Tesla kills Models S and X to build humanoid robots instead
Ars Technica • • business
Key Points:
- Tesla reported a significant decline in its 2025 financial results, with profits nearly halved and revenues dropping year-on-year for the first time, attributed to CEO Elon Musk's controversial actions and a shrinking, aging vehicle lineup.
- Musk has shifted Tesla's focus from traditional car manufacturing to ambitious projects like autonomous driving and humanoid robots, planning to discontinue the Model S and Model X to free factory space for producing Optimus robots expected to launch in 2027.
- The Model S and Model X, once revolutionary and market-leading electric vehicles, have stagnated amid growing competition from startups and established automakers, resulting in sharply declining sales and production, especially outside the US.
- Tesla's optimism about robotaxi technology and humanoid robots faces skepticism
