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Elon Musk now owns 9.2% of twitter...update.. will soon be the sole owner as Board of Directors accepts his purchase offer

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K1052 said:
Tesla Cybertruck inventory skyrockets to record high



This is a failed product and the only question is how much longer are they going to keep building a vehicle nobody wants and digging the financial hole deeper before throwing in the towel.
Click to expand...

Tesla way over-estimated demand for this product. They either need to pivot to a vehicle people want, a normal looking EV pickup with good pricing and good range. Or need to vastly scale back production and be content with a lot lower demand. From a range perspective the vehicle really doesn't set itself apart with pickups from Rivian and Chevy have 400+ mile range with the biggest pack options.
 
Brovane said:
Tesla way over-estimated demand for this product. They either need to pivot to a vehicle people want, a normal looking EV pickup with good pricing and good range. Or need to vastly scale back production and be content with a lot lower demand. From a range perspective the vehicle really doesn't set itself apart with pickups from Rivian and Chevy have 400+ mile range with the biggest pack options.
Click to expand...
I genuinely have no idea what they were thinking - this seems like a case of no one being able to tell Elon no.

I’m no car expert but I can at least see why someone would want some of Tesla’s other models even if I don’t. The Cybertruck though? That looked like a failure from the first second I saw it.
 
fskimospy said:
I genuinely have no idea what they were thinking - this seems like a case of no one being able to tell Elon no.

I’m no car expert but I can at least see why someone would want some of Tesla’s other models even if I don’t. The Cybertruck though? That looked like a failure from the first second I saw it.
Click to expand...

Yeah, I think it is a case of no one being able to tell Elon no. It is almost like the lead designer at Tesla Franz, showed Elon the potential model as a joke and Elon went with it. Maybe Franz had the idea and Elon loved it. Really don't know how the entire design went from concept to production.

Living in the San Diego area, I have seen several out and about. Overall they draw attention and with the correct wrap are not horrible. I have seen some companies wrap and advertise with them. Questioning how effective that would be considering it's association with Elmo and his baggage train. However nobody should have thought this would be a high volume vehicle. I talked to one person who was excited about buying the CT because it was the type of car that "Master Chief" would drive. I guess some people are really into video games. Last time I did talk to him, he had not purchased one.

IMHO Tesla should pivot with the CT chassis to more normal pickup truck lines. Don't even know if that is possible.
 
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fskimospy said:
I genuinely have no idea what they were thinking - this seems like a case of no one being able to tell Elon no.

I’m no car expert but I can at least see why someone would want some of Tesla’s other models even if I don’t. The Cybertruck though? That looked like a failure from the first second I saw it.
Click to expand...

Is there any possibility Homer Simpson was involved in the design process?
 
fskimospy said:
I genuinely have no idea what they were thinking - this seems like a case of no one being able to tell Elon no.

I’m no car expert but I can at least see why someone would want some of Tesla’s other models even if I don’t. The Cybertruck though? That looked like a failure from the first second I saw it.
Click to expand...
It's literally The Homer. A vehicle designed by an idiot that costs way too much.
 
K1052 said:
Tesla Cybertruck inventory skyrockets to record high



This is a failed product and the only question is how much longer are they going to keep building a vehicle nobody wants and digging the financial hole deeper before throwing in the towel.
Click to expand...
Several months of inventory? LOL.


Brovane said:
IMHO Tesla should pivot with the CT chassis to more normal pickup truck lines. Don't even know if that is possible.
Click to expand...
There used to be over 1M pre-orders for the CT; now they were refundable so you could argue that meant squat but the demand was seemingly there four years ago. Based off the 2019 announcement, Kaido and his wife would have bought 2.

It usually takes many years to develop a new car model; if they don't already have a CT 2.0 pivot halfway done, they're fucked. And judging from past experience, Tesla doesn't actually develop a full model replacement, but just an in-place "facelift."* Although there have been updates here and there, the Model S is arguably a 13 year old car design for sale at mouth-watering prices. Its exterior design has held up well for such an old car, but stagnation is not the usual winning recipe in a globally competitive auto industry.

Honda fully updates its flagship Accord every 5-6 years, on average.

* And then they claim that the software is the secret sauce, and that it's constantly improving. (If you were dumb enough to pay $5k+ for "FSD.")

Ahahaha lol:
Fellow designer Adrian Clarke was more unsparing: "The Cybertruck is a low polygon joke that only exists in the fever dreams of Tesla fans that stands high on the smell of Elon Musk's flatulences."
Click to expand...
 
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Brovane said:
Tesla way over-estimated demand for this product. They either need to pivot to a vehicle people want, a normal looking EV pickup with good pricing and good range. Or need to vastly scale back production and be content with a lot lower demand. From a range perspective the vehicle really doesn't set itself apart with pickups from Rivian and Chevy have 400+ mile range with the biggest pack options.
Click to expand...

I think the initial estimate was accurate...at $39k. The average new car sells for $50,000. A plug-in truck at that price was a bargain, no matter what it looked like.

But launch price was $100,000. By contrast, the Rivian Max does more range (420 miles) for less money (>$87k), looks normal, and has zero political entanglements.

1746557547559.png
 
manly said:
There used to be over 1M pre-orders for the CT; now they were refundable so you could argue that meant squat but the demand was seemingly there four years ago. Based off the 2019 announcement, Kaido and his wife would have bought 2.
Click to expand...

Yup, the plan was a long-range model & a city model. No paint required? Just plug it in? Cheaper than an F-150? Oh well...

