You know there is a severe supply-and-demand problem going on when your factories are set to churn 250,000 Cybertruck EVs per year and the public interest is barely enough to sell 20,000. According to Electrek, Tesla has played dirty in a desperate attempt to move its e-truck inventory: hundreds of new Cybertrucks have been sighted at SpaceX and xAI, CEO Elon Musk’s other companies.
Selling entire production batches of cars to your own subordinate businesses using your administrative power is a telltale sign of a failed business strategy, the publication points out. Cox Automotive adds that only 5,385 new Cybertrucks found owners in Q3 2025, plummeting 63% from more than 14,500 units the year before.
Year-to-date sales look just as dire with 16,097 examples sold compared to 25,974 over the same period of 2024, a 38% YoY drop.
SpaceX has officially confirmed taking delivery of a Cybertruck batch it paid for. The number of vehicles hasn’t been disclosed, but Electrek claims we are talking about “hundreds, possibly thousands.” While battery-powered trucks sound like something an aerospace company may genuinely be interested in for daily logistics and other practical tasks, it doesn’t explain why xAI – a fabless IT company specializing in all things AI – recently did the same. Of course, if we had to guess, demand inflation would be at the top of our list of reasons.
