Cybertruck Update: Fan Measures Width, Tesla Announces Event, Discusses Preorders and Annual Production

By Kevin Armstrong
Tesla / @CtOclub

In Tesla's third-quarter earnings call, CEO Elon Musk discussed the challenges and anticipations surrounding the Cybertruck, arguably Tesla's most anticipated vehicle. Here are the major takeaways.

"We Dug Our Grave"

In a candid moment, Musk admitted, "We dug our grave for Cybertruck." This poignant statement underscores the formidable challenges Tesla faces in producing this revolutionary vehicle. Musk described the Cybertruck as a rare gem, a product that comes along "once in a long while." Such unique products are inherently difficult to scale, bring to market, and ensure profitability.

Musk was emphatic about the hurdles Tesla faces with the Cybertruck. "There will be enormous challenges in reaching volume production with the Cybertruck," he said. He attributed these challenges to the vehicle's innovative technology and its vast differences compared to other vehicles.

Making a distinction between creating and mass-producing a prototype, Musk remarked, "Prototypes are easy; production is hard." Emphasizing the immense difficulty of the latter, he pointed out that it's "10,000% harder to get to volume production than to make a prototype."

Musk drew on his extensive experience, mentioning that reaching volume and prosperity would require immense "blood, sweat, and tears." While he's faced similar challenges with other Tesla vehicles, the Cybertruck presents its unique set of challenges.

Cybertruck Preorders & Annual Production

While Musk labeled the Cybertruck as potentially Tesla's "best product ever," he was clear about the financial trajectory. He estimates it may take "a year to 18 months before it is a significant positive cash flow contributor." He noted that the demand for the Cybertruck isn't an issue, with over "1 million people who've reserved the car." The challenge lies in producing it at an affordable price.

When asked about delivery expectations for 2024, Musk's response was cautiously optimistic. He admitted the difficulty of making accurate predictions due to the radical nature of the Cybertruck. "If you want to do something radical and innovative...it is extremely difficult because there's nothing to copy," Musk stated. However, he gave a ballpark figure, projecting that by 2025, Tesla would achieve a production rate of "roughly 0.25 million Cybertrucks a year."

Unofficial Specifications

Since its 2019 debut, the Cybertruck's specs have shifted. Influenced by rivals like Rivian R1T and Ford F-150 Lightning, Tesla adjusted dimensions. Initially 232 inches long and 80 inches wide, recent enthusiasts' measurements suggest a width of 78 inches, closer to Tesla's Model S.

Delivery Event

Amid spec uncertainties, the Cybertruck remains a hotly anticipated vehicle. Musk's frank discussion paints a picture of the hurdles ahead. However, Tesla announced its Cybertruck delivery event on November 30th at Giga Texas.

You Can Now Track Tesla’s Robotaxi Deployment

By Karan Singh
Not a Tesla App

Thanks to Tesla Yoda on X, we have found out that Tesla’s Robotaxi fleet is registered on the Texas Department of Transportation’s public-facing Automated Vehicle Deployment website. This makes the fleet’s movements publicly viewable and trackable, and marks a first for Tesla.

This isn’t just any old FSD test - this is the first officially acknowledged, government-tracked, and sanctioned deployment of a Tesla Model Y operating as a ride-share vehicle. But that’s not all - Texas DOT’s tracker notes that the Tesla does not have a safety driver.

View on the Map

Visitors to the Texas DOT website can filter for “Tesla”, and see, currently, a single active vehicle operating in the Austin Metro area. According to the state’s official data, here’s what we know:

Company: Tesla

Description: Ride-share service

Status in Texas: Testing

Safety Driver: No

The final point is definitely the most significant here. While Tesla has been testing FSD with safety drivers for some time in Austin and LA for employee-only testing, this is the first time that a vehicle has been officially registered and deployed on public roads without a human behind the wheel for safety. 

The fact that there is no safety driver officially shifts the liability from the occupant of the driver’s seat to Tesla, for the first time in a public setting. That’s already pretty significant - we previously dove into how Tesla plans to insure its own vehicles, and potentially owner vehicles in the Robotaxi fleets. 

The status currently lists Tesla as “Testing,” confirming that the service isn’t available to the public, but this is expected to change in the coming weeks.

This testing phase is likely part of a short but crucial period that lets Tesla capture data on the safety levels of its current iteration of Unsupervised FSD without a driver supervising. Tesla already stated that they’d be avoiding difficult areas, so this testing can also expose additional areas Tesla may want to avoid, such as school zones or blind driveways.

Tesla will need to prove, both internally and externally, that FSD Unsupervised has the necessary performance to safely navigate the streets without any incidents.

Regulatory Milestone

For years, the concept of a Tesla Robotaxi has been a future promise. Now, it's a present-day reality, albeit in a testing capacity.

Having an official government body list a Tesla as an active, driverless vehicle shows that they’ve been able to clear regulatory hurdles, which Tesla has often pointed to as the issue. It demonstrates a level of confidence from both Tesla and Texas regulators in the system's capabilities.

While it's just a single vehicle for today, we’ll likely see this list slowly expand over time. Alongside being able to track Robotaxi incidents at the City of Austin’s website, we’ll be able to closely watch Tesla’s progress with its first Robotaxi deployments.

Tesla FSD in Europe: June Update

By Karan Singh
Not a Tesla App

The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

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