Tesla plans to wind down Cybertruck production after sales fell far short of Musk's 250,000-unit annual goal. More room for Cybercab production could help, but the story gives no Cybercab sales, so weak truck demand weighs more.
Weak Cybertruck sales led Tesla to plan a production wind-down at its Texas factory. Tesla can use the space for more Cybercab production, but the story reports no Cybercab sales to show that this change will bring in more business. The clear demand problem for the truck outweighs that possible future gain.
Ford's upcoming Fathom EV is listed as a Cybertruck rival, but the story reports no change to Ford's sales or plans. It does not change Ford's outlook.