Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
Financial Times
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Discussion
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@marionawfal
Mario Nawfal
on x
Tesla is ending Model S and Model X production. The Fremont factory space will now build Optimus robots. The cars that funded the vision are making room for the future @elonmusk was always building toward. Tesla isn't just a car company anymore. [video]
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@zacksjerryrig
@zacksjerryrig
on x
So @Tesla canceled TWO staple pillars of S3XY so they can focus on the robot that walks like Joe Biden? OK. 👍 I'm sure everything's fine.
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@snazzylabs
Quinn Nelson
on x
Remember how I've been saying for years that Tesla doesn't care about the Model S/X at all? Well, yeah, I was right.
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@jasondebolt
Jason DeBolt
on x
I'm sad to hear that the model S and model X will be discontinued, but it makes complete sense. I ordered my Tesla model S in 2011 and took delivery in early 2013. It was a rare vehicle even in Palo Alto and Mountain View at that time. I gave many test rides to my coworkers,
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@mattlinn01
Matt Linn
on x
The more I think about the S/X being cancelled... the more sad I get. The S literally is @Tesla. It's the car that announced them to the world. Tesla should have Next-Gen'd it. Put everything they have into it. Bring it back to being the technological wonder that it once [image]
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@sircalebhammer
Caleb Hammer
on x
Please be a prank. Please be false information.
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@mkbhd
Marques Brownlee
on x
Oh Roadster is so cooked
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@sawyermerritt
Sawyer Merritt
on x
Elon Musk: “In the future, the only vehicles we'll make are autonomous vehicles and the Roadster. We're hoping to debut the Roadster in April.”
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@tashaark
Tasha Keeney
on x
If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.
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@itskyleconner
Kyle Conner
on x
The car that transformed an entire industry and shaped the future for electric transportation Everyone remembers their first Model S experience... sad to see it go 🍻
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@sawyermerritt
Sawyer Merritt
on x
BREAKING: Elon Musk has announced that @Tesla is discontinuing the Model S and Model X in Q2 2026. “We are going to convert that production space to an Optimus factory. It's part of our overall shift to an autonomous future.” [image]
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@urgo
Jason Urgo
on x
@Tesla As an owner of a '15 S & '22 X Plaid & had plans to buy another X in when it had AI5 this really really sucks. I hope you will reconsider as the Y & 3 are too small for me & not interested in a truck. For the first time in 11 years you're forcing me to look into other bran…
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@tesla
@tesla
on x
As we shift to an autonomous future, Model S & X production will wind down next quarter. If you'd like to own one of them, now's a good time to place your order. Tesla wouldn't be what it is today without Model S & X and their (early) owners - thank you for your support over [ima…
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@elonmusk
Elon Musk
on x
The Tesla Model S and Model X are amazing vehicles. Get them while still available!
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@garyblack00
Gary Black
on x
All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but
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@niccruzpatane
Nic Cruz Patane
on x
Elon Musk's farewell to Model S/X Production, which will be ending in Q2 2026: “It's time to basically bring the Model S and X programs to an end with an honorable discharge. We're moving into a future that is based on autonomy. We're going to take the Model S and X production [v…
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@mikekantorski
Mike Kantorski
on x
I really dislike the direction Tesla is headed. A vehicle you subscribe to. A vehicle you don't get to drive. A vehicle with no soul. I hope this isn't the future. Please @Rivian don't become this...
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@hamids
Hamid
on x
As much as I love the $TSLA Model S & X, I would no longer recommend that anybody buy these products as they will almost certainly have horrific resale values after they are discontinued. Elon's decision to cancel the S&X is purely because of sales of these vehicles dropping
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@briandstone
Brian Stone
on x
I do not understand this decision. While I agree the S&X are VERY dated and due for a total overhaul, discontinuing them completely is very confusing to me. Tesla will only offer the 3/Y/CT which isn't a very well rounded offering at all. The 3 & Y aren't comfortable to me and
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@sawyermerritt
Sawyer Merritt
on x
Elon Musk on Optimus competition: “We currently don't see any competitors outside of China. Optimus will be much more capable than any robot under development in China. There's three hard things about robots: • Hands • Real-world AI • Scaling production Those are the hardest [ima…
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@bitcodyy
@bitcodyy
on x
Sunsetting S & X is capital rotation. Robotaxi and Optimus are the real products now. Vehicles become nodes. Labor becomes software. Most people still think Tesla sells cars.
