Tesla Will End Cybertruck in 2027 and Hand Its Line to Cybercab

Elon Musk has now ended three of the five cars Tesla sells to the public, and the Cybertruck is the third. On Wednesday he said Tesla will keep building the truck through the end of summer 2027 — a few months past the mid-2027 shutdown he announced on Nov. 6 — and then hand its line at Gigafactory Texas to the Cybercab robotaxi. Musk framed the extension as sentiment, not profit: "This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what's the point?" he wrote on X.

The market shrugged. Tesla closed Wednesday at $390.84, up $11.06 and its fourth straight gain. The stock sits about 14% above its level before Musk's first Cybertruck post, and about 20% below its record close of $489.88 on Dec. 16, 2025.

What came before the truck?

The Model S and X went first. On Tesla's Jan. 28 earnings call, Musk said: "It's time to basically bring the Model S and X programs to an end with an honorable discharge." Tesla tore down their lines at the Fremont factory over the summer to make room for a line meant to build 1 million Optimus robots a year. On Oct. 21, Musk said Tesla had "started what I'd call early production on a high-volume line in Fremont." When the Cybertruck goes, the Model 3 and the Model Y will be the only Teslas an individual can order.

The pattern is clear, and its logic points somewhere. Tesla's factory floor now goes to whatever Musk considers bigger than a car. On that reading, the Model 3 — which sells about half the Model Y's volume — is the next candidate. But note what is missing: Musk told analysts on Oct. 21 that the 3 and the Y are the cars customers will still want to own, and nothing Tesla has filed points to ending either.

What does Musk want the Cybercab to be?

His own words set the direction, and they are ambitious. On Nov. 6 he wrote that Tesla would wind down the truck "to make room for increased Cybercab production." On Nov. 9, explaining why Tesla would "have to return deposits for a lot of people," he wrote that "the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production." He added that Tesla has "a very limited number of smart, dedicated people" and that keeping the truck means "we can't use those people or factory space and machinery for scaling Cybercab."

On Nov. 10 he went further: "Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law." That claim has no supporting deployment data. What is confirmed: Tesla's third-quarter update lists installed capacity of more than 125,000 a year for the Cybercab line in Texas — the same figure it gave the truck. Every Cybercab built so far has gone into Tesla's own fleet, with more than 300 in Austin.

Why did the truck fail on volume?

The Cybertruck never approached the "roughly" 250,000 a year Musk projected in October 2023. Kelley Blue Book counted 20,237 U.S. sales in 2025, down 48% from 38,965 in 2024. Tesla's "other models" line, which holds the truck, delivered 8,295 of the company's 486,532 vehicles in the third quarter.

Is the Model 3 next?

Tesla reports the Model 3 and Model Y as one line, so every per-model figure is a third-party estimate. The combined line delivered 1,739,707 vehicles in 2023, 1,704,093 in 2024, 1,585,279 in 2025, and 1,287,892 through the first nine months of 2026.

The trackers split it this way:

• In 2021, Investing.com puts the Model 3 at about 501,000 and the Model Y at 410,517.
• By 2023, the Model Y reached 1,211,601, leaving about 528,000 for the Model 3.
• In 2024, the Model Y held near 1,200,000 and the Model 3 about 504,000.
• For 2025, CleanTechnica and EV Volumes estimate 1,069,846 Model Ys against 518,274 Model 3s, about 2 to 1.
• In the U.S. in Q3 2026, Cox Automotive counted 99,037 Model Ys and 40,346 Model 3s, 2.5 to 1.

The Model 3 has sold roughly half a million cars a year for five years while the Model Y doubled past it. That is a steady business. It is also a line the Model Y's factories could absorb — the case for the Model 3 being the next space Musk reclaims, and the reason to ask the question even though Musk has not asked it in public.

Where the reading is weak

Three things cut against the Model 3 case. Musk said on the Oct. 21 call that the Cybercab "is primarily going to be something that is offered as like transport as a service whereas our other cars would be more the cars that you'd want to own like the 3 and the Y." The Model 3 still outsells every other Tesla but one. And the Cybercab is early, with a fleet counted in hundreds.

There is also the matter of reliability. The truck's end date moved twice in five days. A Model 3 decision, if it ever comes, would arrive the same way — in a post, after the fact. Tesla will build Cybertrucks through summer 2027 and then give the line to a two-seat robotaxi; whether Fremont's Model 3 capacity follows the truck's path into robots and robotaxis is a question only Musk's next post can answer.