Cybertruck 8-10 Week delivery time - No inventory available. Changes coming? Something is going on

[ABILISK]

The case for EV over ICE is particularly strong when it comes to local delivery vans. Charge them at the yard overnight, the electricity costs less than gas or diesel, EVs are more efficient at stop and go driving, their range is sufficient for local deliveries, and maintenance costs are lower. What's not to like?

So far, Amazon has ordered 100,000 vans from Rivian, and Rivian is now taking orders from other companies too. For comparison, total global sales of the Cybertruck since launch in 2023 are in the 60,000-70,000 range.

Rivian will even sell you one. I’ve checked. No self-driving features, obviously, but it can be had. Both Tesla and Rivian need to catch up to each other in different ways lol

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[hemiarch]

Rivian will even sell you one. I’ve checked. No self-driving features, obviously, but it can be had. Both Tesla and Rivian need to catch up to each other in different ways lol

Yeah. I’ve considered that as an RV canvas before. Fairly compelling for that application too.
Some range concerns but a big roof for solar panels would alleviate that some.

 

[TheLastStarfighter]

We’ll have to see how it goes. Objectively, from a business standpoint, it wouldn’t be the worst idea anyone ever had to discontinue S/X/CT.

Selfishly I want CT around forever. My current truck won’t last me the rest of my life, so I need another one someday.

Elon said they needed a truck to fully solve sustainable energy, and I agree. CT is the greatest vehicle ever conceived, but it’s clearly not the answer Elon was looking for. There’s no denying that. CT isn’t making the slightest dent in F150/RAM/Silverado sales.

Maybe Tesla needs to cave and offer an inferior, more conventional truck? Idk, I’m glad I’m not the one making the decisions right now.

No, changing it to be more conventional won't change things. People love it, especially kids. A big chunk of older people won't change truck brands no matter what, it's just the way it is. For the market available to them, the design is great.

The problem is price. The vast majority of people can't afford it at the current price. They get the price down, sales will go up significantly. It's currently in a price bracket that is just outside the mass market, and sells accordingly.

A secondary issue is range. Most people are good with the current range, but boosting it a bit would open up a wider market for people who tow a lot or spend all day in the woods. I was shocked with an F150 I rented a while back that had around 1000km of range. For some, this is needed or at least really desired. CT at $10k less with a 400+ mile option would probably sell at least 2X as many trucks.

 

[TheLastStarfighter]

So would everyone. It’s a superior truck in absolutely every way. It’s worth every penny they ask for it. Sadly, most people don’t think they can afford it. They have no idea about how much gas money they’ll save.

No, most people can't afford it. Not sure what world you live in. Most people can't get approved to finance that much.

It's true the gas savings bridge the gap with other premium trucks that cost a bit less, but it's still competing with the Limited, etc trims, and they make up a small portion of total truck sales. And banks won't qualify you for a larger loan because you won't pay gas, which is the major roadblock.

You drop the price $10k and far more people can qualify to finance it, and you get right into the heart of the suburban truck market.

 

[hemiarch]

No, most people can't afford it. Not sure what world you live in. Most people can't get approved to finance that much.

It's true the gas savings bridge the gap with other premium trucks that cost a bit less, but it's still competing with the Limited, etc trims, and they make up a small portion of total truck sales. And banks won't qualify you for a larger loan because you won't pay gas, which is the major roadblock.

You drop the price $10k and far more people can qualify to finance it, and you get right into the heart of the suburban truck market.

Absolutely. The real failure is the RWD and how it was priced.

 

[TheLastStarfighter]

Absolutely. The real failure is the RWD and how it was priced.

It's price and lack of features. I don't think they can or should try and get into the bottom of the truck market. They need to get into the meaty part of well equipped trucks that suburban families and successful contractors live in. Get close to the price of the typical 4-door, 5'7" bed, leather seat truck and a lot of people will choose a CT. I think they could cut the air suspension maybe, but not the leather seats, bed cover, etc. Mostly they just need to get the battery cost down.

 

[hemiarch]

It's price and lack of features. I don't think they can or should try and get into the bottom of the truck market. They need to get into the meaty part of well equipped trucks that suburban families and successful contractors live in. Get close to the price of the typical 4-door, 5'7" bed, leather seat truck and a lot of people will choose a CT. I think they could cut the air suspension maybe, but not the leather seats, bed cover, etc. Mostly they just need to get the battery cost down.

