Tesla's decision to discontinue the Model S and Model X by mid-2026 marks a significant shift in the company's strategic focus. As reported by TechJuice, Elon Musk announced during Tesla's Q4 2025 earnings call that "it’s time to basically bring the Model S and X programs to an end," with production expected to wind down next quarter. This move is part of a broader pivot towards artificial intelligence and robotics, with the Fremont factory being repurposed for the production of Optimus humanoid robots, as noted by Simply Gregster EV. The Model S, launched in 2012, and Model X, launched in 2015, have been pivotal in establishing Tesla's reputation as a market leader in electric vehicles. However, their sales have declined significantly, with Electrek reporting a drop of over 30% year-over-year by late 2024, and total deliveries falling below 50,000 units globally in 2025.