Musk announced Friday that Tesla will wind down Cybertruck production at its Texas Gigafactory around mid-2027 to increase Cybercab output. The Austin plant is the only known assembly site for the Cybertruck.
Musk said Tesla will “be winding down” Cybertruck production at its Texas gigafactory around the middle of next year to make room for Cybercab production.
Norwegian registration data for January through October show Tesla as the top brand with 21,523 units, down 3.9%; Toyota rose 79.7% to second place, and XPeng and BYD also posted gains.
Tesla's October registrations in Sweden, Norway and Denmark rose 248%, 131% and 34%, respectively, while Chinese EV makers such as BYD gained ground. This is an opinion/comment about the Cybertruck news, not a factual claim. This is a joke/comment, not a factual claim. This is a joke about the Cybertruck news and pop-culture false memories, not a factual claim. This is an opinion/sarcastic reaction to the Cybertruck news, not a factual claim.
MTesla is giving up on the Cybertruck.
CCNBC is reporting that Elon Musk said Tesla will be winding down Cybertruck production at the Texas gigafactory around the middle of next year.
MThe Austin plant is the only place they build it. "Winding down" there means shutting it down.
CAnd the reason is to make room for the Cybercab, the two-seat robotaxi.
MSo the truck Musk once called "the future of the pickup truck segment" gets maybe four years.
CIt was always a wild bet—stainless steel, no paint, that angular look. Not a mass-market formula.
MThen why did they call it the future? That's not a marketing flourish, that's a promise.
CBecause it got people talking, and it worked. But now the robotaxi is the bigger bet.
MOr the Cybertruck couldn't sell enough to keep a dedicated line. That's the simpler story.
CThey're reallocating capacity. Companies do this all the time. Ford killed sedans.
MFord didn't say the Fusion was the future of the car. Tesla explicitly said Cybertruck was the future of pickups.
CSo they changed their mind. The EV market changed, the robotaxi opportunity is enormous.
MYou don't know that it's enormous. What we know is Tesla is leaving a segment it entered with a sledgehammer.
COh, come on. The Cybertruck was polarizing; a lot of buyers want a normal truck. Tesla tried something and it's moving on.
MI'm not saying it's a crime. I'm saying it's a retreat, and we should call it that.
CIt's not a retreat; it's a pivot. The same factory space builds a vehicle that could replace cars, not just pickups.
MIf the Cybercab works. If it doesn't, Tesla gave up an actual product for a maybe.
CAnd if it does, they're ahead of everyone. That's the bet.
MThe truck was a US product. Killing it around mid-2027 says they don't think the pickup market wants it.
CMaybe the truck was too expensive and too impractical. That's the market talking.
MAnd the pickup market in the US is massive. Walking away says they couldn't crack it.
COr they don't want to chase every segment. They'd rather build a robotaxi than fight Ford and Rivian for truck buyers.
MRivian's still making trucks and surviving. So it's not impossible.
CRivian isn't trying to run a robotaxi network at the same time.
MSo we agree it failed; you just like the spin.
CI like the pivot. You can dislike the product and still respect the decision.
MFine. But the headline is not "Tesla innovates"; it's "Tesla walks away."
CIt's "Tesla reallocates." But fine.
CMeanwhile, where Tesla actually sells cars, Europe is getting crowded. Mic Nguyen posted the Norwegian year-to-date registration numbers on X.
MWhat do they show?
CTesla is still the top brand through October—twenty-one thousand five hundred and change—but that's down almost 4 percent.
MNot exactly a collapse.
CNo, but Toyota reportedly jumped nearly 80 percent. XPeng and BYD are climbing too.
MSo Tesla is still number one, just with everyone else closing in.
CThat's the part that matters. Tesla can't afford to lose focus, so maybe the Cybercab is that focus.
MOr maybe they're spread too thin. They're cutting a truck while Chinese brands undercut them in Europe.
CBYD is gaining ground, yes, and Mic's post says Tesla's October registrations in Sweden and Norway were up dramatically.
MDefine dramatically.
CAccording to that post, Sweden up 248 percent, Norway up 131. Those are monthly jumps.
MThat's a rebound, but one month doesn't erase the yearly slide.
CIt shows demand isn't dead. The story is more complicated than "Tesla losing."
MI'll give you that—the European numbers are mixed. But the Cybertruck decision is still a walk-back.
CMaybe it's the right walk-back. They have to choose; they chose robotaxi.
MAnd if robotaxi stalls, we'll be having this same conversation about the Cybercab in three years.
CThen at least it'll be a smaller, cheaper failure.
MThere it is.
CSame time tomorrow, we'll see if Musk doubles down.