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

[MartinAustin]

Battery and drive unit warranty has been extended to 150,000 miles... is this the longest of Tesla's warranties?

(not counting the original Model S which had an 8yr unlimited mile battery warranty)

 

[1101011]

I personally am priced out. $30,000 extra is too much. I would have gone $15,000 extra but that’s it.

most probably I will buy a model Y

I think thousands of folks holding reservations will come to a similar conclusion...

... Upping the acquisition of Models S, X, 3 and Y!

 

[Yurand]

Battery and drive unit warranty has been extended to 150,000 miles... is this the longest of Tesla's warranties?

(not counting the original Model S which had an 8yr unlimited mile battery warranty)

S & X come with a 150,000-mile battery and drive unit warranty

 

[TN Mtn Man]

Well those prices are higher than I would have thought. 80k for the dual motor, 60k for a rear-wheel, and 100k for the Beast Mode.

Same here. I hope those are "early adopter" prices and we see $10-20k drops next year. Base 4x4 needs to be no more than $60k, $50k RWD (or a bit less, $45 would be better). Need to price to compete against ICE, not just EV long term.

 

[alhounos]

Should be some good buying opportunities tomorrow for the faithful. I'm guessing down 5% or so, maybe more. I'll be holding tight and adding to my couch fund.

 

[Todd Burch]

So I think the stock will move more based on production rate. Whatever the noise of today/tomorrow is will disappear quickly, and TSLA will trend based on how quickly the ramp executes. That, plus dropping interest rates and therefore improved margins on other vehicles.

 

[cusetownusa]

I really dont understand the negativity, but this happens with every 'announcement' thread here... sigh.
They literally showed people attacking the truck with machine guns, and proved it can tow a 911 faster than a 911 can race... and people are negative?
I am very very very happy as an investor with this. I dont even like trucks, or want a cybertruck, but its insane to think this truck is not going to be a huge success.
Obviously social media, and the mainstream media, and the muppets in wall st will insist that this time, definitely, tesla are absolutely going to fail.
any day now.

VERY happy to HODL.

Only speaking for myself and the people I know, but for me the negativity is the price.

To be clear, I am not saying you are wrong about it being a success. Just at this price point I will unfortunately not be getting one.

 

[Artful Dodger]

I would bet this is true, Elon has tweeted this about Tesla music volume going to 11. So expect 325mi range. https://x.com/elonmusk/status/1313258373031309312?s=46&t=2IHyuGb0eaevgGCCKEOOog

340 miles range! Sensational!

Tesla Cybertruck is here: electric truck will start at $60990 and get up to 340 miles of range | The Verge (35 mins ago)

 

[Singuy]

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

I do except reservations will reduce to under 300k just due to the pricing. 20k more decreases the buying pool by 70-80%

 

[Buckminster]

https://twitter.com/x/status/1730331642147807625

V12 - with customers?

 

[CHGolferJim]

Only speaking for myself and the people I know, but for me the negativity is the price.

To be clear, I am not saying you are wrong about it being a success. Just at this price point I will unfortunately not be getting one.

Patience, price will be lower by the time your number comes up!

 

[uscbucsfan]

https://twitter.com/x/status/1730331642147807625

V12 - with customers?

Software version 12, not FSD.

 

[UncaNed]

Surprised the Cyberbeast's 845 HP is lower HP the Plaid X & S (1,020 HP).

 

[Buckminster]

https://twitter.com/x/status/1730338525617274909

 

[Buckminster]

https://twitter.com/x/status/1730334730233479678

 

[jamaatta]

When Tesla announced Cybertruck prices 2019, they didn't have one or two million reservations.

Today it would be stupid to sell those beasts with those 2019 prices. When the hardest ramping of production is done, it's the time for more dynamic pricing.

 

[GOVA]

Me thinks Tesla will drop the CT base model, kind of like the S 60.

 

[M|S|M MYP]

Because we've seen this episode before...

Almost too predictable

 

[Gigapress]

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.

Tesla gave the answer for the All-Wheel Drive version as 429 Wh/mile. This information is on the website, buried in the See Details explanation of estimated gas savings.

Probably the rear wheel drive version is more efficient, and Cyberbeast is probably about 429*340/320 = 456 Wh/mi.

 

[alhounos]

I don't have a problem with the pricing as we all know Tesla can and will lower them in the future. And as an investor we need the margins.

What I do have a problem with is a 340mi max range. For comparison, you can get a Rivian dual-motor with 410mi range for $94k or 352 range for $84k. $80k for a 340mi range Cybertruck is just not super compelling, especially for a company that should be such a dominant tech leader in the EV world.

We don't necessarily need the 500 miles we were promised, but we do need something that shows Tesla is still the leader in the field. We did not see that today.