tech
Tesla kills Models S and X to build humanoid robots instead
EVs that were once industry-leading have long since been left behind.
TL;DR
- Tesla's 2025 financial results showed profits nearly halved and revenues declined year-on-year for the first time.
- Reasons cited include CEO Elon Musk's controversial political and social media activities, and an aging, problematic vehicle lineup.
- Tesla is discontinuing the Model S sedan and Model X SUV to repurpose factory space for humanoid robot production.
- The company is transitioning its FSD partially automated driving assist to a purely subscription-based model, phasing out Autopilot.
- Tesla is focusing on developing two-seat robotaxis and humanoid Optimus robots, with the latter reportedly slated for sale in 2027.
- The Model S and Model X have seen declining sales, with right-hand drive production ending in 2023 for certain markets.
- Musk admitted that Optimus robots are not yet performing useful work at Tesla factories and are still in the R&D phase.