Updated 1 minute ago

Share this article

Related News

Tesla Ends Cybertruck Production, Pivots Factory to Cybercab Robotaxi

Nov 11, 2026

Tesla Ends Cybertruck Production, Pivots Factory to Cybercab Robotaxi

Tesla will wind down Cybertruck production by mid-2027, freeing its Texas Gigafactory for the Cybercab robotaxi. The angular pickup sold just 20,237 units in 2025 — down 48% from 2024 and a fraction of Musk's original 250,000/year target. The move marks the end of one of tech's most controversial products and a hard pivot toward autonomy.

teslacybertruckcybercab

Tesla to End Cybertruck Production in 2027, Pivots Factory to Cybercab

Nov 9, 2026

Tesla to End Cybertruck Production in 2027, Pivots Factory to Cybercab

Tesla will stop making the Cybertruck by mid-2027 after sales collapsed 48% year-over-year to just 20,237 units in 2025. The Gigafactory Texas line will be retooled for Cybercab robotaxis, marking the third vehicle Tesla has killed to pursue its AI and robotics pivot.

teslacybertruckcybercab

Tesla Delays Roadster Demo to August as SpaceX Thruster Work Continues

Jun 6, 2026

Tesla Delays Roadster Demo to August as SpaceX Thruster Work Continues

Tesla has pushed its next-gen Roadster public demo to August 2026 or later, citing ongoing work on the SpaceX cold gas thruster system known internally as 'A71.' The delay marks the eighth timeline shift since the Roadster was first unveiled as a prototype in November 2017 — with reservation holders still waiting nearly a decade later.

teslaroadsterspacex

Tesla Robotaxi Fleet Overtakes Waymo in Texas for the First Time

Tesla Robotaxi Fleet

Tesla Robotaxi Fleet Overtakes Waymo in Texas for the First Time

By OpenTools TeamNovember 12, 2026

Tesla now has more registered robotaxis in Texas than Waymo — 1,302 vehicles to Waymo's 1,297 — a milestone that took just two months to go from 400 cars behind to pulling ahead. The fleet includes 729 Model Ys and 573 purpose‑built Cybercabs.

Tesla Just Passed Waymo on Its Home Turf

Tesla now has more robotaxis registered in Texas than Waymo — the company that has run driverless rides in the state longer than anyone else.

The Texas Department of Motor Vehicles' public automated vehicle roster listed 1,302 Tesla robotaxis on Tuesday night against 1,297 for Waymo, as first reported by Sawyer Merritt on X and confirmed by CyberCab.News. The overnight update added 20 Model Ys and no new Cybercabs, pushing Tesla into the lead for the first time.

From 400 Cars Behind to First Place in 10 Weeks

The fleet now consists of 729 Model Ys and 573 Cybercabs. Tesla also just launched unsupervised rides in San Antonio — its 8th metro — and expanded Austin service to roughly 443 square miles.

September 1 Waymo held a roughly 420-car lead over Tesla's fleet.
November 1 Tesla reached 1,204 vehicles — just 55 behind Waymo's 1,259, per Drive Tesla Canada.
November 10 Tesla hit 1,282 registered vehicles.
November 11 Tesla crossed Waymo at 1,302 — adding 20 more Model Ys in a single night.

What the Registration Numbers Actually Mean

These are DMV registrations, not a real-time count of cars carrying paying riders. Texas requires every vehicle used commercially as an automated vehicle to register, and the roster shows only VIN numbers and model — not which city each car operates in or how many trips it takes.

Tesla has not published its own fleet size. The numbers come entirely from the public roster tracked by community observers like Texas AV Tracker.

There's also a production-to-deployment gap. Drive Tesla Canada reports that Tesla is "already producing more Cybercabs than it can register and deploy," per Drive Tesla Canada, and occasionally shuts down the Cybercab production line to avoid excess inventory. Registered doesn't mean deployed, and deployed doesn't mean active with riders.

The Infrastructure Buildout Behind the Numbers

Tesla isn't just registering cars — it's building the charging and service infrastructure to support them. Permits have been filed for 16 private V4 Supercharger stalls at Tesla's Pond Springs service center on US-183 in Austin, dedicated to the Robotaxi fleet. These aren't public Superchargers — they're fleet-only infrastructure.

Giga Texas is also clearing floor space to build more Cybercabs, suggesting the production constraints are temporary. If Tesla solves the deployment bottleneck — getting registered vehicles into active service faster — the fleet advantage over Waymo could widen quickly.

Why Texas Is the Battleground

Texas has become the center of the US autonomous vehicle race for a simple reason: regulation. The state's relatively permissive AV laws let companies deploy without the lengthy approval processes required in California.

Waymo has operated in Austin since 2023 and has the longest track record. But Tesla's manufacturing advantage — it can build its own vehicles at Giga Texas while Waymo purchases Jaguar I-PACEs and Zeekr vehicles from third parties — gives it a scaling capability that competitors can't match.

For context on the competitive field, Drive Tesla Canada reports the rest of the Texas AV roster: Avride at 344 vehicles and Zoox at just 63. This is increasingly a two-player race.

What Comes Next

Tesla CEO Elon Musk said this week that Cybercab will eventually drive the "majority of passenger miles wherever the law allows," according to CyberCab.News. That's ambitious — Waymo still has more operational experience and likely more paid trips. But the registration numbers tell a clear story: Tesla is deploying hardware faster than anyone else.

The key metric to watch next isn't registrations — it's paid trips per vehicle per day. That's the number that tells you whether the fleet is actually competing with Waymo's service or just filling a parking lot. Neither company publishes that number publicly, and the Texas DMV roster won't tell you.

Sources

1.CyberCab.News (cybercab.news)
2.Drive Tesla Canada (driveteslacanada.ca)

Tags

tesla robotaxi waymo autonomous-vehicles texas cybercab model-y self-drivingav-fleettesla-robotaxi