Tesla to Wind Down Cybertruck Production by Mid-2027 to Make Room for Cybercab

"Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year," Musk wrote on X on Friday, November 6, adding that the move was "to make room for increased Cybercab production." He gave no further detail. Tesla shares rose 4.7% that day, CBS News reported.

The decision ends a product that fell far short of its targets and shifts more of Tesla's manufacturing towards autonomy and robotics. Musk predicted annual sales of 250,000 after commercial production began in 2023, and Tesla designed the line for that volume. Its latest shareholder letter lists more than 125,000 units of installed capacity, according to Electrek. Tesla sold 20,237 Cybertrucks in 2025, down from 38,965 in 2024, according to Kelley Blue Book figures cited by CBS News.

Tesla does not report Cybertruck deliveries separately; they sit in an "other models" category that also includes the Model S, Model X and Semi. Tesla delivered 8,295 of those in the third quarter, down 48% from a year earlier, and Electrek estimated that 7,000 to 8,000 were Cybertrucks, implying sales of roughly 30,000 a year. Cox Automotive estimated US sales of 3,519 in the first quarter of 2026 and 3,744 in the second. Electrek also cited S&P Global Mobility data showing that SpaceX bought 1,279 Cybertrucks in the fourth quarter of 2025.

Within hours of the announcement, Tesla raised US prices. The Premium AWD now starts at $92,490, up $7,500, and the Cyberbeast at $102,490, up $2,500, while the base Dual Motor AWD, repriced to $82,490, can no longer be ordered, Electrek reported. It was the second increase in under three months, after a $5,000 rise in August.

"The writing was on the wall," Dan Ives of Yorkville Ives & Co told CBS News, pointing to the truck's high price and weak demand, and saying Musk is focused on robotics and robotaxis.

The Cybercab, a two-seater with no steering wheel or pedals unveiled in 2024, entered production at the Texas plant in April and began service in Austin in September. Electrek counted 463 registered in Texas as of late October and noted that Tesla built a separate manufacturing line for it, questioning whether the robotaxi needs the Cybertruck's space.

The move follows Tesla's decision to end Model S and Model X production in April to free its Fremont plant for the Optimus humanoid robot. Tesla also stopped Cybertruck sales in Australia and New Zealand about two weeks before Musk's post, and the truck is not sold in Europe.

Tesla has not said how long it will keep selling remaining inventory or how it will handle parts and service for existing owners, and Dezeen reported that it is unclear whether the model will be discontinued outright.