Curious to see how this all works out. Is that full scaled production? Especially if the CyberCab or whatever is also supposed to be produced?
I believe there is demand for the truck but not that strong demand. This seems like Tesla just deprioritizing these build orders because they are obviously lower margin which seems pretty shitty especially after using FOMO as a marketing tactic.
I wonder if this is due purely due to demand or other factors. Interesting none-the-less.
Sawyer loves simpin
What does this mean for those of us who placed an order with an estimated delivery date of late summer 2026? In other words, should I expect to get a new CT in late summer or is this demand (or lack of production) going to cause issues for everyone?
Literally Elon’s playbook for a decade
He’s got good news (which is basically copy pasting everything from Tesla), but MAN is the glaze strong.
If you only build 1, there is a strong demand and long wait. 
Is there an estimated date listed in the Tesla app for you?
Could be a headliner maker. If I’m only making a limited quantity and delivering them at slow rate, I can push out deliveries as far out as I need them to go. Need them to go being defined as what sounds best for a headline, stock pump, and shareholders. Let’s wait for the sales numbers to be published before celebrating. On the flip side, this could be healthy demand and legitimate. Can’t be 100% cynical.
Yeah saying it's due to strong demand is just speculation on his part. It could also be that Tesla is deprioritizing these orders because they make less money on a $60,000 truck vs. a $100,000 one.
Would not make sense to wait.
There is not https://preview.redd.it/18jwkd4v4xlg1.png?width=1059&format=png&auto=webp&s=fab5c7ef2eab9ff032835c1f5ade432604aedec1
3 guys in India remote controlling some Optimus robots are making these.
LOL
Or they don't exist yet and they need to source the different parts. They could just be planning to manufacturer at a later date to ease the logistical burdens.
I can’t imagine they are selling many 100k trucks
So you think everyone’s order is getting pushed back?
$39,999 I will get 1
So they’re actually going to make use of that 125,000 per year Cybertruck production capacity they built, right? …right?
+1 here
Or they just wanted a money injection
I just think it's a possibility. I don't think anyone really knows. We'll have to wait and see when they start shipping, if they ship (probably will, but you never know)
Aren’t there thousands of these just sitting in lots???
This is the answer
It’s basically a kickstarter
Ya they are going to “pump the breaks” on purpose. Most likely forcing people to cancel orders
This is a stupid answer. Collecting 250 dollars from a group of people means absolutely nothing to a company with 45 billion in the bank. Let's be real.
[deleted]
But what I don’t understand is, why not cancel the offer entirely? Why delay the delivery?
This is a different trim than previously produced CTs.
This is SEED FUNDING for capital like the ROADSTER
At this point it you'd be maybe locking in HW5
Tesla gets to keep the $250 deposit on orders canceled by the customer or if they refuse to take delivery
You can’t use deposit of cars for something else lol
Not really
If I was a cynic, I could suggest that by stretching out the deliveries over a longer timeline lowers the impact to their gross margins on earnings reports. If they built and delivered everything over one quarter I would expect their margins would take a huge hit and would adversely affect the stock price. If I was a cynic.
You are embarrassing yourself
should just give those away in this deal. I mean they’ve been sitting there for months.
Those are optioned out. This new one is way more basic
[deleted]
Just spoke to a tesla rep, he mentioned this morning when a customer of his placed the order for this model, it showed Sep 2026
They still have my $100
looked like the same package. They need to redesign this thing and make a smaller version that’s less boxy while keeping the stainless steel.
That's just dumb....they making a killing from $250 deposits?
Lol $250 are not even a drop on the bucket
"strong demand" - pffff hahahahaha
How many of those 100k trucks fo you think they are selling? Enough to push these out a year? NO FUCKING WAY. if there was that much demand for the 100k truck the 60k would not exist.
Exactly, definitely not a years worth. This new trim wouldn't exist if there was such high demand for current trims
“Strong demand” is a funny way of saying they wanna pocket the money for longer
Yeah but it's in Saudi
Or hoping that the delay will convince them to pony up the extras for the AWD 'premium" model.
This may be a stupid question, but if I ordered in the June window, and the confirmation said anticipated delivery in June, do we still think June deliveries will happen? Or is this all of production is being slated for later now? I know there is no way to know, but what are others thinking?
I wouldn’t get one for $9,999. Maybe if I could even trade it for an S or X.
Not anymore, Tesla reduced CT production a while ago so they have been on a minimal production where there arent inventory CT. If you order a new CT AWD today its still about a month out if you order now. There are some cyberbeast tri-motors in inventory. Tesla stopped overproducing cybertrucks near the middle of last year so there arent extra CT's sitting on lots anywhere.
There arent any, they've been sold.
For Premium AWD or standard AWD?
Standard AWD
Mmph! The cyber trucks tires probably cost more than my Model Y anyways!
Not sure, i suspect depend on when you order and when Tesla realized oh shit and updated the timing calculator. I'd estimate at most 1 to 2 month delay if you ordered early when this offer was made.
Even at absolute peak covid demand, the Model Y did not extend that far out. Part of it is demand, but it's gotta be just lower overall output for this trim.
2 decades, same thing with Tesla Roadster 2008
hm so sales were low before only because of the price, not because of politics which doesn't affect the quality of the car or its looks which are subjective which is what reading only Reddit would make you believe
That’s one way to cool down demand.
Elon already “said for the next 10 days” and on the website it says offer ends 2-28. They won’t pull that back, they will just push order way way out to deter last minute orders for the next two days
How do people keep falling for these obviously underhanded tactics
Or maybe they need to readjust manufacturing to ensure they can lower the cost basis of the $59k CTs to maximize the current demand. Imagine HW5 by that time of delivery!
