As things stand, Tesla has a four-year backlog on Cybertrucks - assuming Tesla builds ~250K/year. Feel free to question the assumptions, but I'm pretty confident the demand will be there for the Cybertruck to be a success.
OT: Electric vehicles
- Thread starter BellyFullOfWhiteDogCrap
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Just out of curiosity, seeing as how we don't know how much the CT is going to cost, or how it will look and feel inside, or what its range will be, and seeing as what Tesla has is deposits, not actual sales, and seeing as how we don't have any way to validate the assumption that Tesla will build that many per year, how exactly are you arriving at the "4-year backlog" figure?
Let me guess. Tesla says so. I mean, the real number might wind up being a 10-year backlog for all anybody knows. Or a 3-month backlog. Nobody actually knows at this point.
Say it's 10, though. That would mean there's a 10-year backlog of an overpriced butt-ugly triangle on wheels and success is being defined as Tesla having done a fantastic job of singling out lots of people with no measurable aesthetic sense whatsoever.
Now you are arguing against yourself. I brought up Canada to show that you can’t trust Troy Teslike on Twitter. I’m thinking about taking out a short position. But seems like a lot of analysts already beat me too it calling it overbought. Like I said, my original point is that Tesla is as American as Honda.
in 2022, nearly 2 million full size pickup trucks were sold. Will be interesting to see how many of those truck buyers will pivot to EV pickups.
Many EV pickup truck buyers are first time buyers. Maybe there is a stat or an article out there. Speaking for myself, a few here, and those on the F150 forums, many truck buyers are not interested in driving a kitschy Back to the Future vehicle that looks like a large silver door stop.
Tesla has the advantage of the economy of scale of production, having been in the EV business for 20 plus years.
Even so, Ford predicts they will produce 150,000 F150 Lightnings, which is not a bad start. Chevy, GM and Dodge are ramping up. It will be interesting to see the demographics that purchase each product- the traditional-looking pickup truck or the other one.
Regardless, even if Tesla sells 3 more pickup trucks than the others, we can be sure the Tesla fan boys will be crowing their victory song. Whatever. There's room for enough players to sell product. It's not a competition.
Full-size Truck U.S. Sales Report for 2022: GM Is Still On Top, Ram Slides Down - Here Is What Happened
There is no doubt that 2022 has been a tough year for truck manufacturers. Here are all the results for U.S. pickup truck sales in 2022. General Motors' full-si
tfltruck.com
Ford is boosting Mustang Mach-E and F-150 Lightning production to cement status as No. 2 EV seller
Ford is also boosting E-Transit production.
www.theverge.com
Did my first longer trip (over 200 miles) in the lighting. I got to use one of the new Electrify America Hyper fast chargers with 350kw. It was good but will make using a 150kw charger less appealing. This was at a Wawa and it also had Tesla super charger. Only a few Tesla charging vs a line at EA.
ETA: just looked up that my Lighting can only charge at 120kw. Guess it was only in my head that it was going faster.😀
ETA: just looked up that my Lighting can only charge at 120kw. Guess it was only in my head that it was going faster.😀
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And here we go again.
www.foxbusiness.com
Tax on a gallon vs Tax on a mile. What's the answer.
Could it be tax on MPGe?
States weigh charging by the mile as fuel taxes plummet
States are experimenting with charging drivers by the mile instead of relying on declining gas tax revenue as electric vehicle sales rise.
Could it be tax on MPGe?
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This is the right way to go.And here we go again.
Tax on a gallon vs Tax on a mile. What's the answer.States weigh charging by the mile as fuel taxes plummet
States are experimenting with charging drivers by the mile instead of relying on declining gas tax revenue as electric vehicle sales rise.
Could it be tax on MPGe?
Correct, but after reading up on VMT its very difficult to come up with a fair way to charge and collect it. This article is from 3 years ago and is very interesting.
Who Will Pay for the Roads?
With the highway trust fund and gas tax revenue declining, one option to address road funding issues is a vehicle miles traveled VMT tax.
taxfoundation.org
How does this sound. I'm about to hit 5000 miles on my PHEV which is rated 142 MPGe.
The NJ tax on a gallon of gas is 15 cents from what I read. I used the equivalent gas mileage of 35.21 gallons of gas. I should then pay $5.28 for my VMT for the year.
Correct, but after reading up on VMT its very difficult to come up with a fair way to charge and collect it. This article is from 3 years ago and is very interesting.
Who Will Pay for the Roads?
With the highway trust fund and gas tax revenue declining, one option to address road funding issues is a vehicle miles traveled VMT tax.
I should have noted that taxing could also be done through annual registration fees.
I like the mileage tax better. (since I don't drive much). I'm now thinking that mileage from the vehicle can be accessed similar to how they access my Gas and Electric usage. No one ever reads the meters any more. All done thru wifi.
