I think part of the letdown of the Cybertruck delay was their own making. This week they had been "promoting" it. New releases of videos and stills of "prototype 2" being shown at Austin, and Elon's tweet about driving the truck around in Texas gave everyone high expectations that the ER would have positive news about it. Instead, it crushed those hopes. As an investor, I'm glad to see them focus on production, volume and revenue rather than new products. As an enthusiast that wants to buy a CT, I'm disappointed.