To who? I don’t see anymore cybertrucks than I did a year ago. Everyone who wanted one got it on release it seems
Ive seen a ton more. Its crazy now that i see as many as 2 to 3 cybertrucks next to each other on the freeway now (Southern California btw). I see one or 2 in every parking lot i go to these days.
US Government SpaceX Xai And some repurposed as Tesla service loaners.
Me too. I’d defter one at 40k
Maybe I’m overly cynical, but perhaps this is all just a ploy to show the stock market how much demand and backlog Tesla has. Naw, they would never do anything like that 😂
Seems like a gamble, if they really don't want to sell the vehicle at this price.
Yea fair enough I guess. Still I'd say this is an indication there's decent demand. But I agree with the theory that the delivery date is not pushed solely because they can't build them fast enough.
They already weren’t delivering until June when announced this model, so slightly different
I imagine it still will happen around then. Historically for other vehicles, the date you see on the website is just for new orders, not existing ones.
The 100k trim is still 3-6 weeks. Only the cheap one with a year lead time
Nah, there’s isn’t a 14 month demand. I don’t think any car has demand problems right now, they are artificially making less of them.
Elon is full of manure again lol. Hopefully somebody can get it before the roadster!
What makes it underhanded?
Aaaand now everyone will cancel their orders.
The first thing was the FOMO bs, and then when you actually sell a few, you all of the sudden don’t have the stock and then the customers have to wait? So either you were so unaware it would sell (right…) or you had no intention of selling that many, and you were only looking to get money out of the five people dumb enough to fall for it all
Completely different situation. The first deposits were made without knowing the actual price, specs, or range. Just a rough estimates. When it was actually released Tesla did not meet expectations on any of the specs. This time people know exactly what they are getting and when. I would not expect cancellation to be an issue at all.
Man gotta love all the speculation in this thread 😂😂😂. All of it could be true or non of it could be true. All throw my speculation theory. There’s also that crowd of people who were waiting for a massive price drop in order to purchase one. 🤷♂️
I think it’s just as simple as underestimating the demand at that price point. Not sure if there are any supply constraints either. They are likely trying to keep the factory production at a consistent rate and not committing to added staff and hours that may not be needed long term.
I doubt it's due to strong demand, it's due to them wanting people to cancel their order
I won’t need one until March the earliest (2027 when my lease is up), I would reserve if this is actually true. All I see is Available when I go to reserve. I’m not going to be thrilled if I do this and get an earlier date? Any suggestions for someone in my position? I can just wait and roll the dice as well but figured it may be worth it for $250, assuming it’s really a 2027 delivery.
If they collected 1 million reservations that's like half of one percent of their available cash in the bank.
I'll take a used model S plaid for that price
Single Motor RWD like they said at first. Maybe a smaller battery. They could do it. Though without the 7500 it might be a few ticks over 40k.
He has a strong financial incentive
Oh c'mon. Automakers typically batch them. They had at least 5 orders.
Are people really going to wait? I wonder how many will cancel and not reorder because the price went up.
They might never exist. The ordering page likely has some language saying they may never produce your vehicle.
SoFlo has a ton of teslas, mine included, but not seeing more cybertrucks here. Granted California goes extra hard for teslas
I thought there were thousands just sitting ?
lmao no kidding Just saw this post about SpaceX https://www.reddit.com/r/spacex/s/vsJVD1mT2U And there’s just endless line of cybertrucks at starbase right now.
Make M3 look like CT please :)
*Processing img y6mee0c56ylg1...*
how I can bring electric car from china? Brand new 2026 25k with solid equipment
Suckers
Where are those Goal posts going?!
It’s possible that the ram shortage is becoming an issue.
Just dumb down current inventory with software and get rid of the glutton of unsold Cybertrucks.
Now you're speaking Toyota language!
So, the demand for a Cybertruck is there, it’s just the pricing that’s not meeting this customer base requirement. Also glad to see that people want one despite the polarising design.
Still waiting on my Roadster...
That just means the demand exists, the price is the issue. In this case, was the issue
By the time you’re waiting until April 2027, they’ll announce a lower priced version with more features and you’ll regret it.
Strong demand? pretty sure theres still a higher demand of S/X even with the discontinuation
Hype after many many years
Not if you’re paying for it today
You don't pay for the Cybertruck until 2027. You are only putting out $250 now.
A little over a month away from the reveal.
Slowing production to crease a fake scarcity? Stop CT and restart the MS and maybe the MX
And it will fly right… Elon said…
Idiots.
I doubt it’s due to demand, I think they are artificially constricting production to create an impression of scarcity and demand. I also would totally buy that they want people to stop ordering them or cancel orders for them so they can sell the higher priced versions to those same people because this low cost model undermines the value proposition for the higher priced ones.
Ya know… you really gotta hand it to Elon. He’s a master at getting people to give him money for nothing but a promise of something later on.
They forgot how to ramp
Yea it doesn’t make much sense. There’s no way demand suddenly spiked that much to cause a 14 month delay. Either intentionally holding back to sell higher priced models or they have run into huge production problems.
I hope reservations are refundable. Way to cook books to show demand for cars.. when it comes for delivery, I bet more money will be asked.
Where you guys are finding these $60k cybertrucks?
How much you paid for this?
You dont pay the whole amount before being shipped
Then he will cancel his order and order the new version and the cycle will continue
$59k
When they jacked up the price the est delivery date for mine says april 2026
So you lock in price but not hardware? How could it work like that?
What’s the incentive? $250 won’t be back
Lmaooo
They gotta sell all the one sitting unsold in lots before they can make more silly
Let’s pay for a 2026 an get delivered in 2027
Login is required to comment.
Login with Google