Tesla Says It's Trying to Get Cybercabs to Customers by the End of This Year
Tesla VP Lars Moravy stated the company will 'start small' with sales, while aiming for 5 million vehicles annually by 2030.
Tesla is aiming to deliver its first customer-owned Cybercabs before the end of 2026, according to statements made during the company’s Q3 earnings call. This move coincides with a broader production target announced by CEO Elon Musk to reach 5 million vehicles per year by approximately 2030.
What Happened
During the Q3 2026 earnings call on Wednesday, Tesla VP Lars Moravy confirmed the company is “trying to get Cybercabs to customers by the end of this year.” Moravy noted that initial sales will be small-scale, with the company planning to “start small” and scale from there. Currently, all Cybercabs produced at Giga Texas are allocated to Tesla’s internal Robotaxi fleet, which operates in Austin with more than 300 vehicles. Elon Musk stated that the “vast majority of the Cybercab stuff will be Tesla-owned and transport as a service,” though he also referenced an ongoing bet with YouTuber MKBHD regarding the delivery of a sub-$30,000 Cybercab to a regular customer before year-end.
Why It Matters
The shift from internal fleet deployment to customer sales marks a critical transition for Tesla’s autonomous vehicle strategy. While Tesla’s installed capacity is currently around 2.3 million vehicles annually across four main factories, the company is actively expanding infrastructure to support the Cybercab’s mass production. Moravy highlighted that factories are “operating at record rates this quarter” and pointed to specific expansions, including the Cybercab ramp at Giga Texas, a new Semi factory in Reno, and planned growth at Giga Berlin. Musk described the Cybercab as the most likely next major product for Giga Berlin, where Tesla aims to increase capacity to 1 million vehicles a year. With a target production rate of one Cybercab every 10 seconds at full speed, the vehicle could eventually surpass Model 3 and Model Y output, significantly impacting Tesla’s manufacturing economics and market share.
The Bottom Line
Tesla faces a tight timeline to deliver customer Cybercabs in 2026, with just over two months remaining in the year. The company has opened a form for businesses interested in fleet purchases, but it remains unclear whether the first deliveries will go to individual owners or commercial operators. Musk expressed confidence in the 5 million vehicle annual goal by 2030, stating, “I think we’ve got a good shot of achieving that goal.”
