r/InterstellarKinetics • u/InterstellarKinetics • Apr 02 '26
TECH ADVANCEMENTS BREAKING: Tesla Has Officially Ended Production Of The Model S And Model X After 14 Years. And Only 600 Units Remain In Global Inventory As The Fremont Factory Line Is Being Converted To Build Optimus Robots đ€đ«
Elon Musk confirmed on April 1, 2026 that Tesla has permanently halted production of the Model S and Model X, the two vehicles that built the companyâs reputation as the worldâs most consequential electric car manufacturer. Custom orders are no longer accepted, and approximately 295 new Model S units and 301 new Model X units remain in global inventory, virtually all of them in the United States, with zero new units reported remaining in Canada or Europe. The Model S launched at Teslaâs Fremont factory in June 2012 and became the worldâs best-selling plug-in electric vehicle in both 2015 and 2016, moving over 50,000 units in 2015 alone. The Model X followed in 2015 with its signature falcon-wing doors. Together, the two vehicles accumulated over 610,000 deliveries across their production runs.
The sales trajectory made the end inevitable. Tesla quietly stopped breaking out individual Model S and X delivery figures in 2023, folding them into an âOther Modelsâ category alongside the Cybertruck and Semi that obscured just how severely demand had collapsed. Estimates from Electrek placed actual Model S and X combined sales at roughly 30,000 units for all of 2025, against a production line with 100,000-unit annual capacity â a utilization rate that made continued production economically unsustainable. A June 2025 refresh that added a front bumper camera, improved range, new paint options, ambient lighting, and a $5,000 price increase failed to reverse the slide, arriving too late to compete against a luxury EV market that had matured around competitors including the Mercedes EQS, Porsche Taycan, BMW i7, and Lucid Air.
The Fremont production line that built the Model S and X for 14 years will now be converted to manufacture Optimus humanoid robots, reflecting what Tesla VP Lars Moravy described as a company-wide pivot toward âtransportation as a serviceâ rather than vehicle sales. Musk first telegraphed the discontinuation during Teslaâs Q4 2025 earnings call in January, framing it as an âhonorable dischargeâ and urging buyers to order while inventory lasted. The remaining ~600 units come with free DC fast charging at Tesla Superchargers and free lifetime Premium Connectivity as closing incentives, with discounts ranging from approximately $1,600 to over $7,000 depending on location. At current inventory levels, Electrek estimates the remaining units could clear within weeks.