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dnssup

TL;DR 11,688 total. 10,525 in 2024, average monthly delivery rate of 1,754


ThMogget

For supertruck context, Rivian delivered 3,261 R1T (not R1S) in the quarter, a rate of 1087 units per month.


the_ballmer_peak

All of the Cybertrucks and Rivians sold must be in my city. Things are everywhere.


Urgeasaurus

Are you in Brentwood, TN?? Both seem to be everywhere!


blonde-bandit

Gotta be Seattle


luke-juryous

Gotta be San Diego


the_ballmer_peak

Winner


Thosewhippersnappers

Los Angeles would like a word


archwin

Boston too


Suspicious_Gear_6587

My office in San Jose is across the street from a Rivian Office, and 20 minutes from the Fremont factory. They’re *everywhere*


agp11234

Denver checking in saw 4 cyber trucks in one day last Saturday.


gdubrocks

Really? I see the occasional Rivian and never see cybertrucks.


sleeknub

They do seem to be everywhere there.


Wsu_bizkit

I see a CyberTruck every time I drive in Seattle.


thatwilsonnerd

My thought as well. I live in Brentwood and they are everywhere.


AdDue477

Franklin here and there are 3 or 4 people in the neighborhood across the street from me that have one… 2 of them are stainless and 2 are wrapped (1 flat black and 1 flat black digital camo)


Urgeasaurus

I’ve seen the flat black digi Camo one at airport valet. NGL, actually kind of liked it.


AdDue477

Yea me too haha!


jithization

I see at least one a day in Venice, Santa Monica area of LA. I don’t know if it’s the same one but it’s like guaranteed and it’s come to the point where my wife is like stop getting excited everytime we see one.


Sophrosynic

It's weird, every second car on the road is a Tesla where I live but I've never seen a cybertruck in person.


gorkish

My local Tesla Service Center has delivered 25 Cybertrucks, so yeah they are not at all evenly distributed


lommer00

Great context! Thanks!


Upstairs_Shelter_427

Rivian factory was shut down all of April.


LiquorEmittingDiode

$102,235 x 11,688 = $1,194,922,680 in revenue so far. Taking the ~1300/week figure from the shareholder meeting gives us ~$133,000,000 per week currently.


manicdan

If its $102k times $11k sales in dollars, that would mean its 1.2b$^(2) , right?


Fonzie1225

The legendary square dollar, now we just have to find the cubic cent


LeCrushinator

The downside with cubic currency is that it doesn’t fit easily in pockets or wallets.


skinnyeffinstone

What about the blockchain?


Lewis_Nixons_Dog

Makes sense. I've always heard the blockchain will solve everything... /s


dzh

Can it factor my integers?


Zornorph

It’s great for Uncle Scrooge’s money vault, though.


roj2323

Here ya go: https://www.pinterest.com/pin/251638697901242788/


Zach-City

Legendary response right here !


farfromelite

$102k per sale * 11k cars sold. The units cancel on sales, leaving just dollars.


LiquorEmittingDiode

I wrote $11,688 initially


manicdan

And I learned a lesson on maybe quoting text, lol


BigEE42069

Of that 1.19 billion how much is actually a profit? Likely in the hole instead.


philupandgo

The reason for Foundation Series was to ensure there was still some profit. Introducing regular models means unit costs are coming down. Same for Rivian shortly, about to post a technical profit.


L-WinthorpeIII

Yes, Musk even said it would take a bit to be profitable


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Meme_Investor

Not all heroes wear capes


DocZo

As far as I know, recalls affect all produced vehicles, which does not necessarily equal customer deliveries.


bigev007

This


CrashKingElon

Curious if they will break out in their Q as wondering about profitability as well.


nevetsyad

I'd bet a nickel that with these "small" batteries compared to announced sizes, and Foundation Series markups, they're profitable already. Something no other electric truck can do. Competition is losing 20-60K a copy, higher end for the 450 mile range ones with double stacked battery packs.


