Tesla Model S
Tesla’s best advertisements are the much-hyped ‘Tesla Killers’ from veteran auto
In one of his recent excursions on Twitter, Elon Musk reaffirmed that Tesla does not advertise. While traditional car companies invest a lot in advertisements, Tesla has mostly relied on word-of-mouth and clever initiatives such as referral programs to promote its vehicles. As the auto industry shifts towards electric transportation with more and more EVs from traditional auto, it is evident that Tesla’s best advertisements can actually come from its vehicles’ rivals in the market.
Take Audi, for example. The German automaker has already released its first all-electric vehicle, the e-tron, an SUV expected to compete against the Tesla Model X. Audi has been promoting the SUV heavily, as shown in physical advertisements such as billboards and social media campaigns. Jaguar’s the same with the I-PACE, and the same is true with Porsche and the Taycan. These veteran carmakers know the auto business, and they are aware that ultimately, advertisements work. And they do.
Back in March, the I-PACE comprised almost 6% of Jaguar’s entire US sales. This is the company’s first all-electric vehicle, and it is competing in the market without a dedicated rapid charging network or the convenience of Tesla’s frequent over-the-air updates. Despite this, the I-PACE appears to be seeing a lot of interest, especially among buyers who are already committed to Jaguar’s brand. Porsche is experiencing something similar with the Taycan. The company is yet to reveal the production version of the high-performance sedan, but the number of paid reservations for the Taycan already exceed the company’s initial estimate for the vehicle’s annual production rate. Audi’s e-tron also appears to be getting a lot of interest from car owners committed to German-made vehicles too, even if the company is reportedly running into issues with the SUV’s production.
These electric cars from veteran auto, while packaged and hyped as potential “Tesla Killers” at some point, actually play a valuable part in Elon Musk’s plan to wean the world away from fossil fuels. Each I-PACE, e-tron, or Taycan that is sold is ultimately not a blow against Tesla; rather, it is a blow against vehicles equipped with the internal combustion engine. Despite this, it is still pertinent to note that even if veteran auto’s much-promoted electric vehicles are designed to take down Tesla’s entries like the Model S and Model X, it might still take some time before these companies can create a compelling EV comparable to one of Tesla’s offerings. This results in one of the most ironic twists for Tesla, as the existence and performance of rival EVs end up becoming the perfect advertisements for its electric cars.
The Audi e-tron will be yet another perfect example to illustrate this point. When the vehicle was unveiled, Audi hinted that the all-electric SUV’s range would be around 300 miles per charge, thanks to its sizable 90 kWh battery. The vehicle was only given a very conservative and almost underwhelming 204 miles of range per charge by the EPA, which is estimated to be caused by the vehicle’s poor efficiency. Ironically, range and efficiency is something that Tesla, which is still learning the challenges of mass producing vehicles, has mastered over the years, as proven by the Model S Long Range, which can travel 370 miles on a single charge. This learning curve that veteran auto is currently traversing with regards to electric vehicles is something that was felt openly by r/TeslaMotors subreddit member u/SilverTangerine5599, who recently took the Audi e-tron on a 260-mile test drive in Europe.
Similar to the Jaguar I-PACE, the Audi e-tron relies on an existing electric vehicle charging network to recharge its batteries. This became a problem during the test drive, since several public chargers that were compatible with the premium all-electric SUV proved unavailable. Ultimately, the r/TeslaMotors subreddit member noted that he ended up charging the e-tron at a 10 kW connector, which took a very long time to charge the vehicle’s batteries. This proved to be quite frustrating, since several Teslas finished recharging at a nearby Supercharger while the e-tron charged for hours at 10 kW. In a post about the experience, the electric vehicle enthusiast noted that at least for now, Tesla’s best advertisement could very well be a customer’s firsthand experience in an EV that is not a Tesla.
It should be noted that the Jaguar I-PACE and the Audi e-tron are both first-generation vehicles, and thus, are only bound to get better with time. Both carmakers already have their interior and build quality locked in from their experience in producing internal combustion vehicles. In the coming years, Jaguar, Audi, and every other large automaker going all-in on electric cars will have to master ideas that first movers like Tesla have refined over the years, such as software and efficiency.
When Tesla open-sourced its patents, Elon Musk admitted that the company could not transition the transportation sector away from the internal combustion engine on its own. For such a change to happen, other companies would have to join the movement. The arrival of the I-PACE, the e-tron, and other all-electric vehicles like the Taycan show that the electric car movement is now gaining speed.
