Tesla has further delayed production of Cybertruckβs range extender and reduced the range that it will add to the electric pickup truck.
When Tesla unveiled the production version of the Cybertruck last year, there were two main disappointments: the price and the range.
Tesla has missed on pricing with new vehicle programs before, and inflation has been exceptionally high in the few years between the original unveiling and pricing of the Cybertruck in 2019 and its start of production last year.
But when it comes to specs, Tesla has generally delivered on its promises. Not with the Cybertruck.
These were the original specs for the Cybertruck:
Most people reserved the β500+β mile range tri-motor version for $70,000. Now, Teslaβs tri-motor Cybertruck starts at $100,000 and gets 320 miles of range.
Instead of the Cybertruck achieving its promised range, Tesla said that it would launch a βrange extenderβ, which consists of an additional battery pack that sits in the truckβs bed, taking about a third of the bedβs space.
Originally, Tesla said it would increase the range of the dual-motor Cybertruck from 340 miles to over 470 miles and the Cyberbeast from 320 miles to over 440 miles.
However, Tesla has updated its range extender specs:
Tesla now says that the range extender should result in β445+ milesβ rather than β470+ milesβ for the dual motor β a ~25-mile reduction in range.
Interestingly, the range extenderβs impact on the tri-motor Cybertruckβs range hasnβt changed on the standard wheels and tires, but it is down to β415+ milesβ with the all-terrain wheels.
Furthermore, Tesla has also pushed the beginning of production from βearly 2025β to βmid 2025β.
Tesla started Cybertruck production in late 2023, which means that it will deliver the Cybertruckβs range extender more than a year and a half after delivering its first Cybertrucks to customers.
Oh, and also, it is expected to cost $16,000, according to Tesla.
I previously described the Cybertruck program as a βmistake turned marketing toolβ for Tesla.
At the time, I didnβt say that it was a failed program on its own because it was too early to say, but I said it was an error nonetheless because itβs not going to meaningfully contribute to Teslaβs EV deliveries and therefore, it created what Tesla calls βa gap between its waves of growthβ.
I think a cheaper and slightly more traditional pickup truck or a cheaper hatchback program would have had a much greater impact on Teslaβs mission globally, and it would have shortened that βgap.β
Now, Tesla has used the Cybertruck as a marketing tool to raise its profile, but itβs not clear how significant of an impact that has been.
Today, with the price and the fact that Tesla already went through its backlog in the US while delivering likely fewer than 40,000 Cybertrucks, I think thereβs room to get quite worried about the Cybertruck program.
I wouldnβt be shocked to start seeing Tesla add it to its referral program and even start doing discounts next year.