Tesla Ramps up Cybertruck Production, Large Fleet Spotted

Tesla appears to be significantly ramping up Cybertruck production as more deliveries are happening and a large fleet is spotted at Gigafactory Texas.

The Cybertruck ramp is a bit of a mystery.

Tesla started production late last year, and it frustratingly refused to disclose deliveries in Q4. The automaker now bundles all Model S, Model X, Tesla Semi, and Cybertruck deliveries into a single category:

It leaves us wondering how many Cybertrucks Tesla has delivered to date.

One of the best ways we have to monitor the Cybertruck production ramp is drone flyovers of GIgafactory Texas.

Tesla is guiding a ramp-up to 250,000 Cybertrucks per year in roughly 18 months, which would put that milestone in mid-2025.

Everything between now and then is hard to predict as there are so many factors that can affect production.

Tesla is currently only delivering the Cybertruck AWD Foundation Series, which costs $100,000. The automaker is expected to also deliver the CyberBeast, a top-performance version of the truck, for $120,000 in the coming months.

A cheaper version of the Cybertruck is also expected later.

It’s super hard to predict. I would guess Tesla has delivered a few thousand Cybertrucks at this point.

There are many widely different Wall Street estimates on this, but I don’t see many estimating more than 50,000 deliveries.

This looks very beatable to me since it would require averaging 1,000 deliveries per week and I could see Tesla achieving that toward the end of this quarter.