Tesla will keep building the Cybertruck longer than it first planned — and will have to refund a chunk of customers who put down deposits years ago and still won't get a truck before the line shuts down, according to a string of posts from CEO Elon Musk this past week.

Musk said Nov. 6 that Tesla intends to wind down Cybertruck production at its Giga Texas plant around the middle of 2027 to free up factory space for the company's Cybercab robotaxi. The following day, he acknowledged the order backlog was bigger than expected, writing that it was "far more than we can make" before the line is dismantled for Cybercab expansion, and that Tesla would add an extra production shift to work through as many orders as possible before then.

Deposits Going Unfilled

By Nov. 9, Musk said the company would simply have to refund a portion of reservation holders, since not every order can be completed in time. He didn't disclose how many deposits are affected, how large they are, or exactly when the extra shift begins, according to posts tracked by Tesla North and Electrek.

Musk has also shifted his framing of the decision, saying this week the Cybertruck is "not unprofitable" and that the real driver is opportunity cost — factory space devoted to the angular pickup is worth more, in his view, dedicated to the Cybercab. Electrek has pushed back on the backlog framing, noting Tesla has had roughly 95,000 units of idle annual Cybertruck capacity sitting unused for much of this year, raising questions about how a backlog accumulated at all.

No Word From Tesla Itself

Notably, none of this has come through a formal Tesla statement, SEC filing or press release — it has all arrived through Musk's personal posts on X, a pattern increasingly typical of how the company communicates major production changes. Tesla had not responded to requests for additional detail as of Wednesday.