Used Cybertrucks Sell Out in 24 Hours While Robotaxi Progress Drives Tesla Valuation
TSLA•Tesla’s first official used Cybertruck inventory sold out within 24 hours, reflecting limited supply from 24-month leases and trade-ins and highlighting niche demand for its $80,000-plus pickup. Analysts warn these sales won’t move Tesla’s stock, noting that progress on the AI-powered Cybercab robotaxi program and full self-driving deployments remains the key driver of its multi-hundred-billion-dollar valuation.
1. Used Cybertruck Inventory Sells Out
Tesla’s initial batch of certified pre-owned Cybertrucks sold out in 24 hours, sourced from 24-month lease returns and trade-ins. With total Cybertruck deliveries of 60,000–70,000 units since launch, this rapid clearance underscores supply constraints rather than broad consumer demand for its $80,000-plus mid-tier model.
2. Robotaxi (Cybercab) Drives Valuation
Despite strong resale interest, analysts contend that Tesla’s stock performance hinges on AI-driven robotaxi progress, not vehicle sales. The purpose-built two-seat Cybercab prototype is operating with safety monitors removed in a geofenced Austin area, but fleet size remains around 40–50 cars, leaving investors focused on full self-driving software milestones and broader deployment plans.
