Business02 April, 20261 min read
Tesla Ends Model S and Model X Production, Shifts to Cybercab and Optimus
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Tesla ended Model S and X production; custom orders closed; only remaining inventory. Tesla shifts focus to Optimus robots and autonomous vehicle technology.
Tesla Ends S and X
Elon Musk confirmed custom orders for Model S and Model X are over with only a few hundred vehicles remaining in inventory. The phase-out follows a decade-plus decline in S and X sales as cheaper models took over. Musk described the move as an honorable discharge and framed it as freeing up Fremont to build Optimus robots.
Sales Decline and Inventory
Sales of Model S and Model X peaked in 2017 at over 101,000 before declining to around 30,000 in 2025. Tesla groups S and X under other models which now includes the Cybertruck. The modest inventory burn contrasts sharply with nearly 1.6 million Teslas delivered in 2024.
Shift to AI and Autonomy
Tesla is pivoting toward AI and robotics instead of replacing S and X with new EVs. Musk plans to start producing Optimus robots at Fremont. The pivot raises questions given neither product has reached production despite years of announcements.
Legacy and Reception
The Model S and X introduced many industry-first features such as OTA software updates. Musk called it the ending of an era. The luxury vehicles accounted for a declining share of Tesla's volume but remain iconic symbols of the brand.