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LIVE BLOG: Tesla Cybertruck first delivery event

Credit: Ryan McCaffrey/X

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The Tesla Cybertruck is here. It took four years since the vehicle’s initial unveiling, but here we are. The first batch of owners are receiving their Tesla Cybertrucks today, and the world’s roads will never be the same. 

It took a lot to get to this point. When the Cybertruck was initially unveiled, Giga Texas has not even started its construction yet. The Cybertruck seemed like a pipe dream then, especially since the vehicle was designed so differently that critics were all but sure that the all-electric pickup truck would never be produced. 

But Tesla is Tesla, and it is a company that makes the impossible feel late. And so, one global pandemic and one new Gigafactory later, the Cybertruck is finally ready to be delivered to its first batch of customers.

Considering how important this day is, we at Teslarati will not miss the chance to cover it with a Live Blog. We’ll be updating this article over the course of the event, so please refresh the page for our latest updates. 

14:48 CT – Looks like that’s a wrap. Tesla delivered quite a number of Cybertrucks to consumers during this event. I gotta admit, while the event is short, it is quite enjoyable. Thank you so much for staying with us for this live blog. Until the next time!

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Here’s the full livestream of the Tesla Cybertruck delivery event on X.

14:42 CT – And with that, the vehicle’s first deliveries have begun. Musk comments that actual customers of the vehicle are receiving the vehicle. Musk could be heard chatting briefly with the new Cybertruck owners before they drove away in their new vehicle.

14:42 CT – Musk’s discussion now moves to the vehicle’s performance. He discusses the Cybertruck’s steer-by-wire system, which gives the Cybertruck great agility. Musk noted that the Cybertruck has a turning radius that’s smaller than a Model S.

Tesla now shows the Cybertruck racing against a Porsche 911 that’s fresh from the dealer. The pickup truck beat the 911 — while towing another Porsche 911. The Cybertruck’s 0-60 mph time of 2.6 seconds. Musk noted that the Cybertruck is “faster than a 911 while towing a 911.”

14:37 CT – The Tesla CEO’s discussion on the Cybertruck now moves to the vehicle’s utility. As noted by Musk, the Cybertruck features 2,500 payload capacity, an 11,000-pound towing capacity. The bed is also 6 feet long and 4 feet wide.

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Tesla now demonstrates how the Cybertruck stacks up against other pickup trucks in a pulling demo. The vehicle beat the Ford F-150 Lightning, Rivian R1T, and the Ford F-350 in the event.

“You have a truck that’s bullet tough, and can out-pull an F-350… It’s not just a grandstanding showpiece like me. It’s actually very useful,” Musk said.

14:31 CT – Elon shows off some of the Cybertruck’s crash tests. As noted by the CEO, the Cybertruck does not roll over. Tesla also shows off how the Cybertrucks’ body panels survived being shot at by a gun.

14:28 CT – Elon Musk opens the Cybertruck’s discussion with the vehicle’s toughness. He notes that Tesla had to develop the stainless steel used for the Cybertruck. “It has more torsional stiffness than a McLaren P1,” Musk said. “It’s a big deal.”

He also joked that four years ago, Tesla tried a demo that didn’t really go as planned. Franz steps up and throws a ball at the Cybertruck’s window. And it didn’t break this time. “The glass is tough, is basically what we’re saying,” Musk joked.

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14:28 CT – Elon notes that experts said that the Cybertruck was impossible, that it would never be made. “I think it’s our best product. Finally, the future will look like the future,” Musk said.

Kimbal also told Elon to keep himself on the light. The audience laughs.

14:26 CT – And the event is starting! Elon Musk is holding the event from the bed of the Cybertruck. The lighting could be better. Little X was a little overwhelmed, too, it seems.

14:24 CT – Alright, something is definitely happening. A promotional video for the production Cybertruck! It’s pretty epic. The video shows the all-electric pickup truck driving and ripping through every terrain imaginable. Nuts.

Also, how do you show that the Cybertruck can do “real” work? Show it being used by workers at a literal rocket factory!

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14:23 CT – Okay, I jumped the gun there. We’re up to 23 minutes and Elon hasn’t appeared yet. Really pushing the excitement for this event, Tesla.

14:18 CT – Looks like it’s about to start. The livestream is still the same, though.

14:12 CT – Elon Musk is now 12 minutes late. Elon time it is! That said, the graphics of the Cybertruck’s 4680 cells looks pretty darn sick.

14:05 CT – Looks like we’re really just waiting for other Tesla executives to make their entrance. Meanwhile, the livestream is serenading us with some futuristic music.

14:05 CT – Footage posted on X shows that Tesla board member Kimbal Musk is now interacting with some of the event’s attendees. He looks hyped.

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14:02 CT – Images from attendees show that the livestream has also started in Giga Texas. We’re all now waiting for Tesla executives to start the event.

14:00 CT – The livestream has started. We see a graphic of the Tesla Cybertruck’s interior and its parts floating. This totally gives sci-fi vibes, so it’s pretty nutty that this actual product will be delivered to customers later today.

13:59 CT – And we’re down to one minute before the event!

13:55 CT – Less than five minutes before the Cybertruck’s first delivery event starts its broadcast. Ah, this is very exciting. More exciting than the quarterly earnings calls, for sure.

13:50 CT – And we’re live! The countdown timer on Tesla’s official Cybertruck page is now down to its last 10 minutes. Will it start on time or is it Elon time again? We’ll find out soon. 

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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 officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026. 

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

A call and an invitation

Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”

Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.

“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.

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Tesla FSD’s upcoming rollout in Israel

Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government. 

Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”

Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.

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Tesla China delivery centers look packed as 2025 comes to a close

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

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Credit: @Tslachan/X

Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners. 

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

Full delivery center hints at year-end demand surge

A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff. 

The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover. 

Strong demand in China

Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment

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From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7. 

With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more. 

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