At every earnings call including the most recent one Tesla keeps saying "Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025." Note the plural on "affordable models". So that is what will make or break their sales growth for the next few years. Progress on FSD may also contribute if it continues to accelerate the way it did in the last 6 months with v12 and v13. Cybertruck will not be material.
"To be frank, there is always some chance that Cybertruck will flop, because it is so unlike anything else.
I don’t care. I love it so much even if others don’t."
He never said anything similar about Tesla's other products.
https://x.com/elonmusk/status/1415733231589097472
At every earnings call including the most recent one Tesla keeps saying "Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025." Note the plural on "affordable models". So that is what will make or break their sales growth for the next few years. Progress on FSD may also contribute if it continues to accelerate the way it did in the last 6 months with v12 and v13. Cybertruck will not be material.