So something is wrong in Austin ... CyberTruck backlog

[MeadowShade]

Let the facts speak.
Look at how many CT's are piled up at Austin. Compared to Y's and 3's. SINCE every one of those trucks are sold, plus every truck that they can make for the next three years is sold as well, why would they have 300-400 trucks there just gathering pollen dust? That is $40M sitting there.

Something is wrong.

Part failure, redesign, build and go back and fix before shipping looks like a fit.

Even though this forum catches a lot of CT folks, it is a small %. But, there should be deliveries every hour or so ... even if this forum, only has 5% of the population.

Maybe, just maybe ... if / when they finally run out of other people to put in front of me, the truck I end up with will be better than what the YouTubers and rich people and famous people got.

Maybe.

I remain skeptical that my expiration date will come well before my VIN or delivery date.

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[CarMan ElecTruck]

The $40M question indeed…

 

[TeslaFANa]

Let the facts speak.
Look at how many CT's are piled up at Austin. Compared to Y's and 3's. SINCE every one of those trucks are sold, plus every truck that they can make for the next three years is sold as well, why would they have 300-400 trucks there just gathering pollen dust? That is $40M sitting there.

Something is wrong.

Part failure, redesign, build and go back and fix before shipping looks like a fit.

Even though this forum catches a lot of CT folks, it is a small %. But, there should be deliveries every hour or so ... even if this forum, only has 5% of the population.

Maybe, just maybe ... if / when they finally run out of other people to put in front of me, the truck I end up with will be better than what the YouTubers and rich people and famous people got.

Maybe.

I remain skeptical that my expiration date will come well before my VIN or delivery date.

Suspicious indeed. I really hope you're right and they're fixing issues before delivering more, I'd rather have a superior subzero fridge in a few months than a imperfect Frigidaire now. In regards to the influencers and celebrities, you have to think they replace their CTs with perfect ones, they can't risk Kim Kardashian posting about being stranded on the highway.

 

[MeadowShade]

They probably signed an NDA to get it early. Probably why I don't have mine. My "Social Aptitude" score is way too low!

 

[mark555055c]

At 91 days an no VIN, i'm as negative as the next guy, but, i think they are moving trucks out at a decent pace. No doubt the flow is not consistent every day of the week, but they are not simply sitting for 4-5 days or anything like that from what i've seen.

If we get a drone video today, i think we'll see many units cleared out from last week.

 

[WormtownKris]

They accumulate on the west side delivery lot over the course of the week, and dissipate over the weekend. There could be a bottleneck with available transport trucks/drivers, but those CyberTrucks do move on over the course of the week. And note that while I've seen up to 8 Model Ys on a transport truck, Tesla seems to be only putting 4 CTs max on each hauler. So, just by that point alone, twice as many transporter runs would be needed to move the same number of CTs.
If there were an extra few hundred more "left over" each Monday I would be concerned. But I have not seen that yet. JMHO.

 

[MajorVictory]

Here's to hoping it is something as simple as the new wheel covers are in stock...

 

[Ward L]

I don’t care what you guys think, I’m a rich guy and my 2-week old CT is perfect! Oh, BTW, I have a 100% loan from the Navy Federal CU, but for some reason they sent me an email saying my loan application was declined yesterday. Do you think the cashier's check bounced?

 

[dralkim86]

Oh, BTW, I have a 100% loan from the Navy Federal CU, but for some reason they sent me an email saying my loan application was declined yesterday. Do you think the cashier's check bounced?

That doesn't sound good...

 

[HaulingAss]

Let the facts speak.
Look at how many CT's are piled up at Austin. Compared to Y's and 3's. SINCE every one of those trucks are sold, plus every truck that they can make for the next three years is sold as well, why would they have 300-400 trucks there just gathering pollen dust? That is $40M sitting there.

Something is wrong.

Part failure, redesign, build and go back and fix before shipping looks like a fit.

Even though this forum catches a lot of CT folks, it is a small %. But, there should be deliveries every hour or so ... even if this forum, only has 5% of the population.

Maybe, just maybe ... if / when they finally run out of other people to put in front of me, the truck I end up with will be better than what the YouTubers and rich people and famous people got.

Maybe.

I remain skeptical that my expiration date will come well before my VIN or delivery date.

I suspect they are just holding them back in Austin because they are waiting on an imminent part (perhaps updated, but maybe just a part shortage). Most Delivery Centers don't have much room for holding a large number of vehicles.

 

[M0unt41nm4n]

I don’t care what you guys think, I’m a rich guy and my 2-week old CT is perfect! Oh, BTW, I have a 100% loan from the Navy Federal CU, but for some reason they sent me an email saying my loan application was declined yesterday. Do you think the cashier's check bounced?

Rich guy … you aren’t from Silicon Valley and bank at Silicon Valley Bank would you? That may explain the bounced cashiers check

 

[Speedr]

Most haven't had any issues. My instinct is that there is a quality issue with one of the parts. Seems like a lot of harness issues. 48 volt architecture is new, so it would make sense there are teething problems. Also, why send out trucks if they know the failure rate is more than 3%, and can proactively fix them before delivery. It's early in the quarter, so the $40 million isn't an issue unless it drags out to Q3.

 

[Jhodgesatmb]

Let the facts speak.
Look at how many CT's are piled up at Austin. Compared to Y's and 3's. SINCE every one of those trucks are sold, plus every truck that they can make for the next three years is sold as well, why would they have 300-400 trucks there just gathering pollen dust? That is $40M sitting there.

Something is wrong.

Part failure, redesign, build and go back and fix before shipping looks like a fit.

Even though this forum catches a lot of CT folks, it is a small %. But, there should be deliveries every hour or so ... even if this forum, only has 5% of the population.

Maybe, just maybe ... if / when they finally run out of other people to put in front of me, the truck I end up with will be better than what the YouTubers and rich people and famous people got.

Maybe.

I remain skeptical that my expiration date will come well before my VIN or delivery date.

If you listen to what the drone operators say (which, apparently, you don’t), they tell us that carriers with CTs are leaving the factory constantly. The bottleneck is surely that the maximum we have ever seen on a particular carrier is 4 CTs.

that you (and I) do not have one yet is almost orthogonal.

 

[agordon117]

I suspect they are just holding them back in Austin because they are waiting on an imminent part (perhaps updated, but maybe just a part shortage). Most Delivery Centers don't have much room for holding a large number of vehicles.

I thought the same about showrooms storing them, but I've been proven wrong by the 10 that have made their way to my showroom with maybe one being delivered since they started arriving 5 days ago.

 

[HaulingAss]

I thought the same about showrooms storing them, but I've been proven wrong by the 10 that have made their way to my showroom with maybe one being delivered since they started arriving 5 days ago.

I never said Tesla wouldn't use the parking they have available at showrooms and holding lots (assuming they were waiting for a part) but they would also spread them around to more showrooms and also use some of the parking they have in Austin.

Telsa doesn't need a minor part update or short-term pinch in the availability of a part to cause the media to go nuclear on the narrative that there is a major production problem and/or the Cybertruck is already running out of demand as trucks pike up. So, they spread them around.

Expect a flood of new deliveries within ~three weeks, followed by an increase in factory output.

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