Why is the Cybertruck production so slow?

[Trbizwiz]

So cybertruck definitely moved the needle in the 10 day period in Feb. I’m calculating approximately 18,500 units orders were taken

That's about 1850 per day. Looking at the tracker of member orders they seem fairly consistent each day, aside from 2-25 is a little lighter. 1850 orders per day is probably about a months production per day of orders. So that should mean July will wrap up 2-20 orders and start in on 2-21. August will wrap 2-21 and start on 2-22. Sept will wrap 2-22 and start in on 2-23. This is assuming roughly 18500 trucks were reserved, and all follow through with orders. This also assumes around 500 trucks per week produced, and only around 2000-3000 premium trucks sell per quarter.,

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[Eka]

A confounding issue is people who used a previous CT reservation to order. They did not increment the reservation #. To me that indicates the actual number of $60k CT orders was much larger.

 

[Alpine]

There are 2 knowns we can use to frame our assumptions.

1. To date, there have been approximately 63,000 total Cybertrucks sold and the latest VINs are in the 98,xxx range. So roughly 1/3 of the VIN sequence has not been used.

2. Sawd deliveries began ~45 days ago in the 96xxx VIN range and the latest trucks are in the 98xxx. This includes all Pawd and CB deliveries.

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