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

[MC3OZ]

Two questions to consider:-

1. What advantage does the exoskeleton design have?
IMO most probably excellent strength for lower weight..

2. What will it take to build in terms of capex, time and equipment?
IMO fast ramp, minimal automation, low capex, polar opposite to the Model 3 program.

I can see why Elon is excited, this design is functional, cost effective, and easy to make, aesthetics, are the challenge.

People complaining about the interior haven't considered the price....

Size wise it is the same as a F150, it would be interesting to see this design scaled up to an 8ft bed...

 

[TradingInvest]

What's super important for investors is this hidden message: Tesla has been able to cut down cost that they can offer this stainless electric truck at $40k. A $40k gasoline pickup truck would have a real cost of $60k after 10 years' gasoline is added. Think about it for a moment. The ICE world is game over. Other EVs can't compete with cost. Tesla is the only game in town.

I love the Cybertruck, it's like a military truck. I think there will be high demand. In case there is not enough demand, they can get out a regular e-truck. The low cost is priceless in competition.

 

[MartinAustin]

interior of the truck looks spacious enough that it almost seems like it is an SUV.

I think this vehicle is going to redefine "SUV." It is sporty, perhaps more than any SUV. It's got a lot of utility, perhaps more than any other SUV. And... it's a vehicle

The Cybertruck is an SUV. Unless you want a conventional SUV that doesn't have as much sportiness or utility.

 

[deffu]

I’m pretty sure Elon blurred out Holy F- when that first window smashed.

Could this be the first product reveal in history featuring a CEO dropping F-bombs as they beat the hell out of the product on stage?

This guy must be sent to the stage by Chanos

 

[30seconds]

This thing is going to be awesome for ski trips

 

[SoGA Fan Club]

It’s amazing how one small change takes it from radical to much more iterative.

View attachment 479889

I sure hope it winds up like that. Now THAT is a good looking futuristic truck.

 

[wipster]

Ordered tri motor as soon as page loaded. Then was sad it would take an extra year to arrive. So wife told me to order us an AWD also. Phased ICE replacement plan.
Love that gal.

You have a great wifey Mongo! Fracking rocks!

 

[EVNow]

In terms of SP what are we looking at tomorrow?

 

[Dagger]

So far ~64,600 reservations for Cybertruck. Lowest reservation number I have seen is RN112745392. Highest is RN1128100xx.

Also, China has a different range. Seen this one: RN801040124

 

[StealthP3D]

Holy mother of god, 30 pages to catch up... Well, the truck is even weirder than we imagined, eh? It's so whacko that I rather like it.

Good morning! What a way to wake-up!

 

[FreqFlyer]

Will this be on display at LA Auto Show?

 

[StealthP3D]

In terms of SP what are we looking at tomorrow?

You need to ask?

$354.71.

Obviously... /s

 

[Artful Dodger]

Fun Fact: The Tesla / SpaceX Truck will only weight 1,000Kg on the surface of Mars

 

[EVNow]

Did they fix the glass for the test rides ?

 

[azaz]

In terms of SP what are we looking at tomorrow?

down but not much. Tesla going with a niche design is gonna hurt

 

[wipster]

down but not much. Tesla going with a niche design is gonna hurt

We knew it was going to be a niche design. The more people find out about this rig, the more they will love it. That Motor Trend article is a great start. Get the feeling those folks have seen the light and will not be ICE shills going forward.

 

[SpaceCash]

A tweeter provided an interesting point: Cybertruck has all the angles needed to provide artists an amazing canvas for their cyberpunk fantasies.

exactly. it's a canvas. This is probably by design

 

[Remus]

My feelings exactly. I both want and hate these things. And I say this as someone who really, really wanted an Aptera back in the day.

After all this time joking about Bollinger, this is what Tesla makes?

I can't look at those angles without picturing the airflow streamlines swirling across them. And those flat panels... to me just look so amateur, like someone pieced it together in a garage (e.g. like Bollinger). I mean, not even some airflow-aligned style lines or something?

But they also got a lot right. That rear taper angle is perfect, and converges to a very small wake. They really made an impression with their sledgehammer tests, even though their glass tests were a PR disaster (most people probably forgot how it aced the ball-drop test). Pricing is bloody awesome, and all the stats are very solid.

Both love and hate the thing. Both want and dislike it.

The F117 is like that so I guess air resistance won't be a problem

 

[TradingInvest]

This is the proper way to use this truck.

 

[Intl Professor]

Arnold Schwarzenegger will buy one. Should be hired to promote it when Elon goes Madison Avenue. Also, design must be a knockoff of one of Timothy Leery's best sketches.

I worry a bit about size of windows, limited view, but hard to tell.