DeliveredModel S and X production ends next quarter (Q2 2026)
“We expect to wind down S and X production next quarter and basically stop production of Model S and X next …”
“We are going to take the Model S and X production space in our Fremont factory and convert that into an Optimus factory with a long-term goal of having a million units a year. I'm confident that we'll get to a million units a year in Fremont of Optimus 3.”
— Elon Musk · Jan 28, 2026 · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
What actually happened
Fetched Sep 9 2026: Wikipedia Optimus still has V3/Gen 3 unrevealed. Tesla's Q1 2026 update described first-generation Fremont lines designed for 1 million robots a year after Model S/X lines were decommissioned, and a Texas line aimed at 10 million starting 2027. Tesla has not confirmed that the converted Fremont line is outputting at anything like 1M/year; Sep 7 Chinese supply-chain reports of a ~5,000-unit component order are press, not a Tesla/exec production-rate receipt. Status stays pending. Wikipedia — Optimus (fetched Sep 9 2026): Fremont 1M/year is still a design target, not output ↗
The Progression
Jan 28, 2026
The promise: “We are going to take the Model S and X production space in our Fremont factory and convert that into an Optimus factory with a long-term goal of having a million units a year. I'm confident that we'll get to a million units a year in Fremont of Optimus 3.” · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
Today · Sep 10, 2026
Status: Pending · no deadline given. Still waiting.
Musk paired the Model S/X shutdown with a pledge to convert Fremont into a humanoid-robot factory with eventual capacity of one million Optimus units per year, with volume production targeted to begin before the end of 2026. It is the concrete factory-level commitment behind his claim that Optimus becomes Tesla's biggest business.
Receipts
LAST CHECKED 2026-09-09- [SOURCE] Tesla Q4 2025 earnings call transcript (Motley Fool)
- [REPORT] Not a Tesla App earnings recap
Tesla’s record
Delivered
47
59% of resolved claims delivered.
Missed
32
Deadline passed, still no-show.
Read next
Same source event
DeliveredSame source event
MissedOptimus V3 unveiled within a few months (mid-2026)
“We will probably unveil Optimus 3 in a few months. I think it's going to be quite surprising to people.”
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PendingRobotaxis covering a quarter to half of the US by end of 2026
“We expect to have fully autonomous vehicles in probably somewhere between a quarter and half of the United …”
← Model S and X production ends next quarter (Q2 2026)
Optimus V3 unveiled within a few months (mid-2026) →
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