CyberTruck Delivery Date

[Tesla2.0]

 

[Volund]

Damn, just a few weeks after the Gravity debut.
The unfortunate part of this whole thing also is that people are looking for larger EV's like trucks and SUV's.

So cyber truck is launching at end of November, but the first Gravity model will likely be launched many months after November.

 

[BACamster]

Damn, just a few weeks after the Gravity debut.
The unfortunate part of this whole thing also is that people are looking for larger EV's like trucks and SUV's.

So cyber truck is launching at end of November, but the first Gravity model will likely be launched many months after November.

Delivery will happen in November 2029. But Musk introduced the Cybertruck in 2019. It has taken 4 years and during these 4 years, we have other EV trucks on the market.

 

[DeaneG]

Damn, just a few weeks after the Gravity debut...

I doubt that Gravity's customer base overlaps much with the Cybertruck.

 

[Tesla2.0]

I doubt that Gravity's customer base overlaps much with the Cybertruck.

It will mostly be existing Tesla loyal fan base. I doubt Ford truck fan will be affected too much, some, but not too drastic. It’s more recreational vehicle and too polarizing.

Tesla uses value proposition to scoop up alot of fans.

 

[Rob Stark]

It will mostly be existing Tesla loyal fan base. I doubt Ford truck fan will be affected too much, some, but not too drastic. It’s more recreational vehicle and too polarizing.

Tesla uses value proposition to scoop up alot of fans.

Most cars are sold to existing brand customers.

Ford was doubling production capacity projections since the debut of the Lightning. Now it has 8k Lightnings sitting on dealer lots, most with discounts.

My guess, like other Teslas, 2/3 of sales will come from existing Tesla owners and 1/3 from conquest sales.

CT is not anymore "recreational" than Lightning or Silverado EV.

And as far as "polarizing" goes you don't need everyone to be ok with it.

You just need 125k buyers per year to love it. Then 250k per year. then 375k per year.

All Tesla interiors are "polarizing." Still gonna increase sales another ~40% this year to ~1.8M units worldwide.

 

[xponents]

Most cars are sold to existing brand customers.

Ford was doubling production capacity projections since the debut of the Lightning. Now it has 8k Lightnings sitting on dealer lots, most with discounts.

My guess, like other Teslas, 2/3 of sales will come from existing Tesla owners and 1/3 from conquest sales.

CT is not anymore "recreational" than Lightning or Silverado EV.

And as far as "polarizing" goes you don't need everyone to be ok with it.

You just need 125k buyers per year to love it. Then 250k per year. then 375k per year.

All Tesla interiors are "polarizing." Still gonna increase sales another ~40% this year to ~1.8M units worldwide.

For any other car made by tesla, I would agree.

However, right now there is no good 40k truck. If the cybertruck hits that mark, it will be a smashing success and I feel people would come from other cars.

 

[Rob Stark]

For any other car made by tesla, I would agree.

However, right now there is no good 40k truck. If the cybertruck hits that mark, it will be a smashing success and I feel people would come from other cars.

The base Model 3 is $39k. A base Cybertruck is not going to be near $40k.

Tesla doesn't need to undercut the competition by $10k. $2500 should do to move the needle.

 

[xponents]

The base Model 3 is $39k. A base Cybertruck is not going to be near $40k.

Tesla doesn't need to undercut the competition by $10k. $2500 should do to move the needle.

It was supposed to be 39k, I understand if it may not be now.

From what I understand, the CT should be between the Model 3 and the Y in terms of product placement. Is this still true as they brought back the Y SR?

The F150 Lightning is 50k, and Elon said "that was too expensive." I expect 40-45k. 39990 was with the exoskeleton and all the other cool features, which are NOT in the final CT.

 

[Bobby]

It was supposed to be 39k, I understand if it may not be now.

From what I understand, the CT should be between the Model 3 and the Y in terms of product placement. Is this still true as they brought back the Y SR?

The F150 Lightning is 50k, and Elon said "that was too expensive." I expect 40-45k. 39990 was with the exoskeleton and all the other cool features, which are NOT in the final CT.

