Key facts
- Musk said Tesla will try to build as many Cybertrucks as possible before shutting the line in about eight months.
- Musk said the opportunity cost of Cybertruck complexity is vastly outweighed by the value of incremental Cybercab production.
- Musk said the Cybertruck was not unprofitable, without giving figures for the truck's margins.
- Industry experts estimate about 71,000 Cybertrucks have been sold since deliveries began in November 2023, per the report.
- SpaceX purchased $131 million worth of Cybertrucks from Tesla in 2025, per its S-1 registration statement.
- xAI bought $430 million worth of Tesla Megapacks for its data centers before merging with SpaceX, per the report.
Tesla CEO Elon Musk said on Monday that Tesla will have to return Cybertruck deposits for many customers because orders far exceed its capacity to build the electric pickup before it is discontinued. In a post on X, Musk said Tesla would try to make as many Cybertrucks as possible before shutting the line in about eight months.
Musk said the Cybertruck was not unprofitable, writing that the opportunity cost of its complexity is vastly outweighed by the value of incremental Cybercab production. He said scaling the Cybercab robotaxi was more of a priority.
Musk announced on Friday that Tesla would stop Cybertruck production. On Saturday he wrote that Tesla's engineers can only do so many things and that maintaining a complex production line, supply chain and engineering for the Cybertruck would keep people and factory space from scaling the Cybercab.
The Cybertruck, which debuted in 2023, launched with Musk predicting Tesla could sell 250,000 a year. Reservations had ballooned to 1 million, according to Musk. Industry experts estimate a total of about 71,000 Cybertrucks have been sold since the first deliveries began in November 2023, according to the report. It is unclear how many orders Tesla has outstanding, and the company still appears to be accepting orders on its website.
Many of those sales came from inside Musk's ecosystem of other businesses, according to the report. SpaceX, which he also leads and is the largest shareholder of, purchased $131 million worth of Cybertrucks from Tesla in 2025, according to the company's S-1 registration statement ahead of its IPO. Another Musk company, xAI, also bought $430 million worth of Tesla Megapacks for its data centers, before it merged with SpaceX.
Business Insider reported that Tesla discontinued the Model S and X premium EVs earlier this year to free factory space for its Optimus humanoid robot.