TL;DR: Elon Musk says Tesla will build as many Cybertrucks as it can before shutting the line in about 8 months, and that Tesla "will have to return deposits for a lot of people." He says orders are running ahead of production. Tesla hasn't published details on how deposits will be handled.
What Musk said
In a post on X at 2:20 AM ET on Monday, November 9, Musk wrote: "The Cybertruck order rate far exceeds our production rate. 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."
It follows an earlier post on November 7, where he wrote: "We are still building Cybertruck for another 8 or 9 months btw, but then Tesla needs to focus on scaling Cybercab."
How this fits what he said last week
On November 6, Musk said Tesla would wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for Cybercab. We covered that in Tesla Cybertruck Production to Wind Down in Mid-2027, Musk Says. The new post adds two things: his statement that orders exceed production, and that deposits will be returned.
What is and isn't confirmed
- Said by Musk: orders exceed production, the line shuts in about 8 months, and deposits will be returned for "a lot of people."
- Not stated by Tesla: how many deposits, which orders or reservations are affected, when refunds would be issued, or whether anyone gets to choose.
- Not stated by Tesla: what happens to service, parts or software support for trucks already on the road. Neither Musk's posts nor Tesla have announced any change for them.
- Not confirmed: whether Cybertruck production moves to another plant after Texas.
As of Monday morning ET, we found no Tesla announcement, order-page change or email to reservation holders. These are Musk's words on X, not a company notice.
What it means for owners and buyers
If you own a Cybertruck, nothing in either post changes your truck. If you have a deposit or an open order, watch your Tesla account and email for anything from Tesla, since the company hasn't yet said how it will contact people. If you were planning to order one, Musk's timeline suggests the window is limited to roughly the next 8 months.
For the vehicle taking over the space, see our Cybercab hub and Tesla Cybercab 40 kWh Pack and Liquid Silver, Musk Says.
We'll update this story when Tesla shares more.
