With sales down is the CT going to become a Delorean

[GuyV]

Ah, ok. So you finally said enough to out yourself as an ignorant FUDster.

You should short Tesla's stock. They are going to go bankwupt

TSLA has been one of my better investments, buying low and selling high. I still hold a bit out of sentiment for my 2013 Model S P85 and my Cybertruck, but since I have no more plans to sell it than those, I'm not worried about taking a loss on when it sinks to auto manufacturer multiples.

I don't expect bankruptcy. The things Musk has poured Tesla capital into, advanced factories and AI data centers, are still highly valuable and productive assets. They just don't support the current stock price.

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[Deleted member 22486]

Just read they only sold 5000 trucks per quarter. Will they stop making it? Does that mean I better hold on to it? Or get rid of it before the company collapses and I’ll never be able to get it repaired?

I know it’s electrek and they always seem to hate Tesla nowadays but still…

https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sales-are-down-to-just-5000-units/

Absolutely — here’s an updated version with that context added:

⸻

? Should you keep or sell your Cybertruck?

Tesla’s Cybertruck sales are much lower than expected—only about 5,000 trucks per quarter—and production is being scaled back significantly. While there’s no formal announcement of cancellation, signals are flashing yellow:
• Inventory is ballooning with unsold Cybertrucks.
• Tesla has cut the price by up to $10K in some cases.
• The company has quietly slowed production and shifted some factory resources back to the Model Y.

? Add Elon Musk’s shifting focus…

A huge factor here is Elon Musk’s public obsession with robotaxis, AI, and Optimus robots. He’s been spending more time promoting Tesla’s autonomy and robotics vision than supporting Cybertruck. That shift in focus doesn’t help build confidence that Tesla will keep investing in this complex, stainless steel vehicle that’s already proven hard and expensive to build.

⸻

?️ What this means for owners
• Support is still active: Tesla service centers still work on the Cybertruck.
• Long-term? Unclear. If the Cybertruck continues to underperform and Elon prioritizes AI and robots, Cybertruck support could stagnate, and parts may become harder to get.
• Think of it like owning a niche product from a company that might quietly walk away from it.

⸻

Final word

If you love the Cybertruck and it fits your lifestyle, there’s no urgent reason to bail—but if you’re worried about long-term service, resale value, and Elon’s wandering attention span, now might be the smartest window to exit before support or resale value slide even further.

 

[REM]

They just don't support the current stock price.

Then you simply don't understand the wider vision ?‍

 

[Cybertruck2024]

Tesla will cut MSRPS dollar-for dollar when the credits go away. That’s what they did in 2019 the last time they lost access to EV credits. No way they can sustain a $7,500 average sale price increase, and they have the margin to adjust MSRP accordingly.

No they didn't.

- A buyer who bought one.

 

[dalton108]

Then you simply don't understand the wider vision ?‍

Vision ≠ Present Reality. Wishes are not fishes.

 

[MetalBonsai]

Just read they only sold 5000 trucks per quarter. Will they stop making it? Does that mean I better hold on to it? Or get rid of it before the company collapses and I’ll never be able to get it repaired?

I know it’s electrek and they always seem to hate Tesla nowadays but still…

https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sales-are-down-to-just-5000-units/

5000 per quarter could potentially put it in the top-10-EVs-sold-in-US list again for 2025. Maybe top 15?


https://electrek.co/2025/01/14/top-10-best-selling-evs-us-2024/

 

[DrPhyzx]

Absolutely — here’s an updated version with that context added:

⸻

? Should you keep or sell your Cybertruck?

Tesla’s Cybertruck sales are much lower than expected—only about 5,000 trucks per quarter—and production is being scaled back significantly. While there’s no formal announcement of cancellation, signals are flashing yellow:
• Inventory is ballooning with unsold Cybertrucks.
• Tesla has cut the price by up to $10K in some cases.
• The company has quietly slowed production and shifted some factory resources back to the Model Y.

? Add Elon Musk’s shifting focus…

A huge factor here is Elon Musk’s public obsession with robotaxis, AI, and Optimus robots. He’s been spending more time promoting Tesla’s autonomy and robotics vision than supporting Cybertruck. That shift in focus doesn’t help build confidence that Tesla will keep investing in this complex, stainless steel vehicle that’s already proven hard and expensive to build.

