Cybertruck AWD $79,990 Before Tax Incentives

[TheSteelRider]

Looks like the only CyberWedgie people can buy right now is the $120,000 “Foundation Series”

Tesla starts selling fully-loaded Cybertruck ‘Foundation Series’ for $120,000

https://electrek.co/2023/12/06/tesla-cybertruck-foundation-series-fuly-loaded/

Definitely will sell like hotcakes at that amazingly low price!

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[TheSteelRider]

It's all about vertical integration and complete control from the drafting stage to final sales and servicing. It's the only way to contain cost and be agile to market forces. That and avoiding the Union albatross. Going to be hard to for legacy OEM to compete against that headwind.

IMHO, the recent UAW strike / concessions are a large driving force of the pullback in GM's plans for sure. And then they also went and promised a boat-load of stock buy-backs to boot. Doesn't really leave much extra for R&D or loss-leading new vehicles.

No unions is definitely a huge thing Tesla is doing right for sure. Just too bad they are only building doorstops these days

 

[Mach1E]

I agree, I think YOY EV sales will only go up, just maybe slower, or faster at times. I also agree on the CT, excitement, then it will die off. I also agree with the poster above, an EV Maverick would sell like hotcakes, OEMs need to build what people want instead of reacting (oh people pay for expansive EVs, lets only build giant expensive ones...)

And this just highlights the issues with comparative statistics…….everyone here can be right and wrong at the same time.

The data itself is less important than the implications of the data.

What are the implications?

EV sales are less than manufacturers projected.

EV sales (per model) are slowing after the first year of delivery of a new model.

While EV sales as a whole may grow, the sales per model is disappointing. And that’s all each manufacturer cares about.

Ford doesn’t care if the EV market does well if the Mach E and Lightning are underperforming.

Same goes for Tesla, VW, GM etc.

The manufacturers are looking at the same numbers we are and are cutting production. and delaying releases.

Their reaction tells us everything we need to know-

Things don’t look good right now for the EV market.

 

[Mach1E]

Oh agreed also. The fact that Chevy was losing money on Bolts is very telling, even the small, no option EV, yes it could go 260 miles, but it was less than $30k and still losing money. I just mean people would want an EV Maverick since its more commuting, light moving use. Trying to make heavy duty trucks as EVs does not work yet.

They tried with the F150 because it’s the largest market. They also hoped that people buying $90k pickups would consider the expensive Lightning.

A $50-70k electric Maverick would be a very hard sell.

The Maverick hybrid started at $19k for example.

 

[Ghost Ryder]

Definitely will sell like hotcakes at that amazingly low price!

All about Econ 101. Supply and demand. Currently there is an outside demand for the CT in relation to how many Tesla can produce. Tesla is just trying to maximize their profit. Hence the 1000 limited run of founder’s edition.

 

[Mach1E]

All about Econ 101. Supply and demand. Currently there is an outside demand for the CT in relation to how many Tesla can produce. Tesla is just trying to maximize their profit. Hence the 1000 limited run of founder’s edition.

We shall see.

Hummer thought the same thing. They’ve managed to sell dozens of cars this year. ?

I do think it’ll do better than the Hummer, but if the resellers don’t make huge profits, the sales may drop like a cliff. Just not sure how many people actually want to daily drive that thing.

My guess is about the same amount that want to daily drive the plaid models. They had to drop those prices $50,000 this year!

 

[TheSteelRider]

All about Econ 101. Supply and demand. Currently there is an outside demand for the CT in relation to how many Tesla can produce. Tesla is just trying to maximize their profit. Hence the 1000 limited run of founder’s edition.

What is the demand for the $120k version? How many reservations for that model exist?

 

[Ghost Ryder]

What is the demand for the $120k version? How many reservations for that model exist?

We'll see. But they're making a limited run of 1000. Ferrari's business model is to make 1 less than the demand. So I'm going to guess 1001?

 

[Ghost Ryder]

We shall see.

Hummer thought the same thing. They’ve managed to sell dozens of cars this year. ?

I do think it’ll do better than the Hummer, but if the resellers don’t make huge profits, the sales may drop like a cliff. Just not sure how many people actually want to daily drive that thing.

