Elon Musk Announces Final Model S and Model X Inventory as Tesla Pivots to Optimus Robot Production

Elon Musk confirms final inventory for Model S and X as Tesla shifts Fremont production to Optimus robots amid a strategic pivot to AI.

By: AXL Media

Published: Apr 11, 2026, 7:44 AM EDT

Source: Information for this report was sourced from Yahoo Finance

The Final Countdown for Tesla’s Premium Electric Pioneers

Elon Musk has issued a final call to consumers looking to purchase the outgoing Model S and Model X vehicles, noting that global inventory has dwindled to just a few hundred units. On the official Tesla website, availability has become critically low, with fewer than five Model S units and a single Model X remaining in the Austin, Texas area. This depletion marks the final stage of a phased sunsetting process for the two vehicles that defined Tesla’s luxury segment for over a decade. Musk urged interested buyers to act immediately, as the company has no plans to replenish these specific lines, signaling a permanent departure from the models that launched in 2012 and 2015 respectively.

Fremont Facility Transitions from Automobiles to Humanoid Robots

In a major strategic realignment, Tesla is repurposing its Fremont, California manufacturing plant to serve as the primary production hub for the Optimus humanoid robot. During the company’s Q4 2025 earnings call, Musk detailed how the facility, which previously handled the automaker's premium offerings, would now be central to Tesla's ambitions in robotics. This transition highlights the CEO’s desire to move beyond traditional vehicle manufacturing and toward a future dominated by artificial intelligence. By retiring the S and X lines, Tesla is freeing up the specialized engineering and floor space required to scale its robotics division, which Musk believes represents the next era of the company's evolution.

Market Skepticism and the Going Out of Business Narrative

The announcement has drawn sharp criticism and sarcasm from prominent tech commentators, including YouTuber Zack Nelson, known as JerryRigEverything. Nelson characterized the final inventory clearance as a "going out of business sale," a jab at the perceived risk of abandoning established premium revenue streams. This sentiment reflects a growing debate among analysts regarding Tesla’s decision to sunset its high margin legacy models in favor of unproven robotic technologies. While Musk views the end of the Model S and X era as a necessary step for innovation, critics worry that the move could leave a void in the automaker’s premium portfolio that the existing Model 3 and Model Y cannot fill.