Cybertruck is almost sold out for 2024. Reservation conversion rate very encouraging (per Q4 2023 earnings call)

[CyberT1]

Estimates right now are 50-100 per day based on drone footage. I keep my expectations low at 50 per day. Considering the delivery event was 11/30, and since then we've had the Christmas and New Years down time, plus a shutdown for a cold snap in the Southern US. I'd say things are looking fine, no smoke, no mirrors.

The vehicles need to reach delivery centers obviously. They get transported to the railyard, loaded on to freight trains, transported cross country at 40 mph, unloaded, and then picked up by vehicle transports to take to Tesla delivery center. This process takes roughly 2-3 weeks and literally just started a couple weeks ago.

In the next 2-3 weeks, i believe we'll see deliveries get rolling, and then a steady flow thereafter.

Not sure what drone footage you're looking at. I watch every drone footage available lately there is as little as none to two.

Sponsored

 

[agordon117]

Not sure what drone footage you're looking at. I watch every drone footage available lately there is as little as none to two.

It depends which day it is, but the latest one I saw (3 days ago) had ~20 in the outbound lot. And the assumption is that we're only getting a snapshot of that moment, and there are more throughout the day. If there's 20 in the outbound lot at 11am, that doesn't mean that's all that went out that day.

 

[mark555055c]

Not sure what drone footage you're looking at. I watch every drone footage available lately there is as little as none to two.

From 1/22, Jeff counted 21, and not just sitting there but being moved. So, it should be assumed there is more production and movement in the full 8-12 hour shift on a given day than what is captured for an hour or so while a drone pilot is there.

 

[Phones And Drones]

Estimates right now are 50-100 per day based on drone footage. I keep my expectations low at 50 per day. Considering the delivery event was 11/30, and since then we've had the Christmas and New Years down time, plus a shutdown for a cold snap in the Southern US. I'd say things are looking fine, no smoke, no mirrors.

The vehicles need to reach delivery centers obviously. They get transported to the railyard, loaded on to freight trains, transported cross country at 40 mph, unloaded, and then picked up by vehicle transports to take to Tesla delivery center. This process takes roughly 2-3 weeks and literally just started a couple weeks ago.

In the next 2-3 weeks, i believe we'll see deliveries get rolling, and then a steady flow thereafter.

You hit the nail on the head with the delivery/ transport process. We will def have a much better and accurate gauge my mid Feb I would guess.

As one of the lucky ones to have received a VIN 5 days ago, I wonder when they actually do start to get loaded on the train as it still has not left yet.

 

[CyberT1]

You hit the nail on the head with the delivery/ transport process. We will def have a much better and accurate gauge my mid Feb I would guess.

As one of the lucky ones to have received a VIN 5 days ago, I wonder when they actually do start to get loaded on the train as it still has not left yet.

Congratulations I hope you get a delivery date soon.

 

[CyberT1]

From 1/22, Jeff counted 21, and not just sitting there but being moved. So, it should be assumed there is more production and movement in the full 8-12 hour shift on a given day than what is captured for an hour or so while a drone pilot is there.

I did watch that. Still not sure about daily production we will just have to wait and see. It will happen eventually.

 

[Phones And Drones]

Congratulations I hope you get a delivery date soon.

Appreciate it, thank you. I hope so as well. I think this next week will be more telling!

 

[jookyone]

I see no evidence of any real production. Also, I have been waiting for a Vin number for a month.

Tegtmeyer flies over the factory every couple days, including the staging/delivery lot. As of 1/21 he estimates they are up to 8-9 hour but I think he meant per day (he likely misspoke quoting 8-9 hour and subsequent brain math).

 

[CyberT1]

Tegtmeyer flies over the factory every couple days, including the staging/delivery lot. As of 1/21 he estimates they are up to 8-9 hour but I think he meant per day (he likely misspoke quoting 8-9 hour and subsequent brain math).

I do watch his as well as Jeff's.

 

[CyberT1]

Tegtmeyer flies over the factory every couple days, including the staging/delivery lot. As of 1/21 he estimates they are up to 8-9 hour but I think he meant per day (he likely misspoke quoting 8-9 hour and subsequent brain math).

Just a Note I have been driving Tesla's since 2015 and I am all in when it comes to Tesla. I have had 5 Tesla's. I now have a 2016S, 2022X Plaid 2 Homes with Tela Solar panels one with 4 Power Walls and one with 3 as well as Stock and now waiting for the Cybertruck.

 

[Tiberius]

Not wishing to be too negative, I loved his comment about raising the price to manage demand.
“obviously, we could dramatically raise the price, but that doesn't feel right to us to sort of gouge people for early delivery,”
I laughed so loud my wife came to check what was so funny.
It seems the irony of that was lost on many

 

[jookyone]

Not sure what drone footage you're looking at. I watch every drone footage available lately there is as little as none to two.

Everyday huh? ? As a time slice it's interesting there's the same exact number of trucks on both days in these flyovers. Joe noted one driving to the lot.

1/21

1/22

 

[CyberT1]

Everyday huh? ? As a time slice it's interesting there's the same exact number of trucks on both days in these flyovers. Joe noted one driving to the lot.

1/21

1/22

I hope you're right about every day. You are in CO you should get yours before me since i am in NJ.

 

[CyberT1]

I hope you're right about every day. You are in CO you should get yours before me since i am in NJ.

Do you have a Vin number yet?

 

[jookyone]

I hope you're right about every day. You are in CO you should get yours before me since i am in NJ.

I just grabbed them from the latest days of Joe and Jeff. If there are truly 20-ish a day, and they eventually catch up with "Hubcap Gate" (I called it) then we might see these delivered to customers and not just SCs. Good luck to both of us, I promised my girlfriend end of February because she hates the truck and doesn't want to be seen in it. That would be all the time she has left in this relationship.

Sponsored