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Definitely some parallels. But let's hope that Ford's "$30,000" EV pickup doesn't follow the same path as Tesla's "$39,900" EV pickup.

Update: the "AM Radio in Every Vehicle Act" currently remains stalled in Congress, despite bipartisan support: However, the President has the clout to get Congress moving, and he has just recommitted to getting the Act passed: So there is a good chance that Tesla will be legally required to...

Not the first Cybertruck driver to have unrealistic expectations of "Wade Mode". This one is from April 2025, in northern California ...

The largest and most sophisticated EV market in North America is in California. California provides detailed quarterly info on statewide EV sales. 1Q 2026 sales were as follows: 5,089 Tesla Model 3 2,805 Toyota bZ 1,496 Lexus RZ 557 Subaru Solterra That's 4,858 Combined bZ/RZ/Solterra sales --...

My guess would be "no". Here's a look at Tesla's estimated 1Q 2026 sales. Numbers are from the Cox/KBB 1Q 2026 EV Report; the percentage change is relative to 1Q 2025: 31,672 Model 3 - down 39.7 % 3,519 Cybertruck - down 45.1 % 2,346 Model X - down 39.0 % - Discontinued 1,172 Model S - down 8.4...

According to the Tesla order page, if you placed an order for a new Cybertruck today, the delivery timelines are as follows: - Cyberbeast: 4-6 weeks (so late June 2026) - Premium AWD: July-August 2026 - Standard AWD: 2027 Assumes zero options and delivery to Austin TX, which should be the...

WOW, get psyched!! Hope nobody here is skeptical enough to suggest that this could just be AI ...

I previously predicted that the CT would be eventually be featured as the vehicle of some fictional "bad guy", but didn't expect it to happen this soon.

Nothing odd here, we agree. Tesla produced 1,773,443 vehicles in 2024. In the 1Q 2025 financial report, Tesla proposed to increase production by "more than 60%". If it was just 60%, that would in fact be 2,837,509. OK, we agree again. If we round up to 2,880,000, that would be a 62.4% increase...

It's not just about Cybercab production. It's true that the forthcoming Optimus 3 robots will be built at the Fremont Plant in California. But Tesla is already planning another generation of Optimus 4 robots, which will be built at the Austin Plant in Texas -- at much larger scale. And it's...

By your logic, and following Tesla's capacity table: - Cybertruck production capacity is pretty close to 125,000. - 3/Y production capacity is pretty close to 2,125,000. - S/X production capacity is pretty close to 100,000. - Total production capacity is therefore pretty close to 2,350,000. I...

The proposed doubling of US production may be "unrealistic and ridiculous" whether we apply it to new or existing vehicle lines. In March 2025, Elon "committed" to doubling US vehicle production in two years. That was 14 months ago. So if we take Elon's statement in "reasonable context", he has...

But I'm not defending that idea. On the contrary, I explicitly acknowledged that 250,000 per year was too high. I'm defending the idea that Tesla's stated ">125,000" Cybertrucks per year probably means about "150,000-175,000".

We can also look at it another way. Add up the numbers in Tesla's capacity table for the US factories (California and Texas) only. You will get US production capacity of >1,025,000 vehicles per year. Does that make sense? Well, Cox estimated 633,762 Tesla sales in the US in 2024. All of those...

The vehicle production capacities that Tesla lists in its earnings reports look like this: Add those numbers up (ignoring the ">" signs). You will get a global production capacity of 2,350,000 vehicles per year. Yet the ">" signs obviously imply that the real production capacity is higher...

There won't be an "A" in digit 7. For Cybertrucks (and S3XY vehicles), digit 7 indicates the "fuel type". And that digit is always "E". You can probably guess what that stands for. (If you can't guess, it's for "Electric". And that's not about to change.)

Anyone have a VIN yet? Known combinations of VIN Digits 6, 7, and 8: GEC = RWD single-motor HED = Premium AWD dual-motor HEE = Cyberbeast tri-motor VIN digits 6, 7, and 8 in a Base AWD will most likely be either: - GED (a distinctive new combination), or - HED (same as Premium AWD).

Looks like the VIN-checkers got it right. Agree. The RWD total should be more than 173, because some were ordered without the recalled 18-inch wheels. But not much more.

They can do it, but it apparently will be more difficult than previous upgrades: And it could be expensive, if you didn't purchase FSD:: One potential plus is that HW3 owners could maybe get upgraded to tomorrow's AI4+ instead of today's AI4: Or there will be a simpler alternative ... And...

The discount could potentially be more than that. One analyst is suggesting $4k to $6k: .