Tesla to End Cybertruck Production in 2027, Pivots Factory to Cybercab

Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of 2027, CEO Elon Musk announced on X on November 6. The factory space will be repurposed to build more two‑seater Cybercab robotaxis, according to TechCrunch. This makes the 2027 model year the Cybertruck's last.

The angular, stainless‑steel pickup — first shown as a prototype in 2019 and delivered to customers starting in late 2023 — will have lasted less than four full years in production. Musk had once predicted Tesla would sell approximately 250,000 Cybertrucks per year, a target the vehicle never came close to reaching.

The Cybertruck's sales trajectory went from promising to catastrophic in 18 months. Tesla sold 38,965 units in 2024, the truck's first full year on the market, per Kelley Blue Book data cited by Reuters. That fell to just 20,237 units in 2025 — a 48% year‑over‑year decline that InsideEVs called the "biggest sales crash of any EV in 2025."

The decline accelerated further in 2026, with only 11,586 Cybertrucks sold through the first three quarters, according to Car and Driver. At the current run rate, total 2026 sales would land below 16,000 units — roughly 6% of Musk's original 250,000/year forecast.

The Cybertruck is the third vehicle Tesla has discontinued to fuel its transformation from an electric carmaker into an AI and robotics company. Earlier this year, the company ended production of the Model S sedan and Model X SUV, converting that factory space to build Optimus humanoid robots, TechCrunch reported.

Taken together, Tesla has now eliminated its three highest‑priced consumer vehicles. What remains of the consumer lineup — the Model 3 and Model Y — will coexist with an expanding robotaxi fleet. The company sold approximately 590,000 cars in the US in 2025, commanding a 46% share of the electric vehicle market, according to Cox Automotive via InsideEVs.

The Cybercab that will replace the Cybertruck on the assembly line is a steering‑wheel‑free, pedal‑free two‑seater designed exclusively for autonomous ride‑hailing. Tesla began offering public Cybercab rides in Austin in September 2026, and the fleet has already grown from fewer than 40 vehicles to more than 300 in approximately one month, according to Motley Fool.

Tesla also operates robotaxi versions of its Model Y SUVs across six cities: Austin, Dallas, Houston, Miami, Orlando, and Tampa. The company plans to introduce Cybercabs to Dallas this month and expand to additional cities before year‑end, per TechDogs reporting on Tesla's Q3 earnings call. CFO Vaibhav Taneja indicated the vehicle's manufacturing design supports rapid production increases.

The pivot is backed by numbers beyond the robotaxi fleet. Tesla reported that more than 75% of new vehicle deliveries in North America included a paid Full Self‑Driving (Supervised) subscription sign‑up in Q3 2026, jumping from 55% in the previous quarter, according to Motley Fool. FSD subscriptions reached 1.74 million in the same quarter, per TeslaHubs.

The implication is stark: a growing share of Tesla buyers are purchasing the vehicle primarily to access the software, not the hardware. When customers value the AI over the car itself, discontinuing a polarizing steel truck to build more AI‑first vehicles becomes a straightforward business decision.

Before construction began, Tesla talked about its Texas facility as the "Cybertruck factory," TechCrunch reported. That branding is now obsolete. The Gigafactory will instead become the hub of Tesla's robotaxi ambitions, manufacturing Cybercabs at scale while the Model Y robotaxi fleet handles current demand in six cities.

Shares of Tesla fell more than 10% over the past week and are down about 20% for the year, though ARK Invest founder Cathie Wood continues buying and calls the robotaxi opportunity undervalued, per BigGo Finance. The market appears unsure whether to treat Tesla as a struggling automaker or a breakout AI company. The Cybertruck's death and the Cybercab's birth make the company's own answer clear.