losing its edge.

 

[CyberGus]

Expecting sharp decline in CTownersclub activity after this.

I am disappointed, but I will still wait in line as my timeline was always 2024-6 for replacing my current truck.

This just confirms I won't be unexpectedly surprised with a forced purchase or jump out of line earlier than financially ready.

I believe we just transitioned from "Online Forum" to "Support Group"

 

[CyberGus]

 

[anionic1]

I believe we just transitioned from "Online Forum" to "Support Group"

Hi my name is Michael and I am addicted to a truck that lives in my imagination.

 

[CyberGus]

Hi my name is Michael and I am addicted to a truck that lives in my imagination.

"I'm Gus and I'm a cyberholic"

 

[John K]

I was wrong in being optimistic limited production to start at the end of the year.

we are pretty sure the following is required

1. 4860 batteries
2. 8,000 gigapress installed, I don’t believe anyone has seen delivery
3. Material supply chain, steel, chips, air conditioned seats

Those who followed the release of the previous models, similarities may be observed both on Tesla side and consumer side.

we also can assume why the “leak” occurred yesterday. The leak clearly shows, to me, CT remains a green lit project. Too far down the develop road and too many reservations to worry about the CT being scrapped.

once we see the Gigapress delivery and subsequent steel deliveries, we can narrow the production start prediction window.

Oh, 5 digits and less reservation numbers should cancel. ?

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