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He downplayed nearly everything that the Cybertruck excels at (acceleration, tech, safety) and overemphasized on its shortcomings (no FSD yet, looks, exterior fit 'n finish).

How do you deal with "safety" of your young kids at home in the kitchen when they can play with knives? I think it's more to do with teaching your kids about being careful than anything else. I personally wouldn't be concerned and I also have kids.

Two reasonable guesses: 1) Tesla is ramping up production and making upwards of 300 trucks per day (or 10K per month). 2) Because of high interest rates, many reservation holders are waiting or not proceeding with their purchase, resulting in others being bumped up. This is great news for those...

It's actually the opposite. Because sales are slowing down due to interest rate, it makes sense for Tesla to allow FS Cybertrucks to anyone who wants it. This is a smart move on their part as it maximizes their revenue *and* affords an opportunity to a buyer. I am RN 1145xxx and I'd love to...

I am surprised that you didn't mention the following: - Steer-by-wire - Turning circle - Safety - Software - Charging speed on road trips These 5 points above alone are reason enough to pay a premium to get a Cybertruck over the Lightning. The Ford also drives like a truck, but the Cybertruck...

Because the Beast is only 10% of all Cybertrucks made, it will always command a premium. Even though the cost difference is $20K b/w the Beast and Dual Motor, I would bet that you would recoup all of that when you sell.

What I would like to know is whether the backlog is getting shorter or longer.

Used Tesla Cybertrucks are still selling for more than Foundation Series (FS). So why would Tesla discontinue FS if the demand is still there? I think Tesla will continue to sell FS for another year. For an extra $20K, you do get quite a bit of features as well.

100% this. Let's say just 2M reservations. I think the conversion rate is more like 25%, which means 500K Cybertrucks. A couple of scenarios: 1) If production is capped at 125K per year, that means a 4-year wait. 2) If production is increased to 250K per year, that is a 2-year wait. I think...

Slow ramp, you say? Cybertruck is already at a production rate of over 1K per week. This is after only a few months of ramping. Suffice it to say, if you were to place a reservation today, you are unlikely to get one until 2027 at the earliest. The backlog is huge and so many 3/Y owners...

Building up from your post, it should be noted that amongst all car manufacturers, Tesla is the only one that has the best quality of data, not just from its telemetrics but also actual video data from the standard 8 cameras that all Tesla's (from 2016) are equipped with. This data is the main...

Very conservative but I like it. The production will only ramp up, barring any major issues. It was 1K/week in April, then maybe it'll hit 1.25K/week in May, then 1.5K/week in June, etc. It only ramps up. Hard to say what the final 2024 figures will be, but Tesla has said that they are on...

Disagree. The doors are designed to absorb the impact, so the energy doesn't get dissipated around (or worse, inside) the cabin. Excellent engineering by the Tesla team, once again. Clearly shows that safety is their top priority. I am impressed.

Cybertruck will get future updates to shorten the turning cycle. They are waiting on more data, I presume.

So Tesla isn't in the "Best Electric Cars" category. Nor is it in the "Best Electric Compact" category but both Ioniq5 and Mach-E are. It's then way down in the "Best Luxury" category but that makes no sense, as Model Y and the Model 3 are both cheaper than the competitors. If you can't see...

Yeah but what is their best EV ranking? Why isn't Tesla in the mainstream category?

This was back in 2019, before Elon started disrupting the media. Back then, legacy automaker also thought that Tesla would remain a niche player if they even survive. We are in 2024 and you won't see any fair outlook by the mainstream media on Tesla or Elon.

I just wasted 10 minutes of my time reading the article. So, so biased! Despite the Cybertruck having the best objective measures (range, efficiency, acceleration, room, cargo capacity, towing capacity, etc.) and despite it having the most tech (steer by wire, rear wheel steering), MotorTrend...

Not really. They don't like Tesla because Tesla doesn't give them any ad $. Why would they bite the hands that feed them? More importantly: Why would MSM be "nice" or fair to Tesla? Musk is disrupting 3 separate industries all at once: transportation, energy, and media. So of course he...

As the late, great Charlie Munger once said: “If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century you’re not fit to be a common shareholder and you deserve the mediocre result you’re going to get compared to the people who do have the...