Musk announces the end of Giga Texas output, though he left key details open
The Tesla Cybertruck wind-down will begin around mid-2027 at Gigafactory Texas, Elon Musk said on 6 November 2026. TF reviewed the coverage. The “Cybertruck is dead” headline goes beyond Musk, who gave no end date or final-build plan.
What’s Happening & Why It Matters
What Musk Announced
Tesla (@Tesla) boss Elon Musk said on X on 6 November 2026 Tesla will wind down Cybertruck production at Gigafactory Texas in mid-2027. He tied the plan to making room for more Cybercab production. Gigafactory Texas is the sole plant building the truck.
Musk did not say whether production ends in full. He gave no detail on inventory or on parts and service for owners. He later said the fleet will be around for a long time. Cybertruck lead engineer Wes Morrill called the truck a platform which “lives on through Cybercab”.
Sales Fell Far Below Plan
At Tesla’s May 2023 shareholder meeting, Musk forecast 250,000 to 500,000 Cybertruck sales a year. Kelley Blue Book data, reported by Reuters, put US sales at 20,237 in 2025. The figure is down 48% from 38,965 in 2024.
Tesla does not split out Cybertruck sales. Electrek estimates 7,000 to 8,000 of 8,295 “Other Models” deliveries in the third quarter were Cybertrucks. Cox Automotive estimates 3,519 US sales in the first quarter of 2026 and 3,744 in the second. Electrek puts total deliveries near 70,000 in three years.
Price Cuts, Recalls and Lost Markets
Tesla launched a cheaper rear-wheel-drive version in 2025 and pulled the model months later. A cheaper dual-motor trim followed in summer, and prices rose by $5,000 (about €4,450) in August. The dual-motor starts at $74,990 (about €66,700), and the Premium AWD at $84,990 (about €75,600).
Reuters, citing NHTSA, counts 11 recalls since late 2023. One covered 46,096 trucks over a cant rail which could detach at speed. Tesla cancelled the truck for Australia and New Zealand two weeks before the announcement. The truck cannot be sold in Europe.
Is Cybercab the Real Reason?
Tesla lists installed Cybercab capacity above 125,000 units, per Reuters. About 570 of more than 1,200 Tesla robotaxis in Texas are Cybercabs, according to Texas DMV data. NHTSA opened an audit in September of Tesla’s safety self-certification.
Electrek doubts the floor-space argument. Giga Texas has over 10 million square feet of floor space. Electrek argues weak demand and the cost of a low-volume vehicle drove the call. TF covered Tesla and SpaceX in its market selloff story.
My take: A truck selling a tenth of its plan was a hard sell. The Cybercab rationale is plausible, because Tesla bets on robotaxis. The missing details are the real story: inventory, parts and a final build date.
TF Summary: What’s Next
Tesla will give a firmer timeline and outline support for owners. Investors will ask for Cybercab volume targets. Used Cybertruck prices will swing as buyers weigh the end of production.
MY FORECAST: Tesla will confirm a final Cybertruck build date by the first quarter of 2027. Cybercab output will not exceed 25,000 units in 2027. Cybertruck resale prices will fall during 2027.
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