In Tesla's third-quarter earnings call, CEO Elon Musk discussed the challenges and anticipations surrounding the Cybertruck, arguably Tesla's most anticipated vehicle. Here are the major takeaways.
"We Dug Our Grave"
In a candid moment, Musk admitted, "We dug our grave for Cybertruck." This poignant statement underscores the formidable challenges Tesla faces in producing this revolutionary vehicle. Musk described the Cybertruck as a rare gem, a product that comes along "once in a long while." Such unique products are inherently difficult to scale, bring to market, and ensure profitability.
Musk was emphatic about the hurdles Tesla faces with the Cybertruck. "There will be enormous challenges in reaching volume production with the Cybertruck," he said. He attributed these challenges to the vehicle's innovative technology and its vast differences compared to other vehicles.
Making a distinction between creating and mass-producing a prototype, Musk remarked, "Prototypes are easy; production is hard." Emphasizing the immense difficulty of the latter, he pointed out that it's "10,000% harder to get to volume production than to make a prototype."
Musk drew on his extensive experience, mentioning that reaching volume and prosperity would require immense "blood, sweat, and tears." While he's faced similar challenges with other Tesla vehicles, the Cybertruck presents its unique set of challenges.
Cybertruck Preorders & Annual Production
While Musk labeled the Cybertruck as potentially Tesla's "best product ever," he was clear about the financial trajectory. He estimates it may take "a year to 18 months before it is a significant positive cash flow contributor." He noted that the demand for the Cybertruck isn't an issue, with over "1 million people who've reserved the car." The challenge lies in producing it at an affordable price.
When asked about delivery expectations for 2024, Musk's response was cautiously optimistic. He admitted the difficulty of making accurate predictions due to the radical nature of the Cybertruck. "If you want to do something radical and innovative...it is extremely difficult because there's nothing to copy," Musk stated. However, he gave a ballpark figure, projecting that by 2025, Tesla would achieve a production rate of "roughly 0.25 million Cybertrucks a year."
Unofficial Specifications
Since its 2019 debut, the Cybertruck's specs have shifted. Influenced by rivals like Rivian R1T and Ford F-150 Lightning, Tesla adjusted dimensions. Initially 232 inches long and 80 inches wide, recent enthusiasts' measurements suggest a width of 78 inches, closer to Tesla's Model S.
Delivery Event
Amid spec uncertainties, the Cybertruck remains a hotly anticipated vehicle. Musk's frank discussion paints a picture of the hurdles ahead. However, Tesla announced its Cybertruck delivery event on November 30th at Giga Texas.
Tesla has begun installing new anti-theft measures on some Supercharger cables, consisting of an exterior wrap called DyeDefender and engravings on the copper wiring inside the cables.
Like other high-speed EV charging stations, Superchargers have been frequent targets of vandalism and theft. While vandalism can often be mitigated through increased security, theft presents a bigger challenge. Thieves primarily target the copper inside the charging cables, which is densely packed and valuable as scrap metal.
DyeDefender
To address this, Tesla is trialing DyeDefender, a theft deterrent system commonly used to protect catalytic converters. It consists of a pressurized staining dye housed within a stainless steel hose called CatStrap, which wraps around the Supercharger cable. The CatStrap is highly resistant to cutting, but if breached, it releases a bright blue dye. While harmless, the dye is difficult to remove, making it easier to identify suspects.
Engraved Cables
Engraved -
Not a Tesla App
In addition to DyeDefender, Tesla is also engraving the actual copper wiring inside the cables, making stolen material harder to sell since scrapyards often reject marked metals.
This solution is more scalable, cost-effective, and doesn’t disrupt service operations or the customer experience—it simply involves engraving the copper inside the cables. Supercharger cables will be permanently marked with “Property of Tesla Motors,” engraved directly at the factory in Buffalo, New York.
Recycling companies and scrap yards will immediately recognize that the cables belong to Tesla and refuse to accept them. Instead, they may notify Tesla that they’ve received stolen goods. While this may not have an immediate impact, over time, as thieves realize that stolen Supercharger copper is unsellable and could get them caught, they’ll be less inclined to target them.
It’s interesting to see Tesla experiment with unique ways to protect Supercharger sites. While the company will likely focus on DyeDefender deployments in high-theft areas, this remains a trial phase. The full impact of cable engraving may take time to materialize, but it should prove effective in the long run.
In the meantime, continue reporting any downed Supercharger sites through the Tesla app by navigating to Location > Charging > Select Site > Report an Issue.
If you have any creative ideas on how Tesla can prevent vandalism and theft, share them with us on social media.
Tesla has released software update 2025.2.6, and while minor updates typically focus on bug fixes, this one introduces a major new feature. With this update, Tesla has activated the in-cabin radar, a sensor that has been included in some vehicles for more than three years but remained unused until now.
Why Not Vision?
Unlike vision-based systems, radar can precisely measure object dimensions and even detect movement behind obstacles by bouncing radio waves off surrounding surfaces. This allows for more accurate and reliable measurements of objects that vision may not even be able to see, such as behind the front seats.
What Tesla Announced
Tesla recently highlighted the 4D radar in the new Model Y, explaining how it will improve passenger safety. Tesla executives stated that the radar would be used to properly classify passengers and improve the way airbags deploy.
Tesla went on to say that in a future update, Tesla will use the in-cabin radar to detect any potential passengers left in the vehicles. Since radar can even pick up on heartbeat and breathing patterns, it can provide a much more accurate method of detecting children left in a vehicle. Tesla talked about how the vehicle will send owners a notification via the Tesla app and enable the HVAC system if it detects a passenger in the vehicle. It’ll even call emergency services if needed.
New Feature in Update 2025.2.6
Tesla has officially named this feature in update 2025.2.6, “First-Row Cabin Sensing Update,” which appears to align with the first portion of what Tesla discussed in the new Model Y video.
In the release notes, Tesla describes the update as:
“The first-row cabin sensing system has been updated to use cabin radar, which is now standard in all new 2025 Model Ys. Your Model Y was built pre-equipped with the necessary hardware, allowing Tesla to also bring this technology to your vehicle.”
For now, it appears that Tesla is using the radar to detect and classify passengers in the front seats. This could eventually replace traditional seat sensors, reducing the number of hardware components and lowering production costs.
Not all Model Y vehicles with the cabin radar are receiving this feature yet. Tesla is likely testing it in select vehicles and will roll it out to more vehicles in the near future. The Model Y is also the only vehicle currently receiving this feature, even though additional models include the interior radar.
Tesla also plans to expand the feature later this year, bringing rear-seat passenger detection in Q3 2025. While Tesla talked about the feature for the new Model Y, we expect it to be available for all vehicles with the in-cabin radar.
Supported Models
Although Tesla is vague in their release notes, this feature is being added to all Model Ys that include a cabin radar. Tesla started including the cabin radar in 2022, but its availability may vary by region and model. The Model 3 didn’t receive the cabin radar until it was redesigned in 2024, while all Cybertrucks already include it.
The owner’s manual for the redesigned Model S and Model X doesn’t specifically mention the interior radar, although Greentheonly believes the vehicles also include one, so we’ll have to wait to determine whether those vehicles also receive this new feature.
At this time, the feature appears to be only going out to Model Y vehicles, but we expect it to become available on other supported models soon.
We love to see these kinds of updates. Tesla is increasing the safety of existing and new vehicles through a software update while also making them more affordable to own.