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

[ZeApelido]

Do pickups have a large market in Norway?

They do now

 

[jerry33]

When iPhone started selling, it took less than 1% of phone market. Tesla's truck demand will go through the S curve.

Tesla's truck demand will go through the roof. (FIFY)

 

[Navin]

Cough cough. Would have been 150k if they didn’t get so ballsy

 

[FreqFlyer]

You can't buy this type of marketing. YouTuber Super Car Blonde (2.57M subscribers) is ordering one and tells why.

 

[Beltsbear]

Elon Musk (@elonmusk) Tweeted:
146k Cybertruck orders so far, with 42% choosing dual, 41% tri & 17% single motor

Elon Musk on Twitter

I am in the 17%. Hope it’s not a trend but I was going to get a Y in the summer. But the price being so low changed my mind. I do currently own a full size pickup.

 

[⚡️ELECTROMAN⚡️]

To add on to what some have just mentioned about how the unveil didnt focus on the areas it should have. The event really should have been held in the middle of nowhere in the desert, during the day or dusk when there's still some light, and in ways that show off how it would do for everyday truck buyers.

The Motortrend images that were captured during the day look 10 times better than their lighting setup at the design center. Literally everyone agreed that it looked much more appealing when the Motortrend images and video came out.

It doesn’t really matter. They’re not going to be able to produce enough of these for a long time. After the truck is being produced YouTube will do all the advertising for them. If anything, they should have held back more and not disclosed the base model or even maybe the midrange pricing. Hopefully the extra exposure this reveal got them will offset the people that will no longer be buying the S, X, 3, or Y. Luckily most people think it’s too ugly, so should be ok.

 

[jerry33]

My hope is Tesla can tool this thing for 100K annual demand relatively inexpensively and see where it goes. I think it will be a hit but it is going to hard to judge given the polarization.

The polarization we're seeing right now is just a typical reaction to something new that people haven't seen before. In a couple of years people will be used to it and wonder why it wasn't done before.

 

[FreqFlyer]

black oxide option.

Elon Musk on Twitter

So it comes in silver or black then?

 

[Pras]

Just found out that one of the acquaintances is going to buy cyber truck. He recently bought a Mercedes AMG sedan saying how his car was a true spirited car vs. a softy being Model 3. (At the time I didn’t bother to argue). Anyway, now he is attracted to the badass style and size of the cybertruck.

Conclusion: The cybertruck expands the Tesla brand profile significantly and brings in totally new customers.

 

[Fact Checking]

Cough cough. Would have been 150k if they didn’t get so ballsy

Or 90k, because every news outlet would be reporting how ugly it was (which affects people), instead of gloating about Elon being embarrassed (which triggers sympathy in many).

We'll never know.

 

[ZeApelido]

Okay different design alone didn't make enough sense alone to offer drive train to one of Ford /FCA /GM truck. But the fact that the manufacturing costs will be lower, Tesla knows that even with their drive train, partners traditional pickup can't compete on price.

But, the partner's pickup should compete well with Rivian and others if the drivetrain costs are reasonable. Has Tesla set themselves up for a win-win situation?

 

[HG Wells]

To: Boss Short

Well, we certainly pulled the wool over Elon this time.
Writing that script to order Cyber trucks was a plan worthy of a very stable genius,
120,000 reservations only cost us 12 million.
That's cheaper than some of our bear raids, and we get our money back!

Now the stock will shoot up 50 points ! Then we short as much as we can.
Then a day or two before the 10Q we cancel all those reservations.

BANKWUPCY !

Sincerely
Chief Editor
Shortsville Times

 

[Right_Said_Fred]

Now for my wife, the question is the frunk and I have not seen much info on the frunk. Pictures anyone?

There was a picture during the reveal, but I’ve not seen any high res images of it yet, just low res like this one.

There was also an image of a side storage bin.

 

[Joe F]

I have no need for a truck. Never did, never thought I would.

And, I don’t need a truck. Really, I don’t.

I don’t need a truck.
I don’t need a truck.
I don’t need a truck.
I don’t need a truck.
I don’t need a truck.

I’m going out for the night to clear my head.

 

[lklundin]

Ho, you're way out over your skis here. The truck bed is 2.8 sq. m in area. Assume 20% panel efficiency and 5 hrs/day insolation @ 1 kw/sq.m.

That's just 2.8 KWh per day. Pick any other values you want, just state your assumptions and show your math.

How do you get bty size out of that? You can't. As long as the pack is physically capable of storing the amount of energy captured in a single day, solar power rating tells you nothing about the vehicle's energy storage capacity.

Now if Elon had said it takes 35 days to fully charge the SR pack, we'd have the straw we need to make our bricks. That'd make it a 100 kwh bty pack. But as is, the revealed specs tell us nothing about the size of the bty. We can only estimate the avg daily charging rate, and even that given some assumptions.

Cheers!

Maybe. The Cybertrack's range is stated, e.g. (a bit more than) 300 miles, for the dual motor version, so one day of self-PV-charging increases the SoC by 15/300 = 5%, so (a bit more than) 20 days of charging is equivalent to the whole battery.

So, if we go along and make some assumptions regarding the absolute daily production of the PV panels, as e.g. (see above) a daily 3 kWh, we end up with (a bit more than) 60 kWh of capacity for the 300+ mile version.
That would then imply that the range assumes a consumption of 5 miles per kWh. I would go ahead and guess that these assumptions are a bit too optimistic and that the battery would have to be larger and that the PV-assumptions consequently are too optimistic as well.

But the point is there is enough information to actually try and make some assumptions on the battery size.

 

[Navin]

I have no need for a truck. Never did, never thought I would.

And, I don’t need a truck. Really, I don’t.

I don’t need a truck.
I don’t need a truck.
I don’t need a truck.
I don’t need a truck.
I don’t need a truck.

I’m going out for the night to clear my head.

Bet u a signed dollar you order one today or tomorrow?

 

[jerry33]

Maybe. The Cybertrack's range is stated, e.g. (a bit more than) 300 miles, for the entry version, so one day of self-PV-charging increases the SoC by 15/300 = 5%, so (a bit more than) 20 days of charging is equivalent to the whole battery.

The entry level is 250 miles, not 300 (that's the dual motor version). 15 miles a day is independent of the battery size.

 

[AMN]

You can't buy this type of marketing. YouTuber Super Car Blonde (2.57M subscribers) is ordering one and tells why.

Anesthesiologist YouTuber was also brought in and she ordered one. Whoever is doing Tesla's marketing is a genius. OEM car makers, bow to the new king!

 

[mongo]

This is after people learned from previous experience that pre-orderring does not gives you any advantage.

And more than 40% aiming for the highest trim, 70k bucks. How many model 3 preorders aimed for 35k variant?

Did model 3 stopped selling after they delivered so many?

Pre ordering locks in FSD pricing.

 

[sparcs]

So it comes in silver or black then?

He's already replied twice about the black cybertruck version so it seems like it's a hard yes on the black version along with the stainless steel one.