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  1. ThaDon

    RN11498, ORDERED!

    We’re now at 115xxx
  2. ThaDon

    A friend with RN115016xxx (May, 2021) just got a FS invite

    lol at giving those numbers any credence. These are the same people that said reservation numbers that are getting invites today wouldn’t be getting them for a year or later. It’s a great car and I want one but don’t believe the hype for the one second.
  3. ThaDon

    A friend with RN115016xxx (May, 2021) just got a FS invite

    lol we will be through it all in several weeks at this rate.
  4. ThaDon

    we may be closer than we think to the end of the foundation series upcharge

    Just like folks were surprised to get the FS call so early, think the same will happen with regular production. Think this will start fairly soon and though take rates should be better, they’ll run through the list at a fast clip
  5. ThaDon

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

    Is it just me or is the sheet very difficult to navigate and filter through? I’m on mobile by the way. In my mind, the most pertinent data points are the latest RN to be invited to configure (non-long term shareholder) and their estimated reservation # in line
  6. ThaDon

    For those who though that Foundation was really limited to 1000's units....here is your proof that its not....

    Exactly what I’ve been trying to say. The utilization rate is extremely low.
  7. ThaDon

    Why I think even the latest reservation holders will get their CT by EOY 2025 🤔

    If you’ve been tracking the Cybertruck website closely, you’ll notice that the scheduled dates have been changing. It now reads that new reservations will have delivery of AWD and Beast in 2025 (RWD reads “available” in 2025). I would presume that the specific wording (delivery vs available)...
  8. ThaDon

    Is anyone getting "Invitations to Configure" recently?

    Who knows but honestly a take rate of less than 10% doesn’t surprise me when you consider inflationary costs, rising rates, and low barrier to entry to reserve.
  9. ThaDon

    Is anyone getting "Invitations to Configure" recently?

    What does this mean: “If the trend continues, and it likely will, we will soon sell out all the build in 2024. "Demand is off the hook"” isn’t that already a known fact with the number of reservations? I don’t know what this is telling me
  10. ThaDon

    Is anyone getting "Invitations to Configure" recently?

    Thanks. One of them doesn’t like Teslas and doesn’t care about being banned lol of course it’s impossible to predict with precision, but depending on conversion rates it sounds like getting the vehicle mid or late next year isn’t crazy.
  11. ThaDon

    Is anyone getting "Invitations to Configure" recently?

    I have two very close friends that reserved in late December 2019, neither of which want their reservation. Don’t know if it’s possible for them to transfer to me whether it’s the reservation or selling me the car (both will wait until regulation production and not FS if so) and neither have...
  12. ThaDon

    Is anyone getting "Invitations to Configure" recently?

    Yeah I wish we had more visibility into timing. Honestly don’t know if I should get a car in the meantime or what
  13. ThaDon

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

    Thanks. I see those RN numbers, but I am more curious as to when those folks reserved (what’s the latest reservation that has been called to configure in terms of date, rather then RN)
  14. ThaDon

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

    Roughly what’s the latest reservation date that has been invited to configure? Has Tesla moved past a week from the reveal?
  15. ThaDon

    Cyberbeast Estimated Delivery

    Man, I really hope that is the case and frankly agree given the relatively small market for this kind of vehicle. But your pricing would imply that they essentially run through all the reservations next year (since no resale premium). Just something worth noting, though I do agree this is the...
  16. ThaDon

    Single Motor Early Reservation/Foundation Series Invite (5/7/2024)

    Do you know if those dates on the website are when the vehicle will be available if you order now, or if it’s when the vehicle trim will generally become available?





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