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Discussion Starter · #1 ·
Hi Everyone, I've lurked here a bit and figured I'd register and join the party before all the info starts flowing. I have a Hummer EV3x reservation and on the wait-list for Edition 1. I've owned lots of trucks, managed fleets of trucks, love cars. I've been a Tesla owner for over 4 years and really like where EVs are headed. While I have a reservation for the Cybertruck, and I like a lot of what it promises, I just feel the Hummer EV is shaping up to be more of what I want.

While I'm at it, do we have interior dimensions for the pickup bed yet? I don't think I've seen anything specific...
 

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Welcome to the forum @MojoMonkey! Congratulations on the EV3x reservation, hopefully you can get bumped to an Edition 1. Is there something specific that you're looking for that you think the Cybertruck doesn't offer as much?

As far as bed dimensions go the only thing we know so far is that it's 5 feet.

 

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Hi Everyone, I've lurked here a bit and figured I'd register and join the party before all the info starts flowing. I have a Hummer EV3x reservation and on the wait-list for Edition 1. I've owned lots of trucks, managed fleets of trucks, love cars. I've been a Tesla owner for over 4 years and really like where EVs are headed. While I have a reservation for the Cybertruck, and I like a lot of what it promises, I just feel the Hummer EV is shaping up to be more of what I want.

While I'm at it, do we have interior dimensions for the pickup bed yet? I don't think I've seen anything specific...
Welcome @MojoMonkey, thank for for joining us! Glad to have you here, thanks for introducing yourself!

I assume you've had a Model S? I'm with you though, the Cybertruck is certainly interesting and promises ridiculous specs....but I can't get past the looks lol. The Hummer, by contrast, looks fantastic imho. But that's subjective!

As far as the bed goes, the only measurement we have is that the bed is 5 feet long...no info on the other bed dimensions. I'd guess about 4 1/2 ft wide? But that's only a guess.
 

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Hi Everyone, I've lurked here a bit and figured I'd register and join the party before all the info starts flowing. I have a Hummer EV3x reservation and on the wait-list for Edition 1. I've owned lots of trucks, managed fleets of trucks, love cars. I've been a Tesla owner for over 4 years and really like where EVs are headed. While I have a reservation for the Cybertruck, and I like a lot of what it promises, I just feel the Hummer EV is shaping up to be more of what I want.

While I'm at it, do we have interior dimensions for the pickup bed yet? I don't think I've seen anything specific...

Welcome to the group, I am also a former Model S, and current Model Y owner, as well as an E-Tron for a family hauler. We are defiantly into EV's around this house.

Like some of the others here, Cybertruck was not an option for me due to the looks, and I'm not a huge fan of the spartan interiors Tesla has gone to as I feel the simple controls are less convenient than more traditional interiors.

As for the bed on the Hummer EV, its a bit of a mystery, as it looks to be a molded composite bed. The length is definitely 5', but the width and volume are a bit of a mystery. I have a 2020 GMC 2500HD Denali for work, and the bed in that is 52" wide at the wheel wells, and 71" wide fore and aft of the wheel wells, although that is a steel bed, so likely irrelevant.
 

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Discussion Starter · #5 ·
Hi guys!

I bought a Tesla Model X P90D in 2016. It was an excellent car for a bit over 4 years. Ended up selling it in July because it just seemed the value was dropping quite fast. Our early VIN Model X had the old v1 Auto Pilot hardware and MCU1 computer and no ability to upgrade anything. We had ordered a Model Y long ago and picked that up at the end of June with the plan of getting a CyberTruck next.

The Cybertruck is a very bipolar concept for me. I really admire it from an engineering and manufacturing efficiency perspective. But I'm struggling with the looks to some extent and some aspects seem to sacrifice certain utility in favor of manufacturing efficiency or alternate use cases. Like the sloped bedsides... It makes certain racking and equipment mounting cases very difficult, but it adds a lot of structural strength to the design, simplifies construction and we gain bedside tool/ storage compartments. Ultimately it comes down to Tesla literally designing a truck that could be autonomously assembled on Mars. What better way to subsidize that dream than to mass produce and sell a million of them here first...