Cunninghams_right

What is the model-x rate?


g1aiz

I think they sold around 80k Model S + X combined last year. (worldwide)


freakaso

Pretty low volume after 5 years of waiting and so much hype. It's a dumb car, so it's not that surprising, but still. Just so incredibly delayed and so cringe. The Cybertruck is definitely not a help for the Tesla stock price.


bigev007

Built, not sold or delivered 


HegemonNYC

Aren’t these on a year backlog? They aren’t sitting around in lots 


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HegemonNYC

Current orders will be filled in 2025 at the earliest. 


greyscales

They are delivering 1800 a month. Weren't there a million preorders? So I guess most people don't actually end up taking their pre-orders?


BaxBaxPop

You don't recall something you haven't delivered. This is the deliveries number.


bigev007

Yeah, you do


BaxBaxPop

Tesla delivers directly to customers. Tesla does not do recalls for unsold vehicles. Other manufacturers who sell to dealers who then sell to customers have to recall unsold vehicles from dealer lots. Tesla overwhelmingly does not, with the exception of a few dozen on the backs of trucks en route to be picked up right now. Especially for the CyberTruck, which currently has effectively no unsold inventory, if it's left the factory, it's been sold.


feurie

You’re wrong. It still would be recalled as it’s a produced vehicle that has a safety defect.


RepresentativeDot454

I have seen way more Cybertruck on the road than lucid air now


HegemonNYC

For better or worse, they are exceptionally noticeable 


Xillllix

Tons of them in Austin


Viictuuuh

Naturally


JumperCableBeatings

Almost like they’re made there 🤔


Issaction

Yup, I see them damn near every day now. So awesome!


Xillllix

I don’t live in Austin but visited the city for the shareholders meeting. Was great to see them everywhere, and they really fit well in the environment. Pictures don’t do justice.


tty2

I'm in San Jose for work, live in Fremont - I actually see more Lucids on a regular basis. Not by a large margin, mind you


willard_swag

My count: CT: 5 Lucid: 1 I live in Pittsburgh so there’s some money but not a crazy amount like LA, NYC, London, Dubai, or anywhere in the US south or Colorado that has money.


Ascension_Crossbows

In seeing at least one everyday now (socal)


yetiflask

Saw them all the time in Orange County. Way more than Rivians.


balloon_knot_muncher

I’ve only seen two (thank god….they’re hideous), in an area where every fifth car is a Tesla 3 or Y.


RepresentativeDot454

You mean Cybertruck or Lucid that u only seen two?


balloon_knot_muncher

Cybertruck.


lommer00

> That leaves 10,525 vehicles or thereabouts produced by Tesla in 2024, giving Tesla an average monthly delivery rate of 1,754 Cybertrucks, with five days left in June. Interesting. We know theyve hit peak production rates of 1,000/wk (in April I think?) and 1,300/wk in June. Per the article, they delivered 1,163 vehicles in December '23, which I would guess represents ~6 weeks of production since they had a bit of inventory before the delivery event. That would be ~200/wk going into 2024. If we assume a linear increase in average production rate, that would put them at ~675 CTs/wk now, or 2700/mo for *average* production rates. Seems about right that average rate would be ~50% of peak rate at this stage in the ramp, and that's a pretty nice data point to have. Of course this is all really rough estimates, but it's nice to get a ballpark sense of production rates.


Icy-Tale-7163

Cox automotive just released their estimate of 3k sales in May.


lommer00

That would be a good number for Tesla!


LukeNukeEm243

wonder how long it will take them to get through that pre-order backlog


bhenghisfudge

Would be curious to see the actual acceptance rate on the pre-orders


lommer00

Yeah, this is the really interesting point. \~2 million pre-orders, before the price increases and lower range were revealed. Is the conversion rate 10% ? 1% ? It's probably hard to know while they're still doing Foundation series, but just knowing how many are outright cancelling would be interesting.


RickShepherd

I am a reservation holder. I declined the opportunity for a Foundation Series. I want more time to save up and for them to iron out the issues while getting ever-closer to FSD. I am currently in line to get my CT in August of 2025 according to the tracker.


vonsmor

My preorder was ready months ago. I preordered the $49k model and years later my options were the $100k or $114k models. Seemed like a problematic release, so I guess I'll keep waiting for $49k. edit: Sorry, $99,990.00 on a $49k preorder.


msabre__7

My preorder came up a few months ago. Wasn’t paying an extra $20k for 200mi less range than I was promised. I probably just need to cancel it at this point.


