Tesla Discontinues Model S and X, Shifts Focus to Robotics
Tesla is set to end the production of its Model S and Model X vehicles, shifting its focus towards robotics. The announcement was made by CEO Elon Musk during an earnings call, revealing that this transition will occur at the Fremont, California, factory.
Tesla’s Strategic Shift to Robotics
In a significant move, Tesla plans to discontinue its flagship Model S and Model X to make room for the mass production of Optimus humanoid robots. The decision marks a pivotal change in Tesla’s strategy as it embraces advancements in artificial intelligence and robotics.
Details on the Transition
Musk described the ending of the Model S and X programs as an “honorable discharge.” He acknowledged the emotional impact of this decision, stating it was a “sad” moment for Tesla. The goal is to ramp up the production of the Optimus robots to an impressive annual target of 1 million units.
Background of the Model S and Model X
- The Model S has been in production since 2012, with a major update in 2017.
- Recently, the Model S received minor design updates and increased range capabilities.
- The Model X debuted in 2015 and underwent significant changes in late 2025.
Despite these updates, the move to discontinue production is not entirely unexpected, given the company’s shift in focus.
Sales Performance Overview
While Tesla moves forward, it will continue the production of the Model 3, Model Y, and the upcoming Cybertruck. In 2025, Tesla reported impressive sales figures, with more than 1.6 million units of the Model 3 and Model Y sold, making these two models some of the best-selling electric vehicles in the market.
In contrast, the combined sales of the Model S, Model X, and Cybertruck were approximately 50,850 units. This disparity highlights the need for Tesla to adapt to changing consumer preferences and market demands.
The Future of Tesla
Tesla’s focus is clearly shifting towards a future defined by innovation in robotics and artificial intelligence. As the company prepares for this next phase, the discontinuation of the Model S and Model X vessels significant change in the automotive landscape. Tesla is poised to not only revolutionize vehicle production but also introduce humanoid robotics to the mainstream.
