Tesla, once the leader in electric vehicles, has announced plans to discontinue its iconic Models S and X due to a shift in focus towards developing humanoid robots. The decision is seen as a significant departure from Tesla's traditional business model of building and selling cars.
The company's financial results for 2025 revealed profits that were almost halved, with revenues declining year-over-year for the first time in its history. Analysts point to several reasons behind this decline, including CEO Elon Musk's increasingly polarizing views on politics and his promotion of AI-generated content that has alienated some potential customers.
Tesla's attention has shifted from building cars to developing autonomous driving technology, which Musk claims will be a lucrative business. However, the company's efforts in this area have been met with skepticism, particularly after its failed attempts to launch robotaxis in Austin, Texas.
The focus on humanoid robots, known as Optimus, is seen as a major departure from Tesla's traditional product lineup. The robots are expected to sell in the billions and could add up to $20 trillion to Tesla's market capitalization at some point in the future. Despite Musk's claims that the robots will be a game-changer, analysts question whether they can overcome the development challenges faced by previous models.
The discontinuation of Models S and X has significant implications for the company's future direction. The vehicles, once revolutionary for their electric range and performance, have become less competitive in an increasingly crowded market. Tesla's struggles to adapt to changing consumer preferences have led to a decline in sales, with production and deliveries slipping significantly over the past few years.
As Tesla moves forward, it remains to be seen whether the company can successfully transition from building cars to developing humanoid robots. Analysts will be watching closely as the company seeks to prove its vision for the future of transportation and the role that robots will play in shaping the automotive industry.
The company's financial results for 2025 revealed profits that were almost halved, with revenues declining year-over-year for the first time in its history. Analysts point to several reasons behind this decline, including CEO Elon Musk's increasingly polarizing views on politics and his promotion of AI-generated content that has alienated some potential customers.
Tesla's attention has shifted from building cars to developing autonomous driving technology, which Musk claims will be a lucrative business. However, the company's efforts in this area have been met with skepticism, particularly after its failed attempts to launch robotaxis in Austin, Texas.
The focus on humanoid robots, known as Optimus, is seen as a major departure from Tesla's traditional product lineup. The robots are expected to sell in the billions and could add up to $20 trillion to Tesla's market capitalization at some point in the future. Despite Musk's claims that the robots will be a game-changer, analysts question whether they can overcome the development challenges faced by previous models.
The discontinuation of Models S and X has significant implications for the company's future direction. The vehicles, once revolutionary for their electric range and performance, have become less competitive in an increasingly crowded market. Tesla's struggles to adapt to changing consumer preferences have led to a decline in sales, with production and deliveries slipping significantly over the past few years.
As Tesla moves forward, it remains to be seen whether the company can successfully transition from building cars to developing humanoid robots. Analysts will be watching closely as the company seeks to prove its vision for the future of transportation and the role that robots will play in shaping the automotive industry.
... think about it, Tesla's profits are almost halved and they're just gonna start making robot arms instead of cars? It doesn't add up. And what's really going on with Elon Musk's politics and AI stuff? Some people say he's trying to distract us from the real issues while they work on their robot plans... I mean, why else would a company with such a huge profit margin just give up on its best-selling models? 
It's all too suspicious if you ask me. And those humanoid robots, Optimus or whatever... it sounds like some kind of marketing ploy to get people excited about the future of transportation. Mark my words, something fishy is going on here... 
. Can we just stick to buildin' cars that actually go 
? I'm not sayin' it's gonna be easy for Tesla, but can't they just take their time and figure this whole robot thing out? 
. They're putting their chips on Optimus, which sounds cool but it's still a big bet. I mean, can they really make these things reliable and affordable? It's one thing to have fancy tech, another to make people want to shell out for robots 
. And what about the cars? The Model S and X are iconic, like, what happens to all those customers who loved their vehicles but aren't exactly stoked on buying a robot? 
The market is changing fast and Tesla needs to adapt faster if they wanna stay relevant 
? I mean, come on, humanoid robots? That's like something from a sci-fi movie! And don't even get me started on Elon's views - guy's gotta chill out a bit 
. Tesla used to be the go-to electric vehicle, and now they're just...doing robotics? 
. Almost half of their profits are gone? That's wild. I guess you can say Tesla's lost its mojo 
. I'm all for innovation and pushing boundaries, but humanoid robots? It just feels like a weird detour 
so tesla is basically saying "cars? who needs those?" 
. i'm not saying they won't make a killing with optimus or whatever, but i do think tesla's trying to spread itself too thin 
.
I mean, what's next? robots doing our laundry? 
The numbers just aren't looking good for Tesla right now – almost halved profits and declining revenues. It's gonna be interesting to see how this whole Optimus thing plays out...
. It'll be interesting to see how Tesla navigates this transition and whether Musk can successfully merge his vision for autonomous driving with a new line of humanoid robots that are both practical and commercially viable 
. And let's be real, the profits have taken a hit lately 
. If it can live up to Musk's hype and become a huge success, that'd be awesome 
. But I'm also keeping an eye on how the company adapts to changing consumer preferences. They've gotta prove they're still relevant in the EV market 
I'm all for innovation, but can't they just stick to making awesome electric cars like the Model 3? 
The future is r3d! 
Optimus, the new "leader of the pack"? More like optimi$t$e$? 
I mean, who needs a robot when you can have a Model S or X, right? 
and whats up with elon's views on politics? is he trying to start a revolution or something? 
. And what about all the people who rely on those cars for their daily commute? It's not like they're just gonna magically appear out of thin air