Tesla Inc. (TSLA) has had a mixed 2026. Robotaxi availability keeps expanding, which is the good news. Selling the Cybertruck has been harder, which is the bad news. And now the company has a fresh challenge, one that most competitors would probably trade places with Tesla to have.

The Line Is Running Too Fast

For years, Tesla was one of the largest electric vehicle companies by deliveries, ramping production to meet demand. Sometimes production got ahead of demand. In this case, it has gotten ahead of the robotaxi opportunities themselves.

Tesla is currently making more two-seat robotaxis, the Cybercab, quicker than the vehicles can be put into service, as reported by Teslarati. The detail came out of a recent factory tour with Munro Live featuring Tesla's Vice President of Vehicle Engineering, Lars Moravy.

"We don't run every day because the line can run so fast. It's currently outpacing our deployments," Moravy said in a video shared by Tesla. "So, it's a bit of a race right now. Who's going to go faster? Right now the manufacturing line's ahead."

Tesla's unboxed manufacturing process, used for the Cybercab, helps build the vehicles faster and could be one reason the company can make more robotaxis than it needs. The other reason is likely simpler: there's a limit to how many areas nationwide are currently regulated for robotaxi service.

Third-quarter financials from Tesla said the company can make more than 125,000 Cybercab units a year at its Texas facility. Moravy's comments suggest the actual total may be greater than that.

What's Next for the Cybercab

Data shows that 463 Cybercabs have been registered. Tesla said during its third-quarter earnings call that it will launch robotaxi service in Dallas soon.

Moravy also said Tesla plans to deliver Cybercabs to customers by the end of 2026, though that could be in limited quantities. The majority of the Cybercabs produced are expected to remain in Tesla's ownership as part of the robotaxi services across the country and the company's owned ride-share service.

Making more Cybercabs than needed is a good problem to have, as it lets Tesla ramp up inventory ahead of new city launches and customer deliveries. Most automakers would call that a nice position to be in.