Tesla Is Sitting on an Enormous Pile of Unsold Cybertrucks

[https://www.theverge.com/news/798889/tesla-cybertruck-sales-decrease-q3-2025](https://www.theverge.com/news/798889/tesla-cybertruck-sales-decrease-q3-2025) Now compare that to sales, I am genuinely curious if Tesla sells about 5,000 cyber trucks per quarter why would they still be producing new cyber trucks if they have 10,000 in inventory. Wouldn't it make sense to just shut down production for 6+ months, and use the employees for something else?

I assume shutting down production line might negatively impact the meme stock

Can use them to help reinforce the shore line...

Wasn't there news recently that Tesla was selling Cybertrucks en masse to SpaceX?

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The moment they shutdown production the stock take a huge hit. It running on vapors right now and if their is a sign of any crack it will collapse. Forget about Optimus or any other BS promises made by Elon. The market will not be as accommodating as it once was to Elon. Imo the amount of pumping still being done by analysts because they are probably getting massive fees for his equity raises in SpaceX and xAI and other businesses. This would be very interesting to check. Which analysts are pumping the stock and how much had Elon given to them in terms of fee business.

If they shut down production for that long, the employees they can't find other work for will find other work themselves. In Elon's brain you don't want the employees you are left with because the one you want to keep can find other work. It might also be reality, but thats whats going through elon's brain. IMO they should have been working on the roadster, van, light weight pickup, semi, etc but elon serves one dish and its called "all the eggs in one basket"

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Yeah, but how many can space x use?

Golden rule of business: you need to sell things people want to buy.

Good employees don’t just hang around. Just look at his top staff leaving en masse.

They will find you. Stay quiet my friend.

Just use them to line the sides of the launch pad to direct the bits of concrete away from spectators.

Who says they have to use them lol.

They will sell them to X

\*Shocker\*

This article alone caused Tesla's market cap to increase $200 billion.

Who will lease them back to Tesla as showroom and promo vehicles only.

They are an appreciating asset. Better to sit on them than sell lol

And your comment caused it to increase another $500 billion.

The only answer is going to have to be for a dramatic price reduction. If price of base truck comes down to 50k and awd to 55k, it is a competitive offering. Plus some minor mods to its design can really improve the use ability.  I know I’m on the minority. But after talking with a number of owners, who all seem to love it, I am looking forward to  see how deep the depreciation is on these guys and there is a sweet spot where I will buy one. But never for 70k.

To American taxpayers through spacex subsidies yes

Very good point. They will end up abandoned in a lot like pics of those Chinese evs.

HAHAAH, line the surface of the launch pad with them.

It’d probably double.

they are gonna hire some employees just to keep those turds charged.

Have fun driving a truck that can’t do truck stuff and which started falling apart even before rolling off the production line

This is fine X.ai will buy them and then Tesla will buy services from X.ai and both will show the revenue side and ignore the costs or whatever since reality doesn’t matter anymore

And my axe caused it to go up another 200 billion.

I test drove one and loved it. Not sure how it can't do truck stuff. My impression was that it could more. You can control the ride height for highway driving or off roading. The bed cover is built in and retractable. It's crazy fast and the rides smooth as butter. Super quiet too. I want one. My wife want one. Just can't justify the price. If it drops we will probably buy one

Looks Like They Are Sitting On A Pile Of Capitals

They are counting on a government to buy them.

Because its suspension is severely undersized, I read it has a car suspension for a truck, which is insane.

Sending them to the mars.

I hate the stock but there are a lot of “let’s reverse course on shooting ourselves in the foot” that’ll pump the stock which is why I’ll neither short or buy puts on it. If they canceled the cyber truck it’s going up 15% on the news

Because nobody wants to buy those stupid things.

If they increase production, it means cybertruck is doing well and stock will rise. If they decrease production, it means they will focus more on their more popular models and the stock will rise. If they change nothing, it must mean they already found the optimal strategy, the stock will rise.

The real Tesla product is the stock

Shareholder disclosure rules. If they shut down production for lack of demand, and don't tell the shareholders, that would create legal issues. On the other hand Elon already had judges let him get away with worse. Also, getting ICE to buy them in bulk at inflated prices is a more appealing option.

They probably have agreements with material suppliers and figuring out how to store cars is easier than how to store materials.

>Have fun driving a truck that can’t do truck stuff Most truck owners don't accually do truck stuff with their truck.

The order was for just 500, to replace SpaceX ICE trucks.

I thought I read a bunch of them are now being sat on by SpaceX. Because not only are they the perfect vehicle for your daily and off-roading needs, but they are also certified for orbit. Not a lot of people know that.

Pretty sure painting them primary colors won't help. Ugh.

