In a dramatic shift, Tesla has announced the cessation of production for its Model S and Model X vehicles, redirecting resources towards AI development and humanoid robot production. This decision comes on the heels of a staggering 46% profit decline in 2025, signaling challenges in maintaining its foothold in the electric vehicle market. To bolster its AI capabilities, Tesla has committed $2 billion to xAI, aiming to integrate advanced technologies into its upcoming robotaxi fleet. While the stock saw a rise amid these bold moves, Tesla must navigate increasing competition from companies like BYD and Waymo in a rapidly evolving industry.
“Tesla is killing off the Model S and Model X”
“Tesla profit tanked 46% in 2025 https://t.co/QBXNzlmKDH”
“When Tesla stops building the Model S, it will mark the end of arguably the most influential car of the modern era, long the lifeblood of the EV maker, writes @timkhiggins.”
“Tesla has officially invested $2 billion into xAI. From Tesla's Q4 shareholder letter released today: '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 publicly-disclosed financing round.'”
“Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale.”
“Tesla’s energy storage business is growing faster than any other part of the company”
“Tesla encerra produção dos modelos S e X para construir robôs.”
“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.”
“"The next phase of $TSLA growth is physical AI," says Barclay's Dan Levy.”
“Tesla kills Models S and X to build humanoid robots instead”
“With an unprecedented $1 trillion pay package, Tesla bet on Elon Musk’s ability to drive up the stock price and establish Tesla as a robotics and AI juggernaut.”
.jpg&width=160)
%20-%20USA%20-%20UNOCHA.svg&width=160)
