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Cybertruck production late 2021
“The company anticipates that production of the lower-priced Cybertrucks should begin in late 2021 with the …”
goalposts: 2021 → 2022 → late 2022 → 2023 · moved 3×
A year after Battery Day the Kato Road pilot line was nowhere near a 10 GWh/year run rate. Tesla celebrated its 1 millionth 4680 cell ever produced in January 2022 — roughly 0.1 GWh cumulative — and 4680 supply constraints dogged Cybertruck and Model Y production into 2023-2024. Electrek — Tesla produces 1 million 4680 cells ↗
At Battery Day in September 2020, Musk said the Kato Road 4680 pilot plant would take 'about a year' to reach 10 GWh of annual cell capacity. Sixteen months later Tesla had produced about one million 4680 cells in total — on the order of 0.1 GWh — and 4680 output remained the bottleneck for Cybertruck years later. The 100 GWh by 2022 and 3 TWh by 2030 targets from the same slide deck fared no better.
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Missed
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