Delivered · Late
Cybertruck production late 2021
“The company anticipates that production of the lower-priced Cybertrucks should begin in late 2021 with the …”
goalposts: 2021 → 2022 → late 2022 → 2023 · moved 3×
“We expect to wind down S and X production next quarter and basically stop production of Model S and X next quarter.”
— Elon Musk · Jan 28, 2026 · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
The fine print
'Next quarter' from a Jan 28 call read as Q2 2026; production ended May 9, 2026.
The Progression
Jan 28, 2026
The promise: “We expect to wind down S and X production next quarter and basically stop production of Model S and X next quarter.” · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
May 9, 2026
Delivered — on time.
Today · Jun 12, 2026
Status: Delivered · on time. It happened.
On the Q4 2025 earnings call Musk announced the end of Tesla's two flagship vehicles after 14 years, freeing the Fremont lines for Optimus robot production. The final Model S and Model X (a 350-unit Signature Edition run) rolled off the line on May 9, 2026 — inside the stated window. One of the rare Musk timelines that landed on schedule.
Receipts
LAST CHECKED 2026-06-11- [TRANSCRIPT] Tesla Q4 2025 earnings call transcript (Motley Fool)
- [REPORT] CNBC — Musk says Tesla ending Model S/X, converting Fremont to Optimus
- [REPORT] electrive — final Model S rolls off the line May 9, 2026 (resolution)
More from the feed
Delivered · Late
Missed
Delivered · Late
Cybertruck volume production in 2022
“If we get lucky, we'll be able to do a few deliveries toward the end of this year, but I expect volume prod…”
goalposts: 2022 → 2023 → late 2023 · moved 2×
← FSD approval in Europe (and maybe China) by February 2026
Fremont S/X lines become an Optimus factory making 1M robots/year →
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