Tesla CEO Elon Musk says the company has nearly cleared out the last of its flagship cars.
Only “a few hundred” Model S sedans and Model X SUVs remain in inventory, Musk said in a Wednesday post on X.
The low inventory hasn’t been independently confirmed, but the news isn’t a surprise. Musk said during Tesla’s fourth-quarter earnings call in January that the company was giving the then-$94,990 sedan and then-$99,990 SUV an “honorable discharge.” He said last week that production had stopped.
It signals the next phase in a major shift at Tesla. This year, the electric automaker is expanding its efforts beyond consumer vehicles and into autonomous cars and humanoid robots.
During the January discontinuation announcement, Musk said that Tesla’s Fremont factory — long home to Model S and Model X production — would be repurposed to build its Optimus robots.
The company also said it started producing its self-driving Cybercabs from its Austin Gigafactory in February.
That left the Model S and Model X as relics of an earlier Tesla era — albeit important ones. The Model S, launched in 2012, was Tesla’s first clean-sheet vehicle and helped turn the company into a legitimate luxury and sports brand. The Model X followed in 2015, marking Tesla’s entry into the booming SUV market.
Both were eventually eclipsed by the cheaper, higher-volume Model 3 sedan and Model Y SUV — vehicles that pushed Tesla into sustained profitability.
Musk has acknowledged the emotional tradeoff of killing the Model S and Model X. During the January call, the CEO said discontinuing both cars was “slightly sad” but important for the company’s “overall shift to an autonomous future.”
The discontinuation of the Model X and Model S may have prompted more shoppers to hit the ” Buy “button on Tesla’s website. The automaker doesn’t break out sales for individual models, bundling the Model S, Model X, and Cybertruck together in its reports — but that category saw a bump at the start of 2026, with 16,130 deliveries in the first quarter, up from 11,642 in the final quarter of 2025.
Sawyer Merrit, a popular EV enthusiast on X, noted that both cars have seen price hikes on Tesla’s website since the discontinuation announcement.
Overall, Tesla said deliveries rose 6% in the first quarter. Still, the company is working through a 50,000-unit inventory glut, analysts said earlier this month.
The new business model isn’t a complete turn away from new vehicle models. Musk has teased an unveiling of the long-awaited two-door Roadster sports car. He is expected to show off the new model by the end of the month.
Tesla didn’t immediately respond to a request for comment from Business Insider.
