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Tesla Ends New Orders for Model S and Model X, Leaving Only Inventory

The move redirects factory space to Optimus robots for autonomy.

Overview

  • Tesla, which updated its site Wednesday, closed custom orders for the Model S and Model X and pointed shoppers to a short list of prebuilt cars.
  • Only a few hundred new units remain worldwide, with EV-CPO data reported by Electrek putting the count near 600.
  • Fremont lines that built the S and X are being converted to make Optimus humanoid robots after Optimus Gen 3 started production in January.
  • Remaining inventory includes incentives like free Supercharging and lifetime Premium Connectivity, and Tesla says it will support owners with service, software updates, and parts.
  • The shift comes as Tesla reported a Q1 gap between production and deliveries, with InsideEVs counting a record 50,363 unsold vehicles on lots.