We got our CT reservations refunded & swapped the city car to a Slate reservation. Keeping the pipe dream alive!! haha. Bed size is 60". 81.6" with the gate open:

www.jalopnik.com

The Slate Pickup Can Fit Pretty Much Every Motorcycle In Its Bed - Jalopnik

The Slate's bed can haul just about any motorcycle on the market today, and that makes it perfectly use.
www.jalopnik.com www.jalopnik.com

1746557761925.png
 
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fskimospy said:
this seems like a case of no one being able to tell Elon no.
Click to expand...

imo that's the crux of it. The renders were so much better lol

1746558162504.png

I really wish they had taken the design to Moab & had some off-roaders really beat on it. Look at what GM did with the Silverado’s 2500HD ZR2 “Bison” as a Next-Gen military vehicle:

thedefensepost.com

GM Defense Launches Chevy Silverado-Based Military Vehicle Prototype ‘Next Gen’

GM Defense has unveiled its “Next Gen” tactical vehicle prototype based on the Chevrolet Silverado pickup truck at the AUSA Annual Meeting and Exposition.
thedefensepost.com thedefensepost.com

1746558622638.png
 
K1052 said:
Tesla Cybertruck inventory skyrockets to record high



This is a failed product and the only question is how much longer are they going to keep building a vehicle nobody wants and digging the financial hole deeper before throwing in the towel.
Click to expand...

I'm curious as to what they'll do:

1. The truck is permanently politically-tarnished, imo

2. The investment in the new line was enormous & specific to the CT. Although the tooling process & lack of paint supposedly saved huge amounts of money:


Sandy sees stainless-steel blanks entering the facility in a couple of sizes, from which they are cut either via water jet or laser (water would be his preference, so as not to risk altering the steel's heat treatment). The blanks will then be handled manually and formed on press breaks or very simple stamp operations (using manual load, clamp, break, and possibly manual tack welding) and then structurally fastened via robotic TIG welding. There would be no major paint shop, as chassis and other non Class-A surface parts that require paint or other corrosion protection would arrive painted or powder-coated by the supplier. Forecast capital expense for 50,000 trucks:$30 million. Assuming five years of tooling amortization, that's less than $200/truck—a fraction of what Sandy claims mainstream manufacturers assume for marketing ($800/vehicle) and legacy costs ($600/vehicle).

Comparative Tooling Cost for 50,000 Conventional (F-150-type) Truck Bodies/Year:

Tools to handle rolls of steel coil stock, blanking dies, stamping presses and dies: $25 million; body shop with partial automation and multiple spot welders: $35 million; paint shop: $150 million.Total: $210 million.
Click to expand...

3. Which has an aluminum frame, glued-on panels, and what I suspect to have passed peak lifetime demand
 
Kaido said:
I think the initial estimate was accurate...at $39k. The average new car sells for $50,000. A plug-in truck at that price was a bargain, no matter what it looked like.

But launch price was $100,000. By contrast, the Rivian Max does more range (420 miles) for less money (>$87k), looks normal, and has zero political entanglements.

View attachment 123343
Click to expand...


You can pick up a Chevy Silverado EV RST with 440 miles of range and a 200 kwh battery for around $80-90k and zero political entanglements.
 
Kaido said:
Yup, the plan was a long-range model & a city model. No paint required? Just plug it in? Cheaper than an F-150? Oh well...

We got our CT reservations refunded & swapped the city car to a Slate reservation. Keeping the pipe dream alive!! haha. Bed size is 60". 81.6" with the gate open:

www.jalopnik.com

The Slate Pickup Can Fit Pretty Much Every Motorcycle In Its Bed - Jalopnik

The Slate's bed can haul just about any motorcycle on the market today, and that makes it perfectly use.
www.jalopnik.com www.jalopnik.com

View attachment 123345
Click to expand...
I'm definitely curious to see where this goes, I'm skeptical of the price, but I very much appreciate the simplicity of the dashboard. I have utterly no interest in a tablet dashboard.
 
manly said:
There used to be over 1M pre-orders for the CT; now they were refundable so you could argue that meant squat but the demand was seemingly there four years ago. Based off the 2019 announcement, Kaido and his wife would have bought 2.
Click to expand...
The preorder was like a $100 refundable deposit. I don't think that was never high enough to show any true demand, especially when unrealistic pricing was being touted by Tesla and Musk.
 
Brainonska511 said:
The preorder was like a $100 refundable deposit. I don't think that was never high enough to show any true demand, especially when unrealistic pricing was being touted by Tesla and Musk.
Click to expand...
We knew back then the reservations were meaningless, but I don't think anybody guessed that within 20 months of first delivery, CT would be piling up in unsold inventory by the thousands. Despite the polarizing design, 5 years ago I felt CT had a bright future because the initial public reveal smashed it out of the park economically. We didn't find out until later that it was all a big pipe dream, and that was before Elon decided to offend most of his core customer base. 🤣

The best part is the analysts still firmly believe TSLA has a big premium because Elon Musk is CEO, and such premium evaporates if he leaves. I don't dispute that the RDF is very real (look at their P/E ratio), but you and I are far from convinced that Tesla is better off with Elon driving the bus. Unfortunately for them, even if quits tomorrow, it's not like car buyers will suddenly come back into the fold.
 
fskimospy said:
I genuinely have no idea what they were thinking - this seems like a case of no one being able to tell Elon no.

I’m no car expert but I can at least see why someone would want some of Tesla’s other models even if I don’t. The Cybertruck though? That looked like a failure from the first second I saw it.
Click to expand...

Isn't that the only Tesla vehicle he had major design influence on?
 
dainthomas said:
Isn't that the only Tesla vehicle he had major design influence on?
Click to expand...

He had a big influence on the Model S design. Do you think that it is a coincidence that the Tesla design studio is right next door to SpaceX in Hawthorne?
Of course all of that was before the Ketamine binges.....
 
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