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NewsOct 22, 2026 ·

Musk says Tesla demand outpaces production as Dallas Cybercab launch nears

Elon Musk said Tesla's vehicle demand exceeds factory output, while the company plans to introduce Cybercab service in Dallas in November.

Tesla AI

Elon Musk said demand for Tesla vehicles was running ahead of production during the company's October 21 earnings discussion. Tesla also outlined plans to bring its Cybercab service to Dallas in November..

Tesla's quarterly operating figures showed that deliveries exceeded manufacturing output. The company said it delivered more than 486,000 vehicles in the third quarter and built more than 464,000. Those figures measure completed deliveries and production, rather than outstanding customer orders..

The Dallas plan follows Cybercab's introduction in Austin. Tesla's AI chief, Ashok Elluswamy, said the company intends to extend the service to more cities with software also used by its Model Y robotaxis. He identified November as the target for Dallas, making it a planned expansion rather than a completed launch..

Published
Oct 22, 2026
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