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? Cyber truck looks like it’s doing great

microtherion 2y ago
Does it? Assuming that the accelerator pedal issue affects all Cybertrucks shipped so far, they appear to have sold about 4000 of them: https://www.cnn.com/2024/04/19/business/tesla-cybertruck-recall/index.html https://www.cnn.com/2024/04/19/business/tesla-cybertruck-rec... Meanwhile, there are dozens of reports about Cybertrucks breaking down within literally a handful of miles after the owners taking possession. Given the small number produced, this seems quite high.
- citizen_friend 2y ago
  It says recalled 4000. Does that mean they sold that many? Not to mention sales which haven’t shipped. So what traits are you comparing? Sales? Quality? excitement?
  - MBCook 2y ago
    Yes, it does. They had to recall every single one of them. Yes, you’re also right there are more orders that aren’t shipped.
    - citizen_friend 2y ago
      > manufactured from November 13, 2023, to April 4, 2024 Where are you getting that the population of cybertrucks is no greater than 4000?
      - joncfoo 2y ago
        > The recall involves all 3,878 of the aesthetically-divisive angular trucks that have been sold so far. https://www.npr.org/2024/04/19/1245849907/tesla-cybertruck-recall-accelerator-soap https://www.npr.org/2024/04/19/1245849907/tesla-cybertruck-r... > That means the 3,878 trucks being recalled are likely many, if not all, of the trucks now on US roads. https://www.cnn.com/2024/04/19/business/tesla-cybertruck-recall/index.html https://www.cnn.com/2024/04/19/business/tesla-cybertruck-rec... ---- A couple of sources.
        citizen_friend 2y ago
        All of them simply cite the recall report with the manufacturing date range and extrapolate that is all the vehicles. I’ll wait for a financial figure, thanks.
        FireBeyond 2y ago
        You mean the financial figures that Tesla have been caught acting less than honestly with? "Financially delivered" vehicles that are no more than a VIN plate in a warehouse still waiting to go through an assembly line? Or like in Australia, "We outsold Camry!" - and then when the media pulled vehicle registration data, well, no, they hadn't. Not even close.
        citizen_friend 2y ago
        Ok, I didn’t say that either. But it’s even more misleading to say they only sold 4000. Good faith preorders are sales and nobody has evidence besides a date range
      - dragonwriter 2y ago
        November 13 was the start of production. (There were a very small number built in pilot production earlier, AFAIK those were not for customer delivery.) So the number in the recall (3,878) is the population.
      - microtherion 2y ago
        The above is essentially the entire time period that Cybertrucks were manufactured. Where would additional numbers come from? Not pre-Nov 2023. I'm sure some were manufactured later in April, but there also was a production stop for a week or so, which again suggests that not a huge number was produced since April 4.
- maximus-decimus 2y ago
  Didn't they plan to only make 10k of them the first year? Selling 100% of the cars you make seems good enough to me.
fullshark 2y ago
Based on what?
- citizen_friend 2y ago
  Fun product that people want to buy?
mattmaroon 2y ago
Meh, Tesla could polish a frozen turd, thaw it out, price it at $80k and sell 4,000 of them. Just as Apple probably has sold some of the Vision Pros. We won’t know if it’s a success or not until they can produce 100k of them a year and we see if they sell that many. But that’s not really what I meant. (That’s on me, it was late at night and I did not clarify.) Both of them are a product that, IMO, look stupid (highly subjective, I know), make you look stupid, and greatly misunderstand the traditional audience. Or they’re creating an entirely new audience. Cybertruck is not a replacement for a regular pickup, at all. But perhaps it’s a replacement for an SUV. Vision Pro is not a replacement for an Oculus, but perhaps in a few generations it’ll be something entirely new and worthwhile.
- citizen_friend 2y ago
  Thanks for clarifying. Surprised my comment was so controversial! > Cybertruck is not a replacement for a regular pickup I think that’s actually a key insight. Most f150s are bought by suburban dads, not rural farmers. Tesla has been missing a masculine element, and I think that market has been perfectly identified.

