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Tesla Ends Model S and Model X Production as Fremont Shifts to Robotics

The move signals a pivot toward Optimus robot production after the low-volume flagships fell behind Tesla's mass‑market models.

Overview

  • Tesla said the final Model S and Model X have rolled off the Fremont assembly lines, closing 14‑ and 11‑year runs for the two flagships.
  • The company plans to convert the Fremont area used for these models to build its Optimus humanoid robot, which Elon Musk has said could enter series production before year‑end.
  • Tesla has not named a direct successor to either model, and U.S. inventory now appears sold out.
  • A 350‑car “Signature” farewell edition priced around $159,420 was offered to select owners, then Tesla postponed the delivery event, leaving some buyers with nonrefundable travel costs.
  • In 2025, Tesla sold about 50,850 units of its “other models” group that includes S/X and Cybertruck versus about 1.6 million Model 3 and Model Y, highlighting why the premium lines were hard to keep full.