News
Tesla makes latest move to remove Model S and Model X from its lineup
Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.
Tesla has made its latest move that indicates the Model S and Model X are being removed from the company’s lineup, an action that was confirmed by the company earlier this quarter, that the two flagship vehicles would no longer be produced.
Tesla has ultimately started phasing out the Model S and Model X in several ways, as it recently indicated it had sold out of a paint color for the two vehicles.
Now, the company is making even more moves that show its plans for the two vehicles are being eliminated slowly but surely.
Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.
The change eliminates the $1,000 referral discount previously available to new buyers of these vehicles. Existing Tesla owners purchasing a new Model S or Model X will now only receive a halved loyalty discount of $500, down from $1,000.
The updates extend beyond the two flagship vehicles. New Cybertruck buyers using a referral code on Premium AWD or Cyberbeast configurations will no longer get $1,000 off. Instead, both referrer and buyer receive three months of Full Self-Driving (Supervised).
The loyalty discount for Cybertruck purchases, excluding the new Dual Motor AWD trim level, has also been cut to $500.
NEWS: Tesla has removed the Model S and Model X from the referral program.
New owners also no longer get a $1,000 referral discount on a new Cybertruck Premium AWD or Cyberbeast. Instead, you now get 3 months of FSD (Supervised).
Additionally, Tesla has reduced the loyalty… pic.twitter.com/IgIY8Hi2WJ
— Sawyer Merritt (@SawyerMerritt) March 6, 2026
These adjustments apply only in the United States, and reflect Tesla’s broader strategy to optimize margins while boosting adoption of its autonomous driving software.
The timing is no coincidence. Tesla confirmed earlier this year that Model S and Model X production will end in the second quarter of 2026, roughly June, as the company reallocates factory capacity toward its Optimus humanoid robot and next-generation vehicles.
With annual sales of the low-volume flagships already declining (just 53,900 units in 2025), incentives are no longer needed to drive demand. Production is winding down, and Tesla expects strong remaining interest without subsidies.
Industry observers see this as the clearest sign yet of an “end-of-life” phase for the vehicles that once defined Tesla’s luxury segment. Community reactions on X range from nostalgia, “Rest in power S and X”, to frustration among long-time owners who feel perks are eroding just as the models approach discontinuation.
Some buyers are rushing orders to lock in final discounts before they vanish entirely.
Doug DeMuro names Tesla Model S the Most Important Car of the last 30 years
For Tesla, the move prioritizes efficiency: fewer discounts on outgoing models, a stronger push for FSD subscriptions, and a focus on high-margin Cybertruck trims amid surging orders.
Loyalists still have a narrow window to purchase a refreshed Plaid or Long Range model with remaining incentives, but the message is clear: Tesla’s lineup is evolving, and the era of the original flagships is drawing to a close.
News
Tesla Model S and X customization options begin to thin as their closure nears
Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.
Tesla Model S and Model X customization options are beginning to thin for the first time as the closure of the two “sentimental” vehicles nears.
We are officially seeing the first options disappear as Tesla begins to work toward ending production of the two cars and the options that are available to those vehicles specifically.
Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.
🚨 Tesla Model S and Model X availability is thinning, as Tesla has officially shown that the Lunar Silver color option on both vehicles is officially sold out
To be fair, Frost Blue is still available so no need to freak out pic.twitter.com/YnwsDbsFOv
— TESLARATI (@Teslarati) February 25, 2026
Tesla is making way for the Optimus humanoid robot project at the Fremont Factory, where the Model S and Model X are produced. The two cars are low-volume models and do not contribute more than a few percent to Tesla’s yearly delivery figures.
With CEO Elon Musk confirming that the Model S and Model X would officially be phased out at the end of the quarter, some of the options are being thinned out.
This is an expected move considering Tesla’s plans for the two vehicles, as it will make for an easier process of transitioning that portion of the Fremont plant to cater to Optimus manufacturing. Additionally, this is likely one of the least popular colors, and Tesla is choosing to only keep around what it is seeing routine demand for.
During the Q4 Earnings Call in January, Musk confirmed the end of the Model S and Model X:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Fremont will now build one million Optimus units per year as production is ramped.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla preps to build its most massive Supercharger yet: 400+ V4 stalls
Tesla makes latest move to remove Model S and Model X from its lineup
