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[QUOTE="Queen, post: 85703, member: 27"]
Tesla is killing Model S and Model X to free Fremont for Optimus robots, betting robots beat premium EVs.

Models S and X get sunset
[LIST]
[*]Tesla plans to end production in Q2 2026.
[*]The call came during a quarterly results discussion.
[*]These cars became low-impact sellers.
[/LIST]
Why Fremont is changing
[LIST]
[*]Factory space shifts away from niche vehicles.
[*]Capacity gets reassigned to Optimus robots.
[*]Volume cars no longer justify that footprint.
[/LIST]
Elon Musk’s framing
[LIST]
[*]Elon Musk tied the move to an autonomy-first strategy.
[*]AI-driven products are the new obsession.
[*]Traditional lineup expansion takes a back seat.
[/LIST]
Sales mix reality check
[LIST]
[*]Model 3 and Model Y dominate deliveries.
[*]Other models barely register by comparison.
[*]Flagships lost relevance years ago.
[/LIST]
Delivery numbers paint the picture
[LIST]
[*]2025 saw over 1.58 million Model 3 and Y units.
[*]Other models combined sat near 50,850.
[*]The prior year showed the same imbalance.
[/LIST]
Optimus ambitions
[LIST]
[*]Robots are slated for sale next year.
[*]Production targets aim absurdly high.
[*]Scaling pressure will hit fast.
[/LIST]
Financial and market backdrop
[LIST]
[*]2025 revenue slipped roughly three percent.
[*]BYD overtook Tesla in global EV sales.
[*]Cutting slow sellers trims complexity.
[/LIST]
What this signals
[LIST]
[*]Premium EVs are no longer the focus.
[*]Robotics gets prime factory real estate.
[*]Fremont turns into a robot hub.
[/LIST]
[/QUOTE]

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