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Tesla Clears Out Remaining Model S and X Inventory as Focus Shifts to Robotics
Elon Musk says only a few hundred units of the flagship sedans and SUVs are left as the company transitions to autonomous vehicles and humanoid robots.
Apr. 9, 2026 at 4:36pm
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As Tesla transitions to autonomous vehicles and robotics, the iconic Model S sedan is nearing the end of its production run.Fremont TodayTesla CEO Elon Musk has announced that the company has nearly cleared out its remaining inventory of the Model S sedan and Model X SUV, with only a few hundred units left. This signals a major shift in Tesla's focus, as the company moves away from consumer vehicles and towards autonomous driving technology and humanoid robots.
Why it matters
The discontinuation of the Model S and Model X, which were Tesla's first clean-sheet vehicles and helped establish the company as a luxury and sports brand, marks the end of an era. This shift reflects Tesla's broader strategic pivot towards autonomous driving and robotics, which are seen as the company's future growth areas.
The details
Musk said during Tesla's Q4 2025 earnings call that the company was giving the Model S and Model X an "honorable discharge" and that production had stopped. The Fremont factory that previously produced these models will now be repurposed to build the company's Optimus humanoid robots. Tesla has also started producing its self-driving Cybercabs from its Austin Gigafactory.
- In January 2026, Musk announced the discontinuation of the Model S and Model X.
- In February 2026, Tesla started producing its self-driving Cybercabs from the Austin Gigafactory.
- In April 2026, Musk tweeted that Tesla only has "a few hundred" units of the Model S and Model X left in inventory.
The players
Elon Musk
The CEO of Tesla, who announced the discontinuation of the Model S and Model X and the company's shift towards autonomous driving and robotics.
Tesla
An American electric vehicle and clean energy company that is transitioning its focus from consumer vehicles to autonomous driving technology and humanoid robots.
What they’re saying
“Only "a few hundred" Model S sedans and Model X SUVs remain in inventory.”
— Elon Musk, CEO, Tesla
“Discontinuing both cars was "slightly sad" but important for the company's "overall shift to an autonomous future.”
— Elon Musk, CEO, Tesla
What’s next
Tesla is expected to unveil its long-awaited Roadster sports car by the end of April 2026, marking a new addition to its vehicle lineup as the company transitions its focus.
The takeaway
Tesla's decision to discontinue the Model S and Model X, its flagship vehicles, signals a major strategic shift for the company as it pivots towards autonomous driving technology and humanoid robots, leaving behind its consumer vehicle roots.
