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Tesla is sitting on $200M worth of Cybertruck inventory

41 点作者 zfg大约 1 个月前

8 条评论

netsharc大约 1 个月前
How much to bet that they&#x27;re coming soon to a governmental agency near you:<p><a href="https:&#x2F;&#x2F;www.npr.org&#x2F;2025&#x2F;02&#x2F;24&#x2F;nx-s1-5305269&#x2F;tesla-state-department-elon-musk-trump" rel="nofollow">https:&#x2F;&#x2F;www.npr.org&#x2F;2025&#x2F;02&#x2F;24&#x2F;nx-s1-5305269&#x2F;tesla-state-dep...</a><p>It&#x27;s saving costs, you see!
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legitster大约 1 个月前
Even setting aside the political stuff, this thing was 3 years late to the market. There are very few reasons you would want one of these over a Rivian outside of aesthetics, and it was a divisive aesthetic from the beginning.
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hnburnsy大约 1 个月前
For comparison...<p>&gt;GM said its inventory of vehicles, which is the number of vehicles currently on dealer lots or en route, fell 8% to 549,312 in the first quarter.<p>So at ~50K ASP, GM has over $25B sitting in inventory.
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galaxyLogic大约 1 个月前
If I understand it correctly Tesla&#x27;s innovation in last 5 years have mostly been updates to their software, for better or worse.
duxup大约 1 个月前
Is there a &quot;normal&quot; amount of inventory to sit on?<p>&gt;Used Cybertruck prices are down 55% year over year<p>It&#x27;s wild to me folks lined up to buy this thing ... like I can understand enthusiasm for new things and all that but that&#x27;s a big hit there. And even I think the prices are still high for the used ones in my area.
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more_corn大约 1 个月前
Throw up a Nazi salute on television and find out. What he’s find out is that nobody wants to do business with a Nazi or drive the iconic symbol of the brand.
dzhiurgis大约 1 个月前
Aka 1 week worth of inventory.<p>Some EV trucks haven&#x27;t sold this many in entire year.
ggm大约 1 个月前
If you consider it marketing, It did its job during a difficult period. If you need it to perform in the market, I think it&#x27;s demonstrably failed, but you can look at other successful utility vehicle plays and say &quot;thats so unhelpful to PR and sales messaging for this brand&quot; -nobody respects the makers of UPS trucks except guys in UPS truck buying contexts and the tesla truck wasn&#x27;t aimed at truck owners as such: it was aimed at what in Australia we&#x27;d call &quot;Cashed up bogans&quot; -people who want an image outcome, not a utility function.<p>I am much more interested in how the Tesla Semi Trailer is doing. And, the alternatives.<p>We could be saying how poorly the the Tesla solar roofing tiles are doing, but we&#x27;d have to acknowledge Tesla power storage is now critical worldwide. So, like any company it has hits and misses.<p>I think in the end all we&#x27;re saying is that this was a hugely avoidable miss, but in PR terms at the time, it probably worked out. Long tail cost however.<p>Bit of &quot;tail wagging the dog&quot; in almost any brand-led discussion.<p>I don&#x27;t personally know Musk, I certainly dislike his personal image. Doesn&#x27;t seem my kind of guy. Interesting.
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