Musk: Cybertruck to end production in 8 months, production line to shift to Cybercab

Shenchao TechFlow news, November 12, according to Bloomberg, Tesla CEO Musk has confirmed that Cybertruck will be gradually discontinued, with the production line and workforce at the Texas Gigafactory redirected to the two-seat Cybercab robotaxi, a pivot that has left many reservation holders and car enthusiasts confused.

On November 9, Musk said on X that Cybertruck orders far exceeded production, and the company would produce as many units as possible before ending production in about 8 months, but “had to refund deposits for many people.” He emphasized that the discontinuation was not due to Cybertruck losses (stating that previous media reports were inaccurate), but because the opportunity cost caused by Cybertruck’s complexity was far greater than the incremental value of increasing Cybercab production, and shifting the existing factory area and employees to Cybercab would be more efficient.

In terms of data, Cybertruck deliveries began at the end of 2023, reservations once reached 1 million units, and Musk projected annual sales of 250,000 units, but industry estimates put cumulative sales at only about 71,000 units; Electrek said its annual production capacity exceeds 125,000 units, while actual output was only about 30,000 units per year, and it has been repeatedly discounted and promoted. SpaceX disclosed in pre-IPO filings that in 2025 it purchased USD 131 million worth of Cybertrucks from Tesla. Musk did not specify the scope or process for cancellations, and reports said his remarks do not constitute formal refund guidelines.

Source: Shenchao TechFlow