Elon Musk Podcast Tesla Offloads Cybertrucks to SpaceX and xAI
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Oct 14, 2025 Tesla's Cybertruck sales are plummeting, prompting a transfer of unsold units to SpaceX and xAI to manage excess inventory. SpaceX is using these trucks at Starbase for heavy hauling, while xAI might explore AI applications. Concerns arise over the financial implications of these internal transfers and the overall market fit of the Cybertruck. Owner feedback highlights significant issues like range and serviceability. This move reflects a historical trend of resource sharing among Musk's companies.
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Cybertruck Demand Fell Far Short
- Cybertruck demand has collapsed far below Tesla's original forecasts, showing a sharp mismatch between expectation and reality.
- This decline signals the vehicle may not reach mass-market viability without major changes.
Local Dealer Observations
- Will Walden recounts seeing Cybertrucks sit unsold on a local dealer lot for months while other Tesla models moved quickly.
- He describes firsthand industry impressions that Cybertrucks are not flying off showroom floors.
Internal Transfers Absorb Excess Inventory
- Tesla is shipping unsold Cybertrucks to Musk-owned companies like SpaceX and xAI to absorb excess inventory.
- Those internal transfers create an operational loop that masks weak consumer demand.