Tesla's Cybertruck will retain it's massive wiper for production
MatthewDR/Twitter
The Tesla Cybertruck buzz continues to ramp up. Elon Musk says it will change the road, and he plans to make the futuristic truck his daily driver. Thanks to its distinctive design and outstanding performance capabilities, millions of buyers are on the wait list to drive this amazing truck.
Matthew Donegan-Ryan, a shareholder who attended Tesla's Investor Day, had the chance to speak with senior Tesla executives and learn more about Cybertruck. Several investors were sharing information about Cybertruck, but Matthew Donegan-Ryan has posted extensive videos about his conversations with Tesla executives.
Sizes and Variations
According to rumors, the Cybertruck pre-production beta that was on display at Investor Day is how the truck would appear if it were available for purchase right now. The Cybertruck is about 5% smaller than the prototype unveiled in 2019, but despite being a smaller vehicle than the Ford F-150 Raptor, it has more usable space. The Ford Super Crew Raptors at the event were comparable to the Cybertruck, which is slightly smaller. The size reduction means that the Cybertruck can only hold five passengers instead of six. It's expected to weigh between 6,500-7,500 pounds. Other investors are reporting 7,000 pounds
The Cybertruck will come in two versions: a dual-motor base model and a high-end performance model. It was initially believed that the top trim would be a quad motor, but conversations with Tesla staff seemed to suggest that Tesla would forego developing a quad-motor powertrain in favor of a tri-motor powertrain for the Cybertruck. All Cybertruck configurations will come standard with rear-wheel steering.
Largest Display in a Tesla
The Cybertruck will have Tesla's largest display ever, measuring 18.5 inches diagonally, however it'll come without a gauge cluster, or heads-up display. The redesigned Model S and Model X have a 17" center screen, while the Model 3 and Model Y include a 15" center display.
A combination of a typical round steering wheel and the yoke found on the Model S and Model X, the steering wheel will be round on the sides with flat top and bottom edges.
Unlike the F-150 Lightning, the front bumper grille does not open along with the hood. The production version of the Cybertruck windshield light bar will have amber lights, just like the Tesla semi, to indicate that the truck is wider than the standard 80 inches.
Wheels and Suspension
Highly advanced air suspension will come standard on every Cybertruck. Staff told the intrepid investor that Cybertruck can handle pretty much anything. "I was told very directly that they have tested the air suspension and they're confident it can handle Baja-style racing."
The Cybertruck will have 18-inch wheels, and at the very least, all-terrain and all-season standard tire options will be available. The tire's dimensions are 285/65 R18, or 35 inches by 11.25 inches by 18 inches. The company in charge of making the tires for the Cybertruck will be Goodyear. Donegan-Ryan estimates each tire will cost $385.
No Self-Presenting Doors
The doors on the Cybertruck won't self-present themselves like the doors on the Model X. Unlike the prototype's stainless steel bumpers, the Cybertruck's production beta's bumpers and side skirts are made of black plastic and are five-mile-per-hour impact compliant. The side-view mirrors are supposedly removable, but no confirmation of that.
New Team is Developing Accessories for Cybertruck
The 48-volt architecture used by the Cybertruck will provide more power, lighter and less expensive wiring, and a smaller accessories battery. For the vehicle, Tesla has created a Cybertruck Accessories Team, and rather than working with aftermarket businesses to build add-ons, Tesla will do it themselves. Off-roading, camping, and racing are the three subgroups of the Accessories team.
With millions of people on the waiting list in North America, it appears that list will not be opening up in Europe. With it's immense size, Donegan-Ryan says there are no plans to have this beast on the narrow European roads.
The Cybertruck will be a strong and adaptable vehicle, suitable for off-roading, camping, and even racing, according to the most recent information about it. The Cybertruck is poised to have a big impact on the pickup truck market thanks to its distinctive design and impressive features.
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It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
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