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
I believe I read somewhere that the RN’s apply to all Tesla purchases, not just vehicles. So if you buy a hat from their online store, that’s also an RN. But either way, I think it’s pretty much a guarantee that nearly all of the RN’s from 11274 - 11288 are for Cybertrucks because those 140,000 occurred in the 24 hours after the window opened, and how many people just happened to randomly be ordering a S/X/3/Y or a coffee mug or something in that one 24 hour period?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.
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