BHP says battery electric cheaper than hydrogen as it dumps diesel for haul trucks
BHP crunches numbers on operating costs for electric, hydrogen and diesel, and unveils plans to transition mine site to all electric haulage trucks, with dynamic charging.
thedriven.io
The # of vehicles exported from Shanghai to Canada is irrelevant to this discussion. You insisted Shanghai makes a majority of Tesla's fleet, which is wrong.
As does your pivot about Tesla being "as American as Honda". Seriously, read the article you're so upset about. Look at the criteria cars.com used. Make something resembling a valid argument. Be less wrong.
As for Troy, there's a reason Wall St analysts pay him for early access to his production/delivery estimates.
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Mileage makes the most sense and is the most fair because more miles puts more wear and tear on the roads, regardless of what's powering the vehicle.
Right, but now the ICE age people are saying that EV's weigh more than ICE vehicles so they should pay more. That's BS. Lot more trucks and heavier ICE vehicles out there. ICE Chevy Suburban is heavier than Chevy Bolt.
Maybe but has to be done in a way that doesn’t risk tracking where or when the miles were accumulated, which is a privacy problem and SCOTUS would kill it. Also, not sure how to do that and only capture miles from in state.
Ultimately, while mileage is more fair, I think registration is how it’s gotta be.
Personal vehicles - even ICE vehicles - are relatively harmless to pavement conditions. There's a simple formula to explain this. (W(T) / W(A)) ^ 4. Where W(A) is the weight of a truck (divided by the number of axles) and W(A) is the weight of an auto (also divided by the number of axles). Raise this ratio to the 4th power and you get the relative damage a truck does pavement compared to an auto. Simplifying this - heavy trucks cause about 99% of road wear. The relative weight of an ICE vehicle versus an EV is comparably negligible. Similarly, even the largest pickups don't cause much road wear.
The $40,000 Chevrolet Silverado EV Is Officially Dead
We examine the announcement that Chevrolet will not sell a base Silverado EV for $40,000, as they previously announced they would.
insideevs.com
"However, we learned last summer from Tesla CEO Elon Musk that the $40K Cybertruck won't happen, due to inflation."The $40,000 Chevrolet Silverado EV Is Officially Dead
We examine the announcement that Chevrolet will not sell a base Silverado EV for $40,000, as they previously announced they would.
Unrealistic pricing from Ford, Chevy and Tesla in view of inflation.
Lies. It’s only the legacy/ICE automakers that can’t deliver what they promised.
Hey, I noticed something when the AC was not really cranking in my Lightning.
First, the menu to get to the AC controls should be under the general menu, and not by hitting the AC Icon in the lower right of the general 52" display, but I digress.
For some unknown reason, my heat was also activated, and I had the setting to driver focused. This is a new wrinkle in cars for me, but I turned off driver focused and the heat, and I can keep beer cold in my back seat now.
On the F150 forums some have been complaining that the AC cooling is not great in the backseat. Classic reply was:
We have not noticed this issue, but we rarely cart around back seat passengers, and with our weather being in the mid 60's all summer, it has not been an issue.
Volvo joins Tesla’s NACS, will adopt the connector on future EVs
Volvo announced that it will adopt Tesla’s NACS connector on future electric vehicles starting in 2025 and for existing Volvo...
electrek.co
Yeah, yeah. Still creating enemies to fight, I see.
Your post made me curious. I know Porsche has an option for a fire extinguisher to mount inside the front passenger area of their sports cars and SUVs. But I wasn't sure if that was an option for the Taycan EV and Panamera.
Turns out it is. All porsche cars can be spec'd to include a fire extinguisher. I guess because fires happen no matter what kind of vehicle.
Elon tweeted the other day that ICE cars are like 500% more likely to catch on fire.
Elon also tweeted that ketamine was the best treatment for anxiety and depression, so...
Elmo is kind of an idiot.
More and more evidence that this might not be that crazy of a take, especially for treatment resistant depression.
My step-son is a psychologist in Manhattan and has a thriving practice that includes Ketamine treatments. Been doing them for about 5 years now.
They (the whole group, not just Hyundai) are killing it, they really are. If I don’t really like the Cayenne a bunch, I might sell it right away and get a Telluride instead.
And maybe Bronco Raptor for all that heavy snow we’ve been getting in NJ. 😀
I continue to enjoy my Mazda. As far as I'm concerned, nobody should ever spend the money on a Q3 or X1 because the CX30 Turbo is better in every category than both of them.
To be fair to the Teslarati, C&D did note in their presentation that the entry field is limited to *new* models and Tesla didn't have one to offer because they've been building the same cars for like 10 years.
The Teslas are the stats kings, at least for reasonably priced cars. But IMO they need to do some style refreshing across the entire model lineup soon. And the whole spartan interior thing ain't working for me, although I guess that's somewhat of a theme for EVs, perhaps owing to the desire to make up for the weight of the batteries.
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