Cybertruck Appearance @ Annual Shareholder Meeting in Texas

[greggertruck]

That doesn't help them when they're on the route between Austin and Fremont.

-Crissa

No. 1 freight route is LA to PHX actually. It's absolutely helpful and you assume they need more charging. I AGREE.. But, they could have some nutty battery on that prototype. Probably tow'd however.

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[Crissa]

No. 1 freight route is LA to PHX actually. It's absolutely helpful and you assume they need more charging. I AGREE.. But, they could have some nutty battery on that prototype. Probably tow'd however.

Tesla doesn't have a facility in Phoenix. So why would the truck go there except to pass through?

It's getting to and from Austin and Reno somehow.

-Crissa

 

[Sirfun]

Crissa has a very valid question. Tesla has a Semi that they have said they were going to produce for 5 years. They need to have some way to charge that product to customers or who would want to buy it? That painted semi has made 2 trips now between California and Austin Texas. I'm sure Crissa is not the only person interested in Tesla having infrustructure along that route, and others routes also.
I have heard rumors that Tesla set up some Semi truck supercharger for Frito Lay.

 

[greggertruck]

Tesla doesn't have a facility in Phoenix. So why would the truck go there except to pass through?

It's getting to and from Austin and Reno somehow.

-Crissa

It's not all about Tesla. But, they do in fact have facilities in PHX.

-Gregger.(just in case

I have heard rumors that Tesla set up some Semi truck supercharger for Frito Lay.

Frito TOO has a gigantic facility in PHX(3 of them, one HUGE one down in Casa Grande too), once again... strongest truck route in the world. I-10 between LA/ PHX. I wouldn't be surprised if there is not already a charger/ will be in the next few months.

 

[greggertruck]

Elon almost appears bothered by the question. Either the volume of questions(he just answered similarly 2 weeks ago on earnings) or it's that the update is coming soon as we all speculate / hope.

 

[Ogre]

It took 1 year and 45 days to complete the Empire State Building, and it was the first of its kind.

I would truly appreciate it if they would take the CT and show it towing, off roading, and other real world driving. Rivian did an exceptional job showing off its capabilities even before the rolled them out. It would be reassuring if Tesla would do the same thing with the CT. Right now, all I know of it’s capabilities is on paper or hearsay, and if they want to justify costing more, or delaying more, they should show us why, I think it’s fair.

Rivian did this 6 months prior to launch. We have a wait ahead before that (Most likely).

Rivian needed the media coverage to drive up numbers so they could have their big IPO. Tesla does not need media coverage or a big IPO launch.

Tesla will have plenty of early buyers more than willing to do a dog-and-pony show for them for free.

 

[SparkChaser]

Hopefully quickly approaching the 6 month to launch window

 

[Ogre]

Hopefully quickly approaching the 6 month to launch window

Would be nice.

 

[greggertruck]

Would be nice.

You think we’re gonna get an event? I believe you agree..

I hope we see something before Christmas as far as pricing as specs

 

[Ogre]

You think we’re gonna get an event? I believe you agree..

I hope we see something before Christmas as far as pricing as specs

I think we’ll get an event.

I expect it’ll happen when they have a very good idea of when deliveries start. Perhaps 2-3 months before deliveries start. Before year end would be hugely bullish. I’m starting to get skeptical it will happen. Need to see that Gigapress doing it’s thing. They need to start talking about Austin 4680 on the earnings calls.

 

[greggertruck]

I think we’ll get an event.

I expect it’ll happen when they have a very good idea of when deliveries start. Perhaps 2-3 months before deliveries start. Before year end would be hugely bullish. I’m starting to get skeptical it will happen. Need to see that Gigapress doing it’s thing. They need to start talking about Austin 4680 on the earnings calls.

I am starting to think Master Plan III is going to be the CT / Semi delivery event. CT will be revealed, semi delivery though. Just based on the mentioning in the same breath. @MikeInTheWoods timeline post was decent and could be about right. But I think we don't see any component manufacturing in the wild til 2023.

 

[Ogre]

I am starting to think Master Plan III is going to be the CT / Semi delivery event. CT will be revealed, semi delivery though. Just based on the mentioning in the same breath. @MikeInTheWoods timeline post was decent and could be about right. But I think we don't see any component manufacturing in the wild til 2023.

This could make sense. Musk has been talking up Master Plan Part III and the 4680 is right in the heart of a lot of this. Also, the Semi and the Cybertruck are some of the final pieces to Part II.

The cornerstone of so much of this is around the 4680 production. Tesla having an event to show off their 4680 line cranking out cells and showing off some of the products which it enables makes piles of sense.

That would be consistent with this series of tweets from Elon.

Then a few replies later

I’m still quite skeptical, but it does have a certain logic. Certainly if they have a big event talking up the 4680 capabilities talking about the Cybertruck’s range and pricing is within scope.

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