Nearly 1‑in‑5 Cybertrucks sold internally
The Autopian reports that Tesla sold nearly one in five Cybertrucks in Q4 to companies owned by Elon Musk. (theautopian.com) The piece presents that ratio as part of a deeper look at Tesla’s reported volumes during the period. (theautopian.com)
Nearly one out of every five Cybertrucks registered in the United States in the fourth quarter of 2025 went to Elon Musk-controlled companies, not outside buyers. SpaceX alone took 1,279 of the 7,071 trucks S&P Global Mobility counted for the quarter. (bloomberg.com) Bloomberg reported that Musk’s other companies, including xAI, the Boring Company and Neuralink, acquired another 60 Cybertrucks in the same three-month period. That put the internal share at roughly 18.9% of fourth-quarter U.S. registrations. (bloomberg.com) Tesla does not break out Cybertruck deliveries in its quarterly reports. On January 2, 2025, the company said it delivered 23,640 “other models” in the fourth quarter of 2024, a category that combines Cybertruck with Model S, Model X and Semi. (tesla.com) That is why outside registration data matters here: it is one of the few ways to estimate Cybertruck demand model by model. The Autopian’s story relies on the S&P Global Mobility figures first reported by Bloomberg to show how much of late-2025 volume came from within Musk’s own business empire. (theautopian.com) The timing stands out because Cybertruck sales had already cooled after a strong first full year. Cox Automotive estimated 38,965 Cybertrucks were sold in 2024, making it the fifth-best-selling electric vehicle in the U.S., while The Autopian said 2025 volume fell to just over 20,000. (insideevs.com, theautopian.com) The truck arrived later and pricier than Tesla first pitched it. Tesla held its first Cybertruck deliveries on November 30, 2023, after years of delays, and early versions carried prices near $100,000 instead of the sub-$40,000 starting price Musk had presented in 2019. (tesla.com, usatoday.com) Musk had told investors in late 2023 that Tesla could eventually reach a production rate of about 250,000 Cybertrucks a year sometime in 2025. The late-2025 registration data shows actual demand running far below that target. (theautopian.com) Bloomberg said the purchases likely topped $100 million and continued into 2026. Tesla did not immediately respond to Bloomberg’s request for comment on the internal buying spree. (bloomberg.com) The result is a sharper picture of Cybertruck demand than Tesla’s own reporting provides. In late 2025, a meaningful slice of the truck’s U.S. volume came from companies run by the same chief executive. (theautopian.com, bloomberg.com)
