Key takeaways
- Unplugged Performance, the biggest Tesla tuning company, publicly offered to take over Cybertruck production with money from a group of investors, “at no cost to Tesla’s floor space, headcount, or focus.”
- Tesla would get a license fee plus FSD and Robotaxi revenue on every truck. Musk and Tesla haven’t answered.
- My view: this offer takes away every excuse Musk gave. If he says no, he admits the truth: the Cybertruck isn’t dying because of space. It’s dying because nobody wants it.
Unplugged Performance offered on X to take over Cybertruck production, funded by a group of investors, without using any of Tesla’s floor space, people or focus. Tesla would collect a license fee plus FSD and Robotaxi revenue on every truck, and Cybercab “gets first call on battery cells.”
In this article: Every excuse, gone in one post · “Orders far exceed production”? Then take the money · Unplugged isn’t doing this out of love · Tesla gets paid even for someone else’s truck · The best month in a year · My guess: silence · FAQ
Every excuse, gone in one post
Look how simple it is. Musk said Tesla must kill the Cybertruck to “make room” for the Cybercab. Not enough space, not enough people, not enough focus. And now someone comes and says: fine, we’ll take it, with our money and our people, and you keep all your space. Cybercab even gets the batteries first. “We’ll wait our turn.” In one post, every excuse Musk gave is gone. Now we’ll see what he really meant.
“Orders far exceed production”? Then take the money
Two days after he announced the end, Musk wrote that Cybertruck orders “far exceed” production and Tesla will have to return deposits. So if that’s true, here is the answer. Someone builds those trucks for the people who are waiting, and Tesla gets paid for every one. Free money. If Musk says no, he says it himself, without words: there is no demand.
Unplugged isn’t doing this out of love
Let’s be honest. Unplugged doesn’t make this offer only because it loves the truck. It sells a whole line of Cybertruck kits, lifts and armor, and it turns Cybertrucks into police cars. When the truck dies, part of its business dies too. So this is also a company trying to save its own money. I understand it. But I don’t see a big market for a small-series Cybertruck that already costs over $92,000 today. Who will pay even more for it?
Tesla gets paid even for someone else’s truck
And look at what Tesla would get: a license fee, plus FSD and Robotaxi money on every truck. Someone else builds it, someone else pays for the factory, and Tesla still collects for software. That’s Tesla today, exactly as I see it: a way to get money for nothing. Unplugged understood it well. They didn’t offer Musk a car. They offered him a subscription.
The best month in a year
And now the funniest part. In October, Tesla sold about 1,914 Cybertrucks, its best month in more than a year, at an average of $92,380. Why now? Because the truck is ending. I wrote it on November 7: soon we’ll hear “it won’t be available for everyone.” Here it is. People don’t buy because the truck got better. They buy because it’s disappearing. That’s not demand. That’s a closing-down sale where prices go up.
My guess: silence
I’m almost sure Musk will either ignore it or say no with some new story. Because if he lets someone else build the Cybertruck, that someone will see how much it really costs to make and how many people really buy it. And Tesla doesn’t like showing its papers. We saw it in court with the Solar Roof. If Musk says yes, I’ll be the first to write that I was wrong. But I don’t think I’ll have to.
Also on Evolt News: Tesla Kills the Cybertruck, Then Says Demand Is Too High. I Called This Show Two Days Ago · Tesla Kills the Cybertruck and Raises Its Price. I Called It Two Weeks Ago. · Tesla Cancels Cybertruck in Australia After 7 Years of Deposits
Featured image: Tesla Cybertruck, Oleg Yunakov / Wikimedia Commons (CC BY-SA 4.0).
This article is opinion.
Unplugged Cybertruck offer: FAQ
What did Unplugged Performance offer Tesla?
To take over Cybertruck production, funded by a consortium of investors, at no cost to Tesla’s floor space, headcount or focus.
What would Tesla get from the deal?
A license fee plus FSD and Robotaxi network revenue on every vehicle built. Unplugged also said Cybercab would get first call on battery cells.
What else would Unplugged build?
A three-row “CyberSUV” and an unmanned “CyberCargo” hauler, besides the Cybertruck.
Did Tesla or Elon Musk respond?
Not at the time of writing.
When does Tesla plan to end Cybertruck production?
Around mid-2027, when the Giga Texas line is to be dismantled to make room for Cybercab, according to Musk.
How many Cybertrucks did Tesla sell in October 2026?
About 1,914, its best month in more than a year, at an average price of $92,380, according to Cox Automotive estimates.
Sources: Unplugged Performance on X, Electrek, Cox Automotive, Kelley Blue Book, TorqueNews, Tesla North, Elon Musk on X.
Our Take
Unplugged’s offer answers every reason Musk gave for ending the Cybertruck: space, people, focus and batteries. If demand really outpaces production, licensing the line costs Tesla nothing.
If Tesla says no, the reason was never space. It was sales.
