Tesla can’t fulfill all of its final Cybertruck orders.
Elon Musk said the Cybertruck order rate “far exceeds” Tesla’s capacity to produce them before the pickup is retired next year, and that the company will “have to return deposits for a lot of people.” Musk once expected to deliver 250,000 of them every year, but now says Tesla can make more money by increasing robotaxi production. [Image: Musk didn’t specify how many orders are expected to be impacted in his X post. https://platform.theverge.com/wp-content/uploads/sites/2/2026/11/Elon-Musk-tesla-cybertruck-production.jpg?quality=90&strip=all]
Elon Musk said the Cybertruck order rate “far exceeds” Tesla’s capacity to produce them before the pickup is retired next year , and that the company will “have to return deposits for a lot of people.” Musk once expected to deliver 250,000 of them every year, but now says Tesla can make more money by increasing robotaxi production .
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