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SpaceX Was Buying Cybertrucks in Bulk. Tesla Didn't Tell Anyone.
Bloomberg said SpaceX bought 1,279 of 7,071 U.S. Cybertruck registrations in the quarter, and other Musk ventures added 60 more.
- S&P Global Mobility data confirmed SpaceX purchased 1,279 Cybertrucks in Q4 2025, accounting for over 18% of the 7,071 vehicles registered nationally that quarter.
- Cybertruck demand has faltered sharply; registrations fell 51% year-over-year excluding purchases by CEO Elon Musk's companies, forcing Tesla to rely on related-party transactions to maintain production numbers.
- Musk's other ventures—xAI, The Boring Company, and Neuralink—acquired 60 additional vehicles, bringing the total Musk-entity volume to 1,339 units valued at over $100 million in Q4 alone.
- Because SpaceX is not publicly traded, these purchases bypassed standard fleet-deal disclosures, prompting shareholders to scrutinize whether Tesla was subsidizing Musk's ventures through favorable pricing.
- Sales to Musk-run companies continued into 2026, with 158 Cybertrucks purchased in January and 67 in February, while Tesla launched a $60,000 AWD Cybertruck to attract retail buyers.
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12 Articles
12 Articles
How Elon Musk is using his other companies to mask Cybertruck's weak demand
Sales of Tesla Inc.’s Cybertruck have been propped up in recent months by Elon Musk’s other companies, an unusual arrangement that further indicates the polarizing pickup is failing to appeal to everyday buyers.
·Los Angeles, United States
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Coverage Details
Total News Sources12
Leaning Left6Leaning Right2Center1Last UpdatedBias Distribution67% Left
Bias Distribution
- 67% of the sources lean Left
67% Left
L 67%
11%
R 22%
Factuality
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