Cybertruck orders outrun Tesla's output as Cybercab switch looms

Elon Musk says demand for the Cybertruck has outrun Tesla's ability to build it. The order backlog now sits above what the production line can churn out, and Tesla is responding by adding an extra shift, according to Cointelegraph.

The timing matters. Tesla has already mapped out plans to repurpose the Cybertruck line to support a Cybercab expansion around June or July 2027 — a move that would leave less room for the pickup just as buyers are queuing up for it.

That leaves Tesla balancing two clocks: clearing the current stack of Cybertruck orders while preparing the same hardware for a robotaxi push years down the road. The added shift is the near-term lever, aimed at shrinking the gap between orders and deliveries.

Musk has a history of framing Tesla's production puzzles in public, and this one lands with a deadline attached. The Cybercab timeline gives the company a hard marker for when the line needs to change over.

For now, the takeaway is straightforward: more Cybertruck orders than the factory can fill, and a schedule that keeps tightening. What Tesla does with the extra capacity between now and 2027 will decide how much of that backlog it actually clears.