Tesla is planning to deliver 375k units of the Cybertruck annually
MatthewDR/Twitter
Tesla is now on track to fulfill its commitment to deliver the much-anticipated Cybertruck. According to recent reports by Electrek, the company has shared its production targets and prototype timing with its suppliers, instilling confidence that deliveries will commence by the end of the third quarter in 2023.
From Delayed Launch to Steady Progress
In its communication with suppliers, Tesla revealed a plan to build a staggering 375,000 units of Cybertrucks annually. This figure is a significant leap from Musk's estimate of around 250,000 units per year. However, it's important to note that Tesla will likely reach this production milestone in 2024, once production has ramped up.
Tesla first pulled the covers off the Cybertruck in 2019, with original plans to hit the market in 2021. However, the global pandemic and supply chain disruptions led to multiple postponements. Despite these setbacks, recent updates from CEO Elon Musk show a good progression toward mass production of this futuristic pickup truck.
The Importance of Release Candidates
As per the internal timeline, the first release candidates for the Cybertruck, which are near-final vehicle versions, are slated for August 2023. These candidates represent the last development stage before mass production begins. This critical milestone aligns well with the projected delivery event scheduled for September.
Despite these updates, 1.5 million reservation holders still don't know about the final specs and pricing of the Cybertruck. According to Musk, these details will only be disclosed during the upcoming delivery event.
Tesla's Challenges and Ambitions
From engineering to design, the Cybertruck has been one of the most challenging vehicles for Tesla. Yet, the company's aggressive annual production target reflects its strong ambition to penetrate the electric pickup truck market. As the Cybertruck moves from prototype to production, Tesla is clearly in the driver's seat to revolutionize this segment.
In the recent Investor Day, the latest Cybertruck prototypes were spotted with new features, including a yoke steering wheel design. These design modifications, validated by Musk and Tesla's Chief Vehicle Designer Franz von Holzhausen, provide further evidence that production is imminent.
In the face of high anticipation and industry scrutiny, Tesla is pushing full steam ahead with its Cybertruck program, "Project Everest." The production target of 375,000 units and the expected arrival of release candidates this August paint a promising picture for Tesla's entry into the electric pickup market. With Tesla's record of transforming the EV space, the Cybertruck's launch will undoubtedly be a landmark event in automotive history.
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Last night, Tesla released software update 2024.45.32.5, which includes updated versions of FSD for HW3 and HW4 vehicles. More specifically, this update includes FSD V12.6.2 for HW3 and FSD V13.2.5 for HW4 models (how to check if you have HW3 or HW4).
While there aren’t new features in this update and the FSD release notes remain the same, it does include bug fixes, which should help these FSD updates go to a wider audience.
HW3 Model 3
What’s most interesting about this update is that it’s the first time a version of FSD V12.6 is going out to the Model 3 with HW3. Previously, it was only available for the redesigned Model S, Model X, and Model Y. The Cybertruck has only ever been available with HW4, which makes the Model 3 the lone vehicle left out of the FSD 12.6 release for unknown reasons.
The FSD hardware for the Model 3 and Model Y is identical, but the camera placements shift slightly due to the different vehicle body shapes, so it’s possible that played a role.
After a long wait, Model 3 owners are finally getting a chance to try out End-to-End on the Highway, as well as many other improvements.
FSD V12.6.2 Improvements
FSD V12.6.2 shares the same changelog as V12.6.1 - so we’re not expecting major changes besides bug fixes on this particular release, at least for vehicles coming from V12.6.1. Instead, it seems the primary focus of this update is to address compatibility for the Model 3.
Overall, V12.6 is far closer to V13 than it is to V12.5.4.2 - and it really does feel that way. It is an impressive feat from Tesla to make such big and positive changes for a platform that they’ve admittedly been having some difficulties in obtaining better results. However, this really underlines the fact that they’re still committed and trying very hard to achieve Unsupervised FSD even on HW3.
The other bit of good news is that this latest FSD update is based on update 2024.45.32.x, which means that it will be available to all vehicles. While Tesla has released the next major update, version 2025.2, it’s currently only available internally. If you’ve been thinking about subscribing to FSD, now may be a good time, since you’ll qualify to receive the latest HW3 or HW4 FSD version once it rolls out widely.
