They did some clever accounting 💲

Recent reports based on vehicle registration data indicate that companies led by Elon Musk purchased nearly 20% of all Tesla Cybertrucks sold in the United States during the fourth quarter of 2025. Analysis of S&P Global Mobility data reveals that SpaceX was the primary buyer, registering 1,279 units. Smaller quantities were also registered to xAI, Neuralink, and The Boring Company, totaling roughly 1,339 vehicles for the quarter. These internal sales are estimated to have generated over $100 million in revenue for Tesla. Industry analysts suggest that without these Musk-affiliated purchases, Cybertruck registrations would have shown a 51% year-over-year decline for that period rather than the figures reported. While Tesla engineers have stated that these vehicles are being used to replace aging internal combustion fleet support units at facilities like Starbase, critics argue the scale of these transactions masks a potential cooling in organic consumer demand. This trend reportedly continued into early 2026, with an additional 225 units registered to Musk entities in January and February. #cybertruck #tesla #elonmusk