jhm
Well-Known Member
Elon Musk on TwitterWhile the $39k Cybertruck price seems shockingly low, the ASP is likely to reach $52k without counting FSD option sales. I think Tesla should be able to make a nice profit on $52k ASP, FSD will be additional profit.
Edit: truck is different from sedan. Some people actually need the higher end truck for the range and utility. I assume the sales will be 1/3 of each model. (40k, 50k, 70k), assume average buyer will add $1k option not counting FSD. So we get ASP $5.43k. Even if using today's 2170 batteries, they should have a nice profit. FSD take rate is hard to tell. Assume 50% take rate by 2022, that's another $3.5k profit from each truck.
We already know from the first 146k orders that 17% are single motor, 42% dual and 41% tri. This implies an ASP of $56,400, excluding other options.