My guess is about the same amount that want to daily drive the plaid models. They had to drop those prices $50,000 this year!

but that was after they raised it by 40k.

 

[TheSteelRider]

At any rate, I figure after being the cause of several tangents, I'd steer this ship back to the topic at hand -- The CyberDoorStop.

I did want to say that, the 48v base DC system (instead of 12v), and the hub-and-spoke wiring (instead of point-to-point) definitely are great innovations that I hope other manufacturers adopt. Both of these, as I read and understand, can lead to weight savings and maybe some small amount of energy savings (very small. but therenonetheless).

Now, the steer-by-wire, I'm struggling to think of a benefit, at least at the moment. I saw Elon explain that this complete decoupling means you can infinitely tune the steering. Ok, I can see that. But, I'm fairly sure that the high-end electric-assist systems that exist today clearly have tunability (e.g., such as non-linear modes, "looser" vs. "stiffer" feel, etc.). Additionally, it definitely adds weight because there are redundant steering motors. I wonder who else has thought about this? Am I missing some future enablement maybe that this can provide?

 

[Mach1E]

but that was after they raised it by 40k.

Yes, but most importantly…….. how many Tesla S and X plaids are they actually selling now?

It’s cheaper than ever (especially considering inflation). They’re by far the fastest accelerating vehicles for the money (if not the fastest on the planet in their respective categories).

But what’s the actual demand right now?

I have genuine respect for the performance. I just think they answered a question no one is asking- “can I have a daily driver sedan or suv that runs 9s in the 1/4 mile at over 150 mph?” Oh and make it super plain looking. ?

 

[Ghost Ryder]

At any rate, I figure after being the cause of several tangents, I'd steer this ship back to the topic at hand -- The CyberDoorStop.

I did want to say that, the 48v base DC system (instead of 12v), and the hub-and-spoke wiring (instead of point-to-point) definitely are great innovations that I hope other manufacturers adopt. Both of these, as I read and understand, can lead to weight savings and maybe some small amount of energy savings (very small. but therenonetheless).

Now, the steer-by-wire, I'm struggling to think of a benefit, at least at the moment. I saw Elon explain that this complete decoupling means you can infinitely tune the steering. Ok, I can see that. But, I'm fairly sure that the high-end electric-assist systems that exist today clearly have tunability (e.g., such as non-linear modes, "looser" vs. "stiffer" feel, etc.). Additionally, it definitely adds weight because there are redundant steering motors. I wonder who else has thought about this? Am I missing some future enablement maybe that this can provide?

I think the biggest benefit of steer by wire is reducing complexity and manufacturing cost. Also like uses less energy than a traditional setup.

 

[Ghost Ryder]

Yes, but most importantly…….. how many Tesla S and X plaids are they actually selling now?

It’s cheaper than ever (especially considering inflation). They’re by far the fastest accelerating vehicles for the money (if not the fastest on the planet in their respective categories).

But what’s the actual demand right now?

I have genuine respect for the performance. I just think they answered a question no one is asking- “can I have a daily driver sedan or suv that runs 9s in the 1/4 mile at over 150 mph?” Oh and make it super plain looking. ?

Tesla sold 45k s and x in the first 3 quarters of 2023. dont know the break down of plaid vs non plaid though.
https://www.statista.com/statistics/801157/tesla-quarterly-vehicle-deliveries-by-model/

thats A pretty decent amount give the age and price of the cars

 

[nvabill]

We shall see.

Hummer thought the same thing. They’ve managed to sell dozens of cars this year. ?

I do think it’ll do better than the Hummer, but if the resellers don’t make huge profits, the sales may drop like a cliff. Just not sure how many people actually want to daily drive that thing.

My guess is about the same amount that want to daily drive the plaid models. They had to drop those prices $50,000 this year!

So, which cam first the chicken or the egg? Are Hummer sales numbers low because production is low or are production numbers low because demand and sales are low? I honestly haven't looked into it very much but, you are right, sales are abysmal!

 

[Maquis]

Yep, here you go, Ford cuts production in half for 2024.
https://www.autonews.com/manufacturing/ford-cutting-f-150-lightning-ev-production-half-memo-says

Slightly misleading. Production in 2024 will be increased, not cut. But the increased rate is only half of the original forecast.

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