When Tesla handed the first Cybertrucks to customers at Gigafactory Texas on 30 November 2023, I watched as someone who had reserved a tri-motor with Full Self-Driving on 9 July 2020, and who had kept buying on the half-serious idea that appreciation might one day cover the truck if Australia ever opened the order book. It was not my delivery night. It was still proof I had reserved against something that actually ships.
Australia was not taking Cybertruck the way the US had started to. That did not cancel the reservation or the share thesis for me. It just meant the wait continued. By then I was still checking the OGs (Tesla Daily, Solving the Money Problem, Munro Live, Autoline, Whole Mars Catalog) and also Sawyer Merritt, Farzad Mesbahi, and Cern Basher. Gary Black was useful as the short-term institutional view: often a bit negative, not the retail-thesis voice.
I did not suddenly want a full-size pickup for Sydney traffic. I wanted the pattern confirmed: ship the hard thing in public, absorb the mockery, iterate. What I want next is simpler: if Tesla brings a Cybertruck to an Australian showroom, even on a display tour, I want to stand next to one. The reservation can wait. The thesis does not need the truck in my driveway tonight to stay true, and neither does the equity bought to make it free. Watching Texas hand over steel I reserved years earlier is enough for this night.