⸻

? What this means for owners
• Support is still active: Tesla service centers still work on the Cybertruck.
• Long-term? Unclear. If the Cybertruck continues to underperform and Elon prioritizes AI and robots, Cybertruck support could stagnate, and parts may become harder to get.
• Think of it like owning a niche product from a company that might quietly walk away from it.

⸻

Final word

If you love the Cybertruck and it fits your lifestyle, there’s no urgent reason to bail—but if you’re worried about long-term service, resale value, and Elon’s wandering attention span, now might be the smartest window to exit before support or resale value slide even further.

Do you actually think your LLM-generated posts add something to these conversations?

 

[YDR37]

5000 per quarter could potentially put it in the top-10-EVs-sold-in-US list again for 2025. Maybe top 15?

For 1Q 2025, Cox had the Cybertruck as the #10 best-selling EV:

1. Tesla Model Y: 64,051 (unusually low due to transition to refreshed version)
2. Tesla Model 3: 52,520
3. Ford Mustang Mach-3: 11,607
4. Chevrolet Equinox EV: 10,329
5. Honda Prologue: 9,561
6. Hyundai Ioniq5: 8,611
7. Ford F-150 Lightning: 7,187
8. VW id.4: 7,663
9. BMW i4: 7,125
10. Tesla Cybertruck: 6,406
11. Chevrolet Blazer EV: 6,187
12. Toyota bZ4X: 5,610
13. Rivian R1S: 5,357

For 2Q 2025, the best guess is that CT deliveries were a bit lower, most likely in the 5,000 to 5,500 range (Tesla doesn't provide the exact number). The CT will probably still be at or near the #10 spot when Cox provides their 2Q 2025 report later this month. The id.4 and i4 had lousy quarters so the CT might pass them; on the other hand, the Blazer EV and R1S might do better.

 

[YDR37]

For 1Q 2025, Cox had the Cybertruck as the #10 best-selling EV ... The CT will probably still be at or near the #10 spot when Cox provides their 2Q 2025 report later this month.

The ranking is somewhat arbitrary, because traditional automakers often sell basically the same vehicle under different brand/model names.

For example, the Chevrolet Silverado EV and GMC Sierra EV sell in lower numbers than the CT, but they are basically the same vehicle with cosmetic changes and different dealer networks. Put the Silverado EV/Sierra EV numbers together, and they start to look like legitimate CT competition.

Other examples: the Toyota bZ4X and Subaru Solterra are basically twins. So are the Honda Prologue and Acura ZDX. Same with the Chevy Blazer EV and Cadillac Lyriq.

More surprisingly, the Honda Prologue and Chevy Blazer EV are twins: Honda and GM cut a deal, and both models are manufactured side-by-side at the same GM plant in Mexico. And the Acura ZDX and Cadillac Lyriq are manufactured side-by-side at the same GM plant in Tennessee. GM is actually cranking out 121.8-inch wheelbase crossover EV SUVs at a surprisingly high rate (24,861 in 1Q 2025), but they are doing it under the radar, because those midsized EV SUVs are being marketed under four different brand/model names. GM doesn't want to advertise the similarities between the Caddy and the Chevy, and Honda doesn't want to advertise that its EVs are made in GM plants.

 

[Deleted member 22486]

Do you actually think your LLM-generated posts add something to these conversations?

Sorry I didn’t dumb it down to ‘Elon good, Cybertruck perfect.’ I’ll try harder to blend in with your fanboy groupthink next time.

It is, however, hilarious how threatened you are by structured thoughts — but I get it. In an echo chamber fantasy land where build defects are ‘features’ and depreciation is ‘FUD,’ reason does feel pretty foreign.

 

[Deleted member 22486]

For 1Q 2025, Cox had the Cybertruck as the #10 best-selling EV:

1. Tesla Model Y: 64,051 (unusually low due to transition to refreshed version)
2. Tesla Model 3: 52,520
3. Ford Mustang Mach-3: 11,607
4. Chevrolet Equinox EV: 10,329
5. Honda Prologue: 9,561
6. Hyundai Ioniq5: 8,611
7. Ford F-150 Lightning: 7,187
8. VW id.4: 7,663
9. BMW i4: 7,125
10. Tesla Cybertruck: 6,406
11. Chevrolet Blazer EV: 6,187
12. Toyota bZ4X: 5,610
13. Rivian R1S: 5,357

For 2Q 2025, the best guess is that CT deliveries were a bit lower, most likely in the 5,000 to 5,500 range (Tesla doesn't provide the exact number). The CT will probably still be at or near the #10 spot when Cox provides their 2Q 2025 report later this month. The id.4 and i4 had lousy quarters so the CT might pass them; on the other hand, the Blazer EV and R1S might do better.

