Model S
Tesla excludes Model S and X from referral program amid production wind-down
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Following its January announcement to end Model S and Model X production in Q2 2026, Tesla has removed these models from its U.S. referral program and adjusted Cybertruck incentives, shifting from cash discounts to Full Self-Driving trials to prioritize software adoption.
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.
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The Tesla Model S has profoundly influenced the car sector by accelerating the shift to electric vehicles. Its success compelled traditional automakers to join the electric vehicle race initiated by Elon Musk. The model is set to be remembered in history for quickly transforming the industry.
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.
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John Urban filed a class-action lawsuit in Florida on January 10, 2026, accusing Tesla of defective electronically actuated door handles on 2014-2016 Model S vehicles that routinely fail after several years, creating access issues and safety risks. Three of four handles on his 2015 Model S Ludicrous stopped working by 2022, forcing inconvenient workarounds amid broader scrutiny of Tesla's door systems.