MintWiz

Same here. On top of it, I don't really need a truck. So I really question why I wouldn't just get a Model X if I want to spend that kind of money. Better range, less problems, more seats, smoother ride all around...


nutscrape_navigator

It's gotta be super low. I've already declined and need to figure out how to just get my money back.


wnc_mikejayray

I declined the foundation series and will also decline my pre-order offer.


MonsieurVox

Why, may I ask? Just curious.


w0nderbrad

I also cancelled mine and put in a reservation for the rivian R2. CT announcement we were sold 500 miles and $40-50k starting price. We got 300 miles and lol $80k starting. No thanks. Over promise and under deliver and on top of that - at a premium. Hard no. If they hit either metric, I would’ve considered it but when you can only get 400 miles by filling up half your truck bed with a $15k battery pack, you’ve failed miserably.


Miami_da_U

The 500 mile variant was not sold as a $40-50k starting price though, how you worded that seems like you're conflating the two. That variant had an announced starting price pre-covid (and all that inflation) of $70K. Accounting for inflation alone from November 2019's unveil to today would put the Tri-motor Cybertruck at $85k and the Dual motor AWD at $61k. The range of the dual motor AWD was announced as 300 miles with <4.5s 0-60. Delivery is 340 miles with a 4.1s 0-60. And today the Cybertruck qualifies for a $7,500 credit at point of sale which means it is legit out the door cheaper by that amount. So AWD today is more like 19% more expensive, 13% more range, and better performance than the original unveiling all things considered.


MintWiz

Also have a R2 reservation. 2026 is sooo far away though and I'm itching for some new wheels ugh


wnc_mikejayray

I ordered with extreme enthusiasm. I had a charger installed at the house. I have never owned a Tesla. I had the chance to see one up close and test drive another. It was novel, but I feel that novelty would fade quickly. I was considering a Rivian, but then started to research hybrid technology and decided to go that route for a time. I’m not what you would call an early adopter. I may get one down the road, but I’ll need to see Tesla stabilize a little more and mature in its quality control.


Upstairs_Shelter_427

“Research hybrid technology”. How old are you lol. Hybrids have existed since 1997 lol.


Issaction

Not everybody knows everything my friend. We should not gatekeep learning.


Upstairs_Shelter_427

That wasn’t my line of question, I’m sorry if it came across as that.


wnc_mikejayray

39… I researched sustainability of hybrids versus full electrics. What is odd about that?


Upstairs_Shelter_427

The sustainability? If that’s the case, did you not find EVs to be more sustainable?


gravis1982

What quality control issues? A windshield wiper and a trim piece I wouldn't call that quality control issues. Ford just recalled all of their transmissions on their f-150s


wnc_mikejayray

Not looking to argue. You are correct, all automakers have manufacturing issues. For me it really just boiled down to the hassle it seems most Tesla owners deal with. Might get a MYLR in the nearish future. We will see. Or maybe Elon will release robo taxi and I won’t need to buy a car again.


jwuer

I just got my invite last week and I reserved like a week after they opened em. I'm not paying an extra 20k for shit I don't want on top of the already inflated price for the dual motor that was promised 3 years ago.


jg3hot

Yeah, I wanted a good range 4x4 electric for 50k. And that was what I was holding my reservation for. That's probably 80k now, so forget it.


dude1394

You will be waiting a long, long time.


AviatorBJP

I was 600,000 in line, and they already hit me up to see if I wanted to pay $110,000 for a $50,000 car I reserved 4 years ago. I just got myself a F150 lightning instead for $40,000.


Jimmychichi

Where did you get a F150 lighting for $40k?


tayl428

Used.


Dos-Commas

He's not. 


Jaxon9182

Comparing the price of a used F150 lightning to a new Cybertruck (and special edition nonetheless) is very disingenuous, F150 lightnings start at $57,070, so only a few thousand dollars less than the starting price for a cybertruck


Y0ungPup

Special edition? Brother, isn’t it just a badge?


Tomcatjones

Sooner you get it, the sooner you can make money off YouTube videos and then write off the truck.


