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Tesla Cybertruck production appears to have hit 100 units

Credit: u/kalorado/Reddit

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Tesla’s initial production of the Cybertruck appears to be gaining momentum, with industry watchers estimating that about 100 units of the all-electric pickup truck have already been built at Gigafactory Texas. The estimate comes amidst a wave of sightings of Cybertrucks being spotted testing on public roads and even more units being spotted on car carrier trucks across the United States. 

Tesla has not announced the official date of the Cybertruck’s first delivery event, but the company’s recent activities suggest that the highly-anticipated date may be closer than expected. This was hinted at by a new Tesla referral incentive that provides participants with the capability to secure a ticket to the Cybertruck delivery event for 30,000 referral points.

This has prompted Tesla observers to closely watch the pace of Cybertruck shipments from Gigafactory Texas. Tesla has been pretty quiet about the pace of the Cybertruck’s production as of late, but it is becoming evident that more and more units of the all-electric pickup truck are being shipped from Giga Texas. 

And if estimates from Tesla watchers are any indication, it would appear that about 100 Cybertrucks have already been produced. If such estimates are accurate, then the ramp of the Cybertruck’s initial production appears to be going well. This bodes well for the Cybertruck, as it suggests that the all-electric pickup truck could see a ramp that’s more similar to the Model Y crossover than vehicles like the Model 3 sedan, which experienced a period of “production hell” before it was ramped. 

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Interestingly enough, the production of the Cybertruck this year is one thing that Tesla CEO Elon Musk has been quite conservative about. During the Q2 2023 earnings call, Musk simply noted that he is hoping that the Cybertruck’s ramp will be smooth and that the vehicle will be produced in high volume next year. Considering that Giga Texas is already producing consumer-ready Cybertrucks today, however, then perhaps the start of a meaningful ramp for the vehicle could start before the end of 2023 instead. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla has best month ever in Turkey with drastic spike in sales

Tesla managed to sell 8,730 Model Y vehicles in Turkey, outpacing almost every competitor by a substantial margin. Only one brand sold better than Tesla in August in Turkey, and it was Renault.

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Credit: Tesla

Tesla had its best monthly performance ever in Turkey in August, thanks to a drastic spike in sales.

Tesla saw an 86 percent bump in sales of the new Model Y in Turkey in August compared to July, dominating the market.

The performance was one of Tesla’s best in the market, and the company’s sales for the month accounted for half of all EV sales in Turkey for August, as it dominated and led BYD, which was the second-best-selling brand with just 1,639 units sold.

Tesla managed to sell 8,730 Model Y vehicles in Turkey, outpacing almost every competitor by a substantial margin. Only one brand sold better than Tesla in August in Turkey, and it was Renault.

Electric vehicles are, in some ways, more desirable than their gas counterparts in Turkey for several reasons. Most of the reasoning is financial.

First, EVs are subject to a lower Special Consumption Tax in Turkey. EVs can range from 25 percent to up to 170 percent, but this is less than the 70 to 220 percent rate that gas-powered vehicles can face. The tax is dependent on engine size.

Elon Musk courted to build a Tesla factory in Turkey

Additionally, EVs are exempt from the annual Motor Vehicle Tax for the first ten years, providing consumers with a long-term ownership advantage. There are also credits that can amount to $30,000 in breaks, which makes them more accessible and brings down the cost of ownership.

Let’s not forget the other advantages that are felt regardless of country: cheaper fuel costs, reduced maintenance, and improved performance.

The base Model Y is the only configuration available in Turkey currently.

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Tesla is upgrading airbag safety through a crazy software update

“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash.”

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(Credit: Tesla)

Tesla is upgrading airbag safety through a crazy software update, which will utilize the company’s vision-first approach to enable better protection in the event of an accident.

Over the years, Tesla has gained an incredible reputation for prioritizing safety in its vehicles, with crash test ratings at the forefront of its engineers’ minds.

This has led to Tesla gaining numerous five-star safety ratings and awards related to safety. It is not just a statistical thing, either. In the real world, we’ve seen Teslas demonstrate some impressive examples of crash safety.

Everything from that glass roof not caving in when a tree falls on it to a Model Y surviving a drive off a cliff has been recorded.

However, Tesla is always looking to improve safety, and unlike most companies, it does not need a physical hardware update to do so. It can enhance features such as crash response and airbag performance through Over-the-Air software updates, which download automatically to the vehicle.

In Tesla’s 2025.32 Software Update, the company is rolling out a Frontal Airbag System Enhancement, which aims to use Tesla Vision, the company’s camera-based approach to self-driving, to keep occupants safe.

The release notes state (via NotaTeslaApp):

“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash. Building on top of regulatory and industry crash testing, this release enables front airbags to begin to inflate and restrain occupants earlier, in a way that only Tesla’s integrated systems are capable of doing, making your car safer over time.”

The use of cameras to predict a better time to restrain occupants with seatbelts and inflate airbags prior to a collision is a fantastic way to prevent injuries and limit harm done to those in the vehicle.

The feature is currently limited to the Model Y.

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Elon Musk says this Tesla project will make up vast majority of company value

“~80% of Tesla’s value will be Optimus,” Musk said.

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(Credit: Ryan Lash/TED)

Tesla CEO Elon Musk has not shied away from the idea that the company’s value is not reliant on its performance as an automaker.

That idea is even more prudent in today’s landscape than ever, especially as Tesla leans more on its prowess as an AI, autonomy, and robotics company rather than one that just makes electric cars.

Musk solidified that point on Monday, as he revealed that he believes the vast majority of Tesla’s valuation will rely on a project that the company has been developing for several years.

The CEO has long discussed how robotics will revolutionize the labor landscape in factories, households, and other workplaces.

He believes Optimus, as it is rolled out in the coming years, will truly take over as the main contributor to Tesla’s valuation, being worth about 80 percent of the company’s total market cap:

This is a point Musk has previously discussed, but he has never listed a specific number in terms of what Optimus could mean to Tesla. In the past, he’s mentioned Optimus’s ability to generate long-term revenue potential, its value to the company, and its impact on the market overall.

Musk has said Optimus has the potential to be worth over $10 trillion in revenue:

“It’s one of those things where I think long term, Optimus will be — Optimus has the potential to be north of $10 trillion in revenue, like it’s really bananas. So, that, you can obviously afford a lot of training compute in that situation. In fact, even $500 billion training compute in that situation would be quite a good deal.”

Optimus has been a main point of discussion amongst analysts who cover the company. Piper Sandler recently released a note that said “Optimus should be moving/staging parts within Tesla’s facilities” by this time next year.

Analysts also said that Optimus could be a major benefit for companies to bring in to handle tedious tasks in manufacturing settings. If it is able to work 18-hour shifts, the firm believes Tesla could price it at $100,000 per unit.

Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Other firms, like Morgan Stanley, have said Tesla could replace its own staff by 10 percent with Optimus, saving the company $2.5 billion.

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