Recent content by zombiefysicist

Trajectory. Ford f150 will not be best seller this year. Model Y will outsell it. They/ford need to compete and invest in the ev production line. That is why they lose 60k per ev. If you think PRODUCTION lines will get cheaper over time, fine, we can agree to disagree. But the 60k loss per...

Because the model Y just became the best selling car in the world and is on such a fast trajectory this year to basically outsell everything. Ford know it needs to play catch up and there is a reason it's losing huge amounts per EV, that is the price for them to catch up...

I think the big problem for ford is they have not gone through their own production hell. They have to invest basically as much as Tesla has been and they are bleeding money because of it. https://www.thestreet.com/technology/ford-loses-nearly-60000-for-every-electric-vehicle-sold

“Deutsche Bank analyst Emmanuel Rosner expects Tesla to deliver 2,000 Cybertrucks this year, a fraction of the 1.78 million vehicles he’s projecting in total. In a June 26 report, he questioned whether the product will boost the company’s profitability, citing the difficulty of optimizing...

Tesla says maybe 2000 cybertrucks may ship this year. Not sure I believe it, but 2024 looks like there is a good chance real shipments will actually get going by Q2.

https://fortune.com/2023/07/15/tesla-cybertruck-production-starts-elon-musk/

https://electrek.co/2023/07/15/tesla-has-built-first-cybertruck-at-giga-texas/ This is earlier than I thought... There is a decent chance like 10 real customers will get a Cybertruck on December 31 of this year.

I really agree with this. Im an 11/19 reservation holder and nervous mine may come up too early. I'd rather wait for a year or 2 to get the bugs out.

This is more delayed than any product before. Maybe they would like to somehow make up for it. But I defer to your greater command of their history. I probably am misremembering.

@scottf200 i don’t doubt for a second they are free to change the price. I just recall reading somewhere they stated they intend to honor that early pricing and make a one motor model at that price for those that reserved. It could be wishful thinking on my part and I don’t remember where I...

So I’m not totally sure this is right. Maybe you’re right. But when I go on my reservation, I see that I have my specific model reserved. Namely, a tri motor. But I see if you try to reserve some thing now they don’t let you configure it, you will have an unconfigured reservation. I vaguely...

Has anyone heard how one goes about getting a 4 motor reservation? Will it be offered to everyone with a reservation? Is there some new reservation process for it? Will it be offered only to 3 motor reservations.

So Elon mentioned that a 4motor version of the truck would be coming out, AND that it would be produced first. https://www.digitaltrends.com/cars/tesla-cybertruck-prototype-spotted-testing/ I wanted to start this thread to try and gather info about this new version. So a few questions off...