The Hummer EV just appeals to me a lot more at the moment. I love how the roof panels are fully removable to open it up. It seems to tick all the boxes of what I want for my personal truck. Looks like it's going to compare very favorably to Cybertruck in performance and capability. I think the Hummer will fall short on battery capacity/ efficiency vs. Cybertruck, but Tesla has a huge head start with their battery tech. Tesla's design is also much cheaper to produce, allowing them to make batteries a larger percentage of the overall cost. Pricing on the Hummer is a bit out there, but still less than what I paid for that Model X four years ago and so much more capable. If I can get 300+ miles on a charge with the Hummer, I'm good.
 

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hummer EV is a very good one. it is to be redone and again to be redone since its next release is for 2 years. it depends on you the buyers. It won't just be a luxury car to buy and the real catch is that you will be able to use it at your own expense like the famous Tesla. For the brand it is better to like it with its name and not with any comparison. for more details we will make an appointment in the years to come.
 

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Hi guys!

I bought a Tesla Model X P90D in 2016. It was an excellent car for a bit over 4 years. Ended up selling it in July because it just seemed the value was dropping quite fast. Our early VIN Model X had the old v1 Auto Pilot hardware and MCU1 computer and no ability to upgrade anything. We had ordered a Model Y long ago and picked that up at the end of June with the plan of getting a CyberTruck next.

The Cybertruck is a very bipolar concept for me. I really admire it from an engineering and manufacturing efficiency perspective. But I'm struggling with the looks to some extent and some aspects seem to sacrifice certain utility in favor of manufacturing efficiency or alternate use cases. Like the sloped bedsides... It makes certain racking and equipment mounting cases very difficult, but it adds a lot of structural strength to the design, simplifies construction and we gain bedside tool/ storage compartments. Ultimately it comes down to Tesla literally designing a truck that could be autonomously assembled on Mars. What better way to subsidize that dream than to mass produce and sell a million of them here first...

The Hummer EV just appeals to me a lot more at the moment. I love how the roof panels are fully removable to open it up. It seems to tick all the boxes of what I want for my personal truck. Looks like it's going to compare very favorably to Cybertruck in performance and capability. I think the Hummer will fall short on battery capacity/ efficiency vs. Cybertruck, but Tesla has a huge head start with their battery tech. Tesla's design is also much cheaper to produce, allowing them to make batteries a larger percentage of the overall cost. Pricing on the Hummer is a bit out there, but still less than what I paid for that Model X four years ago and so much more capable. If I can get 300+ miles on a charge with the Hummer, I'm good.
I am curious to see if Tesla can meet the Cybertruck claims of if the program collects dust on the shelf ala Semi and Roadster waiting for the technology to catch up with the claims. To date Tesla has not even started any construction on a factory to build Cybertruck and in the latest earnings release Elon said they are still trying to figure out the production system. He said its likely Cybertruck will not see volume production until sometime in 2022, and "even that had schedule risk". The 500 miles of range for $70K is going to be a tough nut to crack, and when you look at Teslas current vehicles I cannot see a clear path to production. I mean Cybertruck price is only 10K more then Model Y performance, but the specs blow Model Y performance away (in every way), in a vehicle that will be much heavier, less aerodynamic, and with promised capabilities Tesla has never produced.
 

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Hey @MojoMonkey glad to have someone on the forum that has experience with EV's, specifically Tesla. Your take on them and the Cybertruck would be great to have in this thread:
How good do you think GM's Ultium battery tech is compared to Tesla's?
 

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Discussion Starter · #9 ·
I am curious to see if Tesla can meet the Cybertruck claims of if the program collects dust on the shelf ala Semi and Roadster waiting for the technology to catch up with the claims. To date Tesla has not even started any construction on a factory to build Cybertruck and in the latest earnings release Elon said they are still trying to figure out the production system. He said its likely Cybertruck will not see volume production until sometime in 2022, and "even that had schedule risk". The 500 miles of range for $70K is going to be a tough nut to crack, and when you look at Teslas current vehicles I cannot see a clear path to production. I mean Cybertruck price is only 10K more then Model Y performance, but the specs blow Model Y performance away (in every way), in a vehicle that will be much heavier, less aerodynamic, and with promised capabilities Tesla has never produced.
Umm... Cybertruck will be built at the new Gigafactory Texas location. Projected completion is in May and Cybertruck production line is anticipated to start up shortly after. There are two Cybertruck prototypes in public existence. Elon is driving one personally. It’s the one that appeared on Jay Leno’s Garage and has made other public appearances with Elon. The other is making appearances all over California as well — was on display a few months ago at the Peterson Automotive Museum. That prototype is supposedly heading to Texas shortly, if not there already, to increase awareness as the factory is constructed.

