Tesla Model S/X to be discontinued Q2 2026

[Bognar67]

The reason to discontinue it is simple. With 30,000 sales (between the S and X) it makes no sense to re-vamp it (original S is from 2012). If sales were good I'm sure they would redesign it.

Isn't it could be true to Taycan (sooner or later) that is made in 3 body forms all together 22 model variants, more or less endless option list and sold 16k only in 2025?
2021-41k
2022-35k
2023-41k
2024-21k
2025-16k
/rounded/

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[Bognar67]

That’s the reverse of the problem. They didn’t improve it and sales went down. The rest of the line is going the same way. The model S was from 2009?

Well, Taycan has been improved (J1.2) and sales drop just accelerated or even started.
2021-41k
2022-35k
2023-41k
--------------J1.2
2024-21k
2025-16k
/rounded/

 

[MidwestPCar]

Well, Taycan has been improved (J1.2) and sales drop just accelerated or even started.
2021-41k
2022-35k
2023-41k
--------------J1.2
2024-21k
2025-16k
/rounded/

2 points that quite invalidate this as a valid rebuttal...
1) From what we know of the market, so many other factors came into play. - EV tech evolution, Chinese innovation, US disruption, that to say it is tanking despite the J1.2 improvement is hardly a complete statement
2) J1.2 vs J1.1 is so incremental only true car nerds can spot the difference... yeah, the range improved, but other EVs improved much more and at much more compelling price points.

The Tesla Model S innovation has been so evolutionary... other than Tesla nerds, most changes other than 2017 facelift or so are hardly well known. The average person would not be able to tell the difference between a 2024 and a 2013 on a glance. IMO, this stifles new car purchases.
A fully new Model S would've perhaps sold much more than the evolutionary changes. We'll never know.

 

[Bognar67]

2 points that quite invalidate this as a valid rebuttal...
1) From what we know of the market, so many other factors came into play. - EV tech evolution, Chinese innovation, US disruption, that to say it is tanking despite the J1.2 improvement is hardly a complete statement
2) J1.2 vs J1.1 is so incremental only true car nerds can spot the difference... yeah, the range improved, but other EVs improved much more and at much more compelling price points.

The Tesla Model S innovation has been so evolutionary... other than Tesla nerds, most changes other than 2017 facelift or so are hardly well known. The average person would not be able to tell the difference between a 2024 and a 2013 on a glance. IMO, this stifles new car purchases.
A fully new Model S would've perhaps sold much more than the evolutionary changes. We'll never know.

Fully agree.
I just tried to refer on that, ONLY only and ALONE alone model refresh would/might not solve anything.
Other influencing factors are well known and understood.
Please note that in my interpretation i) model refresh ii)model renew two different steps.

 

[MidwestPCar]

I just tried to refer on that, ONLY and ALONE model refresh would not solve anything.
Other influencing factors are well known and understood.

The point is that that view is an opinion, no matter how emphatic the capital letters. The Taycan reduction is not supportive data, given the other factors at play. There are other opinions that suggest a Model S refresh would have increased sales.
Opinions, opinions, but no A/B scenario to validate any one.

 

[Bognar67]

The point is that that view is an opinion, no matter how emphatic the capital letters. The Taycan reduction is not supportive data, given the other factors at play. There are other opinions that suggest a Model S refresh would have increased sales.
Opinions, opinions, but no A/B scenario to validate any one.

Sorry if I hurt you with the capitalization. -corrected.
Who has harder things here than opinion...
But teach me more please.

 

[MidwestPCar]

Sorry if I hurt you with the capitalization. -corrected.
Who has harder things here than opinion...
But teach me more please.

lol. Who hurt you? It's not personal. You tried to make a point that the Taycan sales decline despite the evolution to J1.2 indicated that a Tesla revamp would not have increased sales. I merely pointed out that that's not a good data point and claim given many other concurrent factors.
Moving on...

 

[Bognar67]

lol. Who hurt you? It's not personal. You tried to make a point that the Taycan sales decline despite the evolution to J1.2 indicated that a Tesla revamp would not have increased sales. I merely pointed out that that's not a good data point and claim given many other concurrent factors.
Moving on...

I totally didn't want make a point Taycan's tanking in full relations with J1.2. Just that, alone a refresh didn't solve sales decline in the case of Taycan. TMS would move maybe differently, we will never know.
-According to my opinion-
Can you please get it after my 2nd repeat and after my first reply started "fully agree"?
Thank you.

 

[bwherry]

I'm a little sad the Model S is going away. I had a ton of problems with mine (pic below) but to some degree I did hold on to hope that the conditions might be right to consider owning one again someday...

I still think it's one of the most beautiful cars ever.

 

[jk981]

Yeah I saw a new Plaid driving around LA and they’re such great looking cars. Always a head turner.

 

[Alain13]

My first Tesla was a Model S P85+ back in April 2014. Never forgetting that car. End of an era for sure.

 

[Flying ace]

When I saw the news about converting the factory to build humanoid bots (with no proof of concept that it works or is for any specific commercial purpose), I speculated that Elon is consolidating all his companies, bc he's out of ideas (for mobility at least).

And later in the day, there's articles out there speculating he's combining SpaceX with Tesla and xAI.

IMO, he's a snake oil salesman whose only had 1 solid idea (Tesla charging network), and too many half baked ideas, and now he wants SpaceX investors to bail out his failing company (Tesla). He's done this before with SolarCity and currently doing it with forcing SpaceX to buy Cyber trucks.

In 5 years, I predict Tesla will be out of the consumer vehicle business altogether. Elon also talks like Tesla is not a car company, and (IMO fraudulently) wants Tesla to be valued as an "all everything company".

If I were an investor, I would be out, bc what you think you valued in your asset can change for the worst 7 years later, or even worse had you invested in a solid idea, Elon would make that asset bail out his other failures. His most troubled asset is Twitter, which my prediction is he's trying to turn it into a financial service/payment company.

The problem with all this is, he is/was only ahead of the industry with two of them (not counting Boring Co as any commercially viable ideal), Tesla and SpaceX, and is way behind on his other ideas (AI, robotics, X), and about to loose his market lead in Tesla and Space X.

This guy is such a fraud, you can sense the desperation of grasping for the next thing and getting any fool with money to throw it his way.

 

[FlyingPoint]

Tesla's discontinuance of S &X makes a lot of sense for the following reasons:

1. The S fell victim to cross-over demand preference in the US market. Sedans at that price point simply are not selling well. Look no further than the current sales of Lucid, Taycan.
2. The X is being cannibalized by the Model Y long range 7 seater. The main reason besides cost is utility. The X middle row behind the driver and passenger seat do not fold down flat. This severely impacts the ability to hold larger amounts of cargo when needed.
3. Musk sees Optimus as Tesla's future, expecting 1 million in sales over next years. Sales to start 2027. They are currently producing to fill the auto assemble line.
4. Musk's investment of $20 billion (2026) in robotics, AI and FSD suggest that cars are not going to be the next driver to reach the upper tiers of his compensation package.

On a personal note, I am planning to keep my MY 26 AWD Long range as a additional utility/winter driver. When my Taycan lease is up in August 27, I was thinking of an S Plaid - back to the drawing board.

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