Musk Expects Cybertruck Production to Begin Mid-2023 [Per Q2 Earnings Call]

[LoneWolfO6]

He also added that it "might be our best product ever."

All I heard was “maybe”, “should”, “hopefully”, same old, same old!

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[KrodEKid]

Okay then, I expect this website to blow up with data from users in communication with Tesla in about 14 months. Perhaps I will get mine Spring 2024. Maybe the website owners will begin a delivery tracker to compliment the reservation tracker that is so popular here.

 

[charliemagpie]

He also added that it "might be our best product ever."

might be our best product ever

At first, I took this statement as the most 'WOW' factor vehicle. But on reflection, it could be interpreted in two ways… Or maybe both apply:

1. It is the most innovative, best in its category, with the most usefulness

2. It will become Tesla's most profitable vehicle.

 

[charliemagpie]

Elon's production level expectation of 4680's is extreme speed.

At this stage, running at 80% may mean future shutdown in order to upgrade. Maybe overall, kicking off at extreme speed is preferred to maximize production over a given period.

SO, whilst reaching 1000 by the end of the year doesn't sound like much, Elon could be thinking spitting these things out at 1000 a second.

I feel Tesla extreme speed may well be the current constraint.

 

[damnitjim]

Oops, there was a second time that start of Cybertruck was mentioned.

" when will Cybertruck be officially available"

I could not tell exactly what Elon said on this second time. Could listeners post what they hear at 42:52.

Tesla Q2 2022 Financial Results and Q&A Webcast ** starting at time 42:52


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I heard "luring" but may have been "delivering"

 

[kbolt]

Update: sorry everyone, it was production that Elon referred to, not delivery date.


The Q2 earnings call is happening right now and Musk just said that he expects Cybertruck deliveries production to begin mid-2023. He also added that it "might be our best product ever."

At the 43 minute mark of

"We're hoping to start delivering them in the middle of next year"

 

[kbolt]

Elon's production level expectation of 4680's is extreme speed.

At this stage, running at 80% may mean future shutdown in order to upgrade. Maybe overall, kicking off at extreme speed is preferred to maximize production over a given period.

SO, whilst reaching 1000 by the end of the year doesn't sound like much, Elon could be thinking spitting these things out at 1000 a second.

I feel Tesla extreme speed may well be the current constraint.

Elon said in the earnings call that they expect Giga Texas to surpass Kato Road production levels of 4680 by the end of this year.

 

[jerhenderson]

The answers to the 4680 questions seemed somewhat evasive to me. My confidence level in deliveries next year has dropped. FSD has been coming next year for the last 4 yrs. I hope 4680 isn’t following the same path.

batteries aren't the development of AI software.

 

[CyberGus]

Start of production generally coincides with deliveries.

...unless you believe the factory will fill up with Cybertrucks until it explodes?

 

[j4ypal]

Start of production generally coincides with deliveries.

...unless you believe the factory will fill up with Cybertrucks until it explodes?

If I'm not mistaken, there has always been a delay between the start of production and deliveries, like a month or more. If nothing else, they need to go through the homologation process before the vehicles can be sold.

 

[Regenshire]

If I'm not mistaken, there has always been a delay between the start of production and deliveries, like a month or more. If nothing else, they need to go through the homologation process before the vehicles can be sold.

For model 3, production started in July 2017 and first deliveries were in July 2017.

For model Y, production started in Jan 2020, and delivery began in March 2020.

Most likely we would see a launch more similar to Model Y, imo.

 

[firsttruck]

Start of production generally coincides with deliveries.

...unless you believe the factory will fill up with Cybertrucks until it explodes?

That is what a sentient general AI (ie Skynet) might do. An AI directs the Austin factory. It would skip the wimpy Model Y and wait for the bullet-resistant Cybertruck to be ready. Fill up the factory until it explodes with Cybertrucks, sneak them out through the secret Boring Co tunnels they built exiting the factory, and take over the world.

 

[Bigvbear]

Remember Kids this is "Elon Time" so just like the immortal Mr. Scott, you must multiply your estimates by a factor of 4.

 

[WA-CyberDriver]

Remember Kids this is "Elon Time" so just like the immortal Mr. Scott, you must multiply your estimates by a factor of 4.

Would that make my expected delivery in the year 8100??

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