π UPDATE β April 5, 2026
Tesla has raised prices on all remaining new and demo Model S and Model X inventory units by $15,000, with new starting prices of $109,990 (Model S AWD), $124,900 (Model S Plaid), $114,900 (Model X AWD), and $129,900 (Model X Plaid). Every remaining unit comes equipped with the Luxe Package. According to analyst Sawyer Merritt, inventory now appears to consist almost entirely of demo units, consistent with reports that production concluded just days ago β suggesting Tesla is maximizing margin on the final vehicles left. If you were considering buying a remaining Model X, act fast: supply is critically limited and prices just got significantly steeper.
30-Second Brief
The News: Tesla has ended custom orders for the Model X and Model S, with U.S. inventory nearly exhausted β only a handful of demo units remain.
Why It Matters: If you want a new Model X, your window is closing fast. Production is set to cease entirely by end of Q2 2026, with the Fremont line being repurposed for Optimus robot manufacturing.
Source: @SawyerMerritt on X
Tesla Model X Is Effectively Discontinued: What Owners and Buyers Need to Know
April 2, 2026 β’ Model S & X
The Tesla Model X β the falcon-winged flagship SUV that defined premium electric vehicles for over a decade β is effectively done. As of April 1, 2026, Tesla has removed the Model X (and Model S) from its custom order configurator, and U.S. inventory has dwindled to near zero. According to reporter Sawyer Merritt, all that remains in existing U.S. inventory are a few demo units.
This isn't a temporary stock shortage. Tesla CEO Elon Musk confirmed on April 1 that custom orders for both the Model S and Model X have officially ended, writing: "Custom orders of the Tesla Model S & X have come to an end. All that's left are some in inventory." Production of both models is expected to wind down completely by the end of Q2 2026.
π Key Figures
| Metric | Value | Context |
|---|---|---|
| Remaining Model X (worldwide) | ~301 units | Mostly U.S.; none in Canada or Europe |
| Remaining Model S (worldwide) | ~295 units | Same distribution pattern |
| Model S & X share of 2025 deliveries | <3% | Down significantly from peak years |
| Custom order configurator | Removed | As of April 1, 2026 |
| Production end date | End of Q2 2026 | Fremont line repurposed for Optimus |
Why Tesla Is Pulling the Plug
The decision isn't about the Model X failing β it's about where Tesla is placing its bets. The Fremont factory production line that builds the Model S and Model X is being repurposed to manufacture Optimus humanoid robots. This is a deliberate strategic pivot: Tesla is exiting a low-volume, high-margin niche to scale what it believes will be a far larger business.
The numbers tell the story. Model S and Model X combined accounted for less than 3% of Tesla's total vehicle deliveries in 2025. At that volume, the economics of maintaining a dedicated production line β with all the tooling, supply chain complexity, and labor that entails β become difficult to justify when the same floor space can be used to ramp Optimus production.
For context, Canada and Europe have already seen their Model X and Model S inventory completely depleted. The U.S. is the last market with any new units left, and those are going fast.
What's Left β and What Comes With It
If you're in the market for a new Model X, the remaining inventory units aren't bare-bones closeouts. Tesla is sweetening the deal on remaining stock with two notable perks:
- Free DC fast charging at Tesla Superchargers
- Free lifetime Premium Connectivity
These are meaningful incentives. Lifetime Premium Connectivity alone β which includes live traffic visualization, satellite maps, music streaming, and more β has historically been a recurring subscription cost for owners. Getting it bundled for life adds real long-term value to what is already a premium vehicle.
The catch: you can no longer configure a Model X to your exact specifications. What's in inventory is what's available. If the color, interior, or wheel package on the remaining units doesn't match what you want, you're out of luck.
π The BASENOR Take
Timeline: Custom orders ended April 1, 2026 β’ Production ends Q2 2026 β’ U.S. inventory near zero as of April 2, 2026
Impact Level: π΄ High β for anyone considering a new Model X purchase, the window is essentially closed
Confidence: β Confirmed β Elon Musk directly confirmed the end of custom orders on X
The Model X's discontinuation marks the end of a genuine era. Introduced in 2015, the falcon-wing-doored SUV was a statement vehicle β proof that electric cars could be aspirational, not just practical. It outlasted most of its original competitors and remained one of the fastest SUVs on the planet throughout its production run.
But the market moved. Model Y captured the family SUV buyer at a fraction of the price. The Cybertruck absorbed the attention of buyers who wanted something bold. And the Model X β despite being genuinely excellent β became a rounding error in Tesla's delivery reports.
The Optimus pivot is the real story here. Tesla is betting that humanoid robots represent a market opportunity that dwarfs anything in its automotive history. Repurposing the Fremont line is a concrete, irreversible signal of how seriously the company is taking that bet. Whether or not that bet pays off, the Model X won't be coming back.
For current Model X owners: nothing changes for your vehicle. Service, software updates, and Supercharger access continue as normal. The discontinuation affects new purchases only. If you've been on the fence about buying one, the decision has effectively been made for you β act now on existing inventory, or move on.
Marcus covers Tesla's software releases, FSD rollouts, and OTA changes. Background in automotive engineering. Based in Austin.
Sources verified at publish time. Spotted an inaccuracy? Email editorial@basenor.com.
