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Camioneta eléctrica angular de acero junto a un robotaxi en una planta de Texas
Imagen alusiva a la transición productiva en la planta de Texas: de la camioneta eléctrica angular al robotaxi sin conductor. · Imagen generada para EPM

Tesla to Scale Back Cybertruck in Texas to Make Room for Cybercab

Tesla will gradually reduce Cybertruck production in Texas around the middle of 2027 to make room for the Cybercab, Elon Musk announced on X on November 6.

--- The context --- The Cybertruck reached the market in 2023 with an angular stainless steel body. Its Texas plant is now preparing to shift production priority. --- The facts --- Elon Musk announced on X on November 6 that Tesla will gradually reduce Cybertruck production in Texas around the middle of 2027 to make space for greater production of the Cybercab, its driverless vehicle. Tesla groups Cybertruck sales with the Model S and Model X, which totaled 8,295 deliveries in the third quarter of 2026, out of 486,532 vehicles overall. According to third-party estimates, 4,323 Cybertrucks were delivered in the United States in that period and up to 70,000 since 2023, far from the 250,000 annual units Musk once foresaw. --- The positions --- Musk, in attributed indirect speech, said the Cybertruck fleet will keep circulating for a long time, after replying to a follower who lamented a possible discontinuation. Wes Morrill, the project's chief engineer, said in attributed indirect speech that the Cybertruck was a technology development platform and that it lives on through the Cybercab, a remark analysts took as a sign of discontinuation. Tesla has given no further details. --- What remains unknown --- Musk did not specify whether the pickup will stop being built altogether or whether production will move to another plant. The Austin factory is the only known facility that assembles the Cybertruck and has the equipment for its special components. --- Unanswered questions --- Will the Cybertruck stop being built entirely or will production move to another plant? What will happen to the special equipment at the Austin plant during the transition? Will the Cybercab overcome the regulatory investigations and reach the public before 2026 ends? --- EPM analysis --- Price shaped the model's trajectory: it ended at USD 61,000 for the most equipped versions and the Cyberbeast costs USD 102,000 in 2026. In 2025, a recall affected more than 46,000 pickups over the risk of a trim piece detaching, and other defective components and reported fatal accidents followed. The Cybercab, a robotaxi without pedals the company plans to sell to the public before 2026 ends, faces investigations by the United States road safety agency because it lacks manual controls federal regulation usually requires. 📌 EPM Take: In EPM's view, the Cybertruck cutback acknowledges in practice what the figures already showed: an emblematic model with deliveries far below forecasts and a record marked by high prices and recalls. The bet on the Cybercab could give the Texas plant a broader future, but it shifts uncertainty onto regulatory ground, because a vehicle without manual controls still faces federal investigations. Transparency about the final fate of the model and the plant will be key to judging this announcement.
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