Tesla Is Ending the Cybertruck: Musk Winds It Down for the Cybercab

Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year, CEO Elon Musk said on X on Friday, November 6 — to make room for increased production of the Cybercab robotaxi. The announcement, confirmed by CNN, USA Today and Investopedia, marks the beginning of the end for Tesla's most polarizing vehicle, less than three years after its first deliveries.

What happened?

Musk's post was short and direct: 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. Gigafactory Texas, in Austin, is the only plant that builds the Cybertruck, so winding down production there leaves the truck's future in real doubt.

Musk did not say whether production will move to another factory or end entirely. The truck's lead engineer, Wes Morrill, appeared to suggest the end is near, posting that the Cybertruck was an incredible technology development platform and lives on through Cybercab. That wording is why most coverage read this as a discontinuation, not a relocation. CNN reported that it appeared Tesla intended to discontinue the truck entirely rather than shift production elsewhere.

Why is this blowing up?

The Cybertruck was never a normal launch. Unveiled in 2019, delayed for years, and delivered from November 2023, its angular design made it one of the most recognizable — and argued about — vehicles on the road. Walking away from it for a driverless robotaxi lands as a verdict on the whole experiment.

The sales numbers explain the decision. Tesla does not break out Cybertruck sales on its own, but estimates from Cox Automotive tell a clear story: about 38,965 Cybertrucks were sold in the United States in 2024, then just 20,237 in 2025 — a fall of about 48%. Sales fell another 28% in the first nine months of 2026, to 11,586. Against that, Tesla once talked about selling 250,000 Cybertrucks a year, and its shareholder materials have listed installed Cybertruck capacity above 125,000 vehicles a year. A factory line built for six figures was selling in the low five. USA Today reported the 28% fall in 2026 sales, citing Cox Automotive data.

How did Tesla stock react?

Tesla shares closed Friday at $358.22, up 4.23% on the day, after closing Thursday at $343.69. That bounce came after a sharp two-day slide following the US midterm elections, so Friday's move looked more like a recovery in a volatile week than a clean verdict on the Cybertruck news alone. Still, the direction is notable: investors did not punish Tesla for cutting a low-selling model. Investopedia noted the truck was never a big seller by Tesla standards, even though Texas capacity had been split between the Cybertruck and the Cybercab.

Why the Cybercab matters more to Tesla now

This is the second time this year Tesla has traded a conventional vehicle for a future bet. Earlier in 2026, Musk halted production of the Model S and Model X — Tesla's two most expensive models — at its California plant to make room for humanoid robots. The Cybertruck decision follows the same pattern: floor space, capital and attention move from vehicles people buy today toward autonomy and robotics.

The Cybercab is central to that shift. It is Tesla's planned driverless vehicle for its robotaxi ambitions, and Gigafactory Texas already splits capacity between it and the Cybertruck. Removing the truck frees the whole site to scale the vehicle Tesla's valuation increasingly depends on. The risk is clear too: the Cybercab is not yet a proven, high-volume business, while the Cybertruck is a real product with real revenue.

What is next?

Production continues for now — this is a wind-down around the middle of next year, not an overnight shutdown. The unanswered questions are practical ones: a firm final-build date, what happens to outstanding orders, and how parts and service will be handled for the roughly 70,000 Cybertrucks estimated to have been sold in the US since launch. Tesla has not answered those yet. What investors will watch next is whether Cybercab production actually ramps into the freed space on schedule — because that ramp is now the justification for ending the truck.

FAQ

Is Tesla ending Cybertruck production?

Elon Musk said on November 6 that Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year. He did not confirm a move to another plant, and the truck's lead engineer spoke of it in legacy terms, so coverage widely reads this as a discontinuation.

Why is Tesla winding down the Cybertruck?

Musk said the reason is to make room for increased Cybercab production. Sales had also fallen sharply — Cox Automotive estimates US sales dropped 48% in 2025 and another 28% in the first nine months of 2026.

When will Cybertruck production end?

Musk said the wind-down happens around the middle of next year. No firm final-build date has been announced, and production continues in the meantime.

How did Tesla stock react to the news?

Tesla shares closed Friday, November 6 at $358.22, up 4.23% from Thursday's $343.69 close, rebounding after a sharp post-election slide earlier in the week. This report describes what happened; it is not a recommendation to buy, sell or hold any security.