Still surprised they didn’t buy them as cop cars or something to continue the grift and help him out

They will eventually. Because yes, out makes no sense to hold massive amounts of inventory.

XAi bought some too.

Think they did shutdown the Y line and CT line, for a few weeks, back around end of June.

Maybe it plays funny with the books if you do that for amortization of the R&D and assembly line. Like lead to a massive loss on the books that they don't want in the middle of a pump. Not an accountant for a carmaker so I wouldn't know.

They could lease them out to Waste Management

Everything has a clearing price. They could theoretically sell every single one if they priced them below scrap value.

Too unreliable

The Ford Edsel was the biggest automotive flop of the 20th century, and it sold over 116,000 units. The Cybertruck has sold fewer than half as many.

It's ok, they're selling them to their sister company using taxpayer money.

You mean a pile of trucks Tesla sold to itself and Elon bought so they could strip as much federal handouts as they could before they expired? That’s what really happened right?

If I know anything about Technoking, its that he'll force his own kids to reproduce just as much as he does. Soon his extended family will soon need thousands of apocalypse ready luxury chariots. Never doubt his 5D chess.

TWO MILLION RESERVATIONS claimed 40.000 at most - was the reality of it. Elon is a liar, fraud, and clueless moron who doesn't know anything about cars or manufacturing.

They "sold" 50k cars on storage JUST AS TAX CREDITS vanished The same fraud they already did in Canada

How many can they bill to NASA is the real question.

They'll go on the books as part of a NASA contract so the governmafia pays for them.

Since when has Wile Elon Coyote done anything that makes sense?

No. It might take a hit after the news but will soon be forgotten.

... at a price they are willing to pay.

No, the batteries would be an environmental disaster.

Depends on how many launches are planned, and how many can fit in each launch.

Competitive for what? This "truck" barely has room for a couple six packs in the bed.

The grift will be that SpaceX will somehow put them on the books where NASA pays for them.

I don't think he knows anything about life in general.

Thank God Elon looked for waste, fraud and abuse....

It doesn't matter, their not using them , he's manipulating the #s, just like the billion dollars he spent

😂

They'll just send them to space so nobody can ever find em... But given the space x current progress, we'll find em at the bottom of the ocean.

Shocking

What we need is the "Tesla Vision Mobile Dumpster" business to stand up and voila!

Are you sure he wasn't looking for ways to waste, fraud and abuse the government?

Could always use them as dumpsters

You're welcome.

He had to make room for the new generation of cronies by eliminating the old ones.

ICE is gonna buy a bunch.

There is no fraud for maga supporters who pay their way

The suspension is too weak to make it as a police car.

After musk sells as many as possible to himself for inflated values, they will kill off production and start discounting them. The model is dead. Whole thing is hilarious.

There’s your data center power solution….OKLO, you don’t have to think too hard…🧐

Unexpected Gimli!

No way???!!!! How many previous buyer did not return them under the lemon law is beyond me.

This article is from May so it can't account for that

We’re keeping the money moving!

Rent they also supposed to sell them to the US government as well?

They'd be a lot more popular if they were branded Incel Caminos.

I don't see how space x can use all those cars.

Would make more sense if they used them as mobile service vehicles

He'll probably just say they are to be eventually turned into mars rovers or something lmao... Then they'll rot away.

Yep and he will continue to play the game of hot potato between his companies to hide the fact that nobody is buying them and inflating the sales figures. Eventually when they reach levels of depreciation where they’re worth more to scrap and recycle than it is to keep in warehouse and transport, he will scrap them. This is highly illegal, it’s akin to cooking the books to make a company look more profitable than it is and is considered to be fraud.

They won't get far so let them be branded with cyber trucks

What I find weird - and a symptom of a kind of Tesla stubbornness -- is there no public plans for a Truck ver. 2. I actually like the creepy looks of the thing. Make it 2/3rds the size, replace steel with aluminum and the latest solid-state batteries... cut the price in half... So, okay, it needs to be radically re-thought. What's even stranger is there are SOME things the truck arguably did right -- steer-by-wire and 4 wheel steering and 48 volt architecture. Why are they not coming to Model Y or 3 or a promised Model 2? Tesla gets credit for the FIRST mass produced profitable EV and a pretty good one. Then it went nuts. Unfortunate.

I converted my day 1 reservation to $1000 off my 2023 MY AWD. It replaced a referral I also had but anyways.

You would be surprised when taxpayer money and corruption is involved! Millions!

Isn't the model Y the 2nd best selling EV in China this quater?

https://youtu.be/66CygO7IS4U?si=JQtX-ICW4dwaQw2F

There is a big difference between a [unicorn](https://fortune.com/img-assets/wp-content/uploads/2017/03/lamborghini-huracacc81n-polizia_1.jpg?w=1280&q=90) and routine use in significant numbers.

