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I went to a Tesla service and delivery center last week because of friend of ours was trading in her 6-year-old Tesla Model X for a new Model X and she wanted me to join. While there, one thing struck me — there were a ton of Cybertrucks on the lot. They dwarfed the numbers of other models waiting for buyers.
The night before, I had received the following email from Tesla: “Cybertruck Is Available for Immediate Delivery.” Yeah, I could see why….
Plus, Tesla is adding incentives to try to rope in Cybertruck buyers. Here’s the email text before the “Browse Inventory” button:
FSD (Supervised), Supercharging and More
Cybertruck is ready for immediate delivery. Order from our inventory and you’ll get 1 year of free Supercharging.*
And when you take delivery of a new Cyberbeast, you’ll receive our Luxe Package—complete with Full Self-Driving (Supervised), Supercharging and Premium Connectivity—plus four years of Premium Service.*
Browse inventory in your area to get started.
Free Supercharging, Full Self-Driving, Premium Connectivity, and Premium Service (presumably a new thing, as I haven’t seen it before) — clearly, Tesla has just been piling incentives upon incentives to try to move Cybertrucks off the lot.
Interestingly, though, that wasn’t the end of it! That email was sent on Friday, and then another email from Tesla was sent yesterday, Monday, pushing the vehicle. The title of that one was “Zero APR on Cybertruck Ends Soon.” They are trying to pressure people into buying the Cybertruck ASAP by saying 0% APR will be gone in October. Will it? Will Tesla not offer it again, and not offer other incentives to try to get thousands of Cybertrucks off its books and into people’s homes?
The remaining text from that email read: “With Full Self-Driving (Supervised), your Cybertruck can drive itself almost anywhere, making lane changes, navigating around vehicles and parking itself under your active supervision.
“Purchase or transfer* Full Self-Driving (Supervised) to your new Cybertruck All-Wheel Drive or Long Range and get 0% APR** financing for up to 60 months when you order by September 30, 2025.
“And if you take delivery from our inventory by September 30, 2025, you’ll also get a year of free Supercharging.***
“View inventory or schedule a demo drive to get started.”
Hmm. Well, we know Tesla won’t be selling anywhere close to Elon Musk’s target, 150,000 Cybertrucks a year. However, the question is whether Tesla can increase its sales at all, or how much its sales could drop from even the low levels the model is at now.
Here are the Cybertruck’s sales in the past 4 quarters:
Q3 2024 — 16,692
Q4 2024 — 12,991
Q1 2025 — 6,406
Q2 2025 — 4,306
As you can see, sales just keep dropping and dropping. They are already very low, but could they go even lower?
Now, let’s just say: there are many Tesla fans who love the Cybertruck, and some owners swear it’s the best vehicle out there. However, objectively, there’s no denying the Cybertruck has indeed turned into a massive flop. At this point, it’s going so badly that: 1) you have to wonder how much it’s hurting Tesla’s finances, and 2) you also have to wonder if Tesla is working on a conventional pickup truck. Elon Musk said when unveiling the Cybertruck that if people didn’t like it, Tesla could just build a normal pickup truck. Will it do that? When does a flop become a massive, humongous flop?
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