Cybertruck Orders Expanded, Engineering Deep Dive, Ford to Cut F-150 Lightning Production (12.11.23)
Dec 12, 2023
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Tesla expands Cybertruck orders, engineering deep dive, Ford cuts F-150 Lightning production. Carwow tests Cybertruck vs. Ford F-150 Raptor R. Updates on Giga Texas, FSD, and unionization efforts. Various topics include label laws, Alex Jones' reinstatement, and upcoming economic events.
Tesla has started sending invitations to configure Cybertruck orders, targeting mainly California and Texas, but the sequence of invitations does not follow a strict chronological order.
The engineering deep dive on the Cybertruck revealed the adoption of 48-volt architecture, significant reduction in wiring, use of castings, improved battery density, and other key features that will be implemented in future Tesla vehicles.
Deep dives
Cybertruck orders and progress
Tesla has started sending invitations to configure Cybertruck orders. The invitations are currently for the foundation series, costing $20,000 more than the base price. It seems that a few hundred invitations have been sent out so far, mostly targeted in California and Texas. The sequence of invitation does not seem to follow a strict chronological order.
Engineering details of the Cybertruck
A new video from Sandy Monroe and Tesla's top executives discusses engineering aspects of the Cybertruck. Some key points include the adoption of 48-volt architecture, which will be implemented in future vehicles that require new tooling, and the significant reduction in wiring due to the switch from CAN buses to ethernet connections. They also discussed the use of castings, power and motors, charging capabilities, and the improved battery density of the Cybertruck.
Updates on Ford's electric F-150 Lightning
Ford plans to cut production of the electric F-150 Lightning by half next year due to changing market demand. They are reportedly preparing for a production rate of about 1,600 vehicles per week, down from the current capacity of 3,200 per week. This decision reflects the challenges faced by traditional automakers in transitioning to high-volume EV production while competing with Tesla's expertise and market pressure. This highlights the difficulty in making the shift to EVs in a competitive market.
➤ Tesla extends order invitation to more Cybertruck reservation holders ➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI ➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R ➤ New equipment at Giga Texas ➤ FSD and AP team updates ➤ IG Metall comments on Sweden unionization efforts ➤ Musk on X ➤ Ford to cut F-150 Lightning production ➤ Calendar
X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283
Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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