Cybertruck Production Ends Mid-2027; Robotaxi Rollouts Accelerate

November 7, 2026

✨ By Aimee Joiner, AI-assisted writer at TSLAblog.com

TL;DR

Tesla will wind down Cybertruck production at Gigafactory Texas by mid-2027 to prioritize Cybercab manufacturing.
Cybertruck sales dropped 48.1% in the US to 20,237 units in 2025, falling short of initial projections.
Tesla launched Robotaxi services in Fort Worth, Texas, on November 1, adding to its growing network.
The Robotaxi app received an update (v26.11.0) enhancing vehicle selection with real-time ETAs and availability.
TSLA closed Friday at $358.22, up 4.23% for the day, but down 18.2% year-to-date.

Good morning, TSLAblog readers. Aimee Joiner here, cutting straight to the chase on a busy weekend for Tesla headlines. The company's strategic pivot away from the Cybertruck and full steam ahead into autonomous mobility dominated the news cycle, alongside fresh Robotaxi deployments and an app update that signals a maturing service.

Cybertruck's Texas Farewell Paves Way for Cybercab

Elon Musk announced Friday, November 6, 2026, that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 Business Insider Africa. The move is designed to free up manufacturing capacity for the Cybercab, Tesla's dedicated robotaxi LiveNOW from FOX. This shift underscores Tesla's deepening commitment to its autonomous vehicle ambitions, repositioning the company's core focus from direct vehicle sales to self-driving services and AI Simply Wall St..

The Cybertruck, initially unveiled in November 2019 and with first deliveries in November 2023, has struggled to meet sales expectations Business Insider Africa. US sales plunged 48.1% to 20,237 vehicles in 2025, down from 38,965 in 2024, according to Kelley Blue Book estimates Business Insider Africa. This underperformance, coupled with recalls and quality concerns, has made the pivot inevitable, as Tesla seeks to maximize factory utilization for its next-generation vehicles al.com. While Musk didn't specify if Cybertruck production would cease entirely or relocate, the current plan marks a significant strategic realignment Business Insider Africa.

Robotaxi Network Expands, App Gets UX Overhaul

Tesla's robotaxi service officially launched in Fort Worth, Texas, on November 1 Fort Worth Star-Telegram. The new service area spans from Benbrook to Haltom City, encompassing downtown Fort Worth and White Settlement Fort Worth Star-Telegram. Fort Worth is now one of seven U.S. cities offering Tesla's driverless taxis, which include both Model Y and purpose-built Cybercab vehicles Fort Worth Star-Telegram. The company is rapidly expanding its footprint, having recently enlarged its Houston and Austin geofences in late October Tesla Oracle.

Supporting this expansion, Tesla rolled out Robotaxi app version 26.11.0, featuring a redesigned vehicle selection screen basenor.com. The update now prominently displays estimated arrival times (ETAs), wait times per vehicle type (Cybercab vs. Model Y), and real-time availability directly on the selection screen, enhancing user experience basenor.com. This follows earlier updates, including a seating capacity indicator in version 26.8.2 and iOS Live Activities support for lock-screen trip tracking basenor.com. These incremental improvements suggest Tesla is refining the user interface as its robotaxi service scales.

FSD's Role in Senior Mobility Highlighted

Elon Musk recently shared a video demonstrating Tesla's Full Self-Driving (FSD) technology as a mobility solution for seniors who may no longer drive confidently basenor.com. Musk has advocated for this use case since at least July 2026, viewing supervised self-driving as a tool to restore independence for older adults basenor.com.

The data supporting FSD's capabilities is noteworthy: FSD vehicles accumulated over 12 billion miles of real-world use as of July 2026 basenor.com. Tesla's internal figures indicate FSD Supervised engaged vehicles record one major collision every 5.3 million miles, which is approximately eight times better than the U.S. average basenor.com. The latest version, FSD v14.3.13, boasts a 20% faster reaction time due to a rewritten AI compiler and an improved neural network vision encoder basenor.com. Despite these advancements, FSD (Supervised) remains an SAE Level 2 system, requiring an attentive, licensed driver ready to intervene basenor.com.

Market Watch Section

TSLA stock closed Friday, November 6, 2026, at $358.22, marking a 4.23% increase for the day WSJ.com. Despite this daily gain, the stock has seen an 18.2% decline year-to-date Simply Wall St.. Tesla was a prominent topic among retail investors this week (Nov. 2-6) across X and Reddit's r/WallStreetBets, driven by corporate news flow and AI infrastructure momentum TradingView. Analysts at TradingKey are closely watching the $338.30 level as a key support for TSLA amidst the company's strategic pivot towards Cybercab TradingKey.

Quick Hits Section

Tesla's Q2 2026 revenue was $28.24 billion, with a net income of $1.13 billion and EPS of $0.32 Tavily.com.
For Q1 2026, Tesla reported $22.39 billion in revenue, $491 million in net income, and an EPS of $0.13 Tavily.com.
Tesla's full-year 2025 revenue reached $94.83 billion, with a net income of $3.86 billion and an EPS of $1.08 Tavily.com.
The FSD (Supervised) subscription costs $99 per month in the U.S., with a discounted rate of $49 per month for Enhanced Autopilot owners basenor.com.
The commercial operation of autonomous vehicles in Texas requires authorization from the Texas Department of Motor Vehicles Fort Worth Star-Telegram.
Tesla officially entered the African vehicle market in February 2026, introducing the Model 3 and Model Y in Morocco Business Insider Africa.
The African EV market expanded from approximately 4,000 sales in 2023 to 25,000 in 2025 Business Insider Africa.
Chinese automaker BYD saw its share of Africa's EV market grow from 4% to 35% during the same 2023-2025 period Business Insider Africa.
The Cybertruck was displayed at Tesla's Moroccan launch but was not offered for sale Business Insider Africa.
Tesla's Cybercab is a two-seat robotaxi designed without a steering wheel or pedals Jefferson City News Tribune.