Tesla to discontinue Model S and Model X for robot production

Automotive reviewer Doug DeMuro has named the 2012 Tesla Model S as the most important car of the last 30 years for revolutionizing electric vehicles. Tesla plans to end production of the Model S and Model X to repurpose factory space for its Optimus robot. This shift comes as newer models like the Model 3 and Model Y dominate sales.

Doug DeMuro, a prominent automotive YouTuber and author, recently described the 2012 Tesla Model S as the "number one most important car of the last 30 years." In a YouTube video, he explained that the Model S "made you think that EVs could be cool, could be fast, could be luxurious, could be for enthusiasts."

Launched with deliveries starting in June 2012, the Model S arrived when few practical electric vehicles existed. It featured 416 horsepower, up to 265 miles of range, and accelerated from 0-60 mph in about 4.4 seconds, proving EVs could match or exceed traditional luxury cars in performance and appeal.

The Model S helped shift public perception of electric vehicles, paving the way for broader adoption. Its successor, the Model X, introduced in 2015, expanded Tesla's reach with premium SUV features, contributing to the company's mainstream success.

However, sales of the Model S have declined. In 2025, Tesla sold 5,889 Model S units, compared to 192,440 Model 3 sedans and 357,528 Model Y SUVs, according to Kelley Blue Book data.

Tesla is discontinuing production of both the Model S and Model X to allocate factory space for manufacturing the Optimus humanoid robot. Elon Musk has announced this move as a strategic focus on robotics.

The 2026 Model S, priced starting at $94,990, offers 410 miles of range, 670 horsepower, and 0-60 mph in 3.1 seconds. The Plaid variant, at $109,990, provides 309 miles of range and accelerates to 60 mph in 1.99 seconds, maintaining strong performance despite the impending end of production.

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Tesla Fremont factory transitioning production from Model S and X vehicles to Optimus humanoid robots.
AI:n luoma kuva

Tesla to End Model S and X Production by June 2026, Repurposing Fremont Lines for 1M Optimus Robots and Cybercab Amid Sales Slump

Raportoinut AI AI:n luoma kuva

Tesla announced in its Q4 2025 earnings call that it will cease production of flagship Model S (2012) and Model X (2015) by end-June 2026, redirecting low-utilization Fremont factory capacity to produce up to 1 million Optimus humanoid robots annually and Cybercab autonomous taxis starting H1 2026. CEO Elon Musk termed it an 'honorable discharge' for the legacy models, which saw ~30,000 deliveries in 2025 (~2% of total), signaling a pivot to AI, robotics, and full autonomy amid the company's first annual revenue decline and EV competition.

Tesla CEO Elon Musk announced during a January 28 earnings call that the company will halt production of the Model S and Model X vehicles this spring. The decision aims to shift focus toward autonomous vehicles and artificial intelligence initiatives. Despite being the lowest-selling Tesla models in 2025, the vehicles still outperformed several competitors.

Raportoinut AI

Tesla has announced the end of production for its Model S and Model X vehicles, redirecting resources at its Fremont factory toward manufacturing the Optimus humanoid robot. CEO Elon Musk stated that production will cease by the end of the current financial quarter. This shift underscores the company's move into robotics and artificial intelligence.

Tesla reported its first annual revenue decline in 2025, with vehicle deliveries falling 8.6% to 1.64 million units. The company announced a shift away from traditional cars toward artificial intelligence, robotics, and autonomous vehicles during its fourth-quarter earnings call. CEO Elon Musk emphasized ambitious goals for humanoid robots and robotaxis, even as Wall Street analysts remain divided on the strategy.

Raportoinut AI

Tesla's Model Y has been confirmed as the world's best-selling car for the third consecutive year. The announcement came amid a series of end-of-year social media posts from Tesla and its executives, highlighting various achievements and upcoming developments. These updates reflect on 2025 progress and optimism for 2026.

In its Q4 2025 earnings call, Tesla announced plans to repurpose Model S and X assembly lines at Fremont for 1 million Optimus 3 units annually and ramp high-volume Optimus V4 production at Giga Texas. CEO Elon Musk highlighted the robot's learning capabilities via observation and video, upcoming Gen 3 unveiling, and challenges like scaling amid Chinese competition, backed by $20 billion in 2026 capex.

Raportoinut AI

Tesla released a video on December 2, 2025, showing its Optimus humanoid robot running at speeds up to 13.7 km/h in a Fremont laboratory, fueling investor optimism and a 1.7% stock rise to $454.48 the following Thursday. The clip, republished by Elon Musk, drew millions of views and prompted a response from rival Figure AI with its own robot demonstration. Amid the robotics hype, Tesla launched a budget Model 3 in Europe to counter competition.

 

 

 

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