GoKawiilTesla to wind down Cybertruck production, says some deposits will be refunded
Elon Musk said Tesla is winding down Cybertruck production to make room for Cybercab manufacturing at its Texas Gigafactory by mid-2026. Musk claimed outstanding orders exceed Tesla's ability to build the trucks, meaning deposits for many buyers would be refunded. Tesla has delivered just over 70,000 Cybertrucks total, far short of the 250,000 preorders claimed in 2019 and Musk's earlier promise of a quarter-million annual production rate.
GoKawiil's interpretation of the reporting above, not reported fact.
The claim that demand outstrips supply appears to conflict with Tesla's decision to halt the line entirely, suggesting the company may be reframing weak sales as an oversubscription problem. Musk's own purchase of $131 million in Cybertrucks earlier this year raises questions, in the writer's view, about whether deposits ever reflected genuine buyer intent. The episode could further dent confidence in Tesla's public statements about demand for its vehicles.
- Tesla is shifting Gigafactory Texas capacity from Cybertruck to Cybercab production by mid-2026
- Musk says deposit holders whose orders can't be fulfilled will be refunded
- Total Cybertruck deliveries (~70,000) remain far below the 250,000 preorders claimed in 2019
Source: futurism.com — Victor Tangermann, 2026-11-10
Published there as: “Tesla Starts Humiliating Prospect of Returning Cybertruck Deposits It Couldn’t Deliver On”
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