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@tesla_optimus
@tesla_optimus
on x
Model S & X will live on through me [video]
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@pickardje
Jim Pickard
on bluesky
pass the tiny violin: — Tesla's annual revenue declined for the first time in 2025 as President Donald Trump's policies and a consumer backlash to chief executive Elon Musk's political activism weighed on its sales of electric cars. — www.ft.com/content/78d5...
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@mzjacobson
Mark Z. Jacobson
on bluesky
Better to use the factory to produce more low-cost EVs. This plan merely exacerbates pollution & warming by slowing an energy transition — Elon Musk says Tesla ending Models S & X production, converting Fremont factory lines to make Optimus robots — www.cnbc.com/2026/01/28/t…
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r/RealTesla
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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r/cars
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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r/electricvehicles
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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r/teslainvestorsclub
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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r/teslamotors
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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r/wallstreetbets
r
on reddit
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
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@autismcapital
@autismcapital
on x
@WatcherGuru Elons going to combine Tesla, xAI, and SpaceX into one megacorp, isn't he?
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@sawyermerritt
Sawyer Merritt
on x
BREAKING: Tesla has officially announced that they have invested $2 billion into @xAI. Statement: “On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent [image]
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@serobinsonjr
S.E. Robinson, Jr
on x
In July 2025, SpaceX invested approximately $2 billion in xAI as part of xAI's $5 billion equity funding round. SpaceX uses customized, private versions of xAI's large language models (LLMs) internally. Several unreleased or fine-tuned Grok models, specifically on SpaceX data. [i…
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@niccruzpatane
Nic Cruz Patane
on x
Tesla has officially announced that it has invested $2 billion into @xAI on January 16! “Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recently publicly disclosed financing round. As set [i…
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@stanphylcap
@stanphylcap
on x
*Tesla to invest $2b to buy Series E preferred shares of Xai. $TSLA They took a shareholder vote on this. The shareholders rejected it. They did it anyway. LOL
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@teslaboomermama
AleXandra Merz
on x
Tesla investing in xAI What a good surprise. While $2bn is small (<1% of xAI), it shows that the shareholder vote in Nov had a positive impact. Also preserves cash in a year when we need it for many projects. Thank you to all who voted and helped, especially @_SFTahoe.
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@teslaownerssv
@teslaownerssv
on x
BREAKING: Tesla has officially invested $2 billion into @xAI, acquiring Series E Preferred Stock on market terms. The deal, announced today, is expected to close in Q1 2026 subject to regulatory approval. As part of the agreement, Tesla and xAI entered into a framework for [image…
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@elonmusk
Elon Musk
on x
@WR4NYGov Optimus 4 will be built in Texas at much higher volume
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@elonmusk
Elon Musk
on x
Much more coming out from @xAI. We are cooking hard on many projects.
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@elonmusk
Elon Musk
on x
Real-time, high-quality shows and video games at scale, customized to the individual, next year. Medium to high resolution real-time video will technically happen this, but too expensive for mass market.
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@jeffskoll
Jeffrey Skoll
on x
I wanted to say a few words about @Tesla and @elonmusk regarding their decision, announced during yesterday's earnings call, to end the production of the Model S and X in Q2 this year. From the start, I have been a giant fan, investor and supporter of Tesla. I was the happy
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@wr4nygov
Warren Redlich
on x
I predicted S and X would be discontinued. Still sad to see them go. I'm a bit surprised they're building Optimus in Commiefornia.
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@sawyermerritt
Sawyer Merritt
on x
By June 30, 2026, Tesla will officially discontinue the Model S and Model X. Since the Model S rolled out in 2012 and Model X in 2016, about 740,000 of them have been delivered, each one helping define an era of Tesla's and automotive history. Salute to two amazing products 🫡 [im…
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r/technology
r
on reddit
Tesla: 2024 was bad, 2025 was worse as profit falls 46 percent
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@dwallacewells
David Wallace-Wells
on x
[image]
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@robertscotthorton
Scott Horton
on bluesky
Musk begins looting Tesla to advance his independent AI project. www.ft.com/content/78d5...
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r/TrueAnon
r
on reddit
Tesla: 2024 was bad, 2025 was worse as profit falls 46 percent
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@norbizness
@norbizness
on bluesky
Personally I'm ready to transition from cars on fire to robots on fire (once they actually appear in limited production in 2033)
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@karlbode.com
Karl Bode
on bluesky
I genuinely love what's coming for these companies — that humanoid robot will never, ever be commercially mass produced and it's fifth-place racist AI chatbot is a money pit