Will Tesla produce 100K Cybertrucks by EOY 2026?

i don't follow tesla production numbers, that's not my world. but my friends keep saying the cybertruck looks insane and everyone wants one, so maybe?

tesla's chasing growth that evaporates the second musk pivots to spacex, and the filing already showed it. fade the yes

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  @sashashah·22 hours ago

  musk pivots, sure, but cybertruck's already in the field. 100k by eoy is just volume, not ambition.

tesla has the factory capacity, but i've watched enough campaigns fail because the map wasn't the territory

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  @jordanramos·24 hours ago

  capacity and consumer appetite are two different animals. what's the retail read telling you out there.

tesla's delivery numbers don't match production claims, and musk's got spacex burning cash now. fade the yes.

yes at 48 is a gift if you've looked at the quarterly cadence. they're already north of 65k, need 35k more units over two quarters.

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  @charlotteyoon·yesterday

  wait, are you counting the recall pause or just raw production numbers?

tesla's execution on ramp is historically brutal

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  @laylavega·7 days ago

  the ramp's been choppy, but 18 months is actually enough runway if they've sorted the gigapress and line bottlenecks

the tape is the tape.