I agree that their $70K price tag is going to be a hard target to hit, but I also don’t doubt them. They’ve been surprisingly good at hitting their production goals and specifications. For now, other than a couple prototypes driving around and numbers on paper, we don’t know much. However, enthusiasts (stalkers) have followed the prototypes making > 400 mile trips between the factory and southern CA. So we know they can hit 400+ mile range with them as they are.

One big factor in the cost of Cybertruck is the construction. Folding the body out of stainless steel saves a huge amount of the cost and assembly time. It seems we can expect a similar production methodology for a smaller car. Most likely Platform 4 (Model 4), which has a target price of under $16,000.

I think even with construction efficiencies and the factory staying on schedule, the first customers won’t see their Cybertruck until late next year. And as you said, Elon is not expecting volume production until 2022. Elon has learned his lesson about what to say in those quarterly meetings. For the past 18 months or so, he’s been under-promising and over-delivering.
 

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Discussion Starter · #10 ·
How good do you think GM's Ultium battery tech is compared to Tesla's?
We won’t know until GM starts shipping vehicles with those batteries in them. While Tesla has a huge head start, they also allow their tech to be licensed, along with the joint patents they hold with Panasonic and CATL. And I know GM has invested heavily in many industry segments to build their Ultium program.
 

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Umm... Cybertruck will be built at the new Gigafactory Texas location. Projected completion is in May and Cybertruck production line is anticipated to start up shortly after. There are two Cybertruck prototypes in public existence. Elon is driving one personally. It’s the one that appeared on Jay Leno’s Garage and has made other public appearances with Elon. The other is making appearances all over California as well — was on display a few months ago at the Peterson Automotive Museum. That prototype is supposedly heading to Texas shortly, if not there already, to increase awareness as the factory is constructed.

I agree that their $70K price tag is going to be a hard target to hit, but I also don’t doubt them. They’ve been surprisingly good at hitting their production goals and specifications. For now, other than a couple prototypes driving around and numbers on paper, we don’t know much. However, enthusiasts (stalkers) have followed the prototypes making > 400 mile trips between the factory and southern CA. So we know they can hit 400+ mile range with them as they are.

One big factor in the cost of Cybertruck is the construction. Folding the body out of stainless steel saves a huge amount of the cost and assembly time. It seems we can expect a similar production methodology for a smaller car. Most likely Platform 4 (Model 4), which has a target price of under $16,000.

I think even with construction efficiencies and the factory staying on schedule, the first customers won’t see their Cybertruck until late next year. And as you said, Elon is not expecting volume production until 2022. Elon has learned his lesson about what to say in those quarterly meetings. For the past 18 months or so, he’s been under-promising and over-delivering.

Actually the construction that is started for Tesla in Austin TX is for Model Y production, and not for Cybertruck or Semi. Please refer to the transcript from Tesla's last earnings call where Elon discussed this, and or refer to Teslas 10Q SEC filing, where they list Austin factory construction for Model Y, and they list Austin Cybertruck as "in development"

I never count Tesla out as they have very smart engineers working there. Some things on our Model Y are great, and other things really make you roll your eyes.
 

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Discussion Starter · #12 ·
Actually the construction that is started for Tesla in Austin TX is for Model Y production, and not for Cybertruck or Semi. Please refer to the transcript from Tesla's last earnings call where Elon discussed this, and or refer to Teslas 10Q SEC filing, where they list Austin factory construction for Model Y, and they list Austin Cybertruck as "in development"

I never count Tesla out as they have very smart engineers working there. Some things on our Model Y are great, and other things really make you roll your eyes.
Earnings calls are not a place for news or the roadmap of things to come. GigaTexas was hardly mentioned, the earnings call focused on active production and earnings.

Cybertruck production at the Austin factory was formally announced in March.

