Tesla CEO Elon Musk said on the company’s fourth-quarter earnings call that Tesla will discontinue the Model S and Model X next quarter and repurpose the Fremont production lines for Optimus robot manufacturing. Musk set a long-term goal to produce one million robots annually and said Tesla will continue supporting existing owners. The announcement followed earnings that beat expectations and a $2 billion investment into xAI.
Key Points
- 1Discontinues Model S and X next quarter and replaces Fremont lines with Optimus robot production
- 2Aims to accelerate company shift toward autonomy and scale Optimus to one million units annually
- 3Signals resource reallocation; buyers encouraged to order now and engineers likely pivot to robot development
Scoring Rationale
Significant strategic pivot with official disclosure and clear targets; limited technical and timeline detail reduces immediate practical clarity.
Sources
Public references used for this report.
View 3 more sources
- 04Tesla changes lanes: Model S and X discontinued for humanoid Optimus robot and AIeuronews.com
- 05Tesla is Shifting From EVs to Humanoid Robots: Why Elon Musk Is Discontinuing Model S & X? newgizmochina.com
- 06Tesla's Strategic Pivot: Abandoning Luxury EVs for Humanoid Robot Manufacturingwebpronews.com
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