Chuck Cook

Rebellionaire

@ChuckCook

Dad, USNavy CDR S3 Viking, A321 Captain, OG FSDβ, @NavalAcademy Aero Engr, Developer, Arborist, Beekeeper, Aquaponics, Keto Coach - bio.link/chuckcook

30.2225, -81.6863 youtube.com/ChuckCook Joined March 2008

1.8K Following 80K Followers 19K Posts

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Chuck Cook @ChuckCook 12h

Happy Veterans Day to everyone who wore the uniform.

I spent many years in the Navy flying and serving with some of the best men and women I'll ever know. A few of them didn't make it home, and I try to always think about them every year on this day.

This year hits a little different for me. Next month I get to watch my son Charlie @CharlieCook2124 get his Navy Wings in Meridian, MS. He will be our family's fourth generation military pilot. Do the math, it doesn't go back much farther than that. Proud doesn't cover it.

If you know a vet, call or text them today, acknowledge their service. They won't ask for it, but they'll remember it.

Chuck Cook @ChuckCook 6h

Please change your mind. Cybertruck is what we want to live on. Cybercab won't haul my bees. I still need a tool that also will drive me to the airport.

Elon Musk Verified account @elonmusk 6h

In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
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Chuck Cook @ChuckCook 3d

Elon, it seems/feels like you are getting annoyed by all the @Cybertruck cancellation posts. I am also very sad about this decision, but understand business decisions need to be made.
I do think that you need to clarify your previous statement that "something way cooler than a minivan is coming" is actually just the Robovan we saw in Burbank.

Elon Musk Verified account @elonmusk 3d

@OwenSparks It is insanely fucking hard to build a high-volume factory. That’s why.

Prototypes are trivial by comparison.
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Chuck Cook @ChuckCook 5d

Most people think "something way cooler than a minivan" means a new product we haven't seen. IMO to Tesla this is the Robovan they have already shown. Shutting down the Cybertruck tells me they are not concerned with what we want to buy, they are delivering 100% autonomous whether we are ready or not.

Sean Mitchell Verified account @seanmmitchell 5d

Tesla says it's winding down Cybertruck to make room for Cybercab.

I don't buy it.

Giga Texas sits on 2,500 acres with 10M+ sq ft of factory floor. Tesla is already prepping the site for an Optimus line built for 10M robots a year. There's room to grow if they need it.

Tesla's own Q3 deck lists installed capacity there of 375K+ Model Y, 125K+ Cybertruck, and 125K+ Cybercab. The Cybertruck line ran at roughly 22% of capacity last quarter.

Space isn't the problem.

And Cybercab doesn't replace what Cybertruck does. It's a two-seater built for short trips. That leaves a massive gap. Families. People who want a bigger vehicle. People who haul gear. People where transit doesn't reach.

Robots won't fill that gap anytime soon.

So is Tesla conceding its car business to SpaceX's priorities? Maybe.

But mass-producing vehicles is worth a lot. Battery and motor IP. Manufacturing know-how. Millions of owners validating autonomy every day. I don't think they walk away from that.

Lars Moravy said "never say never" on S and X. He also said a comeback would start from zero, on Cybercab-style manufacturing.

Elon said Tesla's lineup will be autonomous vehicles of different sizes. When someone begged for a minivan: "Something way cooler than a minivan is coming."

Different sizes. Cooler than a minivan.

My bet: Tesla is cooking something behind the scenes. Not a resurrected S or X. A new line that pulls from what they've built with Semi and Roadster.

We'll see.
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Chuck Cook @ChuckCook 5d

This is sad for me to hear, I love my @Cybertruck, but I can see why this decision was made. It was not a success to the market. Hopefully the lessons learned from this product will live on to make even better and more popular products going forward. Cybertrucks will be around for a long time, and hopefully my Foundation series will keep me safe and drive me around for hundreds of thousands of miles.

Elon Musk Verified account @elonmusk 6d

Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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