Tesla discontinues Model X and S vehicles as Elon Musk pivots to robotics

[ificandream]

Source: The Guardian

In the clearest sign yet that Tesla is pivoting away from its electric car business, CEO Elon Musk announced on Wednesday's investor call that the company would discontinue production of its Model X SUV and Model S full-size sedan.

"It's time to basically bring the Model S and X programs to an end," Musk said. "We expect to wind down S and X production next quarter."

The model S and X factory in Fremont, California would be converted to produce Tesla's upcoming Optimus robot, Musk said.

Tesla's most recent quarterly earnings report showed slumping vehicle sales and declining revenue as the Musk pins the company's futures on AI and robotics. The earnings report described Tesla's chaotic year as a "transition from a hardware-centric business to a physical AI company".

Read more: https://www.theguardian.com/technology/2026/jan/28/tesla-q4-earnings-estimates-elon-musk

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The Fremont factory is right down the road from me. Wow. Can't happen to a more deserving idiot.

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Tesla Model S



Tesla model X

[Bread and Circuses]

1. 🤣🤣🤣 People better dump their Teslas - parts will be hard to find and pricey !

[cstanleytech]

17. Hard? Probably impossible is closer.

[rpannier]

20. Not like it was 40 years ago and longer, when you could just find a car no longer running and get the parts off of it

Can't repair these things yourself any longer

[Exp]

2. So, the Model Y and CyberTrashCanOnWheels are STILL going to be made? er.. glued together?

[mdbl]

3. LOL, great name for that ugly so-called truck.

[aggiesal]

12. In case you haven't seen it. ...

https://www.youtube.com/shorts/xadOkYvR4aI

[Miguelito Loveless]

21. The Y makes sense

it is their top selling car, and is a decent enough EV, though overpriced.

The CT makes no sense as it is a commercial failure, but Musk cannot admit that.

[Lonestarblue]

4. In other words, people are not buying them because Musk is a deranged Trump sycophant so just stop making them.

I’m all for electric cars, but I hope Tesla and everything Musk touches goes bankrupt.

[Miguelito Loveless]

22. As do I,

and I say that as an owner who bought before Musk's drug abuse and social media habit led him to derail into fascism.

[sakabatou]

5. How long until their robotics are shut down as well?

[Miguelito Loveless]

23. Within a year,

since the EVs were making about 95% of the profits.

[erronis]

6. Guessing maintenance contracts will be terminated and on-board software disabled.

Wish I could find some "empathy" for those that bought into Musk's con job.

[Zorro]

7. My Model S is 11 years old

Best car I've ever owned. Over 100k miles with only ~7% battery degradation. Driven it cross-country over two dozen times now without any issues.

I suspect Musk sees the EVs China is producing and doesn't want to make the investment to compete with those manufacturers, especially since Trump is effectively ceding the EV market to the Chinese.

[aggiesal]

10. Currently those EV's from China, can't be sold here anyway. ...

They are built so cheap that they couldn't pass the NTSB's safety requirements.
Canada doesn't have as stringent safety requirements as we do in the U.S.

[Miguelito Loveless]

24. He had the US market sewn up

but then walked away from it. China will come back to haunt him, because his usefulness to China is now over. He stupidly accepted their invitation to build a plant there, ignoring all the obvious sign of a trap. So, he went there, trained all of their production workers on building EVs, basically handed all of Tesla's proprietary tech to them on a silver platter, which China made very good use of.

The Xiaomi SU7 is basically a Model S, with better software, at a Model 3 price point.

[jmowreader]

8. I suspect Muskbots aren't the real reason they're cancelling the S and X

More likely is that not enough of them are being sold to justify keeping the line open.

[aggiesal]

9. Their sales went down, when Mu$k turned out to be some South African Nazi. ...

Now, everyone should go watch the movie iRobot.

[Prairie Gates]

11. Tesla is "pivoting" away from the electric car business because the genius Musk alienated his main audience

The redneck dipshits don't want to buy electric cars, and now suburban and affluent urban people don't want to be seen in them.

Pivot?

Musk is an idiot.

[Miguelito Loveless]

25. Pivoting away from an industry

that Tesla basically established, to one they are a decade behind in tech, while hemorrhaging engineers to other companies.

Genius.

[Buddyzbuddy]

13. What they need to do is discontinue Leon.

[IrishAfricanAmerican]

14. I said from when Musk exposed his true colors anyone who buys one is a sucker!

I've seen many people buy them anyway. It's all fine while it's working but if one of the few parts goes you're left with a worthless hunk of junk.

[Miguelito Loveless]

26. It used to be that Tesla owners

were a fraternity, folks who would wave to other owners, and meet up with folks in local user groups. Now, anyone driving a CT or a newer 3/Y is given a wide berth.

[OnlinePoker]

15. So much for Musk's big pay package from a couple of months ago.

It was incumbent on Tesla reaching certain profit levels. That's unlikely to happen with them eliminating half their product line and venturing into a questionable field like humanoid robots.

[Gore1FL]

16. I wonder how many years their current inventories will last. nt

[flvegan]

18. Fewer shitty cars to build more shitty robots that nobody will buy. Brilliant. n/t

[rpannier]

19. AI Bubble Bursts and there will go his trillion dollars

[Doodley]

27. Musk said they will sell humanoids by 2027. "Everyone will want one!" he said. Robot armies in every city?

[RainCaster]

30. Muskrat can sell those robots to ICE

The Chinese build much better robots, and there is no legislative wall keeping them out of our country.

[PJMcK]

28. Musk's foray into politics destroyed Tesla's business

The Cyber-trash-can was bad enough but once he showed his Nazism, Teslas became autos-non-grata.

For years those cars were prized by liberals because they were sort-of eco-friendly. Musk alienated much of his customer base by aligning with Trump. Not a very good business move.

[Prairie Gates]

29. As it turns out, Tesla was trying to get out in front of their dismal earnings

Ooooof!