Tesla to Wind Down Cybertruck Production Next Year for Robotaxi Focus

How it unfolded

Every source in the order it published, with the odds on Will Tesla be the largest company in the world by market cap on December 31? at that moment. A dash means the source published before we started tracking prices.

1. 6 Oct, 09:00All Content from Business InsiderThis CEO wants to challenge Tesla's charging dominance. He's teaching dealerships how to make the EV pitch.—
2. 7 Oct, 10:00All Content from Business InsiderFord CEO says the next generation of EVs have a trick up their sleeve to help prevent assembly mistakes—
3. 8 Oct, 00:59News - South China Morning PostEnd ‘wholesale restrictions’ on Chinese EVs in US, experts say—
4. 8 Oct, 14:38Times of IndiaUS said 'big no' to Chinese EVs, UK welcomed them, now faces 'Made in Europe' fears—
5. 9 Oct, 13:12QuartzTesla is rebranding "Full Self-Driving" as "Tesla Assisted Driving" in Europe—
6. 9 Oct, 13:20QuartzTesla benennt "Full Self-Driving" in Europa in "Tesla Assisted Driving" um.—
7. 9 Oct, 13:20QuartzStellantis CEO says Wayve partnership will cut self-driving costs and timelines—
8. 9 Oct, 13:36QuartzGeely is entering Canada in 2027 as the first Chinese mass-market EV brand in North America—
9. 9 Oct, 16:07TechCrunchTesla renames ‘Full Self-Driving’ to ‘Tesla Assisted Driving’ in Europe—
10. 9 Oct, 20:18WIREDTesla’s ‘Full Self-Driving’ Becomes ‘Assisted Driving’ in Europe—
11. Show 97 later sources

    1. 10 Oct, 11:12Engadget - Technology News & Expert ReviewsTesla's Full Self-Driving is now called Assisted Driving in Europe—
    2. 11 Oct, 14:31Bloomberg TechnologyXpeng Says It Can Quickly Adapt Car Autopilot Systems for Europe—
    3. 11 Oct, 16:53The GuardianVolkswagen boss backs EU plan to boost domestic European industry—
    4. 12 Oct, 07:30South China Morning PostBrake-pedal failures in luxury EV put Chinese cars’ quality in regulatory spotlight—
    5. 12 Oct, 12:12QuartzStellantis CEO is calling on E.U. to reward carmakers that build locally—
    6. 12 Oct, 12:34QuartzU.S. regulators are probing Tesla's robotaxis for speeding in school zones—
    7. 12 Oct, 14:30France 24 - International breaking news, top stories and headlines2026 Paris Motor Show: Western carmakers face steep competition from Chinese rivals—
    8. 12 Oct, 14:59All Content from Business InsiderTesla's robotaxis face new regulator scrutiny over school zone-speeding claim—
    9. 12 Oct, 15:59EngadgetSmart just unveiled a new ultra-compact EV at the Paris Motor Show—
    10. 12 Oct, 17:22The GuardianStellantis and Renault back UK to get EU car industry protection—
    11. 12 Oct, 20:30Bloomberg TechnologyTesla Cybercab to Make European Debut at Paris Motor Show—
    12. 12 Oct, 23:13All Content from Business InsiderElon Musk takes a dig at Waymo's pet collision history and says Tesla Robotaxi has a solution—
    13. 13 Oct, 12:57Bloomberg MarketsBYD’s Denza Eyes Europe Car-Finance Unit to Rival BMW, Mercedes—
    14. 13 Oct, 15:03News FeedHow not to revive Europe’s auto industry—
    15. 13 Oct, 15:39Bloomberg MarketsTesla, Xpeng Showcase Autonomous Cars in Paris—
    16. 13 Oct, 17:33Ars TechnicaEurope shows a better alternative to big SUVs at the Paris Auto Show—
    17. 14 Oct, 13:26The GuardianLocking UK out of ‘Made in Europe’ law will ‘hurt’ carmaking across EU, says Mercedes-Benz boss—
    18. 14 Oct, 17:33Bloomberg TechnologyUS, Chinese Robotaxi Rivals Race for Europe—
    19. 15 Oct, 04:00News FeedEU carmakers bet on nostalgia to fight Chinese EVs—
    20. 15 Oct, 08:45Deutsche WelleWhy Chinese tech brands are outpacing Western rivals from EVs to robot vacuums—
    21. 15 Oct, 09:04The New York TimesChinese Carmakers, Once a Sideshow, Take Center Stage at Paris Motor Show—
    22. 16 Oct, 07:00Bloomberg MarketsToyota to Debut Its Own Version of Tesla EV-Making Tech in China—
    23. 16 Oct, 07:00The GuardianRevealed: VW, Ford and Tesla batteries linked to destructive deforestation of indigenous lands—
    24. 16 Oct, 09:12Latest articlesToyota to debut its own version of Tesla EV-making tech in China—
