Tesla Discontinues Model S and Model X to Focus on Robots

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Tesla will discontinue production of its flagship Model S sedan and Model X SUV in the second quarter of 2026, according to CEO Elon Musk. The company is shifting its focus to the mass-market Model 3 and Model Y vehicles, as well as its new Optimus humanoid robot project, which will take over manufacturing space at the Fremont factory.

Why it matters

The discontinuation of the Model S and Model X marks a significant shift in Tesla's product strategy, as the company moves away from its luxury vehicles to concentrate on more affordable models and its ambitious robot program. This reflects Musk's vision of transforming Tesla from an automotive company to one focused on self-driving technology and humanoid robots.

The details

Tesla sold 50,850 'other models', a category that includes the Model S, Model X, and Cybertruck, in 2025 - a 40.2% decrease from the previous year. Musk cited the need to make room at the Fremont factory for Optimus robot production as the primary reason for discontinuing the Model S and Model X. The luxury sedan and SUV have seen declining sales in recent years as Tesla has focused more on its mass-market Model 3 and Model Y vehicles.

• Tesla will discontinue the Model S and Model X in the second quarter of 2026.
• In 2025, Tesla sold 50,850 'other models', a category that includes the Model S, Model X, and Cybertruck, representing a 40.2% decrease in sales year-over-year.

What they’re saying

What’s next

Tesla has not provided a specific timeline for when the Model S and Model X will be discontinued, but the company has said the changes will take effect in the second quarter of 2026.