Tesla Begins Winding Down the Cybertruck and Bets on the Cybercab

On Friday, November 6, Elon Musk announced on X that Tesla will gradually reduce Cybertruck production at Gigafactory Texas around mid-2027. The space will be used to increase production of the Cybercab, the company’s self-driving taxi (robotaxi).¹²³⁴⁵ The New York Times describes the announcement as suggesting the end of the model, an electric pickup that never reached the sales figures Musk had indicated before its launch.⁵

What Musk said and what he did not specify

In his message, Musk wrote that Tesla is “reducing Cybertruck production at Gigafactory Texas toward the middle of next year to make room for greater Cybercab production.” The Austin plant is the only one where the Cybertruck is built.¹² Musk did not say whether the vehicle will be produced at another factory or whether it will be discontinued altogether. The Guardian notes that a move would probably require substantial investment in specialized tooling.¹⁶ He also did not clarify what will happen to outstanding orders.⁶ Replying to a user on X, Musk called the end of production “the end of an era” and assured that the fleet of Cybertrucks already on the road “will be around for a long time.” Wes Morrill, the vehicle’s chief engineer, wrote that the pickup was “an incredible technology development platform” that lives on in the Cybercab.⁷⁶⁴

How many Cybertrucks has Tesla sold?

Tesla does not report Cybertruck sales separately. According to estimates from Kelley Blue Book, an auto market research firm, 20,237 were sold in the United States in 2025, 48% fewer than the 38,965 sold in 2024.⁵⁸⁹ The Cybertruck was unveiled in 2019 and deliveries began in late 2023. Before the launch, Musk had indicated annual sales of 250,000 units.⁶⁵ In the third quarter of 2026, Tesla delivered 8,295 vehicles in the “other models” category, which also includes the Semi and the remaining Model S and Model X. The Model 3 and Model Y together totaled 478,000.¹⁶ A precise production figure comes from the March 2025 recall by the US National Highway Traffic Safety Administration (NHTSA). It covered all 46,096 units built between November 13, 2023 and February 27, 2025, over the risk of an exterior panel detaching because of adhesive.³⁴ In Europe, the Cybertruck has never been put on sale because it did not meet the required safety standards.¹

What is the Cybercab and where does it stand?

The Cybercab is a two-seat vehicle with no steering wheel or pedals, designed to operate as a driverless taxi. According to Tesla, production began at the Austin plant in July, and demonstrations began in September.⁵ Tesla already offers paid rides in limited areas of Austin. The Guardian writes that it is unclear how quickly the service can expand across the rest of the United States or abroad, given the close scrutiny of regulators on autonomous driving.¹ Optimus, Tesla’s humanoid robot, will also be built at the Texas factory.¹

How the markets reacted

According to the New York Times, the announcement was expected, and Tesla’s stock rose about 5% on Friday morning. The day before, shares had fallen 11%, in a week in which Musk saw most of the Republican candidates he had funded lose in the midterm elections.¹⁵

What changes

The decision indicates that Tesla is shifting the Texas factory’s resources from a model well below its sales targets to an autonomous taxi project. The Guardian recalls that Musk is betting on robotics, artificial intelligence and a self-driving fleet rather than on a continuous series of new models for private buyers.¹ The Cybertruck’s future hinges on the missing answers: another factory, outstanding orders, the exact date of the stop. The commitment to keep the existing fleet on the road is a statement by Musk, not a detailed plan.⁶⁴

This article was written by artificial intelligence from the sources cited, without human review. Automatic newsroom by Redazia.

Sources

Footnotes

1. Tesla to wind down Cybertruck production as Elon Musk focuses on robotics and AI, The Guardian · World, 2026-11-06 ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶ ↩⁷ ↩⁸ ↩⁹

2. Tesla winding down Cybertruck production, The Hill, 2026-11-06 ↩ ↩²

3. Elon Musk archivia il suo Cybertruck per fare spazio al robotaxi Cybercab, Adnkronos, 2026-11-06 ↩ ↩²

4. Tesla va progressivement arrêter la production du Cybertruck vers mi-2027, annonce Elon Musk, franceinfo, 2026-11-06 ↩ ↩² ↩³ ↩⁴

5. Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercab, The New York Times · Business, 2026-11-06 ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶

6. Elon Musk’s Tesla to ‘wind down’ Cybertruck production next year, Euronews, 2026-11-06 ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶

7. Tesla reducirá gradualmente la fabricacion de la Cybertruck, anuncia Musk, Clarín, 2026-11-06 ↩

8. Elon Musk once said the Cybertruck would be Tesla’s ‘best product ever.’ Now he’s winding down production, Fortune, 2026-11-06 ↩

9. Musk axes Tesla’s Cybertruck in favour of self-driving taxis, ABC News Australia, 2026-11-07 ↩