2026年第2四半期にModel SとModel Xの生産を終了すると1月に発表したのに続き、テスラはこれらのモデルを米国リファラルプログラムから削除し、Cybertruckのインセンティブを調整、現金割引からFull Self-Drivingトライアルへの移行によりソフトウェア採用を優先する。
2026年3月初旬、テスラはリファラルおよびロイヤリティプログラムを更新し、6月頃に生産終了予定のModel SとModel Xをリファラル割引の対象から除外した。従来、リファラルリンクを使用した新規購入者はこれらの車両で1,000ドルの割引を受け取っていたが、現在はその特典はなくなった。既存オーナーが新型Model SまたはModel Xを購入する場合、1,000ドルから500ドルのロイヤリティ割引のみとなる。
X上の議論は、2026年第2四半期生産終了を前にテスラが米国リファラルプログラムからModel SとXを削除したこと、Cybertruckの現金インセンティブをFSDトライアルに置き換えたことに集中。ユーザーの見解は様々で、一部が高需要の兆候および戦略的なFSD推進と解釈、他は販売阻害と見なし、テスラニュースアカウントからのneutralな報告が主流。
NEWS: Tesla has removed the Model S and Model X from the referral program.
— Sawyer Merritt (@SawyerMerritt) 6 Maret 2026
New owners also no longer get a $1,000 referral discount on a new Cybertruck Premium AWD or Cyberbeast. Instead, you now get 3 months of FSD (Supervised).
Additionally, Tesla has reduced the loyalty… pic.twitter.com/IgIY8Hi2WJ
They really don’t want people buying their cars anymore!
— Ramy (@TeslaXplored) 2026년 3월 6일
Seems like Tesla maxed out CyberTruck supply for at least a few months. Likely some components (chips?) require longer ramp ups - so Tesla has no reason to push to increase demand.
— Rani G (@ranig) 6 Maret 2026
They took away the FSD being able to transferred to the next owner and now this. Just end production now. Like seriously just end it. Nobody should want to buy it after these perks got taken away and it now being 💯 end of life. I love my plaid, but the handling of it is terrible
— Adam 🎮🏎️🚗🏁⚡️ (@WBRacing45) 6 de março de 2026
Tesla just quietly gutted its referral program — and if you were planning to refer someone, you need to read this before they place their order.
— BASENOR (@BasenorTesla) 6 de março de 2026
What changed (U.S. only):
▸ Model S and Model X are now fully removed from the referral program
▸ Cybertruck's $1,000 cash discount…
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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.
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Tesla introduced a $59,990 version of its Cybertruck, sparking a rush of orders and extending delivery times to 2027. However, changes to the Full Self-Driving transfer policy have frustrated many buyers. The limited-time pricing fueled the demand but highlighted delivery challenges.
Tesla has updated its Full Self-Driving transfer promotion, shifting eligibility from ordering by March 31, 2026, to taking delivery by that date. This change has sparked debate among owners and influencers, particularly affecting Cybertruck buyers with delayed deliveries. While some defend the adjustment as necessary business practice, others express frustration over perceived broken promises.
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Tesla introduced a more affordable Dual Motor All-Wheel Drive version of the 2026 Cybertruck on February 20, but removed the special lease option after just 10 days. The initial lease was $699 per month for 36 months, now replaced by a $849 per month option for the renamed Premium All-Wheel Drive trim. The starting price for the Dual Motor model has risen to $71,985 from $61,985.
Tesla has fully transitioned its Full Self-Driving (FSD) suite to a subscription-only model in the United States, eliminating the $8,000 one-time purchase option for most vehicles. CEO Elon Musk's January announcement took effect over the February 14-16, 2026 weekend, following the recent milestone of 1.1 million global active users. A restricted Luxe Package loophole remains for higher-end models.
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Tesla has updated its website to show delivery estimates of 2027 for new orders of the Dual Motor all-wheel drive Cybertruck variant, priced at $59,990. This follows the variant's launch last week and indicates strong demand, with production slots sold out through the end of 2026. The company plans to increase the price after February 28.