Which earnings call are you referring to? While the earnings call isn’t really for future product details, it was all clearly talked about on October 22nd. Here’s part of Elon’s response to the first question on Cybertruck production,
“And yes, it's cool. Like it's going to be made in Austin. So it's kind of dependent on completing that factory. And there are obviously new technologies with the high hardness kind of armored exoskeleton.
This is — it's never been done before, so there'll probably be some challenges along the way. And obviously, something that's extremely high hardness and difficult to scratch or dent is also difficult to form. So there's manufacturing challenges there. That's why it's so cleaner.
Although it also looks good, I think, from a cleaner standpoint. Yes. If all goes well, we'll be able to do some Cybertruck deliveries toward the end of next year, yes. So it's difficult to predict.
I would say there's probably a lot of deliveries in '22 and some deliveries toward the end of next year if things go well.”

They are adding a Model Y production line at the Austin factory as well as battery pack assembly. As I sad above, Cybertruck production at the Austin factory was formally announced back in March. The 10-Q SEC filing would be very unlikely to mention Cybertruck in any capacity other than in-development. In the SEC filings that mention the Model Y prior to the assembly line starting up, it was always “in-development”. These are intended to be momentary snapshots, not a roadmap.

There is also a lot that gets said outside of earnings calls. It has been stated by Elon and other Tesla management on many occasions that Cybertruck production is their first priority at the Austin factory. We keep getting little teasers about refinements and changes to Cybertruck’s design. When do we get to see it? “Soon” is the operative word, however I bet we don’t see it until they call “pencils down” and turn on the assembly line to crank out the first mules. Pack assembly is probably what will be brought online first as the rest can’t happen without it. ...I’d be willing to bet the first Cybertruck rolls off the line in time for 4th of July.

Agree on the Model Y in terms of some things make you roll your eyes. Same with the Model X we owned. They’re overall great cars, with a few questionable design elements. It’s obvious they rely too much on their virtual modeling and don’t explore real world prototype variations much before actually going to production.

Anyway, I’m not here to argue, nor am I a shill for Tesla. I am a Tesla shareholder, but I’m also an investor in Rivian and own shares in GMC and Ford. I’m here because I really like what GM has done here with the electric Hummer revival and I think they have a winning product on their hands. True competition in the market fosters innovation and we all benefit from that.
 

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Earnings calls are not a place for news or the roadmap of things to come. GigaTexas was hardly mentioned, the earnings call focused on active production and earnings.

Cybertruck production at the Austin factory was formally announced in March.

Which earnings call are you referring to? While the earnings call isn’t really for future product details, it was all clearly talked about on October 22nd. Here’s part of Elon’s response to the first question on Cybertruck production,
“And yes, it's cool. Like it's going to be made in Austin. So it's kind of dependent on completing that factory. And there are obviously new technologies with the high hardness kind of armored exoskeleton.
This is — it's never been done before, so there'll probably be some challenges along the way. And obviously, something that's extremely high hardness and difficult to scratch or dent is also difficult to form. So there's manufacturing challenges there. That's why it's so cleaner.
Although it also looks good, I think, from a cleaner standpoint. Yes. If all goes well, we'll be able to do some Cybertruck deliveries toward the end of next year, yes. So it's difficult to predict.
I would say there's probably a lot of deliveries in '22 and some deliveries toward the end of next year if things go well.”

They are adding a Model Y production line at the Austin factory as well as battery pack assembly. As I sad above, Cybertruck production at the Austin factory was formally announced back in March. The 10-Q SEC filing would be very unlikely to mention Cybertruck in any capacity other than in-development. In the SEC filings that mention the Model Y prior to the assembly line starting up, it was always “in-development”. These are intended to be momentary snapshots, not a roadmap.

There is also a lot that gets said outside of earnings calls. It has been stated by Elon and other Tesla management on many occasions that Cybertruck production is their first priority at the Austin factory. We keep getting little teasers about refinements and changes to Cybertruck’s design. When do we get to see it? “Soon” is the operative word, however I bet we don’t see it until they call “pencils down” and turn on the assembly line to crank out the first mules. Pack assembly is probably what will be brought online first as the rest can’t happen without it. ...I’d be willing to bet the first Cybertruck rolls off the line in time for 4th of July.

