What $TSLA IR was telling EU investors about Cybertruck 9/6: -Only 250K/year in "target" capacity -Will mainly sell in the US -Difficulty with 4680 cells & stainless steel $TSLA has horrible yields on their in-house 4680s (see 10-Qs) & can only produce enough for 3K CTs/month.
@BradMunchen bro, they ain't gonna be able to sell 3k/month. who the hell would buy that scrap heap of stainless steel?
@BradMunchen The Cybertruck "halo effect" that stick saves demand for the rest of the franchise is such a fascinating idea to me. According to Cox Automotive, it ranks dead last for appeal among prospective EV pickup buyers. Yet, this is what @garyblack00 hangs his entire long thesis on.
@BradMunchen Can you imagine being 2 millionth in line with your pre order and finding out you have another 4 years plus to wait for delivery.
@BradMunchen Doesn’t have appeal but I’m waiting on line for the 2 millionth delivery? Doesn’t make much sense…