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Episode 557: Model S and X Custom Orders Have Ended

Episode 557: Model S and X Custom Orders Have Ended

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About this episode

Tesla is ending new custom orders for the Model S and Model X, leaving only inventory—an “end of an era” moment the host verifies by trying to access the design studios. The show also recaps Tesla’s Q1 results (408k produced, 358k delivered) and digs into the surge in “other models” deliveries after Model S/X discontinuation. Hardware 3 owners are still waiting on meaningful FSD updates (V14 Lite). Elsewhere: VW’s Rivian-based software passes winter tests, Kia unveils the EV3 for the US, and Australia investigates a suspected arson fire at a Tesla showroom. FSD hotline calls cover hardware/software caveats and subscription speculation.

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Technical Too Afraid to Ask
Car

Tesla Model S

"On this week's episode of Ride the Lightning, the Tesla and EV podcast, Tesla stops taking new custom orders for the Model S and Model X, marking the true beginning of the end for these historic EVs."

The Tesla Model S is Tesla’s main electric sedan. When Tesla stops taking new orders, it usually means that model’s ordering process is changing or winding down.

Brand

KIA

"Plus, Tesla reports its first quarter vehicle production and delivery numbers, KIA has announced a promising new entry-level EV for the North American market and more."

Kia is another big car company that’s planning new electric cars. The episode mentions it because it could bring more affordable EV options to North America.

Car

Model 3

"...not the hundred bucks it was for Cybertruck, a $1,000 deposit on the Model 3s."

The Tesla Model 3 is Tesla’s popular electric car. The episode talks about reserving it and the big reveal event.

Concept

reservation fee / deposit

"But we all camped out to put $1,000 down. The reservation fee was $1,000 back then..."

A reservation fee is a refundable (or sometimes partially refundable) deposit used to secure a future vehicle build. For EVs, it’s often used to gauge demand and fund early production planning.

Concept

rolling mule

"They were giving rides in two, so there were three prototypes on stage. The red one was a rolling mule. It was not functional."

A rolling mule is basically an early test car that can roll around, but it may not be fully functional yet. Engineers use it to check how parts fit and how the car moves.

Term

VIN

"And the reason for that is that Steve got Founder Series Vin number one back in 2012, which was literally the first production Model S and he will get the last one, which is definitely somewhat poetic."

VIN is the vehicle’s unique identification number. The host mentions “VIN number one” to highlight that it was the very first production car.

Concept

custom orders ending

"...whoever's lucky enough to get the last, you know, 10, however many S's and X's as well. And certainly speaking very, very, very selfishly, I'd love to get an invitation to that ceremony, even though I won't be taking delivery of an S or an X,"

If custom orders end, it means you can’t place new personalized orders anymore. After that point, only the remaining pre-planned cars (or limited final allocations) can be delivered.

Term

Optimus

"...largely going to be about humanoid robots and we got an update on the upcoming reveal of the third generation Optimus."

Optimus is Tesla’s humanoid robot project. They’re discussing the next version and what it will be able to do in a public demonstration.

Concept

tele-operated demo

"...every public demo we've seen of Optimus so far has been with it being tele-operated by a human somewhere else."

In a tele-operated demo, a person controls the robot from somewhere else. The host wants to see the robot do the work on its own, without remote control.

Term

energy storage products

"In the first quarter, we produced over 408,000 vehicles, delivered over 358,000 vehicles and deployed 8.8 gigawatt hours of energy storage products."

Tesla also reports “energy storage products,” which typically refers to grid-scale battery systems rather than vehicles. Including this in quarterly results highlights that Tesla’s business isn’t only car sales—it also includes energy infrastructure.

Term

delivery numbers

"Now as usual, I'm just going to focus on delivery numbers rather than production because deliveries are really what matters most."

“Delivery numbers” refer to how many vehicles are handed to customers in a given period. For automakers, deliveries are often more meaningful than production because they reflect actual sales momentum and end-customer demand.

Concept

production vs deliveries

"Now as usual, I'm just going to focus on delivery numbers rather than production because deliveries are really what matters most."

Production counts how many vehicles are built, while deliveries count how many reach customers. Automakers often emphasize deliveries because production can be influenced by inventory management, shipping timing, and factory scheduling.

Concept

year over year

"That's a year over year increase in the other models category of 25%. That is significant."

This means “compare to the same time last year.” It’s a way to see if things are improving or getting worse, not just because of seasonal timing.

