Tesla Model S, Model X discontinued; Optimus to expand in California

Tesla plans to end production of its Model S and Model X vehicles in the spring.
The company will convert the factory space to build its Optimus robot.
CEO Elon Musk stated the move is part of a shift toward an autonomous future.

Tesla is planning to end production of its Model S luxury electric sedan and Model X luxury electric SUV in the spring in favor of plan to build robots, the company’s CEO Elon Musk told investors on Tesla’s January 28 earnings call.

Musk said his company is planning to convert space in their Fremont, Calif. factory that is currently used to build Model S and X vehicles into an Optimus robot factory.

“I think it’s time to bring the Model S and X to an end, with an honorable discharge,” Musk said on a live call with investors. “Because we’re really moving into a future that is based on autonomy.”

Musk added: “If you’re interested in buying a Model S and X, now would be the time to order it. Because we expect to wind down S and X production next quarter and basically stop production of Model S and X next quarter.”

Why is Tesla killing the Model S and Model X?

Tesla launched the Model S in 2013 and it debuted the Model X in 2015.

The Model S in particular did well commercially for a time, but both vehicles have been surpassed in recent years by Tesla’s Model 3 and Model Y vehicles.

Musk told investors on the January 28 call that it was “slightly sad, but it is time to bring the S/X program to an end.”

“It’s part of our overall shift to an autonomous future,” he said. “The only vehicles that we’ll make will be autonomous vehicles, with the exception of the next generation Roadster.”

How did the Model S and Model X sell?

Tesla sold 9,199 Model S vehicles in 2025, according to the website Goodcarbadcar.net. The company sold 80,702 Model X vehicles in 2025, according to the website.

Here’s how the vehicles fared in the past five years: