Tesla Phases Out Model S/X to Turn Fremont into a Robot Factory
TL;DR Summary
Elon Musk announced that Tesla will wind down production of the Model S and Model X in Q2 2026 and retool the Fremont factory to mass-produce the Optimus humanoid robot, signaling a shift from luxury EVs to automation and AI-driven robotics; the company aims for up to one million Optimus units per year, backed by more than $20B in 2026 capex, a TerraFab chip facility, and a $2B investment in xAI, as automotive revenue declines and BYD overtakes Tesla in EV sales.
- Musk Ends an Era at Tesla, Replaces Cars With Machines That Walk Indian Defence Review
- Elon Musk's $20 billion spending plan signals 'Tesla of yesterday is gone' CNBC
- Tesla’s Model S, Soon to Be History, Changed the Auto Industry The New York Times
- Tesla Just Killed the Most Important Car of the 21st Century The Atlantic
- Elon Musk says Tesla will stop producing its S and X models as it shifts to making robots NBC News
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