Not a bad strategy, but it sure leaves Tesla and many of us wondering how many reservations will actually execute. I am sure Tesla has a pretty good algorithm to sort through these things, but still some uncertainty as they build out their production capacity. 50% conversion?
My plan is to use every one of my Cybertruck reservations. But of course plans can change. Maybe I need more than I reserved but also maybe I use less.
Tesla had 75% conversion with the Model 3 and its troublesome rollout. It took them a little over two years to chew through the backlog.
I'm guessing the M3 didn't have as large a backlog of people making multiple orders (for company-owned, future FSD rideshare, or other schemes) though. It would be interesting to see how much of the backlog for CT are single-entity multiple orders. Depending on a whole variety of issues, those multiples could either further multiply or get shrunk down so single/non-orders.
Hard to tell. Alot of them were used by taxi and ride-share systems. But those were less 'proven' as they are now. But the Cybertruck is a more expensive, larger vehicle which doesn't fit many of those uses (even while it fits others).
I don't recall any real competition with the M3 at the time and wasn't it a $1500 deposit? Probably still refundable, but much more of a commitment CT is up against Ford and Rivian for sure.
I know Elon estimated production to be at around 250-300 thousand per year. But that will be at peak capacity when they have no bottlenecks in the supply chain.
My entire life in most places I have been I have been easily noticed in a crowd and the attention has many times been negative. I do not want to be noticed. Normally I do not buy anything that makes me more noticeable.
| Country | Tot. Vehicles | Cars | Commercial | Percent Change |
|---|---|---|---|---|
| China | 25,720,665 | 21,360,193 | 4,360,472 | -7.50% |
| United States | 10,880,019 | 2,512,780 | 8,367,239 | -3.70% |
| Japan | 9,684,298 | 8,328,756 | 1,355,542 | -0.50% |
| Germany | 4,661,328 | 4,661,328 | -9.00% | |
| India | 4,516,017 | 3,623,335 | 892,682 | -12.20% |
| Mexico | 3,986,794 | 1,382,714 | 2,604,080 | -2.80% |
| South Korea | 3,950,617 | 3,612,587 | 338,030 | -1.90% |
| Brazil | 2,944,988 | 2,448,490 | 496,498 | 2.20% |
| Spain | 2,822,355 | 2,248,019 | 574,336 | 0.10% |
| France | 2,202,460 | 1,675,198 | 527,262 | -2.90% |
| Thailand | 2,013,710 | 795,254 | 1,218,456 | -7.10% |
| Canada | 1,916,585 | 461,370 | 1,455,215 | -5.40% |
| Russia | 1,719,784 | 1,523,594 | 196,190 | -2.80% |
| Turkey | 1,461,244 | 982,642 | 478,602 | -5.70% |
| Czech Republic | 1,433,963 | 1,427,563 | 6,400 | -0.60% |
| United Kingdom | 1,381,405 | 1,303,135 | 78,270 | -13.90% |
| Indonesia | 1,286,848 | 1,045,666 | 241,182 | -4.20% |
| Slovakia | 1,100,000 | 1,100,000 | 0.60% | |
| Italy | 915,305 | 542,007 | 373,298 | -13.80% |
| Iran | 821,060 | 770,000 | 51,060 | -25.00% |
| Poland | 649,864 | 434,700 | 215,164 | -1.50% |
| South Africa | 631,983 | 348,665 | 283,318 | 3.50% |
I called it. Or at least part of it. Folding 3mm stainless isn't like a rectangular cardboard box. If you really think about it there are only a couple places where you might have 3 straight bends on a single sheet. The hood, doors, sail box etc. will quickly break up a nice single piece of folded SS. The roof is mostly glass, the bed probably has some corrugation type depth to it (hopefully some sort of slot for attaching stuff)
