I'm surprised the product backlog is so thin and I'd love it if they had broken that out. Months back there were seemingly huge backlogs of Cybertrucks piling up all over the place for example and I wonder if they are still piling up.
> Tesla has confirmed through its delivery report that Cybertruck sales have now dropped to ~5,000 units per quarter.
> After planning for a production capacity of over 250,000 units per year, Tesla is currently selling the pickup truck at a rate of ~20,000 units annually.
Was Cybertruck supposed to be a Mars vehicle first and consumer car second or vice versa or not related at all? I’m imagining Musk seeing the need for a Mars vehicle and gambling that maybe people on earth will like it too. In that context the whole debacle seems less severe.
The thing can barely handle unpaved hardened dirt tracks on Earth you think it was ever actually designed for completely undeveloped terrain like Mars?
The vehicle built for Mars is pure unadulterated marketing fluff just like the 'bullet proof' windows and siding that can only stop slow pistol rounds.
Oh I was just assuming, it’s not a strongly held belief.
I’m just trying to make sense of the situation. It’s a shit car, ugly as hell, everyone hates it, etc you don’t see that very often nowadays. Everything is usually so sterile and researched to death in advance. By the time it hits the market there is usually going to be some demand. It’s new to me that a billionaire just whips his dick around and does whatever he wants, market fit be damned.
There was this idea that they would be able to take individual steel sheets, cut them and fold them into shape with some interior welds to cheaply and efficiently manufacture the body. The stainless steel and the weird shape came from what they thought this process would require.
Then the process didn't work, but either marketing or just Musk we're already attached to the shape and aesthetic.
"Exoskeleton" is I think what they were calling it.
If there are cars on Mars there's people and therefore power there too. It's completely unfit for purpose but Martian rovers will be electric if we ever go there that's guaranteed.
That's fine, but by then the Cybertruck will likely be outdated. So I don't understand the assertion that the Cybertruck was "built for Mars" when there's no humans on Mars. And there's no evidence it's futureproofed to be suitable for Mars anyway.
That was pure dumb marketing fluff through and through just combining two things Musk routinely hyped at the time Mars and electric cars. The thing can barely handle packed dirt trails much less untouched Martian terrain it's completely unfit for off roading.
I know why it's happening I just wonder how long their inventory tail has grown at this point or if they have scaled back production to the point it's not threatening to take over every random parking lot in the nation.
They don't split the numbers among models - so it's stuck with the 'Other models' production. It is scaling back significantly - it was 24k cars produced in Q2 2024, down to 13k this Q.
Deliveries where ~3k lower than production each quarter, so there are 15k of them stuck somewhere. Given the pace of depreciation, they may even soon be available at the price Elon initially announced !
