Tesla confirms Model S and Model X production is over - only ~600 left

Key Points:

• Tesla has officially ceased production of the Model S and Model X, with custom orders no longer accepted and only about 600 vehicles remaining in global inventory, mostly in the U.S.
• The Model S, launched in 2012, and Model X, introduced in 2015, together accounted for over 610,000 deliveries, marking the end of a 14-year production run that significantly shaped the luxury EV market.
• Tesla's shift away from these models aligns with its strategic move toward autonomy and "transportation as a service," with the Fremont factory being repurposed to manufacture Optimus humanoid robots.
• Sales of the Model S and X had been declining sharply, with estimated 2025 sales around 30,000 units, far below the Fremont plant’s 100,000-unit capacity, despite a mid-2025 refresh that failed to boost demand.
• Industry observers view the end of these models as bittersweet, noting Tesla's lack of investment in next-generation luxury EVs and expressing concern over the company's pivot from established segments to autonomous technology and robotics.