OT: Electric vehicles

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
Saw my first E Silverado

Much rounder then the traditional Silverado. Looks like a big hyundai santa cruz. Not sure if this styling is just for the electric version.

I like the Hummer more. But this is better looking then the cybertruck imo.

Driver previously had a Rivian pickup but was really liking his new truck in comparison.
E-Silverado styling and layout is different from the ICE truck.

Big change is bringing back the old Avalanche midgate for carrying long items from bed to interior. Looks pretty sweet, imo
 
  • Like
Reactions: RU05

Knight Shift

Heisman
May 19, 2011
87,342
84,976
113

Tesla Cybertruck is in crisis: new discounts and throttling down production​


he Tesla Cybertruck is in crisis. The automaker is still sitting on a ton of old inventory, which it is now heavily discounting, and it is throttling down production to try to avoid building up the inventory again.


When launching the production version of the Cybertruck in late 2023, Tesla CEO Elon Musk claimed that the vehicle program would reach 250,000 units a year in 2025:


“I think we’ll end up with roughly a quarter million Cybertrucks a year, but I don’t think we’re going to reach that output rate next year. I think we’ll probably reach it sometime in 2025.”

We are now in 2025, and Tesla is expected to currently be selling the Cybertruck at a rate of about 25,000 units a year – a tenth of what Musk predicted.


Earlier this month, we reported that Tesla began the second quarter with 2,400 Cybertrucks in inventory, valued at over $200 million.

How it started:

Ford F-150 Lightning Ford’s F-150 Lightning is falling behind Tesla’s Cybertruck in deepening EV crisis tesla-cybertruck-31


How it's going:

Ford F-150 Lightning Ford’s F-150 Lightning is falling behind Tesla’s Cybertruck in deepening EV crisis q=tbn:ANd9GcS5zJSGjjJswLZclvtmYvngaGSqZo7mfmd-mw&s


 

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
Looks pretty fantastic. No-frills tiny truck that's cheaper than everything on the market even before gov incentives, looks like a truck and has solid payload. Reminds me of the original Japanese pickups in US.

Definitely not a main household vehicle, and the SUV kit sounds like a waste of company's efforts, but as a cheap company/contractor truck for local work? It stands alone ...IF they stick to the 27K price. It so conveniently undercuts the Ford Maverick seems like hype that will be lucky to hit that 27K point after tax credits.
 

Jtung230

Heisman
Jun 30, 2005
19,037
12,211
82
So the max range is 150 miles. Which means you usually only charge to 90% of that. If you live in the northeast, decrease the range by another 15% in the winter. If you actually haul or tow, take another 15%. This has a real world range of 95 miles
 

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
Yeah, not much for towing - not sure 1,000 lb even makes the small weight gain of the hitch receiver worthwhile.

They do mention a 240 mi long range option, but honestly if you're a tradesman working in town, you shouldn't need much.
 
Oct 19, 2010
207,472
28,752
0
Looks pretty fantastic. No-frills tiny truck that's cheaper than everything on the market even before gov incentives, looks like a truck and has solid payload. Reminds me of the original Japanese pickups in US.

Definitely not a main household vehicle, and the SUV kit sounds like a waste of company's efforts, but as a cheap company/contractor truck for local work? It stands alone ...IF they stick to the 27K price. It so conveniently undercuts the Ford Maverick seems like hype that will be lucky to hit that 27K point after tax credits.

Not only good for tradesmen, but can see this used also for local deliveries.
 
Jul 24, 2001
8,866
921
0
In other news, Trump admin is floating ditching emission standards and tax credits.

Tesla makes a crap ton of money selling the regulatory credits they earn for non-emission vehicles. If these credits go away that’s a massive revenue stream for Tesla that goes up in smoke. Per one article I read Tesla was profitable in Q1 2025 but if Tesla didnt have those credits to sell, they would have been in the red that quarter.
 

mildone_rivals

Heisman
Dec 19, 2011
55,607
51,272
0
In other news, Trump admin is floating ditching emission standards and tax credits.

