scottysize
Active member
- First Name
- Scott
- Joined
- Dec 4, 2019
- Messages
- 41
- Reaction score
- 54
- Location
- Sanger, TX
- Vehicles
- Model 3
- Occupation
- DBA
RN112860118 Reserved the morning after at 5am CST.
TriMoter with FSD.
TriMoter with FSD.
not sure what the publication date on that article is but there are people on this thread that are over 400000 down the reservation list. I know it was past midnight East coast time and my arthritic fingers don’t type so fast but did 40000 people really get ahead of me at the close of Musk talking?From “Market Watch”...
“ Tesla Chief Executive Elon Musk has said that Tesla has about 250,000 deposits for the Cybertruck, and analysts at Morgan Stanley recently said they expect that roughly 40% of those deposits would turn into sales.”
Musk announced the 250k preorders on November 27 so it’s gotta be much higher than that by now. He hasn’t updated since though so we don’t know how many preorders as of now.From “Market Watch”...
“ Tesla Chief Executive Elon Musk has said that Tesla has about 250,000 deposits for the Cybertruck, and analysts at Morgan Stanley recently said they expect that roughly 40% of those deposits would turn into sales.”
Agreed. The figure that took me by surprise was the 40% or less conversion rate.Musk announced the 250k preorders on November 27 so it’s gotta be much higher than that by now. He hasn’t updated since though so we don’t know how many preorders as of now.
Yes but who knows how accurate that is. Like the rest of the world, the analysts at Morgan Stanley have never seen a pickup design like this with these stats, pricing and package. So using all previous sales metrics/trends for other vehicles to predict the take rate for something so different just doesn’t seem like it’ll be accurate. I bet if you showed Morgan Stanley analysts photos of the Cybertruck before the reveal, they would have predicted a much lower pre-order number (heck, maybe even Tesla internally projected lower pre-order numbers than we’re seeing).Agreed. The figure that took me by surprise was the 40% or less conversion rate.
I think so. But how many will buy? I don't know. I think a lot of people don't realize what it is like living day to day with something this big. Most garages are small. It's not any bigger than other trucks, they don't fit either.Yes. Clearly when I did it manually I failed to "borrow" when I should have done so. That aside, do we really think 400 K people have reserved?
Wish my garage was anywhere close to that. Is your GMC as long?I will definitely complete the purchase. I'm happy the Trimotor will be available in 2021. I really look forward to the statistics that attach to it. I currently have a GMC Sierra 1500 crew cab Denali 4X4. It is not small. Luckily my "small" garage door is 9 feet wide and 10 feet high. Actually I keep my GMC in the barn, but will probable keep the Cybertruck in the garage. I have 220 plugs in both.
Of course, a forecast by definition is wrong. I was just surprised how much discounting folks are applying. I'm hoping it's true so I get my Cybertruck sooner, ha, ha, ha!Yes but who knows how accurate that is. Like the rest of the world, the analysts at Morgan Stanley have never seen a pickup design like this with these stats, pricing and package. So using all previous sales metrics/trends for other vehicles to predict the take rate for something so different just doesn’t seem like it’ll be accurate. I bet if you showed Morgan Stanley analysts photos of the Cybertruck before the reveal, they would have predicted a much lower pre-order number (heck, maybe even Tesla internally projected lower pre-order numbers than we’re seeing).
Point is, the Cybertruck is so revolutionary I’m not sure anyone can predict these things accurately.