Agree on the Model Y in terms of some things make you roll your eyes. Same with the Model X we owned. They’re overall great cars, with a few questionable design elements. It’s obvious they rely too much on their virtual modeling and don’t explore real world prototype variations much before actually going to production.

Anyway, I’m not here to argue, nor am I a shill for Tesla. I am a Tesla shareholder, but I’m also an investor in Rivian and own shares in GMC and Ford. I’m here because I really like what GM has done here with the electric Hummer revival and I think they have a winning product on their hands. True competition in the market fosters innovation and we all benefit from that.
Ya, We can agree on GM did a good job on the Hummer EV, and GM is on a roll from a design and product launch prospective. Cybertruck is not interesting to me, we can just agree to disagree about SOP on the that project. These companies will do what they are going to do, let's debate when they roll it out and we have facts to work with?
 

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Earnings calls are not a place for news or the roadmap of things to come. GigaTexas was hardly mentioned, the earnings call focused on active production and earnings.

Cybertruck production at the Austin factory was formally announced in March.

Which earnings call are you referring to? While the earnings call isn’t really for future product details, it was all clearly talked about on October 22nd. Here’s part of Elon’s response to the first question on Cybertruck production,
“And yes, it's cool. Like it's going to be made in Austin. So it's kind of dependent on completing that factory. And there are obviously new technologies with the high hardness kind of armored exoskeleton.
This is — it's never been done before, so there'll probably be some challenges along the way. And obviously, something that's extremely high hardness and difficult to scratch or dent is also difficult to form. So there's manufacturing challenges there. That's why it's so cleaner.
Although it also looks good, I think, from a cleaner standpoint. Yes. If all goes well, we'll be able to do some Cybertruck deliveries toward the end of next year, yes. So it's difficult to predict.
I would say there's probably a lot of deliveries in '22 and some deliveries toward the end of next year if things go well.”

They are adding a Model Y production line at the Austin factory as well as battery pack assembly. As I sad above, Cybertruck production at the Austin factory was formally announced back in March. The 10-Q SEC filing would be very unlikely to mention Cybertruck in any capacity other than in-development. In the SEC filings that mention the Model Y prior to the assembly line starting up, it was always “in-development”. These are intended to be momentary snapshots, not a roadmap.

There is also a lot that gets said outside of earnings calls. It has been stated by Elon and other Tesla management on many occasions that Cybertruck production is their first priority at the Austin factory. We keep getting little teasers about refinements and changes to Cybertruck’s design. When do we get to see it? “Soon” is the operative word, however I bet we don’t see it until they call “pencils down” and turn on the assembly line to crank out the first mules. Pack assembly is probably what will be brought online first as the rest can’t happen without it. ...I’d be willing to bet the first Cybertruck rolls off the line in time for 4th of July.

Agree on the Model Y in terms of some things make you roll your eyes. Same with the Model X we owned. They’re overall great cars, with a few questionable design elements. It’s obvious they rely too much on their virtual modeling and don’t explore real world prototype variations much before actually going to production.

Anyway, I’m not here to argue, nor am I a shill for Tesla. I am a Tesla shareholder, but I’m also an investor in Rivian and own shares in GMC and Ford. I’m here because I really like what GM has done here with the electric Hummer revival and I think they have a winning product on their hands. True competition in the market fosters innovation and we all benefit from that.
Well Tesla has all but confirmed Cybertruck will be late, Now an official email from Tesla to Cybertruck reservation holders says production start late 2021, deliveries start in 2022... So much for your prediction of production by 4th of July 2021.


"The dual and tri-motor configurations are currently scheduled to begin production in late 2021 with delivery projected to take place in early 2022".
 

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Discussion Starter · #15 ·
Hehe. Elon addressed that email. A couple senior managers at California SC locations took it upon themselves to do a year end marketing push. Delivery estimates in the email are in no way official. He is “pleased with the level of progress at TeraFactory Austin.” Did not offer any further clarification or info. I’m still fully confident we’ll see the first test mules and mannequins off the line this summer.

I do think initial deliveries by the end of 2021 is optimistic. That’s operating on the assumption nothing goes wrong or the test mule fleet doesn’t turn up something that needs to be re-engineered. Two hand-built prototypes at the moment can’t fully explore what will happen during the assembly line process or deliver the amount of data they will acquire once test builds begin.