Does it? Assuming that the accelerator pedal issue affects all Cybertrucks shipped so far, they appear to have sold about 4000 of them: https://www.cnn.com/2024/04/19/business/tesla-cybertruck-recall/index.html https://www.cnn.com/2024/04/19/business/tesla-cybertruck-rec... Meanwhile, there are dozens of reports about Cybertrucks breaking down within literally a handful of miles after the owners taking possession. Given the small number produced, this seems quite high.

citizen_friend 2y ago
It says recalled 4000. Does that mean they sold that many? Not to mention sales which haven’t shipped. So what traits are you comparing? Sales? Quality? excitement?
- MBCook 2y ago
  Yes, it does. They had to recall every single one of them. Yes, you’re also right there are more orders that aren’t shipped.
  - citizen_friend 2y ago
    > manufactured from November 13, 2023, to April 4, 2024 Where are you getting that the population of cybertrucks is no greater than 4000?
    - joncfoo 2y ago
      > The recall involves all 3,878 of the aesthetically-divisive angular trucks that have been sold so far. https://www.npr.org/2024/04/19/1245849907/tesla-cybertruck-recall-accelerator-soap https://www.npr.org/2024/04/19/1245849907/tesla-cybertruck-r... > That means the 3,878 trucks being recalled are likely many, if not all, of the trucks now on US roads. https://www.cnn.com/2024/04/19/business/tesla-cybertruck-recall/index.html https://www.cnn.com/2024/04/19/business/tesla-cybertruck-rec... ---- A couple of sources.
      - citizen_friend 2y ago
        All of them simply cite the recall report with the manufacturing date range and extrapolate that is all the vehicles. I’ll wait for a financial figure, thanks.
        FireBeyond 2y ago
        You mean the financial figures that Tesla have been caught acting less than honestly with? "Financially delivered" vehicles that are no more than a VIN plate in a warehouse still waiting to go through an assembly line? Or like in Australia, "We outsold Camry!" - and then when the media pulled vehicle registration data, well, no, they hadn't. Not even close.
        citizen_friend 2y ago
        Ok, I didn’t say that either. But it’s even more misleading to say they only sold 4000. Good faith preorders are sales and nobody has evidence besides a date range
    - dragonwriter 2y ago
      November 13 was the start of production. (There were a very small number built in pilot production earlier, AFAIK those were not for customer delivery.) So the number in the recall (3,878) is the population.
    - microtherion 2y ago
      The above is essentially the entire time period that Cybertrucks were manufactured. Where would additional numbers come from? Not pre-Nov 2023. I'm sure some were manufactured later in April, but there also was a production stop for a week or so, which again suggests that not a huge number was produced since April 4.
maximus-decimus 2y ago
Didn't they plan to only make 10k of them the first year? Selling 100% of the cars you make seems good enough to me.

fullshark 2y ago

Based on what?

citizen_friend 2y ago
Fun product that people want to buy?

mattmaroon 2y ago

Meh, Tesla could polish a frozen turd, thaw it out, price it at $80k and sell 4,000 of them. Just as Apple probably has sold some of the Vision Pros. We won’t know if it’s a success or not until they can produce 100k of them a year and we see if they sell that many. But that’s not really what I meant. (That’s on me, it was late at night and I did not clarify.) Both of them are a product that, IMO, look stupid (highly subjective, I know), make you look stupid, and greatly misunderstand the traditional audience. Or they’re creating an entirely new audience. Cybertruck is not a replacement for a regular pickup, at all. But perhaps it’s a replacement for an SUV. Vision Pro is not a replacement for an Oculus, but perhaps in a few generations it’ll be something entirely new and worthwhile.

citizen_friend 2y ago
Thanks for clarifying. Surprised my comment was so controversial! > Cybertruck is not a replacement for a regular pickup I think that’s actually a key insight. Most f150s are bought by suburban dads, not rural farmers. Tesla has been missing a masculine element, and I think that market has been perfectly identified.