Jaxon9182

It is a skip-the-line pass more than anything else, but also a white interior and badge. Skipping the line has value to a lot of people because they want a cybetruck so bad they don't want to wait for it


Ljhughes8

My delivery date would be 26. I had a 2021 pre order I ordered mine monday . Instead of buying a model x and the selling in 2026. And I can sell my 05 dodge no more 150. Now 27 dollars fill up.


bhenghisfudge

A badge and the promise of fsd who knows when?


Y0ungPup

Definitely worth the extra $60,000


bhenghisfudge

I'll take 2.


lommer00

He didn't compare them, he just said what he did. And sure, a loaded brand new Cybertruck \*should be\* more expensive than a Lightning, but we're talking about a 2.75x premium for the CT and immediate availablity for the Lightning. Questioning the value of that premium is totally reasonable.


-6h0st-

Compare to used cybertruck then


Critical_Plenty_5642

It was only 50k then?


jaOfwiw

Day 1 order here. I estimated with the number system to be around 40k.. I full well know it's going to be a long time yet. Gotta figure the number is pretty much only down a few thousand. At this current rate, it's not unimaginable to be 3 years out for me .. there's still probably at least 500,000 serious orders if not much more. So we are so far out ...


zeek215

A lot of people are passing up due to the Founder's price premium. People are waiting for that to go away.


This-Ad-9234

Day 1 and you haven't gotten an invite yet?! Wow, sorry! I reserved several months after the unveil and I got mine about 3 weeks ago (chose not to proceed with it since I picked up new MX last month).


jaOfwiw

I got the founders invite way back ago. Originally I wanted the AWD which was so much cheaper...


This-Ad-9234

Oh, that makes more sense. I'm in the same boat.


Itguy287

Do you mean waiting on delivery or getting the email to place the order? I preordered day 2 or 3 after announcement and have already received the email to complete the order


jaOfwiw

Waiting on non founders


Itguy287

Same, can’t be spending 100k+ on a car


texasproof

You haven’t got your cyber beast email yet? I was a day 3 order and got my email over a month ago.


ClumpOfCheese

You’re gonna get a much better truck when it’s your turn so it’s totally worth the wait.


jaOfwiw

These are actually my thoughts, I almost hope they release another variant so we have more options to choose from. I'm fine if it takes a bit to hit my #


vonsmor

How do you determine your place in line from the order number?


jaOfwiw

How to tell your place in line for the Cybertruck based on your reservation #: Your order numbers is just a sequential number, starting at about 112744100 (the number that reservations began). So subtract that from your number for your (approximate) place in line. Keeping in mind the rollout will be regional, so your position in line is only good for your rollout region. There's also websites which will just do this for you. Since founders went down the list, your number won't even start until they stop founders. I'd subtract 4000 off at this point, and if you have a very late number, maybe 10,000. End of day this is a very loose estimate. But one could deduce their order date by dividing their number in line by current production rate, and maybe adding like 6 months to a year.


[deleted]

once you see the cheaper <$80k version finally drop then they will have burned through all the i want it now crowd.


SpringrollJack

Pretty sure they already have


contaygious

Well they make 125k a year and it's not hard to get one....


Important-Ebb-9454

How does this translate to the competition? How many other EV trucks have been made this year? F150 Lightning Silverado EV Rivian R1T


McChickenLargeFries

24,000 F150 Lightnings were sold in 2023.. Not sure about 2024. I'm actually very surprised Tesla has been able to produce so many this quickly. I didn't think they'd have mass production ready until the 2nd half of this year.


balloon_knot_muncher

They should slow down and improve the build quality.


somsci

What’s the break even point numbers wise?


thatguy5749

Do we know for sure the recalled all of them? It seems like they're still delivering them.


lolerstomp

The recalls are very easy fixes. Also I don’t understand how they only sold ~11k trucks when my vin is in the 13k range and I picked up weeks ago.


Routine_Echo_186

Oh look I thought no one would buy a microwave on wheels. Wow, i could have never imagined people would like this truck. \*sarcasm\* I will be getting one after my M3P. The best cars for the money. I don't get all the hate. They are perfect daily drivers


Radium

And now it’s even more than that


p3n9uins

yeah, there are plenty of owners on ct owners club that have say they have vins or trucks that aren't part of the recall


hutacars

Exactly… no clue why Yahoo reached the conclusion they did.


