No more S3XY lineup of models? I'm surprised Musk was okay with breaking that up.
C3CSY
Tesla ending Models S and X production
51–60 of 1001 posts
Re: Tesla ending Models S and X production
#52Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.
As a car company the expectation is that they develop new car models for consumers. They don’t seem to be doing that either.
Re: Tesla ending Models S and X production
#53Re: Tesla ending Models S and X production
#54The next shoe to drop will be shifting Model Y production from Fremont to Austin. Fremont will make Model 3s. Austin will make Model Ys and Robotaxis/2s. Cybertruck will be canceled. None of the Tesla plants will be making robots at any scale for many years.
Agreed, let alone 1M units a year!
Re: Tesla ending Models S and X production
#55Dropping the S and X is going to kill the market for them. Who is going to buy a car that they know is getting discontinued?
Carmakers discontinue models all the time. The support network is still around, and parts will still be produced for a while.
Yeah but most companies have a few dozen models, Tesla has 4.
Re: Tesla ending Models S and X production
#56I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
The problem with being a car company is that they'd have to compete with China. It's possible, but they'd have to make additional capital investments to keep up. They've just wasted a ton of money on a failed Musk vanity project (Cybertruck) and squandered a ton of goodwill in their home market via the DOGE fiasco. Cash flow is not what it once was, and if they're going to make a big capital investment, they're proba…
Right now they struggle to compete with European car manufacturers, there is no way they can compete with China.
Re: Tesla ending Models S and X production
#57Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.
I'm not surprised at the X, but the S has always been the flagship model with all the best features and the top performance. The 3 is a fine mid-sized car but it's very strange to get rid of your flagship model. Those always cater to a small audience anyways.
Re: Tesla ending Models S and X production
#58Earlier quoted context omitted.
Batteries - lots of uses beyond EVs, but lots of EVs are making use of the batteries they can produce, as well.
you could make the same argument about batteries. Panasonic and other exist.
The benefit of having control is that they can adapt them to their priorities. Similar Apple designing its own chips when there were already viable producers in the market.
They won’t need to rely on others prioritizing their priorities, like low volume, high cost early investments in batteries designed for a market (humanoid robots) that doesn’t exist.
If they then scale them up, they also have the benefit that there is no 3p supplier who can turn around and sell those to a competitor.
Re: Tesla ending Models S and X production
#59Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.
> Why is it seen initially so negatively?
Because Tesla is being measured against the benchmarks they set for themselves. It's not a good look with cancelled models, declining sales, and a lot of self-inflicted brand damage.
Musk used to claim Tesla will sell 20 million vehicles per year:
https://www.reuters.com/business/autos-transportation/tesla-...
The new goal is to have sold 20 million in total by 2035. That target represents a further decline in sales. And, given that Tesla over-hypes everything, maybe they won't achieve it:
https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...
Re: Tesla ending Models S and X production
#60I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
You should probably keep reading. Elon for years has said Tesla is not a car company. He’s also said the “factory is the product.” Tesla also has energy divisions and investments, as well as xAI investments now. Logically given that Model S and X are something like less than 5% of deliveries (and have been for years), if they’re right about Optimus, that capacity will generate far greater revenue.
Optimus is complete vapourware. The quoted 1M units a year would be utterly unbelievable from any company, let alone Tesla with their history of over-promising.