Tesla Sunsetting Model S and X Next Quarter to Refocus on Optimus Robot

Tesla is putting the brakes on production of the Model S and Model X. The automaker plans to end production of the large, electric sedan and SUV next quarter, effectively retiring its two longest-running electric vehicles. The news was shared by CEO Elon Musk during the company's earnings call with investors and analysts earlier this week.

After launching the original Roadster, Tesla introduced the Model S in 2012, followed by the Model X SUV in 2015. Both vehicles helped establish Tesla as the brand to beat in the premium EV market. However, over time the company's focus shifted toward the more affordable Model 3 and Model Y, which now dominate Tesla's lineup. Together, the two smaller vehicles accounted for roughly 97% of Tesla's 1.6 million vehicle deliveries in 2025.