It is quite logical for people to regard this as implausible. The questions begin to be a trifle less dismissive when one considers:
1. A 9000 ton Gigapress. Does that imply a single cast undercarriage with the Giga stamping attach points and parts inclusion we already see with Model Y front and rear? We don’t know.
2. Exo-skeleton. We know what enormous benefits that has in some aircraft and other vehicles. We can only imagine for Cybertruck.
3. No paint! By itself that saves at least $500 unit cost. Factory wraps, etc will be another huge money maker by automating a normally manual process. Not cost reduction, per se, but astronomical margins!
The list goes on. I am convinced that
@Usain could be correct, even if the odds seem low.
In my very humble opinion I suspect the singular impediment is battery cost.
We all should keep in mind that the F150 and Silverado plus their derivatives (Escalade, Suburban, Expedition, Navigator) account for well above 100% of GM and Ford profits. Although they go to enormous lengths to hide this, these are their sole keys to survival.
(anybody can argue, but when doing so understand that their small vehicles just act to reduce fleet fuel economy and other standards, plus always have positive contribution to overhead, a critical factor.)
Now consider Tesla. Cybertruck will have very low labor cost, low factor space, highly scalable production. It will be, as it is, a demand for technological wizardry with stainless steel. Even the 9000 ton press is a scale issue, but Tesla/Idra know how to do it.
So, why is it ’impossible’ for
@Usain to be correct?
PS he did NOT say cheapest in the world, just the US. The US has not been very successful with the cheapest production since River Rouge was producing Model T, has it?
moores.samaltman.com
