Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[jamaatta]

That was so great!

 

[Todd Burch]

Looks like ill be shaking some couches this evening to buy moar chairs tomorrow

The price is almost where it was when the event started. Why y'all acting like the stock is plummeting?

 

[mzairboy]

Wow. Beautiful truck and great specs for the most part. But 340 miles range is a huge disappointment. We are a couple hundred thousand down the reservation list so we’ll see. But my guess is we’ll just stay with the Y or wait and see what the next generation lightning has for specs. We tow so improved towing range over the Y was key for us.

I hope it sells well for tesla (I’m sure it will) but not the right truck for us.

Looks like a range extension of 440 miles is in the specs on the website.

 

[M|S|M MYP]

The price is almost where it was when the event started. Why y'all acting like the stock is plummeting?

Because we've seen this episode before...

 

[jerry33]

There doesn't appear to be any info on the range extender. I can live with 470 miles. (The Beast Mode version is 440 with extender)

 

[Big Time]

Range extender? Seems like a job for the spanking machine

 

[powertoold]

There doesn't appear to be any info on the range extender. I can live with 470 miles. (The Beast Mode version is 440 with extender)

Hopefully it's not some trailer with a battery in it

 

[MP3Mike]

Powershare, ie. V2H, Vehicle 2 Home, is optional: https://www.tesla.com/powershare

It sounds like if you already have a Wall Connector, maybe only the new Universal version, and Powerwall it just acts as an extra battery for your Powerwall, no extra installation needed.

 

[Stretch2727]

So the Range Extender would need to be another 45-50KwH. By extender it sounds like an add on or they just would have called it a long range version.

Really curious on the implementation.

 

[MartinAustin]

So when I check my reservation (which I made in 2021 after all the options had disappeared) it still has not changed in any way. Perhaps it will change when they get anywhere near making my CT.

 

[M|S|M MYP]

There doesn't appear to be any info on the range extender. I can live with 470 miles. (The Beast Mode version is 440 with extender)

Range extender just gives me nightmares of my previously owned BMW I3, the 'range extender' on that was a lawnmower motor

 

[jerry33]

Range extender just gives me nightmares of my previously owned BMW I3, the 'range extender' on that was a lawnmower motor

Perhaps they mean the solar panels, because I didn't see that as an option.

 

[MP3Mike]

240V output is 11.5 kW, so 50A. More than any other EV.

That is for V2H, the outlets are limited to 9.6kW, or 40A:

Though you can add another 32A 240v outlet via an optional Powershare Mobile Connector. (Likely plugged into the NACS port.)

 

[UncaNed]

How can Estimated Delivery be in 2024 when there are so many reservations that we are years backlogged??

 

[alhounos]

 

[M|S|M MYP]

How can Estimated Delivery be in 2024 when there are so many reservations that we are years backlogged??

Sand bag maybe?

/s

 

[ZeApelido]

Based on the claim it can charge up to 136 miles in 15 minutes at 250 kW, I am calculating:

460 Wh / mile (414)

or

2.176 miles / kWH efficiency (2.4)


Based on this, the 340 mile range Cybertruck has a ~ 156 kWh (140) battery pack. The 250 range, presumably LFP, would require a 115 kWh (103) battery pack.

Edit: This didn't assume heat losses during charging. If we assume a 10% loss to heat, the number change to what is in the parentheses.

 

[GOVA]

Power to home (V2H) is HUGE. If true, no need for 4 Power Walls, 1 + CT should do for many use scenarios.

Who will do the 1st review? Me thinks Sandy or Marques

 

[Buckminster]

So range extender could be software locked? Allows customers to get the IRA credit.

Also the high weight means business deductible.

 

[Zaxxon]

So I am thinking nothing has changed since the reveal if there are not updates on range and price?

lolol. You know better, Singuy.

Will be interesting to see the range extender pricing, but that is one heck of a jump from the reveal pricing, even after taking inflation into account. The middle option, AWD, 300+ miles, was to be $49,900. Instead it's $79,990. Inflation's been high over the past four years, but not 60% high. (2020 1.23%, 2021 4.7%, 2022 8%, 2023 3.2%, for a total of 18.1%.)

Take that into account, and you'd expect the pricing to morph as follows:

$40k --> $47,250
$50k --> $59,060
$70k --> $82,684

Instead, we got $61k, $80k, and $100k (and the $100k model with significantly lower range than originally detailed).

The range extender will take it from 320 to 440 which is great, but to add 120 miles to a Cybertruck is going to require a lot of batteries (40+ kWh, maybe 50 kWh). The fully-specced Cyberbeast option will certainly come in at close to double the original price.

The truck looks like a winner to me, and I don't mean to suggest that I think Tesla failed by not meeting the 2019 pricing--a lot has changed since then. But it's disappointing to see them miss on pricing as widely as they have, while simultaneously missing on the top-end range so severely.

Still, looking forward to seeing these on the roads and hearing initial reviews. The V2H piece is something I'm glad they went for.