Several months ago there were a couple of TMC posters who provided a detailed spreadsheet of a Tesla supplier spreadsheet showing required component dates for Tesla models. It noted current models and also included information on Cybertruck, Semi and a van I believe. It looked legit although could have been made up. Can't seem to find this, so if those who provided the information can repost for discussion, much appreciated.
Specifically, for Cybertruck the supplier required component dates were noted for October, 2023. This would lead me to believe that Cybertruck would be ramping in Q4 2023. Is there any information from Elon or Tesla, or a credible resource, that Cybertruck is scheduled to ramp in Q1 2023? If so please provide.
Tesla has expressly stated Cybertruck to commence production in 2023, not January 2023. This time last year many here (me included) thought Austin and Berlin would be pumping out Model Ys by January 2022, and we now know that was delayed by six months. Now we have Cybertruck using a exoskeleton manufacturing process never undertaken on an automobile. Further, unlike Ford, Rivian and Lucid which have designed their manufacturing around a 100k annual run rate, Tesla is designing their manufacturing around a million annual run rate. Totally different beast. If Tesla was only planning on making 100k a year, they would already be pumping out Cybertrucks. Tesla is thinking smart, thinking long term and thinking right. Let's give them the opportunity to make sure they get it right. My realistic expectation is for Cybertruck production ramp commencing in Q4 2023.