Tesla stopped accepting custom orders for the Model S and Model X, leaving only remaining inventory available for purchase, CEO Elon Musk said. The decision follows declining sales of the two models, which are now grouped under “other models” alongside the Cybertruck.
A Look Back
Tesla introduced the Model S in 2012, followed by the Model X in 2015, positioning both as premium electric vehicles. The models contributed to the early adoption of EVs and helped establish Tesla’s presence in the market. Combined sales peaked at 101,312 units in 2017 and declined to 50,850 units in 2025. By comparison, Tesla delivered 1.63 million vehicles globally last year, driven primarily by Model 3 and Model Y.
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Market Shift Toward High-Volume Models
Demand has shifted toward lower-cost, higher-volume vehicles, with Model 3 and Model Y accounting for the majority of Tesla’s deliveries. These models continue to support the company’s global sales volumes. Recent data show slowing growth, with Tesla reporting a second consecutive annual decline in deliveries. Pricing adjustments and new variants have not fully offset increased competition.
Cybercab Risks
Tesla is increasing its focus on autonomous vehicles and artificial intelligence, including the development of the Cybercab and the Optimus robot. Production of Model S and Model X at the Fremont facility is expected to wind down. The Cybercab is designed without traditional controls such as a steering wheel or pedals, creating regulatory challenges under current U.S. safety standards. No exemption from these requirements has been publicly confirmed.
Reliance on Tesla’s Full Self-Driving software presents additional risks, as large-scale deployment remains unproven. Competitors such as Zoox, owned by Amazon, have secured regulatory exemptions for driverless vehicle testing.
Strategic Shift Toward AI
Elon Musk, CEO of Tesla, said autonomous driving will account for the majority of future miles traveled. The company is increasing investment in AI as part of its long-term strategy. Execution will depend on regulatory approval, software performance and adoption of autonomous systems.
