Unplugged Performance offers to take over Cybertruck production from Tesla

Unplugged Performance, the Irvine-based Tesla aftermarket and performance company, posted an open offer on X on November 10 proposing to take over Tesla's Cybertruck production line at Giga Texas, letting Tesla redirect all factory space, headcount, and R&D toward the Cybercab robotaxi.

"We fully support putting Cybercab first, and we'd be glad to take the Cybertruck line off your hands," the company wrote in a widely-shared thread. Under the proposal, Tesla would receive a licence fee plus a share of FSD and Robotaxi network revenues from every vehicle Unplugged produced.

The deal structure

• Funding: A consortium of investors (Unplugged says it would assemble the capital) — no cost to Tesla's floor space or headcount.
• Priority: Cybercab gets first call on battery-cell supply; Cybertruck production takes whatever is left.
• Scope: Not just the Cybertruck — Unplugged also proposed building a three-row "CyberSUV" and an unmanned "CyberCargo" hauler.
• Revenue to Tesla: Licence fee per unit + FSD/robotaxi data revenue share.

Why it went viral — and why it probably won't happen

The offer landed the same week Musk confirmed the Cybertruck line shuts around mid-2027 and that Tesla would refund many reservation deposits because it cannot fulfil existing orders before the line closes. The timing made the proposal feel urgent, and it quickly went viral across Tesla communities.

But the economics are the sticking point. Tesla, with its scale, vertical integration, and existing tooling, has already decided the Cybertruck is not worth the capital cost of continuing. For a consortium of outside investors to underwrite the same line at a smaller volume, the unit economics would need to work at a much lower utilisation rate — and the Cybertruck's 2026 run-rate (roughly 1,300–1,900 units/month in the US) makes that a stretch.

Unplugged itself acknowledged it was only "gauging interest" and is not accepting money or commitments. The company has invited potential strategic partners to reach out, but as of this writing no formal term sheet or Tesla response has been confirmed.

What it means for Canadian buyers

Regardless of whether the deal materialises, the practical takeaway for Canadian Cybertruck owners is the same: the production window is finite. Canadian MSRP stands at C$139,990 (Premium AWD) and C$167,990 (Cyberbeast) as of November 2026. A successful Unplugged takeover would extend the line, but Tesla's current commitment is to wind down by mid-2027 and focus on Cybercab. Until a formal agreement is signed, plan around the existing timeline.

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