Tesla’s Running Out Of Cybertruck Buyers, So Musk’s Other Companies Are Buying It

- Tesla has delivered hundreds of Cybertrucks to SpaceX and xAI.
- It may only sell around 20,000 electric trucks in total for 2025.
- Musk once envisioned annual production of 250,000 units.
The hype that once surrounded the Tesla Cybertruck has well and truly died down. It wasn’t long ago that Elon Musk was boasting about more than a million reservations for the angular electric pickup, confidently claiming Tesla would be churning out and selling 250,000 units each year.
Through the first nine months of 2025, though, the numbers tell a very different story. Tesla has sold just 16,097 Cybertrucks so far, a steep 38 percent decline compared with the same January to September period in 2024, when 25,974 were delivered, according to data from Cox Automotive.
Sales Slide Continues
In the first quarter of this year, Tesla delivered 6,406 Cybertrucks, followed by 4,306 in the second quarter. Deliveries climbed slightly to 5,385 in the third quarter, likely spurred by the expiring federal EV tax credit.
While that Q3 bump might look positive at first glance, it’s actually a 62.6 percent decline from Q3 2024, when 14,416 trucks found buyers.
At this pace, the company is expected to finish the year with around 20,000 deliveries, well below the roughly 50,000 units sold in 2024.
Read: Tesla’s Latest Solution To Range Loss Is Full Of Hot Air And That’s Not A Joke
For most car manufacturers, this would be absolutely devastating news. However, Tesla boss Elon Musk also happens to run two other large companies, SpaceX and xAI, and both have started taking deliveries of hundreds of Cybertrucks.
A Convenient Customer Base
Apparently, Tesla now has more Cybertrucks in inventory than it knows what to do with. Reports indicate that hundreds were recently shipped to SpaceX’s Starbase facility, with expectations that hundreds, if not thousands, more could follow to replace the site’s gas-powered work trucks.
Over the weekend, multiple truckloads were also spotted arriving at xAI’s offices, shared widely on X by several users, including Cybertruck lead engineer Wes Morrill, who wrote:
“Love to see the ICE support fleets from Tesla and SpaceX get replaced with Cybertruck. When we were engineering it, this was always part of the dream. Never imagined how hard the fleet photos at starbase would go. Looking forward to more of this.”
Interest Running on Empty
Stopping short of making major price cuts, likely needing to be in the tens of thousands of dollars, it’s hard to envision how Tesla can reinvigorate interest in the Cybertruck. It is no longer the must-have EV in the United States.
Its radical styling, once its greatest talking point, now seems too polarizing for most pickup buyers. Practicality also remains a sticking point, as it lacks some of the everyday utility of traditional gas-powered trucks.
Add to that Musk’s divisive role in American politics, and the Cybertruck’s appeal appears to be narrowing faster than
Love to see the ICE support fleets from Tesla and SpaceX get replaced with Cybertruck. When we were engineering it, this was always part of the dream. Never imagined how hard the fleet photos at starbase would go. Looking forward to more of this https://t.co/M69ImCpamk pic.twitter.com/p1lf4FytY9
— Wes (@wmorrill3) October 7, 2025