Tesla to wind down Cybertruck production around mid-2027 to make room for Cybercab robotaxis (Nov 6)
What happened
Tesla CEO Elon Musk announced on X early Friday, November 6, that Tesla will wind down Cybertruck production at Gigafactory Texas in Austin around mid-2027 to make room for increased production of the Cybercab, Tesla's fully autonomous two-seat robotaxi. Musk did not say whether Cybertruck production would move to another plant or end entirely; Gigafactory Texas is the only known site equipped to build the truck's stainless-steel body. Cybertruck sales have run at roughly a tenth of plan — about 16,000 sold in the first nine months of 2025 (Kelley Blue Book), down 38% year over year, against a line built for 250,000 units a year and installed capacity still listed above 125,000. Cybertruck lead engineer Wes Morrill later indicated existing trucks will keep parts and service support.
Why it matters & what’s next are part of Pro, along with the audio summary.
Start your free 14-day trialWho’s affected
- Tesla (TSLA) — Cybertruck is a small revenue contributor but the move is the clearest signal yet of the autonomy-first pivot; Cybercab capacity and robotaxi timelines are now the operative story
- EV / auto sector — confirms weak demand for premium electric pickups and Tesla's shift of capital from vehicles to robotaxis and robotics