Tesla announces it will wind down Cybertruck production next year

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RUSH Newstream
business
Tesla announces it will wind down Cybertruck production next year
Summary
Tesla CEO Elon Musk announced on X on Friday, Nov. 6, that the company will wind down Cybertruck production at its Austin, Texas Gigafactory around the middle of 2027 to free the line for the driverless Cybercab. Musk added on Saturday, Nov. 7 that the Cybertruck will continue to be built for another eight or nine months and that an extra shift will be added to fulfill the current order backlog before the line is repurposed. The decision follows years of sales far below Musk’s targets and ongoing recalls, while the Cybercab, which began production this year, is already being used for paid rides in Austin.
Why It Matters
The shift signals Tesla’s strategic pivot toward autonomous robotaxi services and AI-driven revenue streams, potentially reshaping its product lineup and manufacturing focus. It also highlights the challenges Tesla faces in meeting ambitious sales forecasts for the Cybertruck and may affect investor expectations and market perception of the company’s future growth areas.
L 57%
C 14%
R 29%
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Tesla to End Cybertruck Production in Texas by Mid-2027 to Make Room for Cybercab

Musk says the Austin line will build Cybertrucks for about eight or nine more months, then switch to the driverless Cybercab after years of sales far below his targets.

By RUSH Newstream Nov 7, 2026, 10:24 PM ET

Written by RUSH's AI reporter.

Photo: Amaury Laporte / CC BY 2.0 (https://creativecommons.org/licenses/by/2.0/), via Wikimedia Commons

Tesla will stop building the Cybertruck at its Austin, Texas, factory around the middle of 2027 to free up the line for its driverless Cybercab, CEO Elon Musk announced on X early Friday, Nov. 6. "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," Musk wrote. Austin is the only plant that builds the stainless-steel pickup, as ABC News (Lean Left), CNN (Lean Left) and CNBC (Lean Left) reported.

Musk did not say on Friday whether the truck would be built anywhere else. But on Saturday, Nov. 7, he added in new posts on X that Tesla is "still building Cybertruck for another 8 or 9 months" and that "there will never be another vehicle like it." In a separate post he said the truck's order backlog "is currently far more than we can make before dismantling the line for Cybercab expansion around June/July next year," and that Tesla "will add an extra shift to try to get all orders done in time." Tesla has not published backlog figures, and none of the outlets in this story had reported those Saturday posts at the time of writing.

File photo: Tesla's Gigafactory Texas near Austin, June 17, 2022.
File photo: Tesla's Gigafactory Texas near Austin, June 17, 2022.Photo: Larry D. Moore / CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/), via Wikimedia Commons

Why Tesla says it is doing this

Musk framed the decision around the Cybercab, a two-seat robotaxi with no steering wheel or pedals that Tesla began building in Austin this year and started using for paid rides there in September, according to Breitbart (Right) and NBC News (Lean Left). Cybertruck lead engineer Wes Morrill wrote on X that the truck "was an incredible technology development platform and lives on through Cybercab." Replying to a fan who called it "the best vehicle Tesla has ever made," Musk wrote: "True, but the Cybertruck fleet will be around for a long time."

File photo: A Tesla Cybercab prototype at its unveiling, Oct. 10, 2024.
File photo: A Tesla Cybercab prototype at its unveiling, Oct. 10, 2024.Photo: Steve Jurvetson / CC BY 2.0 (https://creativecommons.org/licenses/by/2.0/), via Wikimedia Commons

The Cybercab faces its own scrutiny. The National Highway Traffic Safety Administration opened an audit query in September into whether Tesla properly self-certified the vehicle as meeting federal safety standards, Straight Arrow News (Center) and Fox Business (Right) reported. CNN noted that Tesla's robotaxi service currently operates in seven cities, four in Texas and three in Florida.

Sales never approached Musk's targets

Tesla does not report Cybertruck sales on their own. Kelley Blue Book estimated U.S. sales of 20,237 in 2025, down 48% from 38,965 in 2024, figures cited by NBC News (Lean Left), Fox Business (Right), CBS News (Lean Left) and others. Musk had predicted about 250,000 a year, those outlets reported; CNN cited a 2023 shareholder-meeting "reasonable guess" of 500,000, while The Guardian (Lean Left) put the stated aim at 200,000. Tesla's "other models" category, which includes the Cybertruck, fell to 8,295 deliveries in the third quarter from 12,364 in the second, according to the New York Post (Lean Right).

Outlets differed on this year's numbers. ZeroHedge (Right) cited a Kelley Blue Book estimate of 11,586 sold in the first nine months of 2026, Business Insider (Lean Left) said Tesla "has shipped around 16,000 so far in 2026," and ABC News (Lean Left) reported that sales were down 28% through September. RUSH could not reconcile those figures.

Several outlets also recounted the truck's history: the 2019 unveiling in which two "shatterproof" windows cracked, deliveries that began in late 2023 after years of delays, and repeated recalls. Fox Business counted 11 recalls, citing NHTSA. The angular steel design also kept the truck out of Europe, where pedestrian-impact rules apply. "Anywhere where you have crash regulation that takes into account pedestrian impact, that Cybertruck won't go, can't go," former Aston Martin CEO Andy Palmer told Reuters, as quoted by NBC News. Analyst Felipe Munoz told the same outlet that "electric pick ups aren't popular in the US," noting that Ford's and others' electric pickups have also struggled.

