Tesla Master Plan: Part Deux

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I've not seen the two alongside each other, but it does seem to be comparable to the Raptor in general dimensions. And as that segment seems to be the market this is aiming at, not too terribly surprising that it's gonna be in Big Chungus territory.
 
I think once they start hitting the streets and getting a lot of looks, people that don't even know about them will consider ordering one if they are interested. It will certainly get people talking. And that is how Tesla sells so many cars, word of mouth.
 
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I think once they start hitting the streets and getting a lot of looks, people that don't even know about them will consider ordering one if they are interested. It will certainly get people talking. And that is how Tesla sells so many cars, word of mouth.
Unfortunately when it comes to trucks, especially big ones, "word of mouth" isn't what sells them. Nobody is just sort of bobbing around from dealer to dealer, brand to brand, stumbling upon a massive full-size truck they think is cute and just buys it because they like it. Truck buyers almost universally know exactly what they're looking for, even if they're looking for luxury, and they know exactly what their vehicle needs to be able to do if they decide to do that thing. They have high expectations for potential capability whether they do it or not, including things like range while towing which is something maybe 20% of full size truck owners actually do. Even the people who buy the Platinums and drive them to work everyday bought their truck knowing that it could do many other things if they needed or wanted. Expectations of untapped potential simply doesn't exist with sedans and other small daily drivers because there is just no untapped potential to be had. You buy a car because you can put a few people and some things in it, and that's literally all it can do, and you do it all the time, and it's good enough. That train of thought isn't how truck buyers think. They need their truck to be able to do anything at any given time and they won't compromise.

My point is that if the Cybertruck can't do anything at any given time at least as well as a Ram Ecodiesel, or Silverado Trailboss, or F-150 Lightning, then it's simply not going to sell to anybody except early adopters and Tesla fanboys. The Model 3 can be a better sedan than gas ones but that's not saying a lot because there isn't much to being a sedan. But there is a lot involved with being a good truck. Even the Rivian, while being a glorious thing, has some oversights that are 100% expected and available on a Tacoma or Ranger and are going to make people think twice even if they can afford the Rivian. And the bigger the truck, the higher the expectations of its potential buyers are, so the Cybertruck is going to be working a really tough crowd.

While I think the Semi will be a resounding success, I think the Cybertruck as presented is a bad idea from start to end. Rivian got it 98% right, Tesla did not. Wrong market. It's sort of like how Hyundai debuted the Santa Cruz and everybody was like woah, that's cool looking, and then Ford debuted the Maverick and everybody was like oof, Hyundai screwed up lol. Now, if Tesla had debuted an EV Maverick competitor we'd be having a completely different conversation buuuuut Tesla doesn't know the truck market and Ford does.
 
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I have to agree. Especially the EV commercial market.

I need to see the ergonomics of this Cybertruck. Haven't read anything about it, but how does that sloping shed benefit over a conventional flat roof?
 
I have to agree. Especially the EV commercial market.

I need to see the ergonomics of this Cybertruck. Haven't read anything about it, but how does that sloping shed benefit over a conventional flat roof?
It definitely doesn't benefit a construction crew driving to lunch and stuffing a couple 6'2" 250 pound dudes in the back seat.
 
There are people that don't know about the cyberthing?
I'd bet money on it.

Unfortunately when it comes to trucks, especially big ones, "word of mouth" isn't what sells them.
But it's what sells Tesla's. Other trucks need not apply to this conversation.

Trucks are mostly a status symbol. Most city dwellers that purchase one won't use it enough to make the purchase worth it. They buy one because, well it's a truck.

Imagine if all vehicles were the same as their competition. What exactly would be the point of having a choice then? There's not necessarily a right or wrong, there is a this or that.
 
Tesla doesn't know the truck market and Ford does.
There are a lot of reasons to take the F150 lightning over the Cybertruck. That's not necessarily true when you're comparing Ford's sedans or SUVs to the Tesla counterparts. Especially if you're looking strictly at EVs. If the cybertruck is going to work, I'm not sure exactly why it's going to work. So far it doesn't seem like a well thought-through product. A lot of it comes off as Tesla showing off what they can theoretically do rather than actually making something that is demanded by the market. That's not true of all tesla products.
 
