A post by @elonmusk on X.
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
@elonmusk on X
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Elon Musk said Cybertruck order intake is running well ahead of Tesla’s production capacity, and the company will build as many units as it can before pausing the line in roughly eight months, at which point it expects to refund deposits for many reservation holders. Musk pushed back on reports that the truck is unprofitable, saying the issue is output rather than unit economics. The comments signal that Tesla is still rationing supply against a demand backlog rather than demand falling short, and that a production interruption is planned within the year. What to watch next is how many reservations convert to firm orders before the shutdown, how much deposit capital Tesla returns, and whether the pause reflects a retooling for higher volume or a reset of the program’s build plan.
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Named in this story
Cybertruck, Elon Musk, Tesla (TSLA)
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