The 500 cars SpaceX is buying are barely a drop in the bucket.

500… so far!

It ain’t just Chinese cars or EVs. Every manufacturer does this from time to time.

True, but I think they’ll use them daily since those were donated.

Imaging being someone that needed to get one as soon as they came out and paying $200k for a $100k car. Then you see this

The Edsel was considered a flop and it still sold 63,000 cars in its first year vs Ford’s goal of 100-200,000. The Cybertruck makes the Edsel look like a runaway success.

I’d pay 20k for one

Sell them at a loss. They'll make money back on the monthly subscriptions to FSD Anyway.

Time to recycle them into cutlery!

Well a few things here… 1) technically a contract is not a subsidy, 2) the company is currently majority funded through commercial revenue and private investment, and 3) spacex has saved the us tax payer $40B. So your statement is quite misleading and incorrect. Sources: https://pro.payloadspace.com/predicting-spacexs-2025-revenue/ https://www.fool.com/investing/2022/06/05/did-spacex-really-save-taxpayers-40-billion/

1500 to be exact. Problem is we/ they are having a hard time with charging stations on base. Otherwise I’m waiting for my or cyber truck work truck. So for all of you that already own a cyber truck I am sorry you are no longer unique. You basically have a government surplus vehicle. lol

Correction: “Tesla is STILL sitting on an enormous pile of unsold Cybertrucks.” This has been true for months and months, now. No one wants the damn things… they’re ugly, they’ve got terrible reliability scores, there are better vehicles from other manufacturers like Rivian and Ford in the category now, and… I’m sure there was one other thing I meant to say, but I can’t quite place it…

Does the yellow rain taste funny?

Haha zing! Anything material to add?

Wankpanzer worse flop than the Edsel and more deadly than a ford pinto.

The article you linked about the $40 billio has this sentence: >Now, $40 billion is a big number, and it's not entirely clear how Hyten came up with it. The article does not refute or confirm that number. It is just a second hand quote from Bill Nelson about a conversation he had with the chairman of the Joint Chiefs of Staff. So we have no way of knowing if that $40 billion number is accurate from the article you linked. The article on SpaceX revenue is behind a paywall and is not available on the wayback machine. But one of the breakdowns I could find is this: >Payload's 2025 SpaceX revenue predictions: We estimate SpaceX will generate $18.2B in revenue in '25. Breakdown: \- Starlink: $12.8B \- Launch: $5.1B \- HLS: $300M \- Starlink customers: 8.4M Those numbers do not look sustainable. Starlink's revenue does not equal their cost. Add in Starlink has to replace all their satellites over the course of five years. I would say almost all of SpaceX's profit is coming from investors.

I agree a second hand quotation (albeit from a strong source) is not the most robust citation. I would concede that number likely has a 10% tolerance band, given the paradigm shift in cost and contract structuring that spacex has provided government launch. Here’s a better source re: general cost savings. Source: https://ntrs.nasa.gov/citations/20200001093 To your assertion that revenue is stagnating and that “almost all of spacex’s profits are coming from investors”, capital investments are not included in revenue figures, and the published data shows a record of strong growth and profitability. Source: https://www.fool.com/investing/2025/02/08/how-much-money-did-spacex-make-in-2024/

Everything about them is so bad that the POS could be given to me and I would pass as car insurance would not be worth it.

FAFO

It's fortunate that musk has multiple avenues of contractual and potentially fraudulent abuse to recover this loss.

Go stand on a busy highway.

Elon Musk is still a thieving little Nazi bitch boy. That is all. Full grift.

PRAISE EMPEROR MUSK

I guess they can melt them down for raw materials.

Interesting stuff... but none of us know what profits spacex makes. The fool article says the profitability is estimated. But aren't they burning through cash reserves to develop their new rocket? That could explain why they are raising billions again. https://ai-stocks.com/2025/10/11/investors-back-spacex-in-latest-multi-billion-dollar-capital-raise/

> ICE is gonna buy a bunch. With as much as the right hates electric vehicles, that'll be fun to watch.

You can't just shut down production and simply restart it later. Employees can't be physically moved to other plants or retrained to other tasks easily without significant costs, existing machinery still needs constant maintenance, you'd have to close pipelines for specialized parts from vendor suppliers that may not be able to be resurrected at a later date, etc.

Make dune buggies!

They look stupid

Your point seems to be that since (in one man's opinion) SpaceX has helped save the US taxpayer $40B then sweetheart deals to buy Musk's excess inventory are OK. Am I reading that right?

this explains a lot