Musk ends Model S and X; Fremont lines to build Optimus robots

On the Q4 2025 call Musk said Tesla would end production of the Model S and Model X, with final versions built in Q2 2026. Once production ends, the Fremont factory space will be used to build Optimus robots. The two models were under 3% of 2025 deliveries, so the decision is mainly about capacity.

• Model S and X production ends in Q2 2026
• Fremont factory space to build Optimus robots after S/X end