Tesla is preparing to end production of the Model S and Model X, the models that have been the longest-standing in its lineup. The former debuted in the market in 2012 and was revised in 2017 and 2025, although the most recent of these interventions was not enough to counteract the sharp decline in sales; the latter, launched in 2015, received its first update only last year, and its most recent commercial performance has also been marked by decline.
With this decision, Elon Musk frees up a lot of capacity at the Fremont factory in California to rapidly increase the assembly pace of the Optimus humanoid robots, with the ambition of producing one million per year. In the words of the CEO of the American brand, “the time has come to close the Model S and Model X programs. And we will bid farewell to both in a dignified manner”.
In addition to keeping the best-sellers Model 3 and Model Y in its offering, Tesla apparently has no plans to abandon the production of the “failure” Cybertruck. In 2025, the Palo Alto company delivered more than 1.6 million units of its two most successful electric vehicles, but sold only just over 50,000 units of the pickup, a figure far below what was anticipated.
