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Tesla Fremont factory transitioning production from Model S and X vehicles to Optimus humanoid robots.
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Tesla to End Model S and X Production by June 2026, Repurposing Fremont Lines for 1M Optimus Robots and Cybercab Amid Sales Slump

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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.

A Tesla Model X owner has shared details of substantial savings from a one-month free Supercharger perk. The driver accumulated around $200 in avoided costs after traveling 1,500 miles. Such incentives, once common for new buyers, are now largely discontinued.

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