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Cybertruck is a scam.
- Thread starter Zybane
- Start date
Is it funny there aren't many pictures of the standard wheel $80k AWD CT. Is it a brown bagger?
We'll see. Some analysts expect 40k CT production in 2024. That's an average of ~100/day.
FS Beast delivery estimates are late 2024 and if Tesla is to be believed they are almost sold out for the year, they haven't opened up non FS orders.
About the pictures of the 80k AWD. I wasn't sure if you were joking, because it's not for sale, yet or not.
Obviously, but they make them on the same line. Whatever they think the FS AWD is will take up that line until later this year.
And I might be confused as I've seen at least one unsightly CT pic with an ugly wheel set. Maybe it was with the wheel caps off?
That's the dream. The team didn't give any CT 2024 production specifics on yesterday's conference call. Many times it's more accurate to hear what TSLA isn't saying.
sublimejackman
Member
Yeah, I have a feeling "sell out all the builds for 2024" is EDF* speak for "we've almost hit the number of people we think that would be willing to pay extra for a 'Foundation Series' and not riot when we don't deliver on time"
Best estimates put ~600 CT have been made so far. So like 10 - 15 a day. Probably get signifigantly faster, but I'd be surprised if they deliver more than 10k-20K by the end of CY 2024.
*Elon Distortion Field
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sublimejackman
Member
nah... It's a crack from the heater. In the exact spot it happens everytiime with 2016-2019 Model S. There is no chip, don't worry tho, I doubt one poorly made windsheild will impact the stock price
For anyone actually listening though - Musk repeatedly said that CT production would be immaterial to Tesla financials in 2024 - that's code for very low production rates at a higher per unit price to help cover higher initial production costs (hence the FS variant). This was clear as day to me all along. Anyone who thinks any significant ramp will occur in 2024 is likely going to experience disappointment.
Yes.
He harped that ramp would be extremely slow, but many said he was sandbagging.
The overall narrative that Musk and others have repeatedly talked about is that building the CT has been very challenging and ramping a CT will be very challenging as a result. All of the actual commentary from multiple sources has repeatedly indicated that the CT is not like other mass production ramps - and therefore temper expectations when making comparisons to any other vehicles that Tesla has brought to market.
I also heard of couple of other noteworthy comments on the quarterly investors call yesterday with respect to the CT. One, the CT is not battery constrained - at least at this point in time - 4680 production is outpacing CT production - this indicates that it is the actual CT production that is most challenging and will be slower to ramp. Two, the CT is not a technology leading vehicle meant to foster new production methodologies for other mass production vehicles - for example it has no bearing on the upcoming mass market supposed $25k price point vehicle which will be using unboxed nextgen manufacturing methods never before seen (we shall see of course). Don't expect features unique to the CT to migrate into other mass production vehicles in other words - though they didn't explicitly mention which features they were referring to (48v? steer by wire? rear wheel steering? etc.).
Chopr147
Active Member
I'll just wait a year or more for bugs and issues to be fixed. But yes, Tesla will sell to the wealthy and Youtubers with an inflated price. Capitalism at it's worst.
jebinc
Well-Known Member
"The Charlatan" is just saying that BS (more likely than not) to drive up demand, or to mislead investors to think that demand is red hot....
The fact, as stated by Tesla: Per their own earnings report, they still have not "sold out" 2024 production (~25k-50k units)..... even though they claim to have millions of $100 pre-orders. So, that means they still have yet to convert 25k-50k of those millions of $100 pre-orders into $1000 commitments. That's abysmal, at best....
jebinc
Well-Known Member
Agreed. Since production capacity/output is so little (per Elon) in 2024, everyone will be a premium priced Founder's Edition.... And even with that, they are still not "sold out" for 2024 builds (per their own Earnings call)....
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