I keep hoping more videos and info will pop up here regarding the Hummer. Supposedly it’s driving all around the factory now for the past week or so.
 

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Hehe. Elon addressed that email. A couple senior managers at California SC locations took it upon themselves to do a year end marketing push. Delivery estimates in the email are in no way official. He is “pleased with the level of progress at TeraFactory Austin.” Did not offer any further clarification or info. I’m still fully confident we’ll see the first test mules and mannequins off the line this summer.

I do think initial deliveries by the end of 2021 is optimistic. That’s operating on the assumption nothing goes wrong or the test mule fleet doesn’t turn up something that needs to be re-engineered. Two hand-built prototypes at the moment can’t fully explore what will happen during the assembly line process or deliver the amount of data they will acquire once test builds begin.

I keep hoping more videos and info will pop up here regarding the Hummer. Supposedly it’s driving all around the factory now for the past week or so.
Where did Elon Musk address that Email? I do not see anything public, but he did sent out another email today with an interesting quote...

"When looking at our actual profitability, it is very low at around 1% for the past year. Investors are giving us a lot of credit for future profits, but if, at any point, they conclude that’s not going to happen, our stock will immediately get crushed like a soufflé under a sledgehammer!"

I agree fully with Elon's take on that...


Where do you see the Hummer EV testing around the factory? What factory?
 

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Discussion Starter · #17 ·
I’ve seen Elon’s response posted in a couple discussion groups. Perhaps it didn’t go out publicly on Twitter and he was responding to someone who asked. The email only went to a handful of reservation holders in California, yet triggered the typical overzealous coverage from Electrek and Teslarati.

Elon has always said that Tesla stock is overvalued. Much to the dismay of us shareholders...

I have a good source about the Hummer prototype(s). And yeah, not factory, but the Milford proving grounds. True to their word, GM is apparently driving one now with no camouflage. Hoping for pics/ videos to pop up soon. And who knows what sort of info will leak out and what the actual capabilities are of a prototype that’s driving. We’ve seen the reveal truck go from immobile to somewhat drivable in some of the YouTube videos. Have not seen it drive at speed...
 

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I’ve seen Elon’s response posted in a couple discussion groups. Perhaps it didn’t go out publicly on Twitter and he was responding to someone who asked. The email only went to a handful of reservation holders in California, yet triggered the typical overzealous coverage from Electrek and Teslarati.

Elon has always said that Tesla stock is overvalued. Much to the dismay of us shareholders...

I have a good source about the Hummer prototype(s). And yeah, not factory, but the Milford proving grounds. True to their word, GM is apparently driving one now with no camouflage. Hoping for pics/ videos to pop up soon. And who knows what sort of info will leak out and what the actual capabilities are of a prototype that’s driving. We’ve seen the reveal truck go from immobile to somewhat drivable in some of the YouTube videos. Have not seen it drive at speed...
Interesting, Which discussion groups did Elon post in? Do you have a link? Everyone I know with a Cybertruck reservation in CA got the email. From San Diego to Napa, all of them!

As for the Hummer prototypes at Milford, they are not there yet. There are however several Ultium test mules which have been running there since April and a couple even earlier than that. I would think the production prototypes of the Hummer EV are being built in Warren, at a part of the Tech Center that does work on the production system for new vehicles. They will build the prototypes as close to the final production system / tooling as they can (especially the structure / body, electrical,HVAC, etc). This build has to be a very careful process as any differences between the production prototypes and the actual production models can invalidate the testing program. These babies will likely go from Warren to Milford at night, and /or in enclosed trailers. You will see them in groups of 3 or more. They will likely undergo some initial testing at Milford, and then head to Kapuskasing for winter certification sometime in February-March (that might be the place to look for the first public spy shots). It's highly unlikely photos will leak out of Milford, and even more unlikely GM will test brand new models on public roads in the beginning (that is just a no no, remember Tesla's broke down roadster some years ago?). I have never seen GM run a certification program on such a tight schedule, so it will be interesting to see where they "make up time" once the vehicles are in test. I am sure one of the early builds will be headed for the 4 post shaker for durability testing. It would be cool to get some of that video.

