1000+ Cybertrucks were produced in a single week in April (per Q1 2024 earnings report)

[Crissa]

Facts matter. 1000 a week x 52 = 52000 a year. Nowhere near the 350,000 ...

Tesla has never said production was aiming for 350k, and I don't know how anyone could get to that number: Each line of gigapresses only gets you 250k maximum castings per year.

Secondly, you can't go from 0 production to producing all 250k in a year. It's just not possible, nor has Tesla ever claimed they would.

I didn't listen closely this time, but it sounds like their installed equipment is going to top out at 125k a year, which means that somehow it's running slower... or more likely they're consuming more castings per truck than initially predicted.

Hit 'we did a thousand in a week this month' means their maximum was a thousand that month, but their total for the month would be much more lower than a thousand trucks times weeks in the month, of course.

So not only does this mean they're almost guaranteed to get to 2k trucks a week this year, that means there is somewhere between 35k and 52k more they will product this year. And next year they'll produce over a 100k.

That means this year, they're on track to produce more Cybertrucks this year than total Lightnings, Silverados, and Hummer EVs, in existence. They may beat Rivian's rate next year. If demand keeps up with their cost reductions, they'll expand production.

-Crissa

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[Brandon708]

Thanks for sharing, with our numbers why did we get fs offers? Must not be selling? I would take the fs. Just that the white trim leather inside I figured it would be dirty so fast. But now you have me wondering? Any delivery est from them?

I thought the same question. When I looked into it last week I quickly saw about 8,000 or so was built so far. (Probably more now) being a quarter million in and getting the opportunity to get a FS. Lead me to assume most people passed on it and can’t afford the +20k or don’t want to pay it or financial situation changed in 4.5 years since reserving or people actually died in that time. Which isn’t that hard to think of with all the people that died from Covid.

 

[ThaDon]

I thought the same question. When I looked into it last week I quickly saw about 8,000 or so was built so far. (Probably more now) being a quarter million in and getting the opportunity to get a FS. Lead me to assume most people passed on it and can’t afford the +20k or don’t want to pay it or financial situation changed in 4.5 years since reserving or people actually died in that time. Which isn’t that hard to think of with all the people that died from Covid.

Huh?

 

[Cyberfan123]

Huh?

Died from Covid ????

 

[Crissa]

Every year, about a thousand people per hundred thousand die in the US. Especially after COVID.

So there's at least a 1% times number of years attrition to the order numbers. Probably at least 5% of orders won't be filled because those who placed them, have since died.

??‍

-Crissa

 

[Brandon708]

Huh?

We were trying to figure out how we got the opportunity to order a FS when my number in line is about 252,000 in line for a CT according to that reservation tracker.

8,000 FS made so far and I’m 252,000 in line. That’s a massive leap. I think it’s safe to say over 200,000 people didn’t want the Foundation Series.

 

[Brandon708]

The 8000 made is something that I saw last week but may not be accurate and is probably more built. I am just speculating at this point.
I am just shocked I got the opportunity to get a FS. I thought I had no chance at one when I heard the early reservations were getting it.

 

[ThaDon]

The 8000 made is something that I saw last week but may not be accurate and is probably more built. I am just speculating at this point.
I am just shocked I got the opportunity to get a FS. I thought I had no chance at one when I heard the early reservations were getting it.

Good for you. When did you reserve?

 

[Cybertruck2024]

The most interesting part of CT ramp to me is how much will they be able to charge for the truck and for how long. We've seen the pricing pressure on the 3/Y that are mass produced, what happens when the CT hits 3 level production?

There should be as many CTs made in 2025 as S/X combined, and then in 2026 it should approach 3 levels in the U.S. People are happy to pay a lot of money to be in an exclusive club, but look at the pressure on Y pricing now that everyone has one. Only Tesla knows the target cost per CT and their floor, but I imagine they'll need to match Lightning prices around 2026 to keep up sales momentum ($50k RWD, $68k AWD, 79k Beast - before tax incentives).

 

[Brandon708]

The most interesting part of CT ramp to me is how much will they be able to charge for the truck and for how long. We've seen the pricing pressure on the 3/Y that are mass produced, what happens when the CT hits 3 level production?

There should be as many CTs made in 2025 as S/X combined, and then in 2026 it should approach 3 levels in the U.S. People are happy to pay a lot of money to be in an exclusive club, but look at the pressure on Y pricing now that everyone has one. Only Tesla knows the target cost per CT and their floor, but I imagine they'll need to match Lightning prices around 2026 to keep up sales momentum ($50k RWD, $68k AWD, 79k Beast - before tax incentives).

Tesla does not need to compete with Ford. Ford needs to compete with Tesla.

Good for you. When did you reserve?

11-28-19

 

[Kuiper__Belt]

Are there any statistics on how many CB they are producing a week? I hate to ?& moan buuut... Its getting annoying to see April AWD orders getting vins already while my 12/28 order collects dust ?? .

I would understand if the beast was drastically different from the AWD like a M BMW or AMG Mercedes but its not at all. To my knowledge its a slightly different motor arrangement which probably changes up the suspension setup, different color dash trim, and laser etched badging. Am I missing something here? I wish they would spend one week a month or every 6 weeks to make nothing but beasts. lol

From the data I've gathered from this forum there are 304 Beast orders on or before the day I ordered mine. Now lets say 3 times that amount in reality (912) or hell lets say 10x so 3,040 then in 1-3 three months they could have all the December orders done and so fourth and so on.

The silver lining I keep telling myself is that the longer it takes to build mine the better quality it SHOULD be... Right?

Anyway it would be really nice to know where we all are in line. The only other time I have ordered a brand new pre-release car was a BMW 545i in 2003. Way back then they had a website that I could check on the status of my build. It told me when the expected build date was, when it was being/completed being built, when it was getting loaded onto a ship and I could even track the ships journey from Germany to the USA! It would be really awesome if Tesla could implement this one day.

Sorry about my rant. Happy Friday & I hope everyone has a Tequila and taco filled Cinco De Mayo on Sunday! ???

 

[Th3plug]

I listened to the call. So many FUD things about TSLA rebuked. Can’t let the haters dominate narrative.

As for CT, hearing that 1,000 a week are being made gives me hope to see my truck soon here in Connecticut. 11279xxxx

PowerShare install on 5/3. Exactly $4k. And I’ve heard this helps speed things along. We’ll see

Im in CT too, i assume you got the same electric company for install. Are you installing before delivery? I just got my vin this week and im moving in June so get the guy to quote powershare until im in the house. I refuse to accept a $700 merch credit instead from tesla. Thats highway robbery

 

[Th3plug]

I’m in CT, haven’t been contacted by the electrician yet. Talked to the service center today and my truck is expected on a delivery May 2. Sooo close!
1/17 config

did you pick it up yet!? The posting below is the same electrician that called me .

 

[BeleeEV]

did you pick it up yet!? The posting below is the same electrician that called me .

I haven’t. They messaged that it will arrive early next week and they will contact me for delivery. Strangely I have not been contacted yet by the electrician. I doubt I’d install anyway since $4k is not worth it to me. We rarely if ever loose power for more than a couple minutes. If it was $1,500 ok. At this point hopping for the credit for some bed dividers. Sux it’s only $700 for $2k of merch.

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