Tesla officially ceased custom orders for its flagship Model S sedan and Model X SUV on April 1, marking the end of a 14-year production era for vehicles that redefined electric transportation and transforming the Fremont factory floor into a robotics manufacturing center.

Elon Musk confirmed today that Tesla has stopped producing the Model S and Model X. Custom orders are no longer accepted, and only about 600 vehicles remain in inventory worldwide.

The CEO shared a throwback photo from the original Model S production launch at the Fremont factory in June 2012, writing on X: “Custom orders of the Tesla Model S & X have come to an end. All that’s left are some in inventory. We will have an official ceremony to mark the ending of an era.”

Musk first announced the end of Model S and X production during Tesla’s Q4 2025 earnings call in January, describing it as an “honorable discharge” for the two vehicles. At the time, he urged interested buyers to order while they still could: “If you’re interested in buying a Model S and X, now would be the time to order it.”

The discontinuation reflects Tesla’s dramatic strategic pivot toward autonomy and robotics. As we reported at the time, Musk’s decision to kill the Model S and X was framed around Tesla’s shift to “autonomy” — the Fremont production line will be converted to manufacture Optimus humanoid robots instead. VP Lars Moravy confirmed Tesla is moving toward “transportation as a service” rather than vehicle sales.

Musk announced during the earnings call: “We are going to take the Model S and X production space in our Fremont factory and convert that into an Optimus factory with a long-term goal of having a million units a year.”

The numbers tell the story of why these luxury models became expendable. Tesla’s “Other Models” deliveries — which include Cybertruck and Semi alongside the S and X — totaled just 50,850 units for all of 2025. We estimated actual Model S/X sales at roughly 30,000 units for 2025, a fraction of the 100,000-unit annual production capacity at Fremont.

In 2025, the Model S recorded just 5,889 unit sales, 52.6 percent down from 2024’s 12,426. The Model X fared slightly better at 13,066 units, but was still down by 34.2 percent from the 19,855 sales in 2024. Combined, the two accounted for 18,955 units, which is a little over half of Model 3 sales…in a single quarter (37,260).

The Model S was Tesla’s first mass-market vehicle, launching in June 2012. It was the world’s best-selling plug-in electric vehicle in both 2015 and 2016, moving over 50,000 units in 2015 alone.

The Model X followed in 2015 with its signature falcon-wing doors. Together, the two vehicles have accounted for over 610,000 deliveries during their production runs.

Industry analysts view the move as both inevitable and risky. While competitors invested billions in luxury EV programs, the Model S and X received minimal updates and were clearly deprioritized in favor of the higher-volume Model 3 and Y. By 2025, selling roughly 30,000 units against a 100,000-unit capacity line tells you everything about where demand had gone.

The Optimus gamble represents a massive shift in Tesla’s core business model. In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot. He has described Optimus as potentially “more significant than the vehicle business over time.”

Tesla announced $20 billion CapEx spend for the year, which also includes the Optimus facility in Fremont.

When asked about deployment of Optimus robots in Tesla facilities, Musk acknowledged the company was still in early stages: “We have had Optimus do some basic tasks in the factory,” he shared, but added that the Robot wasn’t “in usage in our factories in a material way. It’s more so that the robot can learn.”

The timing comes as Tesla faces broader challenges in its core automotive business. The company reported in January that it sold 1.69 million vehicles in 2025, a decrease for the second year in a row. Tesla delivered 358,023 EVs globally in the first three months of the year, about 6% more than the same period in 2025, which also happened to be the company’s worst quarter in years.

According to data from EV-CPO, Tesla currently has approximately 295 new Model S units and 301 new Model X units left in global inventory — nearly all of them in the United States.

The remaining units come with free DC fast charging at Tesla Superchargers and free lifetime Premium Connectivity as incentives. Discounts on inventory units have ranged from roughly $1,600 to over $