ENDED: Tesla Q4 and Full Year '23 Earnings, Slides, References & Webcast link. (w/CT highlights)

Gurule92

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Jan 24, 2024

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• #1

Here they are!

Ct related things. Longer ramp time compared to other vehicles. Makes sense to me but goes opposite to all the original claims about CT built to be easy to manufacture lol

"Other models" probably has CT in there somewhere... sneaky

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• TSLA-Q4-2023-Update.pdf
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Last edited: Jan 24, 2024

greggertruck

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Jan 24, 2024

• #2

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2023-Update.pdf

Statement
"At Gigafactory Texas, we began production of the Cybertruck and delivered the first units to customers. We expect the ramp of Cybertruck to be longer than other models given its manufacturing complexity."

 

Sabercoug

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Shit, I'm approx 160,000 in line per RN. Guess next year is my year

 

greggertruck

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Jan 24, 2024

• #4

Sabercoug said:

Shit, I'm approx 160,000 in line per RN. Guess next year is my year

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If you absolutely do not want a FS build, see ya next year. :/

 

newwave1331

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Gurule92 said:

Other models" probably has CT in there somewhere... sneaky

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I doubt we get Cybertruck breakout in 2024.

 

Last edited: Jan 24, 2024

Coltpete

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Note this says capacity, not anticipated actual production

 

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Gurule92

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Livestream started!! how late will elon be? Will we have another spaceX incident on our hands? lol

 

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Gurule92

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4680s are not holding back CT ramp!

 

newwave1331

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Cybertruck production is not limited by 4680 production. 4680 is ahead of the cybertruck production. - Drew

 

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Gurule92

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ooooooh if elon doesnt stop harping on monthly payments while also offering my 79k truck to me for 100k


??

 

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They are answering Q&A questions based on default sort which is "most shares" instead of "top voted" Hoping they get to the Cybertruck question

 

HaulingAss

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• #12

Sabercoug said:

Shit, I'm approx 160,000 in line per RN. Guess next year is my year

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I expect somewhere around a 25% take rate on the original reservations, if so, you stand a good chance of being able to order in the 3rd or 4th quarter if nothing stops prevents production from ramping about as expected.

 

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Gurule92

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FS Conversion rate is good. ALL BUILDS MIGHT SELL OUT FOR 2024 SOON..

 

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Gurule92

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ELON DOESNT WANT TO GOUGE PEOPLE FOR EARLY DELIVERY?!?!?

 

pricedm

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• #15

Just said on the earnings call: sell out 2024 production, if reservation/order conversion rate continues.

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