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

[tripzero]

Your math may be off. Here’s how I’m calculating.

Let’s take the midpoint of your reservations take rates (2.5%; no one knows what non-FS will be but doubt much higher). For sake of argument, let’s assume 5%. That means for every 1k car produced, you will go through 20k reservations.

However, 1k is current production capacity. Let’s assumed the average production capacity going forward is 1.5k/week. That implies that there will be 30k reservations run through each week.

If we are at 300k now, and there are 2million reservations, that implies that in just over a year the list will be exhausted.

of course this is back of the envelope math but directionally correct I believe. Think it’ll be closer to one year than two years frankly.

I"m sure it is off. I think my first calculations were based on a 10% take rate and only 200-500/wk production late march. I think we have the basic math down though. We can always play with the take rate and production rate variables a bit.

I don't think take rate is 10%. It's probably lower. $80k is expensive for most people let alone $100k.

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[seadsmoney]

Lots of folks find it so easy to claim 'Tesla will just keep making FS until folks stop buying them!' it makes good economic sense! no brainer, yada yada

But the reality is, Tesla has said they're limited, and the data doesn't support those who claim FS is full speed ahead.

(Honestly we're nearing vin 10k, and the recall kinda made it sound like only 4k delivered, so maybe this forum participation rate is more like 1 in 4!?)

 

[PointHope]

“Foundation Series” you pay 20k more for AWD and Cyberbeast versions, basically to get it a little early. It’s a limited version

I reckon theses FS rascals will become BB's (Barn Babies) worth too much as collectibles and stashed away.
To each his own I reckon, I'm planning to get mine very dirty and only washed driving in a rain shower.

 

[acey]

Lots of folks find it so easy to claim 'Tesla will just keep making FS until folks stop buying them!' it makes good economic sense! no brainer, yada yada

But the reality is, Tesla has said they're limited, and the data doesn't support those who claim FS is full speed ahead.

(Honestly we're nearing vin 10k, and the recall kinda made it sound like only 4k delivered, so maybe this forum participation rate is more like 1 in 4!?)

Anybody know many limited edition MS they made?

 

[vinsk]

Anybody know many limited edition MS they made?

Doesn't matter bcos CT hype and demand is totally different than MS. Tesla's will make as many as they can!

 

[vinsk]

You get a list of Cybertruck stuff and FSD included. You may check out in this forum what you get for the $20K.
below is a list of stuff you get for spending $20K more and get the truck earlier.

Lightbar and PowerShare installation is for Cyberbeast FS versions only. Was given a 6 months supercharger access as I was not eligible for PowerShare installation or hardware. I heard the installation charges for PowerShare range from $4000-$6000 depending on the contractor/area. So for a AWD FS, the benefits are around $13k, well in my case!

 

[Crissa]

Per the earnings call deck, 125,000 per year or 2,400 per week

I've heard Elon say on calls they plan to get that up to 250,000 per year if demand is there

I wonder what they're missing for full production. Maybe they are utilizing the big casting press for both halves...

-Crissa

 

[Woodrick]

This is true, but this was also the consensus when hardware 2.0 and FSD was available and yet it will very likely not support FSD in its full non-supervised release. FSD running on HW3.0 is also not upgradeable to HW4.0. While it appears likely that HW3.0 will support release FSD it is still not a guarantee. If for some reason HW3.0 doesn't support release FSD then there will be outrage for sure. HW4.0 I am less concerned about currently but while Elon/Tesla may believe it is fully capable, government regulations may have other unknown/unknowns that derail it.

There's a lot of Model 3 owners that got promises that HW3 would support FSD or Tesla would do what's needed to do so.

 

[DumpsterFire]

Lots of folks find it so easy to claim 'Tesla will just keep making FS until folks stop buying them!' it makes good economic sense! no brainer, yada yada

But the reality is, Tesla has said they're limited, and the data doesn't support those who claim FS is full speed ahead.

(Honestly we're nearing vin 10k, and the recall kinda made it sound like only 4k delivered, so maybe this forum participation rate is more like 1 in 4!?)

Tesla says a lot of things, Usually theyre full of shit…

 

[Lasttoy]

Facts matter. 1000 a week x 52 = 52000 a year. Nowhere near the 350,000 said to happen. There must be supply chain issues? Whether tiny parts or packs, motors. I pray Elon will put on 24/7 shifts. If these issues are fixed, we will be many years before anyone has a truck. All we can do is pray Elon spends all his time on this as he did in Fremont during that crises.

 

[Tjacquin]

I would imagine that the biggest bottleneck after production is actually shipping them to the SCs. Do you think that they're all FS?

So I received my email for a fs. I didn't fill it out. I would rather have it as I ordered it. But do you think the number really make sense. Didn't only early res orders get the fs email? I'm like 190k if the reader is correct. Or is it because I ordered the tri motor fsd??

 

[Lookmanobrains]

If y'all stop buying the FS we can get the same for $27.5k less!

That is funny, but not actually accurate. The foundation series for the dual motor includes several other items like FSD is included accessories like a wall charger and vehicle to grid equipment with the you also get the light bar and not only the vehicle to equipment but insulation of the vehicle to grid equipment, depending on how you can FSD the value is somewhere around 15 K for the Duell motor and 20 K for the trim. It works out wash as long as you want the accessories.

 

[Cougs]

That is funny, but not actually accurate. The foundation series for the dual motor includes several other items like FSD is included accessories like a wall charger and vehicle to grid equipment with the you also get the light bar and not only the vehicle to equipment but insulation of the vehicle to grid equipment, depending on how you can FSD the value is somewhere around 15 K for the Duell motor and 20 K for the trim. It works out wash as long as you want the accessories.

Pretty much if you want the accessories, not a bad deal especially for > day 3 reservations. One can be waiting for two to three years to get the chance to order a truck. Some would like to wait for many good reasons.

 

[Brandon708]

So I received my email for a fs. I didn't fill it out. I would rather have it as I ordered it. But do you think the number really make sense. Didn't only early res orders get the fs email? I'm like 190k if the reader is correct. Or is it because I ordered the tri motor fsd??

From the estimator I was about 252,000 in line for the CT. I got a email for the FS on April 22 and ordered it. I figured by the time I can order it regular way the price will go up on them anyway. Best to do it now and actually get one. That’s my reasoning.

 

[Tjacquin]

From the estimator I was about 252,000 in line for the CT. I got a email for the FS on April 22 and ordered it. I figured by the time I can order it regular way the price will go up on them anyway. Best to do it now and actually get one. That’s my reasoning.

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?

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