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Musk says Tesla will wind down Cybertruck production in Texas next year for Cybercab
The Cybertruck sold 3,519 units in the first quarter of 2026, and its Texas line now goes to a two-seat robotaxi that Tesla wants to sell for under $30,000.
The announcement
Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for increased Cybercab production, according to Elon Musk's post on X. [1] Anyone waiting to buy a Cybertruck is affected, since the truck's line is the one giving way. [1]
Musk made the announcement at 12:30 am on a Friday. [2] He also reshared a post from Cybertruck lead engineer Wes Morrill, who described the truck as a technology development platform whose work carries on through the Cybercab. [3] Morrill posted on X that the Cybertruck was a technology development platform that lives on through the Cybercab. [2]
The sales record
The Cybertruck was unveiled in November 2019, and Musk claimed pre-orders had crossed one million reservations and set long-term production targets of at least 250,000 units per year. [1] Tesla built an initial installed capacity of more than 125,000 trucks per year at Gigafactory Texas. [1] Production ran at 10 to 12 percent of the 250,000-unit target. [1]
Cox Automotive counted 38,965 Cybertrucks sold in 2024 and 20,237 in 2025, a 48.1% decline. [3] The first quarter of 2026 then brought a record low of 3,519. [3] In Q3, Tesla's Other Models category, which effectively tracks the Cybertruck, delivered 8,295 units compared with 15,933 a year earlier. [3]
On July 22, 2026, Bloomberg compared the Cybertruck with the Edsel on the gap between target and actual sales. [3] CFRA Research's Garrett Nelson told Bloomberg the truck is more likely to fade away than be discontinued completely. [3]
Who bought the trucks
By late 2025, about one in five new Cybertrucks registered in the US were bought as internal fleet vehicles by Musk's other ventures. [1] SpaceX, which Musk also runs, is the largest buyer of Cybertrucks. [2]
Outside North America, Tesla found it virtually impossible to homologate the Cybertruck. [1] That cut the truck off from major markets in Europe and Australasia. [1]
What the Cybercab is
The Cybercab is a two-seater designed without a steering wheel or pedals. [1] It relies on Tesla's vision-based Full Self-Driving architecture and inductive wireless charging. [1] Tesla is engineering it to sell for under $30,000. [1]
Cybercab joined Tesla's unsupervised Robotaxi fleet in Austin on September 3, 2026. [3] On the October earnings call, Lars Moravy said Cybercab production had begun on the Texas line, with output going to Tesla's own Robotaxi fleet. [3] Cybercabs have no steering wheel, brake pedal, side-view mirrors, or brake lines, and are now on the road across various states. [2]
Tesla ended production of the Model S and Model X earlier in 2026 to make way for production of the company's robots. [2]
Regulators and the market
The NHTSA opened a formal investigation into Tesla's Cybercab in September. [2] It was reported that Tesla wanted its sworn answers to the NHTSA kept entirely secret. [2]
Tesla shares closed down 10.77% on Thursday during a broad tech selloff. [3]
What it means for you
If you want a Cybertruck, the window is tied to the timeline in Musk's post: production at Gigafactory Texas winds down around the middle of next year. [1] If you are a private buyer interested in a Cybercab, Tesla said in October it was weeks away from selling steering wheel and pedal-free Cybercabs to private buyers. [2]
Cybercab output so far goes to Tesla's own Robotaxi fleet, and the NHTSA investigation opened in September. [3][2]
Sources
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