Tesla makes a crap ton of money selling the regulatory credits they earn for non-emission vehicles. If these credits go away that’s a massive revenue stream for Tesla that goes up in smoke. Per one article I read Tesla was profitable in Q1 2025 but if Tesla didnt have those credits to sell, they would have been in the red that quarter.
I can understand killing off the tax credits. Although perhaps shifting them to tax credits for infrastructure development (either EV charging or perhaps, in support of automated driving tech, funding development of V2X) would be more sensible.

Eliminating emission standards would be laughably, but not at all surprisingly, moronic. I mean, I personally hate that Porsche is forced into compromising it's vehicles in order to meet increasingly strict Euro emission regs. But emissions regs help limit air pollution to livable levels. They were proven necessary even before we added hundreds of millions of polluting humans to the planet.
 

mildone_rivals

Heisman
Dec 19, 2011
55,607
51,272
0
He'll be hard to get rid of, so I think he will remain.

I'd be fine with him staying if he (a) spends some time in rehab to get past his recreational drug addiction, and (b) focused 100% on Tesla. Otherwise, I think Tesla and its investors will, in the long run, do better with a 100% focused CEO at the helm.

Interesting charts with some evidence for why it doesn't make sense for a CEO to get involved in politics:

 

RUBlackout7

All-Conference
Apr 10, 2021
1,535
2,097
0
He'll be hard to get rid of, so I think he will remain.

I'd be fine with him staying if he (a) spends some time in rehab to get past his recreational drug addiction, and (b) focused 100% on Tesla. Otherwise, I think Tesla and its investors will, in the long run, do better with a 100% focused CEO at the helm.

Interesting charts with some evidence for why it doesn't make sense for a CEO to get involved in politics:

Tesla already said this was fake news. WSJ is a joke these days.
 

mildone_rivals

Heisman
Dec 19, 2011
55,607
51,272
0
Tesla already said this was fake news. WSJ is a joke these days.
Why would you believe Tesla PR over the WSJ? Both entities have proven quite capable of disseminating incorrect information in the past and Tesla seems to have more motivation to dissemble on this topic than does the WSJ.

I'm not saying I trust one over the other. I'm saying I don't trust either one, without ample supporting evidence.
 

bac2therac

Hall of Famer
Jul 30, 2001
241,862
171,846
113
He'll be hard to get rid of, so I think he will remain.

I'd be fine with him staying if he (a) spends some time in rehab to get past his recreational drug addiction, and (b) focused 100% on Tesla. Otherwise, I think Tesla and its investors will, in the long run, do better with a 100% focused CEO at the helm.

Interesting charts with some evidence for why it doesn't make sense for a CEO to get involved in politics:

Elon is a national treasure. His work is vital
 

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
it would be easier to find one where he was the lefts hero 3 years ago.
Good luck. Thread is full of Tesla lovers of various stripes defending him from those who have thought him a sleazy snake for years. Plenty not to like long before he insinuated himself in government.
 
Last edited:
Jul 24, 2001
8,866
921
0
Looks like Tesla is now sitting on a sizable inventory of CTs as they can't move them and as noted earlier, dealers aren't even taking them as trade ins anymore.

I am actually really curious to see what/where TSLA goes over the next 9-12 months.
 

mildone_rivals

Heisman
Dec 19, 2011
55,607
51,272
0
Looks like Tesla is now sitting on a sizable inventory of CTs as they can't move them and as noted earlier, dealers aren't even taking them as trade ins anymore.

I am actually really curious to see what/where TSLA goes over the next 9-12 months.
A new thing I'm seeing, just starting maybe a month ago, is lots of Model Ss and Model Ys with half their rear lights not working. Always the right side. I've seen ~10 of these over the past month. One half the car is totally dark, brakes and everything.

Makes me wonder if Tesla, in order to fund their price cuts, were cutting corners with their wiring harnesses. Or if, perhaps, it's a thing with older cars just showing up now. Hopefully it's neither of those things as Tesla doesn't need any more bad news.

Some of the so-called "legacy" automakers have apparently been engaging in some corner-cutting to help pay for development of EV models. Seems like it's largely ubiquitous across most, if not all brands. Sucks for consumers.
 

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
A new thing I'm seeing, just starting maybe a month ago, is lots of Model Ss and Model Ys with half their rear lights not working. Always the right side. I've seen ~10 of these over the past month. One half the car is totally dark, brakes and everything.

