Tesla is now offering ready-to-deliver Cybertrucks in its new vehicle inventory as it clearly isn’t working with a reservation backlog anymore.
Despite its polarizing nature, we have often noted that we can’t deny the Cybertruck is popular considering the fact that Tesla had over 1 million reservations for the vehicle.
However, we had some doubts about how serious were those potential buyers as Tesla lowered the deposit to just $100 for the first time with the Cybertruck program.
On top of the shakiness of the buying commitment, the fact that the production version of the Cybertruck was much more expensive and has less range than what Tesla originally announced has certainly affected the size of the backlog.
Tesla also started deliveries in Mexico and Canada to help work through its increasing production capacity.
Now, we get our best example yet to show that the backlog is exhausted: Cybertrucks are now available in Tesla’s new vehicle inventory:
Right now, there are only Foundation Series Cybertruck, but some have spotted regular Cybertrucks as well. Both Dual Motor and Cyberbeast configurations are available for immediate delivery.
When a new Tesla vehicle program is offered in new inventory, it’s generally means that Tesla doesn’t have any backlog of orders for it anymore.
It looks like Tesla got there with about only ~50,000 or so deliveries in the US.
Electrek’s Take
I think Tesla is going to have a hard time selling 250,000 Cybertrucks per year, which has been the planned production capacity.
There’s still the $60,000 model coming next year, but all the reservation tally showed the base one as being the least popular one. However, that has likely changed with the price increase.
If Tesla is already having inventory build-ups for the vehicle after only delivering about 50,000 units and having built up reservations and orders for years, it could quickly prove difficult.
I wouldn’t be surprised if Tesla starts to offer discounts on the Cybertruck in the coming months.
Tesla said that it achieved positive gross margins on the Cybertruck in Q3. Therefore, one could argue that Tesla can afford to reduce prices, but I think the positive gross margin was mostly due to Foundation Series deliveries and Tesla appear to have focused on the more expensive tri-motor version in Q3.
It’s not impossible to see the program going back into negative gross margins in Q4 with the $20,000 cheaper non-Foundation Series version.
FTC: We use income earning auto affiliate links.More.
At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
Despite big discounts and 0% financing, Tesla sales are down for the first time in a decade … but there’s even bigger robot news with the return of Honda ASIMO, a flying car from China, and a whole lot more from today’s episode of Quick Charge!
CES2025 was all about AI – and not just what AI could do, but what AI could do for you. That’s where ASIMO comes in, helping everyone have a better time in there car and not at all just a modern day version of KITT dreamed up by a bunch of Gen X executives (wink, wink). We also cover some neat stuff from Suzuki, Aptera, Volvo, and more. Enjoy!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news!
Got news? Let us know! Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.
FTC: We use income earning auto affiliate links.More.
The refreshed Model Y, codenamed Juniper, has been expected for some time, and was expected to include many of the improvements of the 2023 Model 3 refresh.
Today, Tesla updated its Chinese website with all the information about the refreshed Model Y, with many of the same improvements as the Model 3 refresh like a quieter cabin, higher efficiency, more performance, ambient lighting and a rear screen.
According to Tesla’s site, the new Model Y can achieve 719km of range (446mi) in Long-range AWD spec with 19-inch wheels, but this is based in CLTC estimates, which are much more lenient than EPA. Previously the highest-range spec had 688km CLTC range, so that’s about a 20-mile improvement.
The 20″ wheels on the long range version will take you 662km, and RWD standard-range batteries will go 593km or 559km on the 19″ and 20″ wheels respectively.
We imagine this could translate to roughly ~350 miles of range on the top-spec Model Y on EPA ratings, but we’ll have to see when the car gets released in the US.
Acceleration has also been improved, with Tesla saying the large-battery AWD Model Y can achieve 0-100km/h (0-62mph) in 4.3 seconds, down from a previous 4.9. The RWD version does the same sprint in 5.9 seconds. Both of these numbers would be slightly shorter for 0-60 times, because of those extra 2mph at the end.
The exterior design is just as leaked photos suggested, with the same rear end we saw in leaks in July and the front end that we saw earlier today. Though now we get to see it in higher resolution and better lighting.
The front-end includes a Cybercab/Cybertruck-like “light bar” rather than the more traditional-looking headlights of the Model 3 refresh, and has been narrowed to remove the “duck lip” bump at the front of the hood.
