Tesla

[Kamban]

I think you need to build at least something before you say you can’t build fast enough.

I think it is just a business decision to delay the production of cybertruck. Plus I think they have some production issues.

Cybertruck takes up a significant amount of batteries. Even with different trims he had under priced it. There is not way he can build it for that price and not have a loss. Plus raising prices will create a firestorm. Look at what happened to Rivian when they tried to raise prices on their depose holders. Elon has probably displaced Bezos as the most hated / disliked person.

My Y cost $49K in 2020. It now costs $62K. The exact same model. And they have even taken away things from it too, like the free charger. So why would a businessman not try and make more Y's with a 13K profit and using lesser amount of batteries than try and produce a cybertruck at a loss. I wouldn't.

As long as there is more and more demand for Model 3 and Y that he cannot fulfill, I don't see him in any great rush to produce the Cybertruck. Unless he gets a chance to reprice it even for original deposit holders.

[StarTrekDoc]

Kamban- exactly. Price increase overall products and still little impact on wait times and demand.

As for innovation, Tesla keeps pushing this and leads clearly a primary driver to delays in launches and rampup. They often overreach and then have to dial back to realty but they eventually do strike that balance and move the ball forward that much more.

3: too heavy robotics/automation, then finally found balance and rampup
Y: wire harness and early large stamping sections
Cybertruck: stainless steal stamping large sections.

Tech : innovate vs acquire - they do acquire - dry battery tech is a major one with Maxwell that was a huge one.

[Nysoz]

They aren’t even comparable. The Boston dynamics one is actually ready to do stuff, vs this fraud thing , just like other Tesla products.

this “robot “ operating for a day is like the nikola semi coasting down a hill.

Not comparable indeed. The BD one took 10 years to develop and ready to do useful things like parkour and dance for $100k. If you are able to buy one, what stuff can you have it do?

The Tesla one was made in 6 months and can identify a watering can and water plants.

[CordMcNally]

My Y cost $49K in 2020. It now costs $62K. The exact same model. And they have even taken away things from it too, like the free charger. So why would a businessman not try and make more Y's with a 13K profit and using lesser amount of batteries than try and produce a cybertruck at a loss. I wouldn't.

As long as there is more and more demand for Model 3 and Y that he cannot fulfill, I don't see him in any great rush to produce the Cybertruck. Unless he gets a chance to reprice it even for original deposit holders.

I’m just confused why he won’t just come out and say this instead of just making even bigger/bolder promises and then continually pushing back the production date. I honestly don’t think the Cybertruck will be anything close to as advertised, if it’s even produced.

[Kamban]

I’m just confused why he won’t just come out and say this instead of just making even bigger/bolder promises and then continually pushing back the production date. I honestly don’t think the Cybertruck will be anything close to as advertised, if it’s even produced.

I wish he would also come clean and say " Hey, the price we though was reasonable for the truck in 2020 is not viable in 2022. Sorry deposit holders, you have to pay current reasonable prices".

But his super ego would not allow it. Current deposit holders would roast him. And competitors like Ford would mock him. So he is just taking the easy way out.

[xraygoggles]

The robot was the cringiest thing I have ever seen - it's like a parody.

Cybertruck will never come to fruition.

[CordMcNally]

I wish he would also come clean and say " Hey, the price we though was reasonable for the truck in 2020 is not viable in 2022. Sorry deposit holders, you have to pay current reasonable prices".

But his super ego would not allow it. Current deposit holders would roast him. And competitors like Ford would mock him. So he is just taking the easy way out.

I feel like I’ve at least been consistent in saying that I do think Tesla the company has changed the world for the better but Elon is not a CEO. I really think that in order to thrive long term he needs to step down. But, like you said, his ego won’t allow him and I’m afraid that will ultimately be his downfall.

[Panscan]

I’m just confused why he won’t just come out and say this instead of just making even bigger/bolder promises and then continually pushing back the production date. I honestly don’t think the Cybertruck will be anything close to as advertised, if it’s even produced.

It will never get produced. 0% chance. Just like the roadster.

it’s hilarious how Tesla can literally say these cars are coming 5 years ago and then they never come and Tesla loonies convince themselves “ just one more year.”

[Tim]

Not comparable indeed. The BD one took 10 years to develop and ready to do useful things like parkour and dance for $100k. If you are able to buy one, what stuff can you have it do?

The Tesla one was made in 6 months and can identify a watering can and water plants.

Now that is really useful. My wife will love it. Now tell me how watering plants has a thing to do with driving. Can't wait for this. Sounds like the "pride of ownership" might be saturating the fans. Best, the cheapest, new ways is not always better.

[TheTodd]

It will never get produced. 0% chance. Just like the roadster.

it’s hilarious how Tesla can literally say these cars are coming 5 years ago and then they never come and Tesla loonies convince themselves “ just one more year.”

That’s false. A lot of verified news about installing the factory tooling for the truck. It will be made. Might be at higher prices and lower specs then initially advertised, but will be made.

[Panscan]

That’s false. A lot of verified news about installing the factory tooling for the truck. It will be made. Might be at higher prices and lower specs then initially advertised, but will be made.

Just one more year

[Nysoz]

This thread was started in 2017. The investment one 2018.

Reading back on those old posts show how much can change in 5 years.

Anyways if anyone actually watched the presentation it was meant for recruitment purposes not advertising. They dove deep into the technicals of what they’re doing at Tesla AI/bot/FSD/Dojo and are wanting to attract the best and brightest to continue advancing further.

[Tim]

That’s false. A lot of verified news about installing the factory tooling for the truck. It will be made. Might be at higher prices and lower specs then initially advertised, but will be made.

In a product roadmap, many products should be cancelled. And are. A launch out of "pride" makes not sense. I don't think it will be a high volume product.
I'll let you decide if it turns a profit at volume.

[Nysoz]

Sandy Munro did a basic analysis of the economic potentials of the cyber truck.

Replacing all the robots and parts to build a frame and body panels replaced with folding metal like origami. Couple that with being designed for no paint. Saves on the manufacturing of the car and factory in theory.

[Tim]

Sandy Munro did a basic analysis of the economic potentials of the cyber truck.

Replacing all the robots and parts to build a frame and body panels replaced with folding metal like origami. Couple that with being designed for no paint. Saves on the manufacturing of the car and factory in theory.

So? Market acceptance at a price point is what counts.