Musk Says Tesla Cybertruck and Cybercab Cannot Be Mass-Produced Simultaneously, Talent Pool the Core Bottleneck

Recently, in response to a user question on social platform X, Musk stated that Tesla's two models, the Cybertruck and the driverless taxi Cybercab, cannot advance mass production simultaneously. The constraint is not insufficient factory space or a funding gap, but rather limited reserves of core key talent. Previously, Tesla planned to launch five consumer-oriented models by early 2026, with subsequent plans adjusted to retain only a single production platform for the Model 3 and Model Y by mid-2027. Musk revealed that Tesla plans to gradually halt Cybertruck production at Giga Texas around mid-2027 to free up resources for ramping up Cybercab capacity. Giga Texas currently still has idle space, the Cybertruck production line operates below its original designed capacity, and actual market sales have fallen short of earlier expectations. Maintaining the Cybertruck production line along with its supporting supply chain system and engineering R&D team would leave no personnel available for Cybercab's large-scale mass production. This is the third model Tesla has discontinued in 2026. At the beginning of 2026, Musk announced at the fourth-quarter earnings call the discontinuation of the Model S and Model X, with the original production lines at the Fremont factory being converted into production lines for the Optimus humanoid robot. By April 2026, only inventory vehicles of these two models remained on sale. The last refresh of these two models adjusted paint color options, added a front bumper camera, optimized range, and raised prices. The product lineup image unveiled at Tesla's 2024 shareholders meeting showed the Model 3, Model Y, Model S, Model X, Cybertruck, Semi heavy truck, and three all-new models covered by curtains. Of the five consumer models marked, three have been discontinued or are about to exit the market. When Tesla held Investor Day at Giga Texas in March 2023, it arranged for 14 executives to take the stage to present the business. Currently, 7 of these 14 executives have departed, covering areas including finance, powertrain, software engineering, hardware R&D, and the Supercharger network. The Cybercab project has also seen core key personnel leave. The driverless fleets and actual operating mileage of multiple competitors have already surpassed Tesla's.