Musk Adds an Extra Cybertruck Shift to Clear the Backlog Before the Line Comes Down

Tesla will add an extra production shift to finish outstanding Cybertruck orders before it dismantles the line next year. CEO Elon Musk said on Saturday, November 7, in a post on X that the backlog is \u201cfar more than Tesla can make\u201d before the line comes down around June or July next year, adding: \u201cWe will add an extra shift to try to get all orders done in time.\u201d

The move follows Musk\u2019s announcement a day earlier that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to free capacity for the Cybercab, the two-seat robotaxi at the centre of his plan to turn Tesla from an automaker into an AI and robotics company. Tesla began building the Cybercab in Texas in April 2026, and paid robotaxi rides launched in Austin in September 2026.

The extra shift is meant to clear orders before that window closes, but the demand picture is weak: Kelley Blue Book estimated US Cybertruck sales at 20,237 vehicles for 2025, a 48% drop from the prior year, and deliveries through the end of September 2026 were down a further 28% year over year. Tesla spent $13.01 billion in the first nine months of 2026, more than double the $6.13 billion laid out in the same period a year earlier, as it retools for the robotaxi era.

The announcement also lands in a shifting political landscape in Texas. After Tuesday\u2019s gubernatorial election, Governor-elect Gina Hinojosa wants to slow data-center projects and scrutinise Musk\u2019s land dealings, and on Thursday she asked that talks over a further land deal in Boca Chica State Park be postponed until she takes office. The next hard date for Tesla investors is the annual shareholder meeting on December 3, 2026.