How outlets framed it

Most mainstream and right-leaning outlets, including NBC News, the New York Post, Just The News (Lean Right) and Fox Business, stuck closely to Musk's post, the sales figures and the Cybercab pivot. Many carried the same Reuters-sourced passages.

Left-leaning outlets more often tied the decision to Musk's politics and his week. CNN and The Guardian noted that Republican candidates Musk backed with roughly $446 million to nearly $500 million lost in Tuesday's midterms, and that his net worth fell about $113 billion as Tesla and SpaceX shares slid, citing the Bloomberg Billionaires Index. Mother Jones (Left) called the truck "synonymous with the politics and aesthetics of MAGA," and The Daily Beast (Left) said Musk "Kills Off Cybertruck After Embarrassing Sales Flop." Raw Story (Left) built its story around mocking reactions from critics online. None of those outlets reported any statement from Musk or Tesla linking the decision to the election.

Right-leaning ZeroHedge (Right) emphasized Musk's earnings-call remarks about strong demand for Tesla's self-driving software, and The Gateway Pundit (Right), republishing The Western Journal, described the truck as iconic in its headline. Breitbart (Right) wrote that the truck "will go down in the books as a major flop in the auto industry."

On social media

On X, reaction from Tesla owners and fans was largely mournful, and Musk's own replies drew the most attention. His Saturday post about the order backlog drew more than 21,000 likes within a couple of hours. Some owners pleaded with Tesla to keep the truck alive; one Foundation Series owner wrote that "Discontinuing them kills that dream." Other users claimed Tesla raised Cybertruck prices the same day; the Los Angeles Times (Lean Left) reported the truck "sells for $92,490 on Tesla’s website," but RUSH could not confirm the earlier prices those users cited.

On Bluesky, the dominant reaction was celebration and mockery, often tied to Democrats' midterm wins. Widely shared posts called the truck "possibly the biggest flop of a car in human history" and joked that voters "Went blue so hard y’all killed the Cybertruck." Those posts are opinion; no outlet in this story reported evidence that the election played a role in Tesla's decision. RUSH found no significant discussion of the story on Truth Social.

All Coverage (7 articles)

Center Sources

Left Leaning Sources

Right Leaning Sources

Unrated Sources

Bias Distribution

14% of the sources are Center
L 57%
C 14%
R 29%
7 sources · 7 articles· 13 blocked from grading
Left
The Daily Beast
Lean Left
Associated PressLos Angeles TimesABC NewsCNNNBC NewsCNBCThe GuardianCBS News
Center
Lean Right
Just The NewsForbes
Right
NewsmaxZeroHedge

OUTLET BY OUTLET

Business InsiderBusiness Insider

Said lead engineer Wes Morrill "confirmed that the truck was ending its four-year production run," while CNN and the BBC said his post only "appeared to suggest" it. Also gave the only 2026 shipment estimate near 16,000.

Included
  • ~16,000 shipped in 2026
  • SpaceX bought $131 million of Cybertrucks
The GuardianThe Guardian

Put Musk's sales aim at 200,000 a year, lower than the 250,000 most outlets cited, and quoted Musk's 2023 line "We dug our own grave with Cybertruck."

Included
  • 200,000 target
  • 2023 earnings-call quote
The Gateway PunditThe Gateway Pundit

Republished The Western Journal; said Cybercabs ran in Austin "for the past two months with no major problems" without noting the NHTSA certification audit that other outlets reported.

Included
  • Cybercab expansion to Dallas
Left out
  • NHTSA audit
ZeroHedgeZeroHedge

Gave the fullest Kelley Blue Book breakdown (70,788 total from 2024 through September 2026) and placed the move in the context of weak U.S. demand for electric pickups generally.

Included
  • 11,586 sold Jan.–Sept. 2026

CALL-OUTS

Where an outlet's reporting fell short. Every quote is checked word for word against the outlet's own article.

BreitbartBreitbartNeeds a correction
“Tesla unveiled the Cybertruck in 2023”

The Cybertruck was unveiled in November 2019; 2023 is when deliveries began. Breitbart's own wire story in this set says the truck "was unveiled in November 2019," as do NBC News, Fox Business and CBS News.

The evidence →
The Daily BeastThe Daily BeastClaim without support
“appears to be feeling a little light in his pockets after pouring millions into trying and failing to save MAGA”

This framing implies the production decision was driven by Musk's election spending and losses. Musk's stated reason was freeing factory capacity for the Cybercab, and no outlet in this story reported evidence connecting the decision to his political spending.

The evidence →
Mother JonesMother JonesSensational language
“In other words, ugly, broken, and ultimately rejected. Even in the end, the Cybertruck traces a familiar MAGA trajectory.”

Presented as a news report, the piece casts a product decision as a political verdict, and the same article describes Musk's "singular role in destroying much of the federal government." The sales decline and recalls are documented elsewhere; the political characterization is the outlet's opinion.

The evidence →

SOURCES