    25. 16 Oct, 13:00News - South China Morning PostAnti-China protectionism backfiring on American carmakers’ EV plans: analyst—
    26. 16 Oct, 13:27News FeedCarmakers face smaller cut in UK EV sales targets—
    27. 16 Oct, 20:49The VergeTesla driver says he was asleep and using FSD when he crashed into highway patrol cars—
    28. 17 Oct, 11:08Bloomberg MarketsStellantis Plans to Hire Hundreds More Engineers in Europe, US—
    29. 17 Oct, 22:00South China Morning PostBeyond EVs and perception, how China is gaining ground in Central Asia—
    30. 19 Oct, 01:18Times of IndiaBatteries to autos: Chinese imports remain in top gear—
    31. 20 Oct, 08:00South China Morning PostChinese carmakers gear up European production to sidestep tariffs, import quota—
    32. 20 Oct, 13:00Fortune‘I want to see red’: General Motors is teaching its engineers to fail fast and ‘speak fearlessly’ as they take the EV battery fight to China—
    33. 21 Oct, 09:00All Content from Business InsiderTesla outsells all other brands combined as America's EV market resets—
    34. 21 Oct, 09:14RSS 2.0Subaru is dropping gas cars for EVs in Europe by the end of 2027—
    35. 21 Oct, 14:29Times of IndiaGoogle’s order for thousands of Waymo taxis has left many in the US government worried—
    36. 21 Oct, 14:30News - South China Morning PostTesla signs deal to integrate Alipay into its cars as China competition heats up—
    37. 21 Oct, 20:33TechCrunchTesla stars Optimus robot production in California as profit falls 43%—
    38. 21 Oct, 23:36The VergeTesla says customers can add their own vehicles to the robotaxi fleet next year — will it happen?—
    39. 22 Oct, 04:10All Content from Business InsiderWait: Your autonomous Tesla won't drive everywhere just yet—
    40. 22 Oct, 06:29businessinsider.comChinese automaker unveils first locally built SUV in South Africa’s $15.2 billion automotive market after taking over Nissan’s former plant—
    41. 22 Oct, 12:00Bloomberg TechnologyBosch to Separate Auto-Parts Unit as Chinese Rivals Gain Ground—
    42. 22 Oct, 13:04Ars TechnicaForget "Malaise 2.0," GM says it's still all-in on EVs and autonomy—
    43. 22 Oct, 13:40QuartzBosch is spinning its automotive parts unit into a separate company—
    44. 22 Oct, 17:14All Content from Business InsiderTesla just laid out its transportation mission: World domination—
    45. 22 Oct, 17:42The VergeElon Musk says Tesla will sell 5 million cars by 2030 — math says otherwise—
    46. 23 Oct, 04:00TechCrunchUber rival inDrive eyes 2027 robotaxi tests in Central Asia with Pony.ai and Nvidia—
    47. 23 Oct, 16:02Bloomberg.comEurope Hits the Brakes as China’s EV Machine Scales Up—
    48. 24 Oct, 11:15FortuneRick Lazio: We’ve lost an auto race before, China’s EV climb should worry us—
    49. 25 Oct, 00:27The New York TimesAudi to Build Factory in Georgia, Trump Says—
    50. 25 Oct, 00:36Bloomberg.comPreps for Iran Escalation, VW to Open Audi Georgia Plant, More—
    51. 25 Oct, 08:00South China Morning PostBYD to build new factories in Europe to combat strict trade barriers targeting Chinese EVs—
    52. 25 Oct, 12:00The Guardian BusinessU-turn on EV policy could stall UK’s take-up of EVs | Fiona Harvey and Jasper Jolly—
    53. 25 Oct, 21:00News FeedToyota takes on Tesla and China in humanoid robot race—
    54. 26 Oct, 07:32Latest articlesChinese carmakers overtake Japan in Europe for first time—
    55. 26 Oct, 08:50Bloomberg TechnologyChina Boosts Self-Driving Push With VW, Xpeng Technology Trials—
    56. 26 Oct, 12:58TechCrunchTesla turns to Turo to boost adoption of Full Self-Driving (Supervised)—
    57. 26 Oct, 13:00The Guardian BusinessUK looking to give carmakers incentives to turn EVs into ‘power plants on wheels’—
    58. 27 Oct, 00:00News - South China Morning PostChina grants permits to VW joint venture and Xpeng as autonomous driving race intensifies—
    59. 27 Oct, 08:30South China Morning PostEU-China hybrid car deal won’t really help European carmakers—
    60. 27 Oct, 09:10SiftedBeyond the EV hype: Why the used-car industry is Europe’s untapped asset—
    61. 27 Oct, 11:00The VergeSterling Anderson doesn’t think humanoid robots should be building cars—
