Tesla Phases Out Model S and X for Robot Expansion Next Quarter
Tesla is set to discontinue its longstanding Model S sedan and Model X SUV in the upcoming quarter. This announcement was made by CEO Elon Musk during the company’s earnings call. The decision marks a significant shift in Tesla’s production strategy, as the Fremont, California factory will be repurposed to manufacture the Optimus humanoid robot.
Tesla’s Transition to Robotics
Elon Musk described this moment as “sad,” yet necessary for the company’s future in autonomy and robotics. The production capabilities that once built the Model S and Model X are expected to reach an annual output of 1 million Optimus robots.
History of the Model S and Model X
- The Model S was launched in 2012 and became Tesla’s flagship electric sedan.
- The Model X followed in 2015, notable for its unique gull-wing doors.
Both vehicles played a critical role in establishing Tesla as a pioneer in the electric vehicle market. The Model S, in particular, was instrumental in making long-range electric cars a desirable option for consumers.
Sales Trends and Future Plans
The discontinuation of the Model S and Model X aligns with ongoing changes in the electric vehicle industry. In recent years, Tesla’s sales have heavily leaned toward the more affordable Model 3 and Model Y, which together achieved 1.6 million deliveries in 2025. In contrast, the combined sales of the “other models,” including the Model S and Model X, only reached 50,850 units.
Despite phasing out these models, Tesla plans to introduce new vehicles. Upcoming projects include the steering wheel-free Cybercab, Semi truck, and the revamped Roadster, all of which have been anticipated for some time.
Conclusion
Tesla’s shift away from the Model S and Model X underscores its commitment to advancing robotics and autonomous technology. As the company transitions its production focus, the industry will watch closely to see how these changes unfold at Filmogaz.com.