Sponsored

Technupe

Active member
Joined
Aug 10, 2023
Threads
3
Messages
44
Reaction score
50
Location
Boston, MA
Vehicles
Model X Plaid, Model Y
Country flag
I submitted the order submission form yesterday!

Reserved on 11/21/19
Owned 4 teslas total, currently only 2
Boston, MA

Order Confirmed for AWD FS (original reserved tri-motor)
Sponsored

 

chazman

Member
First Name
Chuck
Joined
Jan 10, 2024
Threads
1
Messages
7
Reaction score
8
Location
Jacksonville, FL
Vehicles
ModelY, Cybertruck Ordered
Country flag
@chazman Chuck Cook
Placed by Foundation AWD order on Jan 9th in Wave 8. Order still said delivery Jan-Mar 2024. Didn't order extender either.
 

Sjohnson20

Well-known member
Joined
Nov 30, 2023
Threads
8
Messages
1,438
Reaction score
2,439
Location
Florida
Vehicles
Cybertruck AWD, Model Y
Country flag
Mostly reported Jan 09, 2024 invites starting 1281…. Or higher , this means 75000 reservation have been went through. Each day estimating 50000 to 60000 starting 11/21/2019.
It is faster than expected
There's still some people from the first day that haven't gotten the offer though so they may have skipped some. Also, you have all the international orders that are being skipped. And the crazy people who reserved 10 of them lol
 

Fleetwood75

Well-known member
Joined
Sep 24, 2023
Threads
17
Messages
442
Reaction score
990
Location
Orange County, CA
Vehicles
2024 Cybertruck AWD Foundation Series 2022 Model X
Occupation
Structural Engineer
Country flag
Mostly reported Jan 09, 2024 invites starting 1281…. Or higher , this means 75000 reservation have been went through. Each day estimating 50000 to 60000 starting 11/21/2019.
It is faster than expected
Last I checked there were a lot of people in the 1127xxxxx group who still haven't gotten an invite. So I don't think that they've sent out anywhere near 75,000 invitation e-mails

Tesla Cybertruck 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!] 1704906204139
 

Nabilriaz69

Well-known member
First Name
Nabil
Joined
Dec 3, 2023
Threads
3
Messages
121
Reaction score
128
Location
Toronto
Vehicles
Tesla model x
Occupation
Engineer
Country flag
Last I checked there were a lot of people in the 1127xxxxx group who still haven't gotten an invite. So I don't think that they've sent out anywhere near 75,000 invitation e-mails

1704906204139.png
yes mystry, there will some cancellations , international orders , and algorithm of Tesla
 


Fleetwood75

Well-known member
Joined
Sep 24, 2023
Threads
17
Messages
442
Reaction score
990
Location
Orange County, CA
Vehicles
2024 Cybertruck AWD Foundation Series 2022 Model X
Occupation
Structural Engineer
Country flag
yes mystry, there will some cancellations , international orders , and algorithm of Tesla
Tesla Cybertruck 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!] 1704906736675


I kind of want to do this. Get hired at Tesla, send myself a Foundation Series invite, and then quit
?
 

Fleetwood75

Well-known member
Joined
Sep 24, 2023
Threads
17
Messages
442
Reaction score
990
Location
Orange County, CA
Vehicles
2024 Cybertruck AWD Foundation Series 2022 Model X
Occupation
Structural Engineer
Country flag
Now that we're at about 800 documented orders I have updated my chart, see below:
Tesla Cybertruck 📊 Cybertruck SUBMITTED ORDERS Tracking List & Stats [Add Yours!] 1704907650007


For the earliest reservations (11274 - 11278) we're seeing an average of 113 orders per RN block. Each RN block represents 10,000 reservations nearly all of which would be for Cybertrucks in that tranche. So this means that about 1.1% of those early reservations have been offered a Foundation Series, accepted the offer, and then added their info the tracker on this forum.
 


Coolbreeze704

Well-known member
First Name
Bruce
Joined
Nov 23, 2019
Threads
15
Messages
1,418
Reaction score
3,774
Location
Troutman,NC
Vehicles
2022 Model Y, 23 Lightning, CyberTruck (someday)
Occupation
GM Manufactured Homes
Country flag
Now that we're at about 800 documented orders I have updated my chart, see below:
1704907650007.png


For the earliest reservations (11274 - 11278) we're seeing an average of 113 orders per RN block. Each RN block represents 10,000 reservations nearly all of which would be for Cybertrucks in that tranche. So this means that about 1.1% of those early reservations have been offered a Foundation Series, accepted the offer, and then added their info the tracker on this forum.
What is with the 76/77 neglect. Feel for them.
 

Coolbreeze704

Well-known member
First Name
Bruce
Joined
Nov 23, 2019
Threads
15
Messages
1,418
Reaction score
3,774
Location
Troutman,NC
Vehicles
2022 Model Y, 23 Lightning, CyberTruck (someday)
Occupation
GM Manufactured Homes
Country flag

jookyone

Well-known member
Joined
Jun 20, 2022
Threads
15
Messages
522
Reaction score
1,101
Location
CO
Vehicles
CT AWD
Country flag
Now that we're at about 800 documented orders I have updated my chart, see below:
1704907650007.webp


For the earliest reservations (11274 - 11278) we're seeing an average of 113 orders per RN block. Each RN block represents 10,000 reservations nearly all of which would be for Cybertrucks in that tranche. So this means that about 1.1% of those early reservations have been offered a Foundation Series, accepted the offer, and then added their info the tracker on this forum.
I'm pretty sure this isn't accurate. Since November of 2019, Tesla has sold approximately 4 million Teslas globally (only 5 million in the history of the company). The commonly accepted starting point for CT RNs is RN112744100, and I just took delivery of a Model X end of November (nearly exactly 4 years) that is 7.5 million RNs from that point. If the pure calculation was true, that would mean Tesla is having, on average, nearly every other reservation cancelled across all models globally. With most of their cars actually more attainable, affordable, and established, I couldn't possibly believe that a vaporware truck for 3.5 years (kudos for keeping it under wraps for so long) didn't result in far more than half cancellations over 4 years accepting that a large part of those first few days were indeed Cybertrucks. That crowd sourced data table tracking Cybertrucks and early reservations against adjusted estimates based on other models ordered, estimated around 90% of orders in the first 9 days (around 300k estimated orders) were CTs. At best, I would put a realistic number of reservations remaining per tranche at 2000. Estimated FSD take rate is around 75-80% and 90% of orders were alleged to be dual or tri-motor so the most likely to buy pool would be around 1200 - 1500 tops. I think the data shows this with post Nov 30th with a market predicted take rate between 2-20% with the prices and features, which pretty much lines up with your chart... we have about 800 orders across approx 8 tranches (120-150 x 8).

To summarize:
- After 4 years there were likely 1200-1500 remaining reservations for Cybertrucks per tranch.
- I split the difference between market analysis of 2-20% and of that pool there is approx 8-10% take rate
- Obviously biased towards community sourced data from this forum and elsewhere
- Nobody really knows, but it ain't 80k reservations (or 60k I saw elsewhere) that have been "gone thru"

Very loose heuristic math, but numbers don't lie (but with a lack of data, can stretch the truth).
Sponsored

 
Last edited:





Top