I predict 55k base.

 

[Tesla2.0]

I will put 69420 for starting trim.

Elon said on Q3, expect CyberTruck not having cashflow to 2026 until it reach critical scale. It has so many revolutionary features and will naturally cost more like new startup cost. (Maybe implying Lucid and Rivian?)

Anyhow, imo, Lucid Air and Rivian R1S are good deal consider how much investment are put in it to get these IP out.

 

[Tesla2.0]

I predict 55k base.

I think they cut MS and MX to 80k~90k, so it would be inline with CT price. If MS and MX are priced too high at above 100k, CT may actually poach that segment as more compelling value.

 

[xponents]

I will put 69420 for starting trim.

Elon said on Q3, expect CyberTruck not having cashflow to 2026 until it reach critical scale. It has so many revolutionary features and will naturally cost more like new startup cost. (Maybe implying Lucid and Rivian?)

Anyhow, imo, Lucid Air and Rivian R1S are good deal consider how much investment are put in it to get these IP out.

All the revolutionary features sadly got cut. No exoskeleton, bed passthrough, pretty sure windows are normal now, same for "bulletproof" steel... its a shame. I wouldnt be shocked if 69420 was the price for a dual motor, but not a single motor.

 

[xponents]

I predict 55k base.

That would be very reasonable as well, if so many people can buy MY and M3 for 50-60k, then the Cybertruck should also be able to sell.

 

[xponents]

I think they cut MS and MX to 80k~90k, so it would be inline with CT price. If MS and MX are priced too high at above 100k, CT may actually poach that segment as more compelling value.

I actually predicted the cybertruck to be more in line with the three and the y. They seem to be modeling after those cars, with no gauge cluster screen, etc. The MY RWD was also discontinued for a period of time, leading me to speculate that the cybertruck would be positioned in between the 3/y. However, they reintroduced the Y RWD, so at this point I have no idea.

 

[Adnillien]

Elon said on Q3, expect CyberTruck not having cashflow to 2026 until it reach critical scale. It has so many revolutionary features and will naturally cost more like new startup cost. (Maybe implying Lucid and Rivian?)

Given that Tesla in not depreciating an under loaded factory like Lucid and Rivian and still forecasting negative margin on the CT tells me that Tesla cost is not anywhere close to the price expectations set earlier.

 

[quantum]

Most cars are sold to existing brand customers.

Ford was doubling production capacity projections since the debut of the Lightning. Now it has 8k Lightnings sitting on dealer lots, most with discounts.

My guess, like other Teslas, 2/3 of sales will come from existing Tesla owners and 1/3 from conquest sales.

CT is not anymore "recreational" than Lightning or Silverado EV.

And as far as "polarizing" goes you don't need everyone to be ok with it.

You just need 125k buyers per year to love it. Then 250k per year. then 375k per year.

All Tesla interiors are "polarizing." Still gonna increase sales another ~40% this year to ~1.8M units worldwide.

Doubt Tesla sales will continue to increase. Did you see their earnings report? Fatigue will set in as EV buyers explore other options. Market share will contnue to drop. Musk even mentioned slowing down his factories.

 

[quantum]

For any other car made by tesla, I would agree.

However, right now there is no good 40k truck. If the cybertruck hits that mark, it will be a smashing success and I feel people would come from other cars.

Cybertruck will be more than 40k, there is no way Tesla can build that at that price. I'm thinkinging 60-70k

 

[hydbob]

Doubt Tesla sales will continue to increase. Did you see their earnings report? Fatigue will set in as EV buyers explore other options. Market share will contnue to drop. Musk even mentioned slowing down his factories.

Giga Austin and Giga Berlin are already operating under capacity

 

[Tesla2.0]

All the revolutionary features sadly got cut. No exoskeleton, bed passthrough, pretty sure windows are normal now, same for "bulletproof" steel... its a shame. I wouldnt be shocked if 69420 was the price for a dual motor, but not a single motor.

I doubt they will even do single motor in the beginning, that will do higher trims first. 2WD usually gets released in the very end when reaching mature stage in economies of scale.