In a bold strategic shift, Tesla has announced the discontinuation of its iconic Model S and Model X vehicles, redirecting resources towards humanoid robots and AI technologies. This decision comes as Tesla grapples with a staggering 46% drop in profits for 2025 and its first-ever annual revenue decline, while still investing $2 billion in Elon Musk's xAI to enhance its AI capabilities. Amid intense competition from rivals like BYD, Tesla is leveraging innovations such as robotaxis and full self-driving features as key growth drivers for the future.
“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.”
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