What this comparison completely overlooks is just how radically different the Cybertruck is from every other vehicle on that list — both in terms of engineering and investment.

The Cybertruck isn’t just a re-skinned version of an existing platform like many of the others mentioned. It’s a ground-up vehicle with:
• A bespoke exoskeleton architecture using ultra-hard stainless steel (requiring brand-new stamping and forming techniques),
• A unique 48-volt electrical architecture (unheard of in the industry at this scale),
• Brand-new steering-by-wire and brake-by-wire systems,
• Custom 800V battery pack and power electronics,
• A completely different manufacturing line at Giga Texas dedicated to its unusual dimensions and build.

Meanwhile, the Honda Prologue, Acura ZDX, Chevy Blazer EV, and Cadillac Lyriq all ride on the same Ultium platform, often even rolling off the same assembly line. Same story with the bZ4X and Solterra, or Silverado EV and Sierra EV. That kind of component sharing drastically reduces cost and engineering lift per model — a luxury the Cybertruck doesn’t have.

So when you see Cybertruck barely cracking the top 10 in volume despite all this investment, it’s not a good ROI story. Tesla is pouring unique engineering, tooling, and CapEx into something that’s selling fewer units than badge-engineered clones built in joint ventures or platform-sharing deals.

Cybertruck might be an engineering marvel — but from a business perspective, it’s not punching anywhere near its financial weight.

 

[bg002h]

everyone who test drove the Cybertruck loves it but people are poor to afford it.
As a early reservation holder I love everything about the Cybertruck except the size-me neither car nor truck person.
It's time Tesla to produce smaller Cybertruck. As a long T$LA holder I'm not waiting for free FSD, free superchargers or low APR but smaller Cybertruck. ?

It’s too small for a real work truck already though. And it’s smaller than what they teased in 2019.

 

[bg002h]

What this comparison completely overlooks is just how radically different the Cybertruck is from every other vehicle on that list — both in terms of engineering and investment.

The Cybertruck isn’t just a re-skinned version of an existing platform like many of the others mentioned. It’s a ground-up vehicle with:
• A bespoke exoskeleton architecture using ultra-hard stainless steel (requiring brand-new stamping and forming techniques),
• A unique 48-volt electrical architecture (unheard of in the industry at this scale),
• Brand-new steering-by-wire and brake-by-wire systems,
• Custom 800V battery pack and power electronics,
• A completely different manufacturing line at Giga Texas dedicated to its unusual dimensions and build.

Meanwhile, the Honda Prologue, Acura ZDX, Chevy Blazer EV, and Cadillac Lyriq all ride on the same Ultium platform, often even rolling off the same assembly line. Same story with the bZ4X and Solterra, or Silverado EV and Sierra EV. That kind of component sharing drastically reduces cost and engineering lift per model — a luxury the Cybertruck doesn’t have.

So when you see Cybertruck barely cracking the top 10 in volume despite all this investment, it’s not a good ROI story. Tesla is pouring unique engineering, tooling, and CapEx into something that’s selling fewer units than badge-engineered clones built in joint ventures or platform-sharing deals.

Cybertruck might be an engineering marvel — but from a business perspective, it’s not punching anywhere near its financial weight.

Is it really an exoskeleton design? I mean, aren’t the thin steel outside panels just decorative? I fail to see how CT is different than any other aluminum frame unibody, other than it’s like two unibodies smashed together.

What am I missing?

 

[GuyV]

Then you simply don't understand the wider vision ?‍

Vison, LOL? The vision has changed, dramatically and repeatedly. Support of it, whatever it happens to be momentarily, by Musk and his churning senior team rambles directionlessly with his whim and wandering attention. It's pointless then to base financial planning on it but only hope as a sycophant that his forays somehow prove profitable, as some have in the past. They have though, been far better at flogging the stock price than generating real profits. That's actually a vulnerability when the only way to monetize that is by trading it away.

It looks like any profitability it once had has now melted away, helped by Musk's support of the political team taking away the green energy tax credits that support sales, not only of EVs, but also those battery installations, and most immediately to the bottom line, the zeroed-out regulatory credits that have until now turned its losses into profits.

 

[GuyV]

Do you actually think your LLM-generated posts add something to these conversations?

You don't think Grok adds value? Isn't that heresy here?

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