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Tesla Giga Texas lot 2 March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Look at all the Cybertrucks stashed outside Tesla’s factory in Texas

We count more than 500, which is roughly 1% of the entire number of Cybertrucks owned in the US. That’s a lot of stainless steel that can’t survive a car wash.

Cybertrucks represented 5% of all US Tesla sales last quarter, but they make up a huge portion of the inventory piled up outside Giga Texas, the factory where they’re produced. Our analysis of satellite imagery of the production facility suggests that about half the vehicles in the main production lots appear to be Cybertrucks.

That’s likely because the stainless steel trucks, despite recently becoming less expensive, have proven especially difficult to sell as CEO Elon Musk has taken on a more controversial role in the US government and the brand has become increasingly unpopular. The company is sitting on about $200 million worth of Cybertruck inventory, Electrek reported earlier this month.

By our count, there are more than 500 Cybertrucks — which amounts to more than 1% of the number of Cybertrucks owned in the US — being stored on lots at Giga Texas. Here’s a view of the the main parking lot there, where new vehicles reside before they’re shipped off to customers:

Tesla Giga Texas lot March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Here’s a second major inventory lot, which appears to be mostly Cybertucks.

Tesla Giga Texas lot 2 March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Since the Cybertrucks began coming off the line just over a year ago, Tesla has sold fewer than 50,000 of the vehicles in the US — something we know from government data after the vehicle’s eighth recall last month. The 6,406 the company sold in Q1 is also about half of what it sold a quarter earlier, according to data from Cox Automotive, when the truck was less of a political lightning rod. By any accounting, the Cybertruck’s numbers are far fewer than the 1.5 million preorders it originally had.

Tesla didn’t immediately respond to a request for comment.

Today, Business Insider reported that Tesla is reducing Cybertruck production and reallocating employees to work on the much better-selling Model Y lines instead, though it should be noted that Tesla’s total sales are down significantly.

As a result of the excess of Cybertrucks already produced, they’re starting to pop up in parking lots around the country as well. Tesla also seems to be using these idle Cybertrucks to tow around Model Ys as a form of advertising.

Let us know if you see any more Cybertrucks hiding in plain sight.

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EU calls for bids to build “AI gigafactories” in 2026

The European Union wants to shore up its domestic AI infrastructure, and reduce its dependence on American tech companies.

To further this goal, the bloc is planning on accepting bids to build EU-based “AI gigafactories,” according to a report from The Wall Street Journal.

EU Executive Vice-President for Tech Sovereignty, Security and Democracy Henna Virkkunen announced that bids would begin in January or February, according to the report.

As the AI arms race heats up, countries are racing to secure their own sovereign AI infrastructure, including building their own AI models that reflect countries’ culture and language, and control over cloud computing resources.

Europe is lagging behind the US and Asia in AI infrastructure. But it may be hard for the EU to fully break free of American tech — unlike the US and China, there is no European alternative for the powerful GPUs needed to train and run AI models. It’s very likely that any AI gigafactories in the EU will be filled with GPUs from Nvidia.

EU Executive Vice-President for Tech Sovereignty, Security and Democracy Henna Virkkunen announced that bids would begin in January or February, according to the report.

As the AI arms race heats up, countries are racing to secure their own sovereign AI infrastructure, including building their own AI models that reflect countries’ culture and language, and control over cloud computing resources.

Europe is lagging behind the US and Asia in AI infrastructure. But it may be hard for the EU to fully break free of American tech — unlike the US and China, there is no European alternative for the powerful GPUs needed to train and run AI models. It’s very likely that any AI gigafactories in the EU will be filled with GPUs from Nvidia.

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Google’s AI chip business could be a $900 billion boon for the company

Google may be sitting on a massive new business that it has yet to fully exploit.

Google’s custom tensor processing unit (TPU) AI chips have been getting a lot of attention recently, making the tech world wonder if there are other ways to power its AI dreams rather than just by using Nvidia’s GPUs.

Bloomberg spoke with analysts who estimate that, if it does decide to sell its chips to others, Google could capture 20% of the AI market, making it a $900 billion business. For comparison, Google Cloud pulled in $43.2 billion of revenue last year.

Even if Google just sticks with renting access to its TPUs, it will continue to drive down costs and increase margins as it ekes out performance improvements, such as the 30x improvement in power efficiency that the latest generation of TPUs has delivered for the company.

Bloomberg spoke with analysts who estimate that, if it does decide to sell its chips to others, Google could capture 20% of the AI market, making it a $900 billion business. For comparison, Google Cloud pulled in $43.2 billion of revenue last year.

Even if Google just sticks with renting access to its TPUs, it will continue to drive down costs and increase margins as it ekes out performance improvements, such as the 30x improvement in power efficiency that the latest generation of TPUs has delivered for the company.

tech

OpenAI’s Sam Altman has explored bringing his feud with Tesla’s Elon Musk to space

Billionaires, they’re just like us: they want to bring their terrestrial beefs to outer space.

OpenAI CEO Sam Altman has explored buying or partnering with a rocket company to compete with Tesla CEO Elon Musk’s SpaceX, The Wall Street Journal reports. The two billionaires have had numerous public feuds over the years that have played out in the courts and on social media. They also both lead AI companies that have insatiable needs for data centers and have publicly discussed building data centers in space.

Altman seems like he thinks this could be more than science fiction. He reportedly reached out to rocket maker Stoke Space to potentially make equity investments in the company to get a controlling stake, though the talks are no longer active, WSJ reports.

Or perhaps he just wanted a Sherwood bobblehead of himself.

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Report: Meta to slash metaverse, VR spending by up to 30%

Four years after changing its name to reflect its focus on the loosely defined “metaverse,” Meta is planning deep cuts to the company’s money-losing virtual reality efforts, according to a report from Bloomberg.

Meta’s Reality Labs division, home to the teams working on metaverse products — which include Quest VR headsets, Horizon Worlds, and its Ray-Ban Meta glasses — has lost about $70 billion since the company started breaking out the unit in 2020.

The company has struggled to get consumers to buy into CEO Mark Zuckerberg’s vision of working and playing in virtual reality worlds, like the company’s Horizon Worlds platform.

Investors seem to love the news of the pivot, as shares shot up as much as 5% in early trading.

Meta’s recent hiring spree of AI superstars from competitors for its Meta Superintelligence Labs shows that the company’s attention is now all in on AI.

Meta’s Reality Labs division, home to the teams working on metaverse products — which include Quest VR headsets, Horizon Worlds, and its Ray-Ban Meta glasses — has lost about $70 billion since the company started breaking out the unit in 2020.

The company has struggled to get consumers to buy into CEO Mark Zuckerberg’s vision of working and playing in virtual reality worlds, like the company’s Horizon Worlds platform.

Investors seem to love the news of the pivot, as shares shot up as much as 5% in early trading.

Meta’s recent hiring spree of AI superstars from competitors for its Meta Superintelligence Labs shows that the company’s attention is now all in on AI.

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