Skip to content
Sign up for our free weekly newsletter
Close-up of a silver Tesla logo on a sleek, dark surface. The reflective material and soft lighting convey a modern and sophisticated feel.

Tesla Ends Model S & Model X Production for Optimus Pivot

Tesla will end production of its long‑running Model S and Model X vehicles next quarter, reallocating factory capacity to focus on the Optimus humanoid robot program as part of CEO Elon Musk’s strategic shift toward robotics and autonomy.

Tesla CEO Elon Musk confirmed that the company will discontinue its premium Model S sedan and Model X SUV lines, with production expected to wind down in the second quarter of 2026. The decision marks the end of two of Tesla’s flagship electric vehicles after more than a decade in its lineup.

Musk explained the move during Tesla’s latest earnings call, stating it’s “time to basically bring the Model S and X programs to an end with an honorable discharge” as Tesla shifts its focus toward next‑generation technology and robotics initiatives.

Rather than continuing to produce the luxury vehicles at the company’s Fremont, California factory, Tesla will reconfigure the plant to support the manufacturing of its Optimus humanoid robots. The pivot aligns with Musk’s broader vision of transforming Tesla from a traditional automaker into a company centered on autonomous technology and AI‑enabled hardware.

The Model S, originally introduced in 2012 and credited with helping establish Tesla in the luxury EV market, and the Model X, which followed in 2015 with its distinctive falcon‑wing doors, have seen flattening sales in recent years as Tesla’s more affordable Model 3 and Model Y dominate volume.

Tesla has indicated that it will continue to support existing owners of the Model S and Model X even after production ends, though new units will no longer be produced. With the company’s lineup now increasingly concentrated on mass‑market models and future robotics projects, the discontinuation reflects Tesla’s evolving strategic priorities amid competition in the EV sector and intensifying focus on automation.

More about Tesla:

Are Elon Musk’s Politics Costing Tesla One Million Sales?
Elon Musk’s political identity appears to be turning off core Tesla buyers—costing the company over one million potential vehicle sales, per Yale researchers.
Tesla’s Optimus Robots Set for Consumer Sales by 2027
Elon Musk says Tesla’s humanoid Optimus robots could begin selling to the public by the end of 2027 as development accelerates toward broader functionality.
Tesla Investors Back $878 Billion Musk Pay Plan Amid Governance Shift
Tesla shareholders weigh a record‑breaking $878 billion compensation plan for Elon Musk alongside governance and AI‑investment votes.

Comments

Latest