****************Model S/X Sunset for Optimus Production Ramp** [developing]
Key Questions
What is happening with Tesla Model S and X production?
Model S/X inventory is nearly depleted to a few hundred units, with orders cut off after April 1, 2026, confirming a phaseout from 3% mix.
How is Tesla reallocating Fremont production lines?
Fremont lines are shifting from S/X to Optimus production targeting 1M units/year, amid weak Q1 sales and Gen3 advances despite magnet delays.
What pivots are occurring with Cybertruck?
Cybertruck ramp continues with an autonomous delivery van pivot, reinforcing AI focus; ties to Cybercab Texas production at 16k units.
S/X inventory nearly depleted (few hundred units), order cutoff Apr1 '26 confirmed (3% mix phaseout), Fremont lines to Optimus 1M/yr amid sales crater/weak Q1; Gen3 advances but magnets delay; Cybertruck ramp w/autonomous delivery van pivot reinforces AI shift vs EV weakness; ties to Cybercab TX prod 16k ok.
Sources (2)
Updated Apr 10, 2026