Musk’s favorite car is going to be discontinued.

Musk’s favorite car has been discontinued so soon?

This is the Cybertruck.

In 2019, this strange-looking Cybertruck made its first public appearance. In order to demonstrate its miraculous ability to resist damage, Musk directly found a few tough men, picked up a sledgehammer and smashed it.

He even broke the car window glass when he hit the iron ball.

The result was this famous, slightly overturned scene that shocked the world.

Just 5 days after its release, its order volume reached 250,000. Even later statistics showed that before it was officially put into production in 2023, the backlog of Cybertruck orders had reached 2 million, which was a direct surprise.

During the 2023 earnings call, Musk called it “Tesla’s best product ever” and boldly predicted,Annual delivery volume of Cybertruck will reach 250,000 units by 2025.Equivalent to Xiaomi SU7 of the same period.

However, what about reality?

In fact, the production issue alone delayed the project for four years.

According to the original plan, this car should be mass-produced in 2021, but in fact only small batches were delivered in 2023, and some of the parts were purely hand-made.

Real mass production will have to wait until 2024, and it will take about a year of capacity ramping before the production problem is completely solved.

However, at this time, Lao Ma found out awkwardly,Hey, why are there not enough orders?

Judging from quarterly sales, Cybertruck has rapidly fallen from its peak of 14,000 vehicles in Q3 of 2024 to less than 5,000 vehicles. Overall, it only sold 20,000 vehicles in a year, less than one-tenth of the target.

You know, this still includes the big customer of its own Space X. In 2025, Space X spent US$131 million to buy its own Cybertruck.

It seems that the 2 million orders are all fake, and the real conversion rate is actually low.

This may be because after 4 years of waiting, no matter how pure the fans are, they can no longer wait, or maybe it is the $100 deposit that attracts a group of people who want to eat melon. In short, in just one year, the backlog of orders has been digested, and now it is stuck at the subsistence line with monthly sales of 1,000+.

Therefore, Musk simply announced that he would stop producing Cybertruck in mid-2027, leaving all production capacity for the driverless taxi Cybercab.

But this matter is very subtle.

Let’s just say, if Cybercab production capacity is insufficient, why not expand production capacity, but squeeze it out of Cybertruck?

The key is, is the Cybertruck really selling poorly? You know, this is a car that costs nearly 100,000 US dollars. If it is parallel imported into China, it will even cost 2 million yuan or more.

How many products at this price in China can sell thousands of products per month?

Not to mention, even the ideal MEGA can be rescued, If the old horse is polished again, it may not be able to have a second spring.When you stop production, not only will your deposit be refunded, but your early R&D investment will also be wasted?

So behind this wave of production suspensions, there are actually two things to explain.

The first is the economic account. If you continue to produce on a small scale, even if you don’t lose money, it may not be very cost-effective.

After all, production is not just about the deployment of parts, but a complete industrial system.Cybertruck’s special manufacturing process determines whether it will succeed or not.

For example, its most iconic cold-rolled stainless steel exoskeleton, because the material is very hard, ordinary stamping is completely useless, so Tesla has specially developed a set of laser cutting and thermoforming equipment.

This thing can’t be shared with Model 3 or Y.

Once the planned production capacity of Cybertruck is adjusted from 250,000 to 20,000 vehicles, the production line will spend most of its time sitting in ashes.

Even if you don’t use it, you still have to invest in personnel and maintenance costs. It’s better to sell the production line directly to make room for other more important products.

The key is that there is more than one production line like this.It also includes 9,000-ton die-casting machines, as well as the high-strength glass just mentioned.

As for why more production capacity cannot be provided to Cybercab, it is actually a cost issue. Rebuilding the factory would be extremely costly.

Musk also previously admitted that Tesla no longer has enough talent to manage excess models after a large number of employee departures. To put it bluntly, Lao Ma is also very strict in controlling labor costs.

In addition to money, there is also an expected account.I think the main reason why the Cybertruck has been discontinued is because Musk has completely lost confidence in the car.

Everyone knows that the Cybertruck’s sales are not increasing, largely because of its own fault.

First, let’s talk about this very hard stainless steel material. A few tough men can’t break it with a sledgehammer, and even bullets can’t penetrate it. It’s indeed quite safe for the passengers in the car, but what about pedestrians? If this happens, it will be better than good luck.

In fact, most cars use relatively soft materials when designing their front hoods or bumpers, which may bend if pressed hard.

This is not a car company cutting corners, it is mainly for a certain collapse capability to avoid causing harm to pedestrians.

The Cybertruck is not only made of “solid” materials, but the folding corners of the front hood are also made very sharp. Coupled with the curb weight of up to 3.1 tons, it is purely a killer on the road.

Therefore, in most countries with pedestrian safety protection regulations, Cybertruck will not be allowed to go on the road normally, and there is no solution to this matter.

In addition, there is another problem is the workmanship.

Just like Lao Ma’s recent “flying car” Roadster2, the Cybertruck was also at the forefront of the times, equipped with wire-controlled steering, 4680 large cylindrical batteries, etc. These technologies are very new, but they require extremely high craftsmanship.

The biggest problem is the 4680 battery, which has delayed the mass production of Cybertruck.

And even now, this car is still full of loopholes.Only 4 years on the market,It has been recalled 11 times. Is this a quick fix?

So I estimate that Lao Ma is already ashen-faced at this time.

Instead of spending a lot of money to stick to this car, it is better to go to more cutting-edge places such as AI, aerospace, and embodied intelligence.

Previously, Model S and Model

However, I think the suspension of Cybertruck production does not mean that Tesla has completely given up.

After all, for Musk, cars have long been more than just cars.

From the Model series to the Cybertruck to the Roadster2 and Cybercab, In essence, it represents the future, which is constantly changing.

Now that the Cybertruck is no longer new enough, it’s time to find another toy.

撰文：TC

美編：素描

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