Tesla Considers Turning Cybertruck Into Autonomous Delivery Vehicle

Tesla is considering repositioning the Cybertruck as an autonomous delivery vehicle as sales of the electric pickup continue to lag, according to comments from CEO Elon Musk during the company’s latest earnings call. The idea would shift the Cybertruck away from consumer use and toward localized cargo delivery once full autonomy is achieved.

Musk floats autonomous delivery role for Cybertruck

Tesla CEO Elon Musk said during Tesla’s fourth-quarter 2025 earnings call that the Cybertruck could transition into a fully autonomous delivery vehicle, citing potential demand for localized cargo transport. Musk made the comment in response to a shareholder question about whether the angular pickup could be redesigned to appeal to a broader consumer audience.

Instead of altering the Cybertruck’s controversial design, Musk said Tesla would focus on autonomy, stating that an autonomous Cybertruck could serve a useful role in cargo delivery once the technology matures. Tesla also confirmed during the call that it plans to retire the Model S and Model X and repurpose its Fremont, California, production lines for Optimus humanoid robots, which are tentatively expected to reach the market in 2027, according to Driving.com.

Tesla’s comments come as Cybertruck sales continue to trail expectations. According to data from Cox Automotive, Tesla sold 38,965 Cybertrucks in 2024, with deliveries falling 48% year over year to 20,237 units in 2025.

Sales pressure mounts as Tesla explores new markets

The Cybertruck launched for the 2024 model year after Musk previously claimed nearly 1.9 million reservations. While Tesla initially targeted annual production of up to 250,000 units, actual volumes have remained far lower. A recall issued by the National Highway Traffic Safety Administration in March 2025 applied to all Cybertrucks built at the time, totaling just over 46,000 vehicles.

Tesla’s vehicle engineering chief Lars Moravy said during the earnings call that the Cybertruck could be adapted for autonomous operation, adding that the production line remains flexible enough to support other vehicle designs if needed. Critics have noted that the truck’s large footprint, unconventional cargo bed, and pricing may limit its suitability for commercial delivery without significant modification.

Tesla has also begun expanding Cybertruck availability outside North America. The automaker recently started delivering the pickup in the United Arab Emirates, where prices reportedly exceed US$110,000, roughly $30,000 higher than in the United States. The Cybertruck is also available in Canada, Mexico, and South Korea as Tesla looks to offset slowing demand in its home market.

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