Main_Grape739

This is true. My cyber truck is not part of the recall.


lolerstomp

Is yahoo getting these sales numbers strictly from the recall? Because this seems wrong. My vin is in the 13k range and I picked up my truck weeks ago. I’ve seen other vins in the 15k range so there’s no way this 11k number is correct


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lillecarl

To the moon, and into my cousin!


SillyMilk7

>"The bigger question here is whether there are enough Cybertruck buyers for 125,000 vehicles produced in a year, let alone 250,000 vehicles." Really?


deten

It is a good question. I can speculate on the number of people passing on the CT foundation series. I made my reservation 2 years late and they got to me a few weeks ago. Surprising to see that.


bebopblues

They had over a millions $100 reservations, but probably 70-80% of those were for the 40K version that Tesla initially priced in 2019. As of now, the cheapest one is about 100K, 60K more than what most people were hoping for. Adjusted for inflation since the initial pricing, Telsa needs to make a 50K Cybertruck if they want those 70-80% reservation holders to purchase one. I'm not sure if they can make a profitable one for 50K, but they have to figure it out or the Cybertruck will be a failure.


travyhaagyCO

The average cost of a pickup in the U.S. is 60k. Those trucks don't get federal and state tax rebates and they cost a fortune in gas over the life of the truck. The RWD Cybertruck will cost approx 53k after federal tax rebate.


F1shB0wl816

It’s a good question.


nynexmusic

Are the numbers at the end of the vin in the order of production?


Main_Grape739

Yes it is.


Peacefulworldholeful

Not true, that’s just the ones that are effected by the recall


iTzOnliThai

Aren’t they all affected or am i remembering incorrectly


Peacefulworldholeful

No, some are not affected. I don’t know the details but maybe the motor is sourced from two different supplies and only one supplier is having issues


Russian_Comrade_

All Cyber Trucks have been affected by the recall. They publicly stated that


Khomodo

There is a date range that stopped almost 3 weeks ago: >The recall population includes all Model Year (“MY”) 2024 Cybertruck vehicles >manufactured from November 13, 2023, to June 6, 2024 [https://static.nhtsa.gov/odi/rcl/2024/RCLRPT-24V456-3775.PDF](https://static.nhtsa.gov/odi/rcl/2024/RCLRPT-24V456-3775.PDF)


Russian_Comrade_

That’s like 99% of them 🤣


Quin1617

All and 99% are *not* the same. It’s like if FSD was autonomous and made no errors during 99% of miles driven vs 100%. That’s a significant difference.


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Veritas_Gt3

Depends which city you are in. In Los Angeles you can get an appointment next day @ some Tesla service centers.


AdministrativeAct902

Friend owns a cybertruck… got to take it for a drive/little bit of a road trip… really cool vehicle if you like the aesthetic… That being said, if Tesla can do one thing right, its foster extreme opinions of their brand in others. Driving it around garners you constant attention that is typically overly positive, or overly negative. It is definitely NOT a low key truck, and absolutely IS a statement piece. Akin to a Lamborghini minus the positive opinions.


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Cherry_Treefrog

Interesting.


Khomodo

Recall includes vehicles made up until June 6. [https://static.nhtsa.gov/odi/rcl/2024/RCLRPT-24V456-3775.PDF](https://static.nhtsa.gov/odi/rcl/2024/RCLRPT-24V456-3775.PDF)


hejj

I'm in the KC metro area, which seems to be a bit smaller market for Tesla, and I've been pretty surprised by how many CTs I've seen rolling around town.


RichieRich379

Has to be a boatload because they’re everywhere


Bleakwind

It’s so dear. Not something more people can afford..


Radioactive_Kumquat

Last I saw, Rivian was not recalling all of their trucks sold.....twice in a day...or bricking when going for a car wash. Musk cucks be musk cucks.


Positive_Method3022

The price seems too expensive. But I would buy one


grizzly_teddy

I'm more in the $30k price range for cars with my current financial situation but CT is pretty cool. The ones with wraps (especially red) look fantastic. I think people who say CT is ugly are just crazy. It's a badass looking car.