Dead on. Tesla’s self manufactured battery goal has cost too much and taken MUCH longer than initially thought.
As for the “bottom” I disagree. The model 3 is a perfect example of how they can offer a considerably more compelling vehicle at the same cost as the competitors.
In my opinion the RWD would have annihilated the rest of the truck market at $55k

 

[YDR37]

The real failure is the RWD and how it was priced.

In my opinion the RWD would have annihilated the rest of the truck market at $55k

The crazy thing about the RWD is that Tesla failed not once, but twice, to get the pricing right.

2019: Cybertruck announced; future RWD priced at $39,900.

2023: First deliveries of AWD and Cyberbeast; RWD orders accepted at $60,990.

2025: RWD becomes available at $69,990; severely de-contented relative to AWD/CB.

OK, the 2019 pricing -- comparable to a 2019 Model 3 -- was unrealistic. But Tesla had a do-over in 2023 and still missed. When the RWD finally became available in 2025, people were expecting a fully-featured CT with a single motor, costing $53,490 after the $7,500 tax credit. That would have been a hit; unfortunately, it wasn't what Tesla delivered.

 

[TyPope]

Just placed an order last night for the Cyberbeast. 8-10 weeks lead time.
I don’t mind the wait if they have something new for a 2026 build.
Also was told the light bar is not available as it is getting revamped.

I know they're making brackets for the lights but haven't heard they are making a different light. Hmm....

 

[hemiarch]

I know they're making brackets for the lights but haven't heard they are making a different light. Hmm....

Perhaps they are just making a new “kit” which includes both the light and the add on hardware…
Under the mask it’ll still likely be the same bar.

 

[jameslook]

I know they're making brackets for the lights but haven't heard they are making a different light. Hmm....

Revamped could mean anything.

 

[YDR37]

I was shocked with an F150 I rented a while back that had around 1000km of range. For some, this is needed or at least really desired.

You can get more range than that. A 2025 F-150 XLT, 4-door Supercrew, 5.5-ft bed, 2.7L V6 turbo, has USEPA-estimated highway fuel economy of 25 miles per gallon. A 36-gallon gas tank is standard. So that's a highway range of 900 miles, or more than 1,400 km.

A Lariat with the same specs, but with the 5.0L V8, is still rated for 24 mpg on the highway. So highway range of 850 miles, or more than 1,350 km.

 

[TheLastStarfighter]

Dead on. Tesla’s self manufactured battery goal has cost too much and taken MUCH longer than initially thought.
As for the “bottom” I disagree. The model 3 is a perfect example of how they can offer a considerably more compelling vehicle at the same cost as the competitors.
In my opinion the RWD would have annihilated the rest of the truck market at $55k

Oh I think a cheap Cybertruck could sell like gangbusters. I just don't think the current design lends itself to realistically compete there any time soon. Real rear steering is a bit of an anti-Tesla feature in that it adds parts and complexity and it won't get cheaper. There's a reason it's only on high-end traditional trucks. And they can't make it optional because it would affect FSD learning. The Cybertruck as-is is much like a Model S in that there is a limit as to how cheap you can make it. They'll get the price down, but I don't think into the Workman territory.

So for now I think they need to play in the more premium segment but get that price down and/or add features to make it even better than the competition.

I'd be looking at a smaller Taco-sized truck that strips things like the bed cover, RWS, etc but uses similar steel, batteries to create some economies of scale. A Yukon-like CyberSUV I think would also be a hit. Carry over as much design and processes as you can to keep costs down but broaden your market and sales considerably.

 

[Cayden Thompson]

Dead on. Tesla’s self manufactured battery goal has cost too much and taken MUCH longer than initially thought.
As for the “bottom” I disagree. The model 3 is a perfect example of how they can offer a considerably more compelling vehicle at the same cost as the competitors.
In my opinion the RWD would have annihilated the rest of the truck market at $55k

Tesla's 4680 Program is like Lockheeds' F-35 Program.

 

[hemiarch]

Tesla's 4680 Program is like Lockheeds' F-35 Program.

Don’t know much about the F-35 program. In what way?

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