Tesla to End Cybertruck Production and Pull Model Y AWD Amid Autonomy Shift

TSLA plans to end Cybertruck production, freeing factory space at Gigafactory Texas for its Cybercab autonomous ride-hailing vehicle and for scaling Optimus humanoid robot production. Cybertruck sales fell 48% year over year to 20,237 units in 2025. Elon Musk first announced the wind-down on November 6 and on November 11 extended production through the end of summer 2027 to work through the order backlog (Electrek).

The lineup is already shrinking. The Dual Motor and Premium AWD Cybertruck trims, previously $82,490 and $92,490, are still listed on Tesla's configurator but greyed out, leaving the Cyberbeast as the only orderable version after a $7,500 price increase to $109,990. That is 57% above the $69,990 it cost in early August, and Electrek notes Tesla has not formally announced removing the cheaper trims.

The Model Y range is narrowing too. Tesla pulled the $41,990 Standard All-Wheel-Drive Model Y from its U.S. configurator roughly nine months after its February 2026 launch, so the cheapest new AWD Model Y is now the $49,990 Premium AWD, with deliveries quoted for January to March 2027. The $39,990 rear-wheel-drive Model Y remains available, and some AWD units are still in inventory.

Together the moves point to a leaner, higher-priced retail lineup as Tesla redirects capacity to the Cybercab, which began pilot production at Giga Texas in early 2026. Both Cybercab and Optimus remain commercially unproven, so the things to watch are Cybercab production ramp milestones, Model Y delivery trends without its cheapest AWD trim, and whether more variants are cut.