It feels like this has been a very manual process on their end. It feels like wave two will be sent out after they confirm another batch by hand.
Any ideas how many people were in wave one?
Showerthought:
Scenario 1. FSD Robotaxi Network Works:
Take delivery of an AWD Cybertruck now >>> wait to see if Robotaxi Network works, if it does work commit Cybertruck to the Tesla Network while not in personal use to generate additional revenue >>> use additional revenue to buy second AWD...
Sound reasoning and I appreciate your insight. I think AWD is attractive in the near term and think Beast will become a great option down the road when range is improved!
Hey all,
Does anyone know why so few Beasts are being produced versus AWD? The discrepancy between delivery estimates of the two different models is quite substantial.
Are they produced on the same line or separate lines? If on the same line is there a reason why more AWD’s are produced...
This. Drone videos from the last two days showed large amounts of CTs outbound from the factory. During the hold there were 1000+ held at the factory like you said and have been cycling out with new manufactured inventory replacing them.
If the voids are at the top could they be for:
-thermal management
-fire mitigation
-buoyancy (they mentioned the pack can be pressurized)
-future larger cells (I don’t think double stacking is going to happen, possibly taller form factor)
?
It’s not Tesla’s style to waste space for no reason.
If they are lifting the lid off the bottom of the pack which shows a gap, it makes sense to me that the void/empty space is a buffer since it would be facing the road.
From an off-roading perspective this seems like damage mitigation from impacts damaging the cells in the pack.
This raises some questions…
What happens if you order a Cyberbeast and the delivery is late 24/early 25 and there is an update to the 25’ model year Cybertruck?
If you are accepted into the shareholder program how long do you have to decide to place an order?
Will the program come back when...