EVwire brief: Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for more Cybercab production, Elon Musk said on X today. Per the kbb data, Tesla had sold 11,586 Cybertrucks in the first three quarters in the US, down 28% year-over-year.
His post came about 80 minutes after Tesla raised US Cybertruck prices by up to 9% and paused new orders for the entry-level Dual-Motor AWD trim.
Giga Texas is the only factory that builds the Cybertruck. Musk's post doesn't say whether the truck will be built anywhere else once the wind-down is done.
Here's the post from Elon:
Elon Musk said: “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,” without any other clarification.
Wes Morrill, the Cybertruck's lead engineer, quoted Musk's post about half an hour later showing the decision indeed seems final:
"Cybertruck was an incredible technology development platform and lives on through Cybercab. Thanks to everyone who contributed to making the future looking like the future
As well to the community of owners whose adventures I've enjoyed and will continue to follow ❤️"
Cybertruck always had a special connection with SpaceX
The price hike came first
Tesla watcher Sawyer Merritt caught the new prices in Tesla's US configurator early on Friday:
Premium AWD: $92,490 (from $84,990, up 8.8%)
Cyberbeast: $102,490 (from $99,990, up 2.5%)
Dual-Motor AWD: listed at $82,490 (from $74,990, up 10%), but greyed out, with new orders paused
This is the second Cybertruck price increase in under three months. On August 25, Tesla took the Dual-Motor AWD from $69,990 to $74,990 and the Premium AWD from $79,990 to $84,990, so the Premium AWD now costs $12,500 (about 16%) more than it did at the end of the summer.
The cheapest trim has had the bumpiest ride of all. It launched in February at $59,990 for a limited window, went to $69,990 in early March, and now sits greyed out in the configurator at $82,490.
We have seen some work use cases, but it was never really embraced by tradespeople in volume
Tesla went down a similar road with the Model S and Model X. Musk announced their end on the Q4 2025 earnings call on January 28, custom orders closed on March 31, and within days Tesla raised every remaining inventory car by $15,000. This time the price hike came before the announcement, not after it.
Most automakers clear out a model on its way out with discounts. Tesla prices it up instead, and with the line promised to the Cybercab, it has little reason to chase volume on a truck it's about to stop building.
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Context: Tesla doesn't report Cybertruck sales on their own, but Cox Automotive estimates them for the US. Its Q3 2026 Kelley Blue Book numbers put Cybertruck sales at 4,323 for the quarter, down 19.7% from 5,385 a year earlier, and 11,586 through September, down 28%.
Added up, Cox's estimates come to about 70,800 Cybertrucks sold in the US from 2024 through September 2026: 38,965 in 2024, 20,237 in 2025 and 11,586 so far this year. The closest thing to an official count is an NHTSA recall from October 2025, which covered all 63,619 Cybertrucks built for the US between November 13, 2023 and October 11, 2025. Neither number includes trucks sold outside the US.
Globally, Tesla's "Other Models" category, which also holds the Semi and the last Model S and X, came to 7,004 produced and 8,295 delivered in Q3. The Cybertruck line at Giga Texas is listed at over 125,000 a year.
the unique Cybertruck interior
Even if all 8,295 were Cybertrucks, that's a pace of about 33,000 a year, roughly a quarter of what the line is built for.
The Cybercab, built in the same factory, is going the other way. Tesla's Texas Robotaxi fleet passed 1,000 registered vehicles on October 27, and Cybercabs now make up the majority of it.
Its line is also listed at over 125,000 a year, though Tesla says that undersells it. Asked about the Cybercab ramp on the Q3 2026 earnings call, Lars Moravy said:
"We've definitely been bursting the Cybercab line to see how fast we can run it. I think the listed capacity is more of the rate at which we're capable of running today, but the actual capacity of that vehicle line is significantly higher. Right now, we're building at the rate that the Robotaxi service needs the vehicles."
That need is about to grow. Cybercab rides are heading to Dallas this month, and Tesla is targeting its first Cybercab customer deliveries by the end of 2026.
Sources: Elon Musk on X; Wes Morrill on X; Sawyer Merritt on X; Tesla Cybertruck configurator; Cox Automotive Q3 2026 EV Sales Report; Cox Automotive Q4 2025 EV Sales Report; NHTSA recall 25V699; Tesla Q3 2026 deliveries; Tesla Q2 2026 Update
DIG DEEPER: For more Tesla coverage, check out our Teslawire, and for the Cybercab side of the story, our Robotaxi Report. If you have not already, join 14,700+ EV geeks getting our newsletter: subscribe.
