Key Takeaways
- Tesla is ending production of the Model S and Model X.
- Both cars will stop being made by Q2 2026.
- Tesla’s choosing robots over their flagship sedans.
- BREAKING: Elon Musk has announced that Tesla is discontinuing the Model S and Model X in Q2 2026.
This one hurts a little.
Tesla is ending production of the Model S and Model X.
Both cars will stop being made by Q2 2026.
That’s just a few months away.
The reason? Optimus robots.
From The Motley Fool:
“Tesla is so invested in making the Optimus a reality that the company is planning to shutter its Model S and Model X electric vehicle lines this year and use the factory space in Tesla’s Fremont, California, facility for Optimus production.”
So there it is.
Tesla’s choosing robots over their flagship sedans.
The Model S was Tesla’s first real production car. It changed the industry.
The Model X with its falcon wing doors? Iconic.
And now they’re going away.
BREAKING: Elon Musk has announced that Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It’s part of our overall shift to an autonomous future.”
— Sawyer Merritt (@SawyerMerritt) January 29, 2026
One million robots per year.
Let that sink in.
Elon mentioned this during the Q4 2025 earnings call. He called it an “honorable discharge” for the S and X.
Kinda poetic, honestly.
Those cars had a good run. Over a decade of production.
But here’s the real story:
Tesla believes Optimus will be worth more than everything else combined.
More than cars. More than energy. More than Superchargers.
Robots that can do human tasks? That’s a trillion-dollar market.
From The Register:
“This week, the company announced its plans to phase out production of the Model S and Model X in favour of manufacturing up to one million Optimus humanoid robots annually at its Fremont factory.”
The Fremont factory is perfect for this pivot.
It has the space. The equipment. The workforce.
Now it’ll make humanoid robots instead of luxury sedans.
Will Tesla fans be upset about losing the S and X?
Some will. Those cars have passionate followings.
But most people buy Model 3 and Model Y anyway. That’s where the volume is.
The S and X were always niche products. Beautiful. Fast. But low volume.
Trading them for a million robots per year?
That math makes sense.
Still feels like the end of something special though.
RIP Model S and Model X. You changed the game.
Are you sad to see the Model S and X go? Or is Optimus the right bet for Tesla’s future?
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