Tesla will wind down Cybertruck production in Texas around mid-2027 for the Cybercab

Tesla (Nasdaq: TSLA) will wind down Cybertruck production at its Texas factory around the middle of next year to make room for Cybercab robotaxis, Elon Musk said on X on Friday, the Guardian and TechCrunch reported.

One sentence on X, and no word on another plant

Musk posted that 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," according to the Guardian. TechCrunch described the Cybercab as a two-seater robotaxi.

Musk did not say whether Tesla had plans to produce the vehicle in another factory, the Guardian reported. Tesla had not published a statement of its own in the reports the desk could open, so the timing rests on Musk's post as quoted by both newsrooms.

The sales never matched the early promises

When Musk handed over the first Cybertrucks in late 2023, he predicted Tesla would sell around 250,000 per year, TechCrunch reported. The Guardian put the stated target at 200,000 a year and said it was never approached, so the two newsrooms differ on the figure while agreeing that sales stayed far below it.

Tesla does not report Cybertruck sales separately. In the third quarter of 2026 it delivered only 8,300 "other models," a group that includes the Cybertruck, against 478,000 Model 3 and Model Y vehicles combined, the Guardian said.

The price also moved. At the 2019 reveal Tesla said the truck would start under $40,000, and by the time deliveries began the base price had inflated to around $60,000, according to TechCrunch.

The third model Tesla has dropped for its robot and robotaxi plans

Tesla stopped production of the Model S and Model X earlier this year, the Guardian reported. TechCrunch added that the space dedicated to those vehicles is being used to make Optimus humanoid robots, so the Cybertruck is the third product discontinued to fund what it called Tesla's greater ambitions.

The company has been putting Cybercabs on Austin streets for about two months and has said it plans to expand the operation to other cities, starting with Dallas later this month, TechCrunch reported. The Guardian said it is unclear how quickly the robotaxi service can roll out further given close regulatory scrutiny of driverless car technology.

Tesla shares fell 11% on Thursday, the Guardian reported, a move it linked to the midterm elections and questions about the AI boom rather than to the Cybertruck announcement, which came on Friday.

A plant is being given to the product with the least proof so far

We think the decision shows where Tesla is putting its factory floor: away from a product with weak sales and toward one that has only just begun carrying paying passengers in a limited part of one city. For a business, we weigh capital allocation first, and giving up a model that sold 8,300 units at most in a quarter, in a group of other vehicles, costs little revenue.

The opportunity is a plant dedicated to a product Tesla controls end to end. The threat is that the Cybercab's rollout depends on regulators and on an expansion that has only just started. We expect the next few quarters to show whether the freed capacity is filled, and our view would change if the Cybertruck moved to another factory or if the Cybercab expansion stalled.

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