Cybertruck Order Charts: Geography, Model Type, Options, RNs Ordered (Final Update 2/20/2024)

[Broski]

Seeing more and more RN11281x showing up...

My reservation number is 11274X, placed order immediately at launch (Trimotor no FSD)have purchased/own one model three, live in WA state.

Is there any insights as to why I have not received an invitation yet to order?

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[Bkb13]

@jookyone , can you include a bar chart by date (x axis) where the y axis is a stacked column differentiating the number of beasts vs AWD ordered on that date? It may be interesting to see if the order mix changes over time.

a second bar chart by date (X axis) with the y axis being range extender would also be interesting. I wonder if more people will order the range extender as reports of range tests keep coming in.

 

[MetalBonsai]

My reservation number is 11274X, placed order immediately at launch (Trimotor no FSD)have purchased/own one model three, live in WA state.

Is there any insights as to why I have not received an invitation yet to order?

I'm unsure if it makes a difference, but a while ago someone suggested double checking that your address details are updated on your tesla app account and on the website? I noticed that my app didn't have my address info so I updated that.

My only other insight is that I noticed that invitation emails are being sent out generally in date order when you look at it from a state level (no information about why one might get skipped, or how many people might have declined)... Washingtonians have gotten over 30 invites over the last month ranging from 11274 to 11281. Maybe ask a Tesla rep about your status, your number is way higher than mine. I think I'll do that in another couple of weeks.

The wait and lack of info is a bit crazy making.

 

[jookyone]

@jookyone , can you include a bar chart by date (x axis) where the y axis is a stacked column differentiating the number of beasts vs AWD ordered on that date? It may be interesting to see if the order mix changes over time.

a second bar chart by date (X axis) with the y axis being range extender would also be interesting. I wonder if more people will order the range extender as reports of range tests keep coming in.

Stacked bar charts is a big leap in my ability to click a few buttons but I will try

 

[jookyone]

Stacked bar charts is a big leap in my ability to click a few buttons but I will try

I created the first chart you asked for, but it is muddy because of low sample sizes on most days. I'll post here for your admiration. Working on the second one.

 

[jookyone]

a second bar chart by date (X axis) with the y axis being range extender would also be interesting. I wonder if more people will order the range extender as reports of range tests keep coming in.

The range extender orders over time seem to be consistent with order frequency

 

[Bkb13]

ah, some errors in your beast chart - even assuming the still unknown $ amounts are correct:

• White interior is standard on retail beast
• Also standard are the premium wheels

There’s your ~full-freight FSD already

then there’s still the slightly more slippery delta in your view of the $4K instal charge.

it’s $0 value if you already have powerwall.

on the other end of the spectrum, many will find that either (A) their home will be unable to accept the PowerShare V2H, or (B) make-ready install charges will be well in excess of $4K (A and B being interrelated, where too much B results in A)

Granted, there’ll be some baby-bear’s porridge on this one (folks who have no powerwall and whose home make-ready and install will come in right at $4K - but if shy if $4K it goes back in the FSD cost bucket)


but, regardless, given the errors in the chart, and the rather case-by-case nature of the $4K install credit value to a given buyer, I’ll stand by my initial view:

people who had $7K FSD lock/in are with the Foundation series paying full freight for FSD, maybe more (if V2H value ends up irrelevant to them)

Updated with the details that CValue13 provided.

 

[jookyone]

750 orders!

I assume the rest of the world has accumulated the other 250 of the 1,000 FS trucks, so let's move some units! ;p

 

[Woodrick]

750 orders!

I assume the rest of the world has accumulated the other 250 of the 1,000 FS trucks, so let's move some units! ;p

I'm prognosticating that the trucks currently in outbound will start heading to California soon and that on Thursday-Friday, some deliveries may start happening to customers in CA and TX

Just my 2 cents..

 

[Ezman]

I have seen posts where people have said the invites have came and disappeared if they took to long to accept it. I still have another original invite from 12/8 that hasn’t gone anywhere.

 

[jookyone]

Changed the way purchased range extender by model looks.
AWD Dual-Motor take rate is 20%
Cyberbeast Tri-Motor take rate is 30%

 

[jookyone]

Added invites vs ordered by date. It's interesting that it kind of shows that the initial "same day" take rate for the first allocation (12/8) was less than half and actual orders seemed to happen over 6 days. But in subsequent allocations (12/15, 12/19, 12/21, 12/26) it resulted in a "same day" order rate of 70-80%. Orders for these allocations seem to happen over the following 3-4 days.

 

[MarkW]

Got my letter Jan 9th, and ordered so fast I didn't even digest the order page. Greater Savannah, GA area. Dual motor Foundation Series, no range extender. I just bought a performance 3 with FSD 6 weeks ago, ugh, ?.

 

[jookyone]

Got my letter Jan 9th, and ordered so fast I didn't even digest the order page. Greater Savannah, GA area. Dual motor Foundation Series, no range extender. I just bought a performance 3 with FSD 6 weeks ago, ugh, ?.

Good thing too, since FSD for the Cybertruck is "necessarily lowest priority" according to Elon which stings a little since that is the bulk of the markup for the Foundation Series.

 

[Woodrick]

Good thing too, since FSD for the Cybertruck is "necessarily lowest priority" according to Elon which stings a little since that is the bulk of the markup for the Foundation Series.

But that doesn't mean that the Cybertruck won't get autopilot or advance autopilot. It may not even mean that it doesn't get FSD.

All the vehicles with HW4 are in the same boat. HW3 is where the focus is. HW4 is behind HW3 cars in FSD. The Cybertruck may just get an older FSD.

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