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.
Following its February announcement, Tesla has fully halted production of Model S and Model X at the Fremont factory, leaving only a few hundred vehicles in global inventory—mostly high-performance Plaid models. CEO Elon Musk urged buyers to order quickly as stock dwindles, freeing factory space for Optimus humanoid robot production.
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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 has agreed to invest approximately $2 billion in xAI's Series E Preferred Stock, signaling deeper integration between its automotive and AI ambitions. The company is also discontinuing its Model S and Model X vehicles to shift focus toward robotics and AI infrastructure. This pivot includes operational ties, such as xAI's $430 million purchase of Tesla's Megapack systems in 2025.
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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.