Tesla will end Model S and Model X production in 2026 as Elon Musk pivots the company toward AI autonomy and humanoid robots.
Tesla will end production of its long-running Model S sedan and Model X SUV by mid-2026, CEO Elon Musk confirmed during the company’s Q4 2025 earnings call.
“It’s time to basically bring the Model S and X programs to an end,” he said. “We expect to wind down S and X production next quarter. It’s a little sad, but it’s time to end the S and X programs, and that’s part of our overall transition to an autonomous future.”
During his speech, it sounded like he was hinting that selling electric vehicles, a market that Tesla really helped to kickstart, might soon become just a minor focus for the company.
The Model S made its debut at a time when electric vehicles were just a small blip on the automotive radar, and many experts were skeptical about whether there would be enough interest to justify making cars that ran solely on electricity.