Also on the front end is a new front bumper camera (again, like the Cybertruck, but unlike the Model 3), which should help with parking and also offer an additional point-of-view for Tesla’s Autopilot software. The inclusion of this camera, while it will improve Autopilot accuracy, does lead to questions over whether previously vehicles that don’t have a front bumper camera will be able to achieve the same level of accuracy as refreshed vehicles do.
And the interior design changes are also roughly as expected, though the steering wheel has undergone less radical changes than some had hoped.
Earlier today, photos leaked suggesting that the Model Y would receive a similar “squircle” steering wheel as the Cybertruck, leading to speculation that it might also receive the Cybertruck’s steer-by-wire system. But it turned out that those photos were just a Model 3 with a custom steering wheel.
The actual interior of the Model Y maintains a circular steering wheel, which suggests that it won’t get steer by wire (the steer-by-wire specification isn’t listed on Tesla’s Chinese site for the car).
It does however have photos showing missing steering column stalks, which has been a controversial feature of the Model 3.
However, looking closer at the steering wheel, the turn signal buttons from the Model 3 are not present. It looks like Tesla may have included a vestigial turn signal stalk hiding behind the steering wheel, and just deleted the PRND drive mode stalk.
This is still a controversial change, as changing drive modes through the screen isn’t the most popular feature, but the turn signal deletion was particularly egregious and it’s good to see it back. We wonder if the Model 3 might eventually gain this improvement, or whether this will be different in different regions.
Tesla says the new “acoustic glass” in the Model Y reduces interior noise significantly. The Model 3 also got this improvement, and testing does show a significant improvement in interior noise levels as a result.
The Model Y receives other interior improvements seen on the 3, like a screen for the rear seat. The Cybertruck also includes this screen.
This shot also shows the ambient lighting LED strip across the dash, which can be customized through the vehicle’s UI.
Another rear-end improvement is electric rear seats, operated through a button in the trunk. This button gives easier access to rear storage space, allowing owners to fold the rear seats up or down while loading or unloading cargo.
Tesla’s Chinese website calls these “anti-gravity” seats, but it’s unclear what exactly the improvements might be in this respect. The seats are ventilated.
First deliveries are scheduled for March in China, subject regulatory approval, though Tesla’s configurator says “the specific delivery date will vary depending on the configuration and pick-up location and other reasons.”
Tesla is offering a “Launch series” in China, something that Tesla has done with many of its cars, but hasn’t done before in the US with the Model 3/Y. It includes some unique design elements and “Launch series” badging in various parts of the vehicle.
As for other regions, they will probably have to wait. The Model 3 refresh came out in Europe first, and the US needed to wait months for it. This is particularly likely now given new US tariffs on Chinese-built cars (which are a bad idea).
Electrek’s Take
As I wrote in the Take section of our leaked photos article earlier today, this refresh is needed, because not only has the Model 3 had access to lots of improvements that the Model Y hasn’t gotten for the last year and a half or so, but Tesla is having a challenging time with sales right now.
The company just finished a year where its sales dropped for the first time since 2011 – back when Tesla only sold the low-production Roadster. This happened despite the overall global EV market surging to new heights, even though Tesla, the world’s largest EV maker (just barely), did its part to drag down the EV market by failing to grow apace with the rest.
Part of the reason for this is due to stale models – while the Model Y is Tesla’s best-selling model, it’s starting to seem a little long in the tooth, particularly given the Model 3’s upgrades. So we wondered earlier today whether the Model Y refresh could reignite Tesla’s growth.
But it’s not just about models. After all, Tesla did just finish its first full year of Cybertruck production, which is a new model, but its polarizing nature led to disappointing sales numbers.
Maybe the company – not the stock – would be better off if he surrendered his title and let Tesla have a real CEO, so he can go play videogames on twitter all day instead (as he already does).
Charge your electric vehicle at home using rooftop solar panels. Find a reliable and competitively priced solar installer near you on EnergySage, for free. They have pre-vetted installers competing for your business, ensuring high-quality solutions and 20-30% savings. It’s free, with no sales calls until you choose an installer. Compare personalized solar quotes online and receive guidance from unbiased Energy Advisers. Get started here. – ad*
FTC: We use income earning auto affiliate links.More.