CyberGus
Well-known member
- First Name
- Gus
- Joined
- May 22, 2021
- Threads
- 91
- Messages
- 10,342
- Reaction score
- 34,303
- Location
- Austin, TX
- Vehicles
- 1981 DeLorean, 2024 Cybertruck
- Occupation
- IT Specialist
Sponsored
The weird thing is that Tesla continues to allow FSD purchase in its largest market: China. It's branded as "Tesla Assisted Driving" in China. Cost is 64,000 yuan, equivalent to about $9,450 at current exchange rates. In fact, there is no monthly subscription option in China at this time; your only choice is the one-time purchase.discontinuing FSD purchase pushed me over the edge.
Tesla always tries to match the volume of production with demand volume. But they probably aren't in a hurry to add a Cybertruck production shift until they have enough of the new (updated) PCS to feed both two Cybertruck production shifts and all the previous customers who need (or might need) a PCS replacement.I am currently waiting on my own SAWD Cybertruck, but seeing these videos makes me wonder why production is so slow. They have a backup until 2027, so idk why they wouldn't push through orders more heavily. There's no way they are at the capacity they list as possible.
Meanwhile, at the PCS production facility...But they probably aren't in a hurry to add a Cybertruck production shift until they have enough of the new (updated) PCS
If you didn't know that Tesla has an actual sales location in CT, it's probably because Tesla does a poor job of advertising. However, Mohegan Sun is happy to brag about it:This is true, but even so, I believe you can legally buy a new Tesla at one place in CT: the Tesla store on the Mohegan Sun reservation in Uncasville. Some state laws don’t apply on tribal lands.
Tesla Electric Vehicle Showroom
Welcome to the first – and only – Tesla location in Connecticut to offer sales and delivery. Tesla’s Mohegan Sun retail location provides an exciting opportunity to experience all of Tesla’s products, including taking a demonstration drive in a Model S, 3, X, Y and Cybertruck. Come experience the thrill and test drive the Tesla of your dreams!
Hey Mike, I've been trying to find these numbers but have been unsuccessful. Do you have an inside source?For the 10 days in Feb, Tesla sold over 18,500 $59,000 cybertrucks, but ordering did not stop there....
more accurate numbers will be out on July 22 however look at the production numbers that were released on July 3 and the April Earnings call and April Q 1 numbers. Telsa does not break out exact figures for each model but the math is thereHey Mike, I've been trying to find these numbers but have been unsuccessful. Do you have an inside source?
Looking at our $59k order tracker, now with ~136 CTOC names and comparing the member deliveries against Facebook and other social media posts, I estimated we have about 1% tracked in the forum, or about 14,000 orders. If the 18,500 is accurate, my estimate is not too far off.
For the 10 days in Feb, Tesla sold over 18,500 $59,000 cybertrucks, but ordering did not stop there, orders have been coming in for the $69,000 cybertruck, and for the premium and Cyberbeast, and a few have of the Standards have been converted to an upgrade. since Feb, tesla has taken in over 50,000 orders for cybertruck for 3 models.
Tesla has historically released two quarterly production numbers: one for the Model 3/Y combined, and another for "Other Models" (Model S/X and Cybertruck) combined. For the past two quarters, the production numbers for "Other Models" are:look at the production numbers that were released on July 3 and the April Earnings call and April Q1 numbers. Telsa does not break out exact figures for each model but the math is there
Based on Tesla's announced numbers, the production of "Other Models" (S/X/CT) has actually been falling over the past couple years:So for the first half of 2026, Tesla produced a total of 22,597 Model S, Model X, and Cybertrucks combined. Not sure that the math is consistent with 50,000 CT orders.
Literally air bending too. I think that's what surprised Sandy. Been a while since I've watch that video.The most fascinating CT video I have found to date came from the now retired Sandy Monro (He sold Monro and Associates). It documents how the HFS (Hard Freaking Stainless) is blanked, bent and built. It was filmed during the early days of CT manufacturing. It’s one of the few times I have seen Mr. Monro speechless due to the advanced manufacturing process.
So cybertruck definitely moved the needle in the 10 day period in Feb. I’m calculating approximately 18,500 units orders were takenAccording to RN’s from the delivery tracker in the $69k begin’s deliveries thread, there are 84,000 all model Tesla reservations from 2-20 to 2-28. As Tesla uses a sequential rn system. Based on the Q2 P&D numbers, Tesla delivered 4693 model 3 & Y per day, or 37,547 every 8 days. For the 8 day window of 2-20 to 2-28 there is a massive jump from 37,547 typical delivetues to 84,000 reservations. This 84,000 does not necessarily capture the first and last reservation on each of those days, but it gives us a known approximate range. I also don’t know what the cancellation rate is for Tesla reservations is. But given the non refundable $250 deposit, I assume it’s not super high. There could be regions where the res deposit is refundable, based on local law, which could mightily skew the numbers as well.
I don’t know that Tesla had 46,452 reservations of Cybertruck during that 8 day window, but something jumped up Tesla reservations to more than double the average delivery rate over that span. I also did not add S, X, & C to the number, but the average volumes are so low, typically. According to the P&D report they delivered 235 per day in Q2, and 1880 over an average 8 day span. Q1 delivery numbers were lower than Q2, so I used the higher number as a comparison factor against the Q1 8 day window.
According to the Tesla ref, Tesla typically delivers foreign deliveries within a 90 day window. Foreign markets are larger than the domestic market, so end of Feb, foreign reservations of 3 &Y would have likely delivered in Q2. From my own Tesla ref experience of 10 reservations, only 2 delivered in the first 30 days, and they were pretty close to the 30 day mark. In my referral account, I can see what date they ordered, and I get an email on the date they delivered.
This is the math based on available numbers. But what caused the flare of reservations is speculation. Model S & X hit a popularity stretch, when they were announced to be sunsetting. Probably not enough to move the needle.