"As CNBC notes, the Model S, which began production in 2012, and the Model X, are Tesla's second- and third-oldest models, after the original Roadster. The models apparently only account for around 3% of production these days, with the other 97% of Tesla's production devoted to the more popular, and less expensive, Model Y and Model 3. And Musk said Wednesday that the final versions of both models X and S would be produced in the upcoming quarter."
"Musk spoke about the "completely new supply chain" for Optimus robots, and said he expected to increase both headcount and production at the Fremon facility once the production lines convert. Tesla had a fairly terrible year in 2025, showing its smallest annual profit since the pandemic, and the company has seen two years of declining sales."
""It's time to basically bring the Model S and X programs to an end with an honorable discharge, Musk said during Tesla's Q4 earnings call. So if you're interested in buying a Model S and X, now would be the time to order it.""
Tesla will end production of the Model S and Model X, with final versions produced in the upcoming quarter. The Fremont factory will be converted to produce Optimus humanoid robots, supported by a completely new supply chain and planned increases in headcount and production. The Model S and X now account for roughly 3% of Tesla's output, while the Model Y and Model 3 account for about 97%. Tesla posted its smallest annual profit since the pandemic in 2025 and has experienced two years of declining sales. The company directed investor attention toward artificial-intelligence initiatives including Robotaxis and Optimus. Brand damage from political associations and rising luxury EV competition contributed to pressure on car sales.
Read at sfist.com
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