Cybertruck Foundation Series Now Open to Everyone; No Reservation Required in the U.S.

By Karan Singh
Not a Tesla App

The Cybertruck Foundation Series configuration has finally opened up to all reservation holders in Canada and Mexico. In addition to that, there is no longer a requirement to have a reservation for the Foundation Series in the United States. You can simply go to Tesla’s website and order one.

This is a big moment for the Cybertruck, which is starting to become more widely available and seen on roads across the United States. Delivery in Canada and Mexico for the Foundation Series is set to begin in October.

Cybertruck in Canada

The Cybertruck is finally available in Canada, after the approval of steer-by-wire. The AWD Foundation Series is available for $137,990 CAD, and the Cyberbeast Foundation Series is available for $165,990 CAD. This is roughly in line with the Foundation-series pricing available in the United States.

These order invites are currently only available for reservation holders, and invites are being sent out now. A couple things of note here – after taxes, in Ontario, the AWD Cybertruck is $165,000 CAD. The Cyberbeast is above $200,000 CAD. This includes the luxury tax, which Tesla is applying for some reason.

The Cybertruck should be exempt from the luxury tax, as its Gross Vehicle Weight Rating is above the luxury tax guideline limit of 3,856kg. The AWD Cybertruck has a GVWR of 4,159kg. At this point, we’re not sure if this is just an error on Tesla’s part, or if the law has changed without the webpage being updated to reflect a change in minimum GVWR exemptions. If it is exempt, the overall price will drop about $8,500 for the AWD to $155,990 after tax, and about $11,300 for the Cyberbeast, to about $187,500 CAD.

If the Cybertruck is indeed exempt, that would bring the price down considerably – in fact, a non-Foundation series AWD Cybertruck will cost less in Canada than the Model S Long Range or Model X Long Range.

Update: Cybertruck Program Manager Siddhant Awasthi has confirmed that Tesla is looking into the Canadian Luxury Tax issue, and it should be removed.

Cybertruck in Mexico

The Cybertruck is also available in Mexico now, for reservation holders just like in Canada. Pricing hasn’t been confirmed just yet, but it should be equivalently priced to the American and Canadian Cybertrucks.

Mexicans can also revel in the fact that there is no luxury tax for vehicles in Mexico – so no panic over being charged extra. As such, you can expect to pay $1,888,380 MXN before tax for the AWD, and $2,266,056.00 before tax for the Cyberbeast.

When Will Orders Open Up for AWD?

While Tesla has previously mentioned that the Foundation Series will be ending sometime this year – we’re expecting fairly late into the year, given the continued high demand for the Foundation Series.

While it was originally confirmed to be ending alongside Q3 2024 (September), it was later updated to be “through late 2024.” We’re not 100% certain that Tesla will keep that exact date, given the delayed launch of the Cybertruck in Canada and Mexico. You can bet that Tesla will adjust the timing based on demand in the two new markets.

Either way, once the Foundation Series ends, we can expect demand to pick up considerably, as the mark-up for Foundation is $20,000 USD ($27,500 CAD or $377,570 MXN) – a fairly sizeable amount in both countries.

New Castings Spotted at Giga Texas Likely Intended for Tesla Cybercab

By Karan Singh
@JoeTegtmeyer

Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.

Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.

Robotaxi Castings

These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.

With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.

The castings laid out.
The castings laid out.
@JoeTegtmeyer

The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.

These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.

It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.

Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.

A more vertical look at the castings.
A more vertical look at the castings.
@JoeTegtmeyer

New Giga Presses

To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.

There’s a lot happening and we will hopefully know more tomorrow evening.

New Giga Press parts
New Giga Press parts
@JoeTegtmeyer

PepsiCo Building Additional Tesla Semi Chargers

By Karan Singh
Not a Tesla App

Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.

Name Change

Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.

Frito-Lay Site

The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.

This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.

Kelton Way Charging Complex

Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.

A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X

Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.

Carson Semi Charger Site

These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.

Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.

As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.

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