There are a lot of reasons to take the F150 lightning over the Cybertruck. That's not necessarily true when you're comparing Ford's sedans or SUVs to the Tesla counterparts. Especially if you're looking strictly at EVs. If the cybertruck is going to work, I'm not sure exactly why it's going to work. So far it doesn't seem like a well thought-through product. A lot of it comes off as Tesla showing off what they can theoretically do rather than actually making something that is demanded by the market. That's not true of all tesla products.
This is what I'm questioning. Sure, to see what Tesla can do. I can also see people buying it because it's a Tesla. People buy things just because.

I mean, why buy a DeLorean when a Corvette would suffice? That's where I think this Tesla can compare to a cab chassis pick up, than a multi-purpose work ute. Again, we'll wait to see it's capabilities.

Maybe it can be useful as a ute in Hawaii. Making runs from the beach up to antennas on mountain sides. I don't know.
 
I feel like Tesla is going to treat the Cyberchonk as a "halo" vehicle of sorts. Low volume and low utility, but high visibility and a guaranteed attention grabber because you can't ignore its presence no matter how you try to. And let's be honest, you aren't going to buy one of these unless you absolutely want the "LOOK AT MEEEEEEEE!!!!!!!" factor that it has.
 
The full-size truck market is a tough cookie, just ask Nissan how easy it is to break into it. If Tesla was to tease a Cybertruck 3500 dually, American truck guys would maybe, just maybe think about it. Having options like that is what gets attention in the full-size market.
 
What R1600turbo is saying, Telsa probably don’t care for that market. They’re putting out an AWD truck for the Tesla community and those curious about the brand. We’re not going to see F-150, RAM, Tundra numbers.
 
I realize Tesla are not after F-350 sales, but I think they should be if they truly want to disrupt the truck market. Instead of dual rear wheels, maybe a 6x6 configuration would work.

All I was getting at is that having an HD range topper would be a good idea.

I say this as a 2001 Chevrolet 3500 Duramax owner patiently waiting for an electric replacement that can tow a fifth wheel.
 
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Supposedly 2021 Teslas are being sold with batteries from 2017
 
I'm guessing this is related to supply shortages. At least they are disclosing it I guess.
I think it might be the reverse; other companies who were buying batteries from Tesla for their own products may have found a cheaper supplier, discontinued the products that needed them or even started manufacturing their own, so the product that would have been used for those contracts are instead building up in inventory. And since just stopping production completely doesn't make sense financially for any factory, especially one in an automotive supply chain, Tesla has to use older product in their own cars to keep them from being completely wasted.
 
I think it might be the reverse; other companies who were buying batteries from Tesla for their own products may have found a cheaper supplier, discontinued the products that needed them or even started manufacturing their own, so the product that would have been used for those contracts are instead building up in inventory. And since just stopping production completely doesn't make sense financially for any factory, especially one in an automotive supply chain, Tesla has to use older product in their own cars to keep them from being completely wasted.
I think this depends on if Tesla uses first-in-first-out or first-in-last-out inventory management. My reading is that these batteries are "bottom of the stack" inventory (first-in-last-out) and they've been eating further into their supply to keep up with Model 3 demand...which there appears to be a lot of...to the point where you have to wait 10 months for a new one.

I can easily see people saying "sod it, I'll get the one with the old battery rather than waiting."
 
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I think this depends on if Tesla uses first-in-first-out or first-in-last-out inventory management. My reading is that these batteries are "bottom of the stack" inventory (first-in-last-out) and they've been eating further into their supply to keep up with Model 3 demand...which there appears to be a lot of...to the point where you have to wait 10 months for a new one.
Given how upended global logistics have been the last couple of years, it's not easy to say unless Elon cares to detail how the situation is playing out (spoiler alert: he probably won't).
I can easily see people saying "sod it, I'll get the one with the old battery rather than waiting."
I don't think it's common practice to completely run an EV's batteries all the way to the limit of their range anyway, and even with a 12% loss, 300 miles is still going to be acceptable for most. And I imagine the majority of people will have traded in or sold off their cars before any significant battery wear impacts the range noticeably after that. It's not an ideal situation by any means, but hardly one that warrants breaking out the pitchforks and torches either.
 
Yeah, it's going to have rear seats with no headroom that literally no construction crew will fit in on the way to lunch.
 
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