[Txxthie]

Price cuts are great for the consumer but bad for EV manufacturers. This should bode well for future Cyber truck pricing and should end Lightning price increases. I know buyers don't cross shop these vehicles, but the Model Y is the 6th best selling vehicle in the US and is a very versatile and spacious EV. Personally speaking the Lightning is my first truck I have owned and I bought it because it was a big EV at a great price.

TMY AWD with after tax credit is now $45k

 

[Jhalkias]

It will be interesting to see how the entire EV space is impacted by this. While these vehicles are not cross shopped with the Lightning, they are crossed shopped with the Mach E. Having a Mach E, I have no interest in a Tesla MY - appearance, build quality, and ergonomics of the car are my main factors why I got a Mach E instead of a MY in that segment. Will Ford respond on the Mach E?

 

[GDN]

There are economic impacts right now for sure and car interest rates are over 5% most places, but I think this is really starting to show the factory capacity Tesla has. They still have few to almost no inventory cars and they are getting the 4680 cell in some if not all of the Austin built cars.

 

[R.I.P.]

Against the odds, Tesla appears to have become the strongest car manufacturer in the world. It gives them the power to start squeezing everybody else. As mentioned, great for consumers!

Interesting times ahead...
😎

 

[ChasingCoral]

At this point Ford needs to do whatever they can to

• Make the Mach E an SUV again
• Get more Mach E and Lightning prices just under the thresholds for the tax credits

 

[GDN]

At this point Ford needs to do whatever they can to

• Make the Mach E an SUV again
• Get more Mach E and Lightning prices just under the thresholds for the tax credits

This is one key item, but there is a lot that goes into this I guess. One version of the Model Y is defined as an SUV and another is not by the government rules. There are rules that can change the variant a given model is, regardless if they all look alike or not.

I do think we'll see Ford walking back some prices soon.

 

[Txxthie]

There are economic impacts right now for sure and car interest rates are over 5% most places, but I think this is really starting to show the factory capacity Tesla has. They still have few to almost no inventory cars and they are getting the 4680 cell in some if not all of the Austin built cars.

The inventory despite selling out before years end was building up due to current production capacity. 4680 cells are enough for 1000 vehicles a month currently, but yields are improving.

It's all about scaling EV production, it cost a tremendous amount of money to do it, requires extremely competent people, the focus of company to do it, and the ability to survive losing gobs of money until you can reach profitability. How many manufactures will succeed at their current debt levels? It was very favorable time for Tesla to start an EV car company when it did. It was during the Obama administration with generous EV incentives, CARB requirements and selling of credits, lots of available software engineers due to the market crash in 2008, a large factory (MUNI) that was available for pennies on the dollar, and a genius with a lot of rich friends (Larry Ellis).

Elon Musk quotes:

"It's relatively easy to make a prototype but extremely difficult to mass manufacture a vehicle reliably at scale. Even for rocket science, it's probably a factor of 10 harder to design a manufacturing system for a rocket than to design the rocket. For cars it's maybe 100 times harder to design the manufacturing system than the car itself."
"The difficulty and value of manufacturing is underappreciated,"

In 2018, Tesla went through what Musk called "production hell" as the company raced to build enough Model 3 sedans to claw its way out of debt. Over several months, that manufacturing struggle involved a massive tent built outside the company's factory to house an extra production line as well as grueling hours worked by Musk and the whole team, he said.

 

[Txxthie]

This is one key item, but there is a lot that goes into this I guess. One version of the Model Y is defined as an SUV and another is not by the government rules. There are rules that can change the variant a given model is, regardless if they all look alike or not.

I do think we'll see Ford walking back some prices soon.

The version is their best seller the 5 seater TMY. Tesla didn't wait for the government to act and dropped prices under the $55k cap. Ford needs to do the same ASAP or current and future orders will suffer. It becomes a $10k difference between TMY and Mach E with similar specs.

 

[R.I.P.]

The inventory despite selling out before years end was building up due to current production capacity. 4680 cells are enough for 1000 vehicles a month currently, but yields are improving.
View attachment 5719

It's all about scaling EV production, it cost a tremendous amount of money to do it, requires extremely competent people, the focus of company to do it, and the ability to survive losing gobs of money until you can reach profitability. How many manufactures will succeed at their current debt levels? It was very favorable time for Tesla to start an EV car company when it did. It was during the Obama administration with generous EV incentives, CARB requirements and selling of credits, lots of available software engineers due to the market crash in 2008, a large factory (MUNI) that was available for pennies on the dollar, and a genius with a lot of rich friends (Larry Ellis).

Elon Musk quotes:

"It's relatively easy to make a prototype but extremely difficult to mass manufacture a vehicle reliably at scale. Even for rocket science, it's probably a factor of 10 harder to design a manufacturing system for a rocket than to design the rocket. For cars it's maybe 100 times harder to design the manufacturing system than the car itself."
"The difficulty and value of manufacturing is underappreciated,"

In 2018, Tesla went through what Musk called "production hell" as the company raced to build enough Model 3 sedans to claw its way out of debt. Over several months, that manufacturing struggle involved a massive tent built outside the company's factory to house an extra production line as well as grueling hours worked by Musk and the whole team, he said.

One of my favorite quotes. Tesla's understanding of the need for an exceptional mass production model was the absolute key to their success. They are now the 800 lb gorilla in the EV industry, and this is their first shot over the bow of the competition as the EV wars begin.

Great time to be alive! 😁

 

[GDN]

Truly the price drop alone is probably going to get my partner to trade the 5 year old RWD 3 for a Performance Y. It's killing me that he won't go for the AWD and then add the Performance boost - that would still net almost another $7K. However he has driven a RWD 3 while I drove an AWD 3 (I sold the AWD to get my Lariat Lightning this past summer) for several years. He always wanted the Performance and he says he won't buy without it. So this is still a huge $10K drop on price alone and probably is the right time to pull the trigger. I just really want an Austin built car with the new battery, and there is no guarantee that is what we'll get matched with, unless I haven't kept up enough - do we know if they are only building certain variants at the different factories?