Legacy Model S and Model X
While the update has begun to roll out to Model 3’s for the first time, at this point in time, we haven’t seen any legacy Model S or Model X vehicles included in this update. Those vehicles, for now, are still on FSD V12.5.4.2.
However, we do expect Tesla to add support for these vehicles. The question is whether that’s included in this update or whether it’ll be a future release.
This update has barely started rolling out - the first vehicles started receiving the update last night in a small batch. However, we will hopefully see more waves in the coming days that will progressively get larger. Expect this update to take at least two weeks to go out to the majority of HW3 vehicles if major issues aren’t found.
Now that the Model Y Juniper refresh has officially been announced in the Asia-Pacific markets, the initial vehicles from Giga Shanghai are starting to make their way to showrooms throughout the region.
And that means lots of new pictures. Let’s take a look at some of the latest close-up shots of the 2025 Model Y.
Light Bar Close-Up
Our first up-close look at the new front end of the new Model Y. This car is likely en route to a showroom prior to the start of Tesla’s big sales push for the Chinese Lunar New Year, and this is one of the closest and cleanest shots of the new front end.
The sharp new front of the Juniper
@DriveGreen80167 on X
The new front light bar is very visible, even when it’s off. It’s more than a thin strip of lights. The headlights are located directly below the light bar at either end. You can also see the new squared-away sharp lines - starting from the lightbar gaps and going up the hood. The new design looks far more aggressive and sharp when viewed at this angle.
Wheels
And the new wheels are pretty interesting, too - especially since they don’t seem to have full aero covers on them. We’re wondering if Tesla intends to introduce aero covers for these wheels later - or if they’ll just stay uncovered. They look pretty good - but the black hubcap in the center stands out against the rest of the wheel. Time will tell whether the clean black finish holds up with use.
We're a big fan of these new fan-blade wheels
@DriveGreen80167 on X
Either way, they’re pretty good looking - but we’d prefer to see them in an all black finish - similar to the Shadow Gemini’s that are currently available. Hopefully, once the Model Y refresh arrives in North America and Europe, that option will be available in addition to the Crossflow wheels.
Videos
Here is one of the first videos showing off the rear light bar.
The refreshed Model Y also brings a ton of changes to the interior. In addition to the Launch Edition exclusive dash, we also get a good shot of the new ventilated seats, as well as the return of the turn signal stalk.
The best interior shot we've seen so far
@DriveGreen80167 on X
The new Model Y also has the same new center console as the Model 3 Highland - with the two-part slider. For now, it seems like the Launch Edition will include rubber pedal covers - nothing fancy like the metallic ones available on the Performance variants yet.
Rear End Close-Up
On the rear end of the vehicle, we get a close-up view of the new reflective light bar. Tesla claims this is an industry-first, and it does look very cool. The actual light is located on the inside edge of the piece that overhangs the reflective portion. The reflective portion itself is painted to match the vehicle - and isn’t a glossy surface, but rather matte.
Gotta love that new reflective light bar
@DriveGreen80167 on X
In the next image, we can also see that the rear camera is mounted in a new location. It doesn’t have the camera lip that the 2024 Model Y has been shipping with, as the camera is now mounted on the very edge of the new raised bumper. This also means the camera is much higher up than it previously was. This location change likely means that the new Y will require some additional training time for both FSD and Actually Smart Summon, as well as the new front bumper camera.
This is going to be an interesting change - we’re not sure how this new camera location will handle snow, rain, and road muck, but this is likely the main reason for it being moved up and away from the road.
The updated camera positioning is noticeably higher
@zhongwen2005 on X
We’re excited to see the new Model Y in person. This refresh has been a long time coming and there are many details that are still waiting to be discovered.
Customer deliveries are supposed to begin in just a couple of months - May at the earliest - in the Asia-Pacific region. We’re hoping to see the refresh arrive in Europe and North America by summertime and then see the launch of the Performance variant shortly thereafter.
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