Model S/X production sunset with low inventory, Fremont pivots to Optimus ramp
Key Questions
Has Tesla stopped production of Model S and X?
Custom orders for Model S/X ceased March 31, with low inventory phase-out expected (~50k in 2025). Demos saw $15k price hikes to $100k+.
What is Fremont factory pivoting to after S/X sunset?
Fremont is ramping Optimus Gen3 production to 1 million units per year by end-2026.
What replaces the Model X in Tesla's lineup?
Model Y Juniper in 2026, L6, Giga Texas, Japan launches, and YL 6-seater are set to replace Model X.
What pricing strategy is Tesla using for remaining S/X inventory?
Demo Model S/X prices hiked by $15k, pushing toward $100k+ to clear low stock.
What is the timeline for Model Y Juniper?
Model Y Juniper refresh is planned for 2026, alongside cheaper Y Standard for volume.
How does Optimus fit into Tesla's pivot from EVs?
Optimus Gen3 ramp supports AI/Cybercab focus amid EV demand slump.
What new Tesla models or variants are coming in 2026?
Includes Model Y L 6-seater, potential Model Y Pickup, and Model 3 refresh.
Why is Tesla sunsetting Model S/X now?
Low inventory and strategic shift to high-volume models like refreshed Y and Optimus production.
S/X custom orders ceased Mar31/low inv phase-out (~50k'25) $15k price hikes demos $100k+; Fremont Optimus Gen3 ramp1M/yr end'26; Model Y Juniper 2026/L6/Giga TX/Japan/YL 6seats replace X; cheaper Y Std; AI/Cybercab pivot vs EV slump.