Concept

quarter over quarter

"Looking quarter over quarter, like if we just compare Q4 of 2025, and we know Q4 is historically the biggest quarter of the year, but okay, let's just go ahead and look quarter over quarter."

This just means “compare this quarter to the quarter right before it.” It helps show whether deliveries are rising or falling in the short term.

Car

Cybertruck

"...it should include some of the $60,000 Cybertrucks as well... The new version of PCS-2 Lite represents a simplified... version of Tesla's next generation power electronics, PCS, first introduced on the Cybertruck."

The Tesla Cybertruck is Tesla’s electric pickup truck. The host mentions it because it’s where some of the relevant electrical hardware first showed up, and because of its order/delivery timing.

Concept

arson

"Authorities in Australia are investigating a fire that broke out at a Tesla showroom this past week with early indications pointing to a deliberate act, that would be arson, rather than a vehicle-related issue."

Arson means someone intentionally set a fire. The police are treating it as a deliberate act, not an accident caused by the cars.

Term

reimbursement

"Reimbursement, if you do have a claim, if you do have something you need to get repaired on the car, I have been through it. The claims are quick, painless, and reimbursement happens very quickly."

Reimbursement is when the warranty company pays for the repair after you file a claim. The host is saying it happens quickly and feels easy.

Term

$100 discount

"So you can get a $100 discount on whatever policy you decide to pick, because you can do anything from two years, 25,000 miles, another four year, 50,000 miles."

They’re offering a $100 discount if you choose the policy through their checkout process. It’s basically a coupon to lower the price.

Term

Lightning

"So the $100 off code is Lightning, which you can use during checkout if you're purchasing on xcare.com."

“Lightning” is the code you enter to get the discount. It’s used when you buy the plan online.

Brand

Audi

"across Volkswagen's portfolio, including its core brand Audi"

Audi is one of the main brands owned by Volkswagen. Mentioning Audi suggests these software changes could show up in multiple types of cars, not just one model line.

Term

HUD

"it has an available HUD, a heads-up display, it's nice to have as an option,"

HUD stands for heads-up display, which projects key driving information onto the windshield so you can keep your eyes on the road. It’s often used for navigation prompts, speed, and driver-assistance alerts.

Term

Exclude at Home option

"By the way, don't forget about the Exclude at Home option in the security menu, in case that's helpful for anybody else out there as well. I use that myself. I have it excluded at home so that it is not draining the battery even while it's plugged in,"

This setting tells the car, “When I’m at home, don’t do the extra security monitoring.” The goal is to reduce battery use while you’re parked at home.

Company

Infinity Shield

"I'm going to start with the Infinity Shield this week. This is the more improved, the better option for making sure your garage door never comes down on any part of your vehicle ever... it's a grid array of 25 of them."

Infinity Shield makes a sensor that helps stop your garage door from coming down if something is in the way. It uses lasers to detect clearance so you don’t accidentally crush a car.

Term

promo code RTL

"check them out, infinity-shield.com, and use the promo code RTL at checkout for a nice $35 discount."

A promo code is a special code you enter at checkout to get a discount. Here, “RTL” is said to save $35 on Infinity Shield.

Company

RPM Tesla

"Meanwhile, RPM Tesla, who you can find at RPMTesla.com, they have over 1400 Tesla products... it's just a nice, these are nice carbon fiber... design element pieces."

RPM Tesla is a company that sells add-on parts for Teslas. The host says they focus on things like styling and aerodynamics, and they have lots of products and installation help.

Term

mud flaps

"...the premium refreshed Model Y Juniper mud flaps, Expel PPF Door Edge Guard protection..."

Mud flaps are the little panels behind your tires. They help keep mud and rocks from splashing up onto the car’s paint.

Term

ceramic coating

"Maybe you want to do ceramic coating because you are tired of applying a coat of wax to your car twice a year because a ceramic coat will last five to seven years..."

Ceramic coating is a liquid polymer/ceramic hybrid applied to paint to create a hydrophobic, slick surface that resists dirt and makes washing easier. The host claims it can last multiple years and is positioned as an alternative to frequent waxing.

Company

Patreon

"If you're able to support me on Patreon, even just at that $5 per month tier, you'd be helping me and my family out a ton."

Patreon is a website where fans pay a creator each month. It helps the podcast keep going, and supporters often get extra events or recognition.

Concept

Grandfathered in

"...Grandfathered in at the Plaid level tier... Now, all of these folks get a standing invitation..."

“Grandfathered in” means if you signed up before the rules changed, you keep the old benefits. The host is saying some supporters still get the same perks even though the tier is no longer available.

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