Tesla says inventory is tiny

Elon Musk said on April 8 that Tesla has “only a few hundred” Model S and Model X vehicles left in inventory, and he told buyers to “order now” if they want one. That post landed one week after reports that Tesla had stopped taking custom orders for both models and ended production. (x.com) (electrek.co) That is a sharp turn for the two cars that built Tesla’s luxury image. The Model S launched in 2012 as Tesla’s first high-volume sedan, and the Model X followed in 2015 as the company’s premium sport utility vehicle with falcon-wing rear doors. (tesla.com 1) (tesla.com 2) Tesla’s website still showed inventory pages for new Model S cars this week, but the company’s ordering support page says buyers can also choose an inventory car or a demo vehicle instead of configuring a new one. That fits Musk’s message: what is left now appears to be whatever Tesla already built and parked in stock. (tesla.com 1) (tesla.com 2) The timing is awkward because Tesla just reported a weak quarter. On April 2, Tesla said it produced more than 408,000 vehicles in the first quarter of 2026 and delivered more than 358,000, leaving production ahead of deliveries by roughly 50,000 vehicles. (tesla.com) That inventory pile was not the Model S and Model X problem alone. Tesla’s delivery report groups those two vehicles into “other models,” while the vast majority of its volume still comes from the cheaper Model 3 sedan and Model Y sport utility vehicle. (tesla.com 1) (tesla.com 2) The premium pair had been fading for years before this final sell-down. TechCrunch reported on April 3 that custom orders were over and that Tesla’s future pitch is shifting toward the Cybercab robotaxi, while Business Insider described the Model S and Model X as nearing the end of their life cycle. (techcrunch.com) (businessinsider.com) Tesla has not replaced them with a new flagship car. Instead, the company’s public product pages now center on the Model 3, Model Y, Cybertruck pickup, energy products, and artificial intelligence projects, which lines up with Musk’s repeated push toward self-driving software and robotics. (tesla.com) (techcrunch.com) So Musk’s “few hundred left” post reads less like a normal sales promo and more like a last-call sign on the showroom floor. After 14 years of the Model S and 11 years of the Model X, Tesla appears to be closing out the cars that once defined the brand and moving on with whatever inventory remains. (x.com) (electrek.co)