Tesla Retires Model S and X to Focus on Robotics Innovations
Tesla is set to retire its Model S and Model X vehicles in the second quarter of 2026. This decision was announced by CEO Elon Musk during an investor earnings call. The aim is to allocate resources at Tesla’s Fremont factory for the development of the Optimus humanoid robot. Musk emphasized the need to shift focus towards a more autonomous future.
Tesla’s Strategic Shift: From Vehicles to Robotics Innovations
Elon Musk described this transition as an “honorable discharge” for the Model S and X programs. He encouraged customers who are interested in these models to place orders before they cease production.
Overview of Model S and Model X
- Model S: Tesla’s luxury sedan launched in 2012.
- Model X: An SUV introduced in 2015, known for its unique gull-wing doors.
Declining Sales Trends
Sales for both the Model S and Model X have experienced a consistent decline. This trend correlates with Tesla’s increased emphasis on its more affordable vehicles, the Model 3 and Model Y.
Sales Statistics
In 2025, Tesla sold 50,850 units categorized as “other models,” which includes the Model S, Model X, and the upcoming Cybertruck. This figure represents a significant year-over-year decrease of 40.2 percent.
With the retirement of the Model S and X on the horizon, Tesla is clearly pivoting towards innovations in robotics. This move underscores the company’s commitment to advancing technology and autonomy in its future products.