As for the show truck being mobile, it has always been mobile, as it was originally planned to be driven on stage in a May reveal, but COVID changed those plans. Show vehicle are built with prototype parts some of which do not have the durability or certification for high speed operations. I would think the Hummer show truck is limited to less than 10 MPH, as its purpose is to just roll out on stage, and show off the style and scale of the project, and not the performance.
 

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Earnings calls are not a place for news or the roadmap of things to come. GigaTexas was hardly mentioned, the earnings call focused on active production and earnings.

Cybertruck production at the Austin factory was formally announced in March.

Which earnings call are you referring to? While the earnings call isn’t really for future product details, it was all clearly talked about on October 22nd. Here’s part of Elon’s response to the first question on Cybertruck production,
“And yes, it's cool. Like it's going to be made in Austin. So it's kind of dependent on completing that factory. And there are obviously new technologies with the high hardness kind of armored exoskeleton.
This is — it's never been done before, so there'll probably be some challenges along the way. And obviously, something that's extremely high hardness and difficult to scratch or dent is also difficult to form. So there's manufacturing challenges there. That's why it's so cleaner.
Although it also looks good, I think, from a cleaner standpoint. Yes. If all goes well, we'll be able to do some Cybertruck deliveries toward the end of next year, yes. So it's difficult to predict.
I would say there's probably a lot of deliveries in '22 and some deliveries toward the end of next year if things go well.”

They are adding a Model Y production line at the Austin factory as well as battery pack assembly. As I sad above, Cybertruck production at the Austin factory was formally announced back in March. The 10-Q SEC filing would be very unlikely to mention Cybertruck in any capacity other than in-development. In the SEC filings that mention the Model Y prior to the assembly line starting up, it was always “in-development”. These are intended to be momentary snapshots, not a roadmap.

There is also a lot that gets said outside of earnings calls. It has been stated by Elon and other Tesla management on many occasions that Cybertruck production is their first priority at the Austin factory. We keep getting little teasers about refinements and changes to Cybertruck’s design. When do we get to see it? “Soon” is the operative word, however I bet we don’t see it until they call “pencils down” and turn on the assembly line to crank out the first mules. Pack assembly is probably what will be brought online first as the rest can’t happen without it. ...I’d be willing to bet the first Cybertruck rolls off the line in time for 4th of July.

Agree on the Model Y in terms of some things make you roll your eyes. Same with the Model X we owned. They’re overall great cars, with a few questionable design elements. It’s obvious they rely too much on their virtual modeling and don’t explore real world prototype variations much before actually going to production.

Anyway, I’m not here to argue, nor am I a shill for Tesla. I am a Tesla shareholder, but I’m also an investor in Rivian and own shares in GMC and Ford. I’m here because I really like what GM has done here with the electric Hummer revival and I think they have a winning product on their hands. True competition in the market fosters innovation and we all benefit from that.
Elon was asked about Cybertruck production in todays earnings call, he said "If we are lucky, we might deliver a few at the very end of 2021, but scale production will be in 2022" Do you still think they are coming by July 4th?

Another surprise in the earnings call, revised S and X still use 18650 battery cell format. This really caught me off guard, I thought it would be 2170

A question was also asked what is 4680 cell production now, which lead to a long pause, and they did not want to answer, and said they think they are still somewhere on the S curve. I think this translates to they are not off to a fast start with the 4680.

Another question was asked when Tesla will reach the 50% lower battery cost, "about 3-4 years"
 

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Haha. A lot has changed in the last 2 months since my post. I do think we’ll see more production prototypes this summer when they’re installing and tuning the production line equipment. Based on comments over the last couple weeks, it seems confirmed that we can expect more Cybertruck design changes and the new design elements and other production/ supply considerations are now more of an impact on the scheduling than the factory construction.

4680 cell production and battery cost reductions have been an ambiguous target since their announcements. The major improvements in battery efficiency and cost were said to be a few years out when they had battery day. 3-4 years according to this earnings call... Yeah, so not shocking, but also not what I was hoping to hear.

New Model S and X refresh with tri-motor and new interiors look nice. I’m kinda wishing I would have held my 2016 X a while longer, skipped the Y and got the X refresh. The Y is a good car. In many ways a great car. But the X is better in most every way. And a lot more expensive.
 
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