    62. 28 Oct, 07:30News - South China Morning PostChina’s hybrid car exports to EU up 200%; response to Tesla’s ‘flying car’: 7 EV reads—
    63. 28 Oct, 10:00Inc.This Car Rental Company Is Betting That Tesla’s Self-Driving Software Will Make People Safer—
    64. 28 Oct, 10:24Deutsche WelleEU's 'Made in Europe' push unnerves global auto suppliers—
    65. 29 Oct, 04:13News - South China Morning PostTesla owners in South Korea lose legal battle over full self-driving promises—
    66. 29 Oct, 07:10Latest articlesHungary’s post-Orban shakeout ripples through auto industry—
    67. 29 Oct, 10:51News FeedBYD’s breakneck export surge helps offset weakness in China—
    68. 29 Oct, 18:17Quartz10 findings on what new-car owners love, from interiors to EVs and award winners—
    69. 30 Oct, 07:01TechCrunchWaymo taps Toyota to supply robotaxis for Japan and the U.K.—
    70. 30 Oct, 09:00South China Morning PostChinese flying cars more commercially viable than Tesla’s Roadster, says Xpeng executive—
    71. 30 Oct, 10:20Latest from Tom's Hardware in NewsSouth Korea clamps down on Tesla drivers for unlocking restricted full self-driving feature, $15,000 fines and prison possible sentences — suspects imported hardware from Europe and China, then traded tips on concealing activation logs—
    72. 30 Oct, 10:23EngadgetWaymo and Toyota will soon start testing their robotaxis in Japan—
    73. 30 Oct, 10:54Fortune‘It’s only when you see 49-ton trucks in China running on batteries that you realize how serious electrification is’: Octopus Energy CEO Greg Jackson on Europe’s incumbency problem—
    74. 30 Oct, 12:01News FeedEurope’s EV transition accelerates—
    75. 31 Oct, 11:00AxiosNew Census data reveal a homeowner-renter divide in America's electric-car transition—
    76. 1 Nov, 00:00News - South China Morning PostSoutheast Asia’s EV boom sidelines local car parts suppliers—
    77. 1 Nov, 01:00International homepageToyota-backed truckmaker bets on aftersales service to fend off Chinese EV rivals—
    78. 1 Nov, 06:00News - South China Morning PostUS or China? Why Kazakhstan refuses to pick sides as it eyes AI revolution—
    79. 2 Nov, 08:00News - South China Morning PostAs BYD and Geely hit sales highs, pressure mounts on China’s smaller carmakers0%
    80. 2 Nov, 09:06Bloomberg.comToyota Hints at Electric Corolla to Usher In China Turnaround0%
    81. 2 Nov, 14:03Bloomberg MarketsHow Ethiopia’s Gas-Car Ban Sparked an EV Boom0%
    82. 2 Nov, 20:03The VergeBMW is taking on Tesla’s FSD with urban driver assist starting in 20270%
    83. 2 Nov, 21:38Hacker NewsBYD sold more EVs last month than the US did all quarter, topping 300,0000%
    84. 3 Nov, 00:00News - South China Morning PostAs sales slow, carmakers in China turn to overt marketing tactics and face controversy0%
    85. 3 Nov, 13:22Bloomberg.comHonda Weighs Restarting EU Car Output as New Rules Take Shape0%
    86. 4 Nov, 01:13Latest articlesHonda weighs restarting EU car output as new rules take shape0%
    87. 4 Nov, 15:58theinformation.comUber Plans to Invest More to Build Self-Driving Car Availability0%
    88. 5 Nov, 04:50Bloomberg TechnologyToyota Sets Up Robot Unit as Carmakers Push New Technology0%
    89. 5 Nov, 06:29News FeedToyota returns to profit growth on strong US demand for hybrids0%
    90. 5 Nov, 06:30Bloomberg TechnologyValeo Looks to China as Role Model in Reshaping Auto-Parts Maker0%
    91. 5 Nov, 09:25Times of IndiaGM takes EV battery fight to China, asks engineers to 'challenge' their bosses0%
    92. 6 Nov, 05:45Bloomberg MarketsThailand EV Tax Gets Carmakers Weighing More Local Production0%
    93. 6 Nov, 09:44News FeedTesla to axe Cybertruck as Musk shifts focus to robotics and AI0%
    94. 6 Nov, 09:57BBC TechnologyElon Musk appears to signal the end of the road for Cybertruck0%
    95. 6 Nov, 10:37MarketWatchIs it the end of the Cybertruck? Elon Musk announces factory will shift production0%
    96. 6 Nov, 10:40All Content from Business InsiderRIP the Cybertruck: Elon Musk says Tesla will wind down production of its most polarizing EV0%
    97. 6 Nov, 10:42The VergeTesla is ‘winding down’ production of the Cybertruck next year0%
12. NowCurrent odds0%