Elon Musk announced on X today that Tesla will wind down Cybertruck production in Texas by mid-2027, so the factory floor can go to more Cybercab robotaxis.
Tesla has also stopped taking orders for the entry Dual-Motor AWD trim, which leaves only the Premium and Cyberbeast on the site for now. That’s a quick ending for a truck Musk once expected to sell 250,000 of a year, even though it still moved 4,323 units last quarter, according to Cox Automotive.
The Cybertruck now joins the F-150 Lightning, which Ford ended in December 2025 in favor of an extended-range version with a gas generator on board. Ram already walked away from its fully electric pickup before it ever launched.
GM is the last legacy automaker still building battery-electric full-size trucks, and the Silverado EV, Sierra EV and Hummer EV keep rolling out of Factory Zero. GM has paused the next generation of those trucks indefinitely, though, after selling only around 1,400 Silverado EVs in Q1.
Slate’s $24,950 truck is due later this quarter, but it’s a two-door compact rated for 2,000 pounds of towing, so it’s going after a very different buyer than anyone shopping a Cybertruck.
Some of you will point out that the R1T is a midsize truck, and you’re right, since at 217.1 inches long it’s a size class below the Silverado EV and Sierra EV. It still tows up to 11,000 pounds, and most people spending $70,000 or more on an electric pickup care more about performance and off-road ability than bed length, so it ends up on the same shortlist as the full-size trucks.
That puts the R1T in a strong spot as the only electric pickup from a company betting everything on EVs, with 2026 pricing and features that keep getting better over the air. Rivian already reached out to fleets stuck without their Lightning orders earlier this year, and I fully expect Rivian to go after Cybertruck shoppers just as directly.
Could Rivian view this as an opportunity to phase out the R1T and double down on the R2 as an accessible entry point to the brand and the R1S as a comfortable family hauler?
Good for Rivian’s market share, perhaps. But competitors abandoning the segment due to low volume raises a bigger question about the size of the EV truck market itself.