Honest question, if Tesla doesn’t have dealership how could they fake delivery to an intermediate?
I’m saying that it looks like they have sales growth when what is really happening is that they’ve been so constrained on production that they’re only now increasing sales to fulfill back orders.
The problem will arise when the back orders are filled and this too-unique looking truck with only one paint color is everywhere. The novelty wears off and now you’ve got a vehicle similar to the PT Cruiser or VW New Beetle where its unique appearance has worn out its welcome in the market. Five years from now Tesla has no path forward on refreshing the truck. Every single passenger car on the market has a 5 year styling refresh cycle.
Of course car platforms don’t change especially fast. They’re complicated to design and build.
But yes, all car companies tend to have some kind of refreshed exterior styling within a platform generation, and they also update interior amenities, sometimes major and minor ways (new infotainment systems of course are common). Yes, they have customers they love to sell to repeatedly every 3-5 years and it is wasteful. Lessing is the most profitable form of automobile sale.
Just compare the 2025 Kia Carnival to the 2020 model, as an example. Basically the same car but new electronics inside and new exterior styling to match Kia’s latest brand language.
Tesla themselves refreshed the Model 3 just recently after about 5 years of high volume sales.
What I’m saying here is that the Cybertruck will have major difficulty doing a mid-cycle refresh like that. Where do you even start from a styling perspective? Do you just keep it the same forever? What happens when the novelty wears off?
The stainless steel panels are also a huge problem since they can’t be pressed in a mold like normal automotive steel, they have to be bent. You say engineers hold stainless steel with in a special place in their heart, but with that in mind you’ll have to explain why more vehicles don’t use stainless steel if it’s such a great material to build cars with.
The issue with SS is that it required new-to-the-world sized equipment and presses that traditional auto didn’t want to experiment with.
Well, we already know why: difficult machining, can't be made into complex molded shapes, can't be painted, can't be color matched, sucks up fingerprints like no tomorrow, difficult for body shops/repairs, reduced pedestrian safety...
And what are the benefits? What does the customer get out of it?
I don't know any group of automotive engineers who would choose Stainless Steel given an "unlimited budget/creativity" type of project. You don't see it in million dollar exotic cars or anything like that. The fact of the matter is that Elon Musk is stuck in the 1980s and wanted his own DeLorean truck.