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Musk Confirms the End of the Line
Elon Musk has confirmed that Tesla will wind down production of the Cybertruck at Gigafactory Texas around the middle of 2027, to make room for increased production of the Cybercab, the company’s autonomous robotaxi. Musk announced the decision in a post on X on 6 November 2026, writing: “Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production.”
The timing points to around June or July 2027. A day later, on 7 November, Musk added that the order backlog is “far more” than the Texas line can build before it is dismantled, and that Tesla will add an extra shift to try to complete those orders. The truck, he said, is “still building for another 8 or 9 months.”
Why Tesla Is Making the Switch
The stated reason is factory space. The Cybercab — a two-seat autonomous taxi with no steering wheel and no pedals — is built at the same Gigafactory Texas plant, and Tesla wants that capacity for its robotaxi instead. Cybercab production began at the plant earlier in 2026, and the vehicles have been operating in Tesla’s Austin robotaxi fleet since September.
Sales explain the decision too. Only 11,586 Cybertrucks were sold in the US in the first nine months of 2026, according to Cox Automotive estimates, down 28 percent from the same period in 2025. Reuters, citing Kelley Blue Book, reports US Cybertruck sales fell to 20,237 in 2025 from 38,965 in 2024. Tesla does not report Cybertruck numbers separately. The company’s third-quarter 2026 shareholder update listed installed annual capacity of more than 125,000 vehicles each for the Cybertruck and the Cybercab at the Texas factory — a line built for far more trucks than it now sells.
What Happens to Existing Owners
Tesla has not announced that servicing, warranty or replacement-parts support will stop. Wes Morrill, the lead engineer on the Cybertruck project, said Tesla will maintain spare parts and service support, adding that the Cybertruck “lives on through Cybercab.” Owners outside the US have already felt the pullback: Tesla cancelled its Cybertruck programme in Australia and New Zealand in October, notifying reservation holders.
Not Quite a Full Discontinuation — Yet
Musk did not explicitly say the Cybertruck would be permanently discontinued. The Cybertruck is only built in Texas, and Tesla has not announced plans to move production to another factory — but it has not explicitly ruled that out either. Unless manufacturing moves elsewhere, the stainless-steel pickup, launched in late 2023, is near the end of its short and drama-filled run. For now, the Texas line has eight or nine months left, an extra shift to clear the backlog, and then its floor space goes to the Cybercab.
The shift is part of a wider turn in tech toward autonomy and AI spending — a turn that has already rattled markets this year, as our AI sell-off report explains.
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