Tesla Discontinues Model S and X to Focus on Optimus Robots

Elon Musk announces the end of an era as Tesla shifts production to humanoid robots

Apr. 10, 2026 at 4:09pm

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An abstract, impressionistic image of a Tesla Model S captured in a blur of vibrant colors and sweeping motion, conveying the sense of speed, technology, and change.As Tesla shifts its focus from electric vehicles to humanoid robots, the iconic Model S is reduced to a blur of color and motion, symbolizing the company's dramatic transformation.Fremont Today

Tesla has announced that it will be discontinuing its iconic Model S sedan and Model X SUV in the upcoming quarter, marking a major strategic shift for the electric vehicle pioneer. The Fremont, California factory that produced these models will now be transformed into a facility for manufacturing Optimus humanoid robots, as Tesla looks to establish itself as a leader in autonomous technology and AI.

Why it matters

This decision reflects Tesla's ambitious plans to expand beyond electric vehicles and become a dominant player in the robotics industry. While the Model S and X have been instrumental in shaping the EV landscape, the move raises questions about Tesla's commitment to sustainable transportation and whether the company's focus on robotics will overshadow its electric vehicle legacy.

The details

In a recent earnings call, CEO Elon Musk announced that the Fremont factory will be repurposed to produce 500,000 Optimus robots annually. Musk described this transition as a 'sad' moment, but one that is necessary for the company's evolution from an electric vehicle manufacturer to an AI and robotics firm. The Model S, introduced in 2012, and the Model X, launched in 2015, have been two of Tesla's most successful and iconic vehicles, but the company is now looking to the future where robots may take center stage.

  • Tesla will discontinue production of the Model S and X in the upcoming quarter.
  • The Fremont factory will be transformed into a facility for manufacturing Optimus robots.

The players

Elon Musk

The CEO of Tesla, who announced the company's decision to discontinue the Model S and X in order to focus on the production of Optimus humanoid robots.

Tesla

An American electric vehicle and clean energy company that is now shifting its focus towards robotics and AI technology.

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What they’re saying

“This transition is a natural progression, as Tesla aims to establish itself as a leader in autonomous technology.”

— Elon Musk, CEO, Tesla

“While many see this as a strategic shift towards AI and robotics, others argue that it's a step back for Tesla's commitment to sustainable transportation.”

— Anonymous, Industry Analyst

What’s next

The production space currently dedicated to the Model S and X will be repurposed to churn out 500,000 Optimus robots annually, according to Musk. This move reflects Tesla's commitment to innovation and its belief that robotics will be a key component of its future success.

The takeaway

Tesla's decision to discontinue the Model S and X in favor of focusing on Optimus robots represents a significant strategic shift for the company. While it reflects Tesla's ambition to be a leader in autonomous technology and AI, it also raises questions about the future of its electric vehicle production and the potential impact on its reputation as a pioneer in sustainable transportation.