Cybertruck deliveries to hit 100-120k in 2024 says analyst Ming-Chi Kuo

[cvalue13]

If we had started sometime by September, we would be scaling much higher than 125,000 for 2024. IMO

well, if course

but you’re effectively just saying “if facts were different other facts would be different” or “if production was higher, production would be higher”

at the end of the day, now that we have production ramp timing and ramp expectations straight from the Musk-horse’s mouth:

there is a DEAFENING silence from the hopium clown car, who just 9 months ago (or nearer) on this forum were essentially calling others names if they didn’t believe Tesla would be pumping out >500K CTs in 2024, yadda yadda

Each of which hopium clowns, in my experience, will now conveniently relegate this reality check into a crowded room of cognitive dissonance - and go forward to deploy the same hopium, name-calling, etc., to begin saying eg “Tesla will achieve this 2024 125k run rate the second week of January, and be at the 250k run rate the first week of 2025, and in 2026 build a million” yadda yadda

And that cycle will continue until even fewer people take them seriously

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[Cyberman]

Analysis translation: if you didn’t place your Cybertruck reservation by 9-10am on day 2 you will not be getting your Cybertruck until 2025.

I hate you all.