The Cybertruck has gained significant market traction, surpassing the F-150 Lightning in sales, while Tesla faces challenges with its solar roof installations and the future of other vehicle models remains uncertain
Questions to inspire discussion
Tesla Cybertruck and EV Market
🚀Q: How did Cybertruck perform in Q4 2022 sales?
A: Cybertruck outsold Ford F-150 Lightning, becoming the #3 best-selling EV in the US behind Model Y and 3, with Honda Prologue at #4, according to Motor Trend.
🔄Q: Can the FSD package be transferred to Cybertruck?
A: As of yesterday, the Full Self-Driving (FSD) package can be transferred from Model S to Cybertruck at no extra cost if already purchased.
Tesla Solar Roof Challenges
🏠Q: Why are Tesla Solar Roof installations difficult?
A: Installations are challenging due to numerous linkable parts, lack of certified installers, and longer installation times, resulting in higher costs for consumers.
💰Q: How much does a Tesla Solar Roof cost?
A: A Tesla Solar Roof costs $110,000 for the roof alone and $154,000 with 4 Powerwalls, significantly more than traditional solar panels and composite roofing, according to Forbes.
🌞Q: Why isn't the Tesla Solar Roof widely adopted?
A: The Solar Roof faces limited adoption due to its high cost, complex installation process, and limited scalability for mass production, as explained by Mark from Tesla Life.
Key Insights
Tesla Product Updates
🚗Tesla Cybertruck outsold Ford F-150 Lightning in Q4 2022, becoming the #3 best-selling EV in the US behind Model Y and 3, with Honda Prologue at #4.
🔋Existing Tesla FSD package owners can transfer their Full Self-Driving capability from Model S to Cybertruck at no extra cost, as announced by Tesla in July 2022.
Concept Vehicles and Modifications
🚐Tesla Roven (Robovan) is a showcase vehicle with no production timeline, unsuitable for tunnels due to clearance issues, according to Mark from Tesla Life.
🏎️While Tesla doesn't offer an official convertible, third-party conversions for a Model 3 drop top are available, as noted by Mark from Tesla Life.
Solar Roof Challenges
🏠Tesla Solar Roof installations are limited by complexity, high costs ($110K for roof alone, $154K with Powerwall batteries), and a shortage of certified installers, according to Forbes and Matt from Undecided.
#FutureAzA
XMentions: @FutureAzA @TeslaLife @Tesla
Clips
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00:00 🚗 Cybertruck sales have surpassed the F-150 Lightning, ranking third in the US market behind the Model Y and Model 3.
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01:48 🚗 Cybertruck orders can now transfer the Full Self-Driving package from Model S, while there's no confirmed info on the Robovan's production or pricing.
- Cybertruck orders can now transfer the Full Self-Driving package from Model S without additional cost.
- There is no confirmed information from Tesla about the Roven's production, price, delivery, or volume, despite various speculations.
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03:38 🚗 The vehicle features an adjustable air ride system, but its size poses challenges for compatibility with existing boring tunnels, requiring potential scaling down for safe operation.
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05:19 🚗 Future vehicle models like the Roadster and Compact are still uncertain, with no timeline for release, while a Model 3 convertible, or "spider," is not officially planned by Tesla.
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07:11 🔧 Tesla roofs face popularity challenges due to complex installation requirements and a shortage of certified installers, leading to higher costs and longer installation times.
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08:39 🏠 Solar roof installations are costly and complicated due to the need for customization, making mass production challenging for Tesla.
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10:09 🏠 Many homeowners find Tesla's solar roof impractical and costly compared to traditional options, as it often requires replacing a still-functional roof.
- 11:45 🚀 Questions for next week are encouraged as the speaker prepares for the Tesla light show in St. George, Utah.
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Duration: 0:12:20
Publication Date: 2024-10-27T13:20:27Z
WatchUrl:https://www.youtube.com/watch?v=zrh6yQ2LCYg
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