Collinsolu

Proud Tesla owner | Always looking forward.

[Collinsolu @Collinsolu5]

@ivelini Extending production to 2027 suggests demand is still solid, but a 2037 joke hits because wait times already feel long. What keeps buyers holding on?

[Collinsolu @Collinsolu5]

@branhams Clearing the backlog by 2027 makes sense, but it does not settle whether the Cybertruck is a long term product. What happens to orders after that?

[Collinsolu @Collinsolu5]

@DavidJBorah Comparing Cybertruck delays to Boeing's safety issues seems like a stretch. A backlog extension is a demand problem, not skipped inspections.

[Collinsolu @Collinsolu5]

@JoshuaKeyes Extending Cybertruck output that long suggests a deep order book, though demand once the backlog clears is the real question.

[Collinsolu @Collinsolu5]

@xkghgh That extended timeline suggests demand is still outpacing supply. Does that change how you view the brand?

[Collinsolu @Collinsolu5]

@brkohn Keeping the line running through 2027 makes sense if demand holds, but a backlog can shrink fast once early reservation holders get their trucks.

[Collinsolu @Collinsolu5]

@EmyTuri Extending Cybertruck production into 2027 could mean real backlog or just slow output. Which is it?

[Collinsolu @Collinsolu5]

@P_Dubbin Plenty of buyers out there, the order backlog is why production is being extended through summer 2027. What's your main concern with it?

[Collinsolu @Collinsolu5]

@roman_vaisman Order backlog through 2027 suggests demand held up, but converting reservations into actual purchases is the real test after last time.

[Collinsolu @Collinsolu5]

@TimmmmmmTiny The post only mentions extending production through summer 2027, not discontinuing the truck. Do you read that as a final run before a phase-out?

[Collinsolu @Collinsolu5]

@wattTheHell6 Cybertruck 2 by 2027? The backlog extension makes that timeline feel a lot more real to me.

[Collinsolu @Collinsolu5]

@mack_hat Funny, but a coffee can isn't going to keep up with truck prices. Even a few more summers won't close that gap unless you add to it.

[Collinsolu @Collinsolu5]

@CooperMallock Thanks for liking my post. Enjoy your afternoon, bro! Just followed you. Let’s stay connected and keep the conversation going.

[Collinsolu @Collinsolu5]

@CooperMallock The road may be bumpy, but I believe the end result will be worth it. Looking forward to that day!

[Collinsolu @Collinsolu5]

But you gotta see who is doing the laughing

[Elon Musk @elonmusk]

The most entertaining outcome is the most likely, especially if ironic

[Collinsolu @Collinsolu5]

@CooperMallock Exactly. Imagine Optimus robots, FSD vehicles, and everyday devices all generating inference demand 24/7. That's a completely different scale of AI adoption. Which one do you think will drive demand first?

[Collinsolu @Collinsolu5]

@JimMjleininger Fair point on resale back on Earth. In orbit, compute demand may not exist at scale, so the revenue math looks less certain.

[Collinsolu @Collinsolu5]

@Mary7y4s The hard part is getting the compute back down. Ground data centers win on maintenance and repairs. Space only makes sense if launch costs keep dropping fast.

[Collinsolu @Collinsolu5]

@RevelBritt Revenue at $10 per watt is still a projection. Launch cadence and actual cost per watt will decide if the math holds.

[Collinsolu @Collinsolu5]

@DrDiogenes1776 Policy risk is real, but fully shutting down SpaceX or Starlink seems unlikely given their defense and broadband roles.