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Will Tesla CyberTruck follow Model Y's Early Delivery Footsteps?

by George Szeto February 25, 2020

Tesla Cybertruck

Tesla Cybertruck is meant to have the performance of a Porsche 911 sports car with the functionality of an industry-leading Ford full-size F-150 pickup truck. As we learned from all the recent sandbagging events from Tesla also from Elon Musk (no more Elon time), there is a high possibility that Cybertruck will start delivering as early as Q1 2021. Let’s do the puzzling...

 

Tesla Cybertruck


1) Simplicity Manufacturing Process
Thanks to the origami-style design which drives down the cost of the manufacturing and time efficiency.
More detail info here from our previous article:
Tesla's Origami Style Design For Its Cybertruck Is Revolutionary

 

Tesla Cybertruck


2) Why raise $2B+ capital when Tesla has a good amount of cash sitting in the bank?
We all have different point of views about this capital raise, but what Elon mentioned during the 2019 Q4 earning calls kept replaying in my mind: "We've never seen this level of demand. I think we will sell as many as we can make for many years. It's going to be pretty nuts. I think actually the product is better than people realize even. They don't even have enough information to realize the awesomeness of it. It's just great."

 

Tesla Cybertruck


3) Tesla unveiled Model Y on March 2019, it was originally expected to be delivered around end of 2020. On Nov 2019, our blog reported supply chain from Taiwan hints earlier than expected production date.

For more detail:
Tesla Suppliers Hint at Earlier Than Expected Model Y Production Date
Surprisingly, delivery starts on March 2020.

Before further information, all these above just purely speculation or puzzling. Please feel free to comment below with your thoughts.



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