"A chapter has closed," Musk: Custom orders for Model S and Model X have ended.
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Tesla's two flagship models that established its position are reaching their historical end. Musk officially announced the closure of custom orders for Model S and Model X, marking a major strategic shift in the electric vehicle giant’s product line.
On April 1, Musk posted on the X platform: "Custom orders for Tesla Model S and Model X have ended, with only some inventory vehicles remaining." He also stated there would be an official ceremony to commemorate this moment and shared old photos from the start of mass production of the two models 14 years ago, writing: "I love these two cars."
According to Tesla Oracle, Tesla has informed customers via email that production at the Fremont factory has essentially wrapped up, and existing inventory will fulfill remaining demand.
This decision reflects a profound shift in Tesla's product strategy. Model S and Model X were Tesla’s earliest high-end models, playing a pivotal role in promoting the adoption of electric mobility and providing funds for the company’s autonomous driving technology development. The discontinuation shows Tesla is refocusing its resources on a more mass-market appeal and emerging technological domains.
Fremont Production Halted, Inventory Tightening
According to Tesla Oracle, Tesla described Model S and Model X in emails to customers as "the beginning of the global transition to electric transportation," saying these models laid the foundations for the company's autonomous driving technology. The email confirmed that production at the Fremont factory has ended, and current inventory will be used to meet final market demand.
On the regional level, Tesla had previously set the final order deadline for the Korean market as March 31. The global closure of custom orders corresponds closely to that timeline. Tesla’s online configurator shows that certain options (including Lunar Silver Metallic paint) are sold out, further confirming tightening inventory.
To clear remaining stock, Tesla is offering bundled deals for some inventory cars, including Premium Connectivity and Full Self-Driving capability, and some vehicles also have lifetime Supercharging benefits.
Lightly used inventory vehicles offer discounts ranging from $1,000 to $4,000 depending on mileage and configuration. The available options are narrowing, which means the window for interested buyers is becoming quite limited.
The Richest Individual on Record
According to AFP citing Forbes data, Musk’s net worth has reached $839 billion, making him the richest individual on record. Market expectations for artificial intelligence and autonomous driving, as well as rising valuations of both Tesla and SpaceX, are the main drivers behind his wealth growth.
Tesla's stock price experienced turbulence in 2025, when Musk’s political stance led to consumer boycotts. After Musk departed from Trump administration-related positions, the stock rebounded significantly. Meanwhile, Tesla shareholders have approved a compensation plan—if the company meets ambitious output and valuation goals, Musk’s ownership stake will markedly increase—an indication the market sees as investor endorsement of Tesla’s long-term strategic direction.
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