Related questions
https://thegadgetlite.com/2023/09/tesla-employees-cover-cybertruck/
Cover your cybertrucks, employees... there is already too much fan hype/press 🤣
If there is no event, the market will resolve with the announcement of the delivery numbers expected a few days after eoq, I am considering to wait until the earnings call ~ 20th of October, just to be sure.
@Yves so if they include deliveries to staff in their delivery numbers without a delivery event taking place (which would be the first delivery to a "customer") you would resolve this as "yes"?
@Dave_9000ish Yes, I think any delivery that constitutes a sale would be fair. Obv. not Elon driving around in one.
@Yves hmmm. Seems like a conflict tbh
As with competitions where "You may not enter a Competition if you are an employee or immediate relatives of any employees of people working in the Corporate" a "delivery" of a RC or the first batch of production vehicles for friends and family testing should not count as the first official delivery
@Dave_9000ish when launching a new banking product the accounts opened for staff testing certainly don't constitute the first sales
@Dave_9000ish What I mean is: if it shows up in the total of cars delivered along Model S,X,3,Y & Semi, it counts. If done through an event it counts. I don’t mean “deliveries” for testing, I mean sales that lead to revenue.
@Yves think you're grasping at straws here. From Tesla's numbers is the following disclaimer "Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct." and they've previously said "about 4,820 Model S and X vehicles were in transit to customers at the end of the quarter. These will be counted as deliveries in Q4 2017."
I doubt Cybertruck deliveries will make it into Q3 numbers prior to a delivery event...
@Yves also, have a look at this comment from 2017 Q2 investor reports
"The first certified production Model 3 that meets all regulatory requirements will be completed this week, with a handover of ~30customer cars at our Fremont factory on July 28."
I'm guessing a replay in the case of the cybertruck
https://www.teslarati.com/tesla-cybertruck-off-road-encounter-october-deliveries/
"Most interestingly, the Tesla staff with the Cybertruck reportedly stated that the all-electric truck would have its first deliveries sometime this coming October."
@Dave_9000ish I asked her when the event will take place. To me, it seems possible that they would squeeze it in Q3
Tesla came back and said this is speculation and not official. So do with this info as you see fit
https://twitter.com/klwtts/status/1702056194545008699
I have a hunch...
https://manifold.markets/Coldbrew/will-announcement-of-cybertruck-del?r=Q29sZGJyZXc
Video of more cyber trucks being loaded....
https://twitter.com/xganesha/status/1700734082588549323
10/5
Not looking good for September
https://www.businessinsider.com/tesla-cybertruck-release-date-delivery-delay-signs-2023-9?r=US&IR=T
:/
@Dave_9000ish key takeaways for me:
Events like this are difficult to organise. Less than a month out with no signs or confirmation of dates to those redeeming their points for tickets?
No response from Telsa
Elon's comments of "when it's ready" coupled with the tolerance request.
@Dave_9000ish they are clearly ramping up guerilla marketing, but I think Q4 now more likely
