Follow-up: Musk Says Cybertruck Orders Far Exceed Output, With Many Deposits to Be Refunded as the Line Shuts Down in About Eight Months
Tesla chief executive Elon Musk said in a post on X on the night of November 8 that the order rate for the Cybertruck electric pickup far exceeds Tesla's production rate, and that Tesla will build as many as possible before shutting down the line in about eight months but will still have to return deposits to a lot of people. Reuters reported the post on November 9.
"We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people," Musk wrote. He added in the post that the shutdown is not because the Cybertruck is unprofitable, calling that a misreport by legacy media, but because the opportunity cost of the truck's complexity is vastly outweighed by the value of incremental Cybercab production. Musk gave no figures for the orders or deposits and did not say when or how the refunds would be made; Tesla has issued no formal announcement, and the plan was announced in Musk's post on X.
The post is the third step in the line's wind-down. On November 6, Musk posted that Tesla would wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for increased Cybercab production; on November 7, he said the order backlog far exceeded what could be built before the line is dismantled around June/July next year and that Tesla would add an extra shift. The new post is broadly consistent with that timetable, about eight months pointing to around mid-2027, and states for the first time that many orders will not be built and their deposits must be returned.
As of publication, Tesla had provided no further details on the scope, amounts or process for the deposit refunds. (Source: Elon Musk)
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Source: Elon Musk
Published by GSM · USA (original Chinese edition)
Photo: 图：一辆特斯拉Cybertruck（资料图），摄于犹他州Moab。照片：A1C6，CC0，经 Wikimedia Commons。 / Photo: A Tesla Cybertruck in Moab, Utah (file photo). Photo by A1C6, CC0, via Wikimedia Commons.
- 2026-11-06Musk Announces Cybertruck Wind-Down: Texas Production to Wrap Up by Mid-2027 to Make Room for Cybercab
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- 2026-11-08Follow-up: Musk Says Cybertruck Orders Far Exceed Output, With Many Deposits to Be Refunded as the Line Shuts Down in About Eight MonthsThis story