Makes me wonder if Tesla, in order to fund their price cuts, were cutting corners with their wiring harnesses. Or if, perhaps, it's a thing with older cars just showing up now. Hopefully it's neither of those things as Tesla doesn't need any more bad news.

Some of the so-called "legacy" automakers have apparently been engaging in some corner-cutting to help pay for development of EV models. Seems like it's largely ubiquitous across most, if not all brands. Sucks for consumers.
They're not smashed in because of misplaced Musk hate?
 
Jul 24, 2001
8,866
921
0
A new thing I'm seeing, just starting maybe a month ago, is lots of Model Ss and Model Ys with half their rear lights not working. Always the right side. I've seen ~10 of these over the past month. One half the car is totally dark, brakes and everything.

Makes me wonder if Tesla, in order to fund their price cuts, were cutting corners with their wiring harnesses. Or if, perhaps, it's a thing with older cars just showing up now. Hopefully it's neither of those things as Tesla doesn't need any more bad news.

Some of the so-called "legacy" automakers have apparently been engaging in some corner-cutting to help pay for development of EV models. Seems like it's largely ubiquitous across most, if not all brands. Sucks for consumers.

Interesting as Tesla may have another issue on the horizon - if the Trump admin cuts the subsidies and tax credits Tesla earns and then sells to other manufacturers, that's a large source of their revenue that goes poof.

As I said, Tesla has an interest short term horizon here. I am not one that thinks Tesla needs to go away or that Musk needs to be punished but I do wonder if he's kind of overplayed his hand here with a lot of this stuff.
 

mildone_rivals

Heisman
Dec 19, 2011
55,607
51,272
0
They're not smashed in because of misplaced Musk hate?
Huh… Didn’t consider that. Could be, I guess. But always on te right side (passenger side)?

While I’m all for making government more efficient, I can’t get behind the irresponsible ideologically-driven sawzall approach endorsed by Musk. But taking things out on people’s cars is super lame. Not buying them is fine. Vandalism’s not.
 
Jul 24, 2001
8,866
921
0
Huh… Didn’t consider that. Could be, I guess. But always on te right side (passenger side)?

While I’m all for making government more efficient, I can’t get behind the irresponsible ideologically-driven sawzall approach endorsed by Musk. But taking things out on people’s cars is super lame. Not buying them is fine. Vandalism’s not.

I've seen a bunch of magnets and stickers on Tesla's around me that say "I bought this car before Musk went crazy" or something similar. LOL.
 
  • Haha
Reactions: mildone_rivals

Jtung230

Heisman
Jun 30, 2005
19,037
12,211
82
@Knight Shift

Ran over a nail today and was right next to Maves tires. Went in to get a plug and they told me my treads were too low to plug. Told them these are 65k mile tires and I have 20 on the speedometer. They said it was due to the weight. I’m taking it to someone else to get a 2nd opinion.
 

fsg2_rivals

Heisman
Apr 3, 2018
10,881
13,184
0
@Knight Shift

Ran over a nail today and was right next to Maves tires. Went in to get a plug and they told me my treads were too low to plug. Told them these are 65k mile tires and I have 20 on the speedometer. They said it was due to the weight. I’m taking it to someone else to get a 2nd opinion.
Sounds like a con.
 
  • Like
Reactions: goru1869
Jul 24, 2001
8,866
921
0
I’ve seen a bunch of these - lots of anti-Musk variant stickers are being displayed. An op-ed pretty much sums up my thoughts
On Tesla/Musk.



There are other EV options now, some that are quite good. I am guessing the fact that the author likely can't sell the Teslas for what they think it's worth is a pretty big factor here. A neighborhood friend has one and he'd love to dump it for an EV9 but he's underwater on his Model Y and it makes little financial sense to dump it just to dump it. I agree.
 

RUevolution36

All-American
Sep 18, 2006
8,165
5,647
113

I hate the idea that software is being used to limit owners' access to the full capabilities of the car they purchase, however, maybe Xiaomi has a nugget of a good idea here. You want to leverage all the power of your EV? Prove it and it gets unlocked. Just make this part of the contract up front target. @mildone - I know you have issues with regular ppl not being able to handle all that power... thoughts?