CEO Elon Musk said the remaining Cybertruck backlog exceeds what Tesla can produce before the planned line conversion. The decision follows the company's move to wind down the stainless-steel pickup and redirect resources toward its two-seat autonomous taxi.

Reuters cited Kelley Blue Book estimates showing US Cybertruck sales fell to about 20,000 in 2025 from nearly 39,000 in 2024, well below Tesla's early volume expectations.

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