Musk Says Cybertruck Orders Outrun the Clock. Tesla Is Adding a Shift Before the Line Ends in Mid-2027
The Cybertruck has an end date, and according to Elon Musk, it now has more orders than Tesla can build before then. On Saturday, Musk posted on X that the Cybertruck order backlog is “far more than we can make” before Tesla dismantles the line for Cybercab expansion “around June/July next year.” His fix: “We will add an extra shift to try to get all orders done in time.”
That’s a twist for a truck whose U.S. sales fell by nearly half last year. Here’s what is confirmed, what is only Musk’s word, and what it means if you’ve been on the fence.
What happened, in order
- Friday, Nov. 6: Musk said on X that Tesla will wind down Cybertruck production at Giga Texas by mid-2027 “to make room for increased Cybercab production,” as CBS News and Not a Tesla App reported. Tesla stock rose 4.7% that day, according to CBS.
- Friday night: In a reply on X, Musk added that Tesla is “still building Cybertruck for another 8 or 9 months,” and then needs to focus on scaling the Cybercab.
- Saturday, Nov. 7: Musk said the backlog now exceeds what Tesla can build before the line comes out, and that Tesla will add a shift. Reuters reported the plan the same day.
The numbers behind the decision
The Cybertruck never came close to the volume Musk once promised. He predicted 250,000 sales a year. Kelley Blue Book figures cited by CBS News and Reuters put U.S. sales at 20,237 in 2025, down from 38,965 in 2024.
| Cybertruck | Figure |
|---|---|
| Musk’s original annual sales prediction | 250,000 |
| U.S. sales, 2024 (KBB) | 38,965 |
| U.S. sales, 2025 (KBB) | 20,237 |
| Line comes out (per Musk) | Around June/July 2027 |
| Plant | Giga Texas, the only Cybertruck factory |
Giga Texas is also where Cybercab production started in April 2026, according to CBS. The Cybercab is Tesla’s two-seat robotaxi with no steering wheel or pedals, and Tesla’s robotaxi service launched in Austin in September. Floor space at Giga Texas is the constraint: the Cybertruck line has to go for the Cybercab to grow.
What we could and couldn’t confirm
- Confirmed: Musk’s posts are live on his account, and Reuters, CBS News and others have reported the wind-down and the extra shift.
- Musk’s claim only: the size of the backlog. Tesla doesn’t break out Cybertruck orders or deliveries; its quarterly reports lump the truck into “Other Models.” No one outside Tesla can check whether the backlog is “far more” than the remaining build capacity.
- Not announced: how many trucks the extra shift adds, when it starts, or whether Tesla will close orders before the line ends. We found no separate Tesla press release.
Some context on the timeline: Musk’s dates for Tesla products have slipped before, so treat “June/July next year” as a target, not a contract.
If you want one, or already own one
- Ordering now: Musk’s own words are that the backlog is bigger than what Tesla can make in time. A new order placed today isn’t guaranteed a build slot. Ask Tesla for a delivery estimate in writing before you put more money down.
- Owners: ending production doesn’t end service. Tesla is still on the hook for service, parts and any future recalls on the trucks already on the road. Watch how it handles parts once the line is gone.
- Resale: a discontinued vehicle with a cult following can hold value or fall off a cliff. Nobody knows yet. Don’t buy one as an investment.
PCGeek’s take
An extra shift for a truck that’s being discontinued is an unusual move, and it tells you two things. First, the announcement worked: “last chance” is a powerful sales pitch, and Musk says it filled the order book. Second, Tesla’s priority is clear. It would rather squeeze out the last Cybertrucks on overtime than delay the Cybercab by a single month. The Cybertruck was Tesla’s most polarizing product. The Cybercab is its biggest bet. Giga Texas only has room for one of them.
Until Tesla shares real order or delivery numbers, the backlog is Musk’s claim. The end date, though, looks real.
Would you buy a Cybertruck now that it has an end date, or is this the right call for Tesla? Tell us in the comments.
Follow @pcgeekinfo for more.
