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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Prediction...
These early models will print money hand over fist for them for around 6 months or however long the early adopters support. Then they drop prices 20% overnight and do exactly what they've done for every other model, rinse and repeat.
They would be foolish not to do this as they have complete control over transfer price. If just 10% convert they have all of 2024 sold out at probably 40% margin. The long range will sell 2X that of the beast given tax credit. Most of these will have "cheap" FSD which is pure profit, so maybe we hit 50% gross margin.
I think the first RWD will roll off the line Dec 2025.
These early models will print money hand over fist for them for around 6 months or however long the early adopters support. Then they drop prices 20% overnight and do exactly what they've done for every other model, rinse and repeat.
They would be foolish not to do this as they have complete control over transfer price. If just 10% convert they have all of 2024 sold out at probably 40% margin. The long range will sell 2X that of the beast given tax credit. Most of these will have "cheap" FSD which is pure profit, so maybe we hit 50% gross margin.
I think the first RWD will roll off the line Dec 2025.
The Range extender will Never be sold, just makes no Sense at all
It’s too heavy to be easily removed, it’s not possible to truly fast charge as of cooling complexity, it worsens every spec of the car including the ones you care for when buying into the extender which is range and charge times as more weight is less range and the extender can’t keep up with vehicle charging speed
It’s too heavy to be easily removed, it’s not possible to truly fast charge as of cooling complexity, it worsens every spec of the car including the ones you care for when buying into the extender which is range and charge times as more weight is less range and the extender can’t keep up with vehicle charging speed
$6500 for black is less than I anticipated. Hopefully they'll expand availability beyond CA.
Minus the $7500 tax credit since the base price of the truck is less than the $80k limit
Hopefully once ramped they'll have enough margin to be able to adjust prices as needed to sell all they can make. But I don't agree with your first sentence. While ramping I suspect costs will exceed revenue. Lots of cost to spread over fewer units.
The problem I see is that you can't have that and the tent. It's an either-or situation. And camping is one instance where you really need the extra range (assumes not an RV park style camping).
Gigapress
Trying to be less wrong
I want to know what the margin will be on the $3k tent
ByeByeJohnny
Active Member
All the accessorizes together comes to about 17k. Guess they really are learning from the Germans.
dhanson865
Well-Known Member
Shatter-Resistant
Armor Glass can resist the impact of a baseball at 70 mph or class 4 hail.
Armor Glass can resist the impact of a baseball at 70 mph or class 4 hail.
Buckminster
Well-Known Member
There is no paint shop, so unless the stainless is way more expensive, I don't see how this is dramatically more expensive (other than battery costs) than a model Y. Obviously until it's ramped we are going to absorb some overhead and fixed costs, but this will be the most profitable vehicle they make IMO...not close.
SunCatcher
Member
That $100 deposit of mine that Tesla's had for 4 years? Nevermind. It's refundable, just like this $250 deposit. Let's see how long this takes! 
That is a far cry from bulletproof - that’s not even Franz-with-a-steel-ball-proof, even now at production…
Maybe it's 2000 pounds of payload with the extender?
50kW/250Wh/kg=200kg = 440 pounds plus balance of plant.
The tent is above the cargo floor.
Buckminster
Well-Known Member
lafrisbee
Active Member
franz limp-wristed the ball bearing four years ago. Today he did the same with the foam balls.
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