In January, Elon Musk warned that anyone wanting a Model S or Model A would run out of orders in April. Now it has announced the beginning of the end of Cybertruck. Production will slow in mid-2027 and its site in Texas will be for CyberCab.
Individually, each withdrawal has its explanation. S and together they indicate something else.
Why is it important?. They were the three cars that made Tesla likable.
- S showed that an electric car can be a luxury car.
- X, with its falcon-wing doors, which may be a quirk.
- Cybertruck has become an icon, for better and for worse.
There are Model 3 and Model Y. They are good cars and they sell a lot, but no one drives down the street to look at them. They are functional, not ambitious.
between the lines. What goes into that factory counts more than what goes out.
- At Fremont, the S and X lines now produce Optimus, the humanoid robot.
- In Texas, the CyberTruck slot will be occupied by the CyberCab, without a steering wheel or pedals, which Tesla is already testing in Austin.
No person is going to buy them both to run it.
Yes, but. The simple lesson is a muskrat who kills the old to make way for the new. But it doesn’t fit the Cybertruck, because it’s three years old. Kasturi even spoke about 250,000 units in a year and according to It was about ten.
Moreover, the new thing is not even a car. According to An internal analysis recommended prioritizing affordable Teslas over robotaxis Kasturi rejected it. What came out was a shortened version of 3 and Y.
money trail. 3 and Y have only one job left: paying the original bet.
In other words: the business that funds humanoid robots and robotaxis isn’t getting any new products, just cheaper versions of two models that will continue to be sold. The oldest of the two is from 2017.
and what now. Tesla has changed customers:
- Earlier I was someone who wanted a car and wanted to target it. The S, X and Cybertruck, each in their own way, shared presence, notability.
- Now it’s a fleet that buys kilometers or a factory that buys robot hours. What the stock market gives.
The risk is times. Robotaxi and Optimus need to scale before the 3 and Y get old. Meanwhile, Chinese and European manufacturers, especially the former, are filling the gap with affordable electric cars.
Tesla made people want an electric car that no one else wanted before. Now he’s betting on almost everything he doesn’t need.
Featured Image | Xataka with the Magnificent
In Xataka | There’s a good reason Elon Musk wants to merge Tesla and SpaceX into one $3.5 trillion company: more control.
