[https://www.businessinsider.com/elon-musk-tesla-discontinues-model-s-and-x-autonomy-robotaxi-2026-1](https://www.businessinsider.com/elon-musk-tesla-discontinues-model-s-and-x-autonomy-robotaxi-2026-1)
😂 What a joke of a company.
Great only two models to choose from soon. Sadly I think this is a mistake. People still need more vehicle than a Model 3 or Y and will go elsewhere losing them as customers even if they like a Tesla better. I don’t think people want to pay for subscriptions to have features in their cars after ripping away basic AutoPilot. I don’t want to use a robotaxi and have zero plans to ever want to own/manage a robot. Not feeling particularly good about Tesla’s direction and Elon’s push to create the scifi world he imagined. We BTW have a Model 3 and on second Model S. My husband will not want a Model Y. We have Tesla solar and PWs and Tesla stock.
Why these and not the cybertruck?
I really don't follow this stuff much at all, but just as a random observer, I'd guess it is mostly to do with product overlap Model S will probably be replaced by the roadster for a sporty car, with the 3 for more casual driving. I imagine the X is vastly outsold by the Y, and comes with a lot of mechanical challenges (I have genuinely no idea if the doors are still a challenge or not, to be clear) The cybertruck is niche enough to warrant the challenges, since it's sales probably have significantly less internal competition I literally have no idea though, just my uneducated guess
See everyone was right, they’re not a car company 😂
The S and roadster do not overlap. Roadster is still vaporware.
Well they know more than we do in that regard. Elon was hunting on Joe Rogan's podcast that a new reveal for it is immanent, but who knows how long it takes until an actual rollout from then. It's not that it's a direct overlap though, it's that its capabilities would be more marketable in either the 3 or roadster, depending on what the buyer is looking for. Instead it would find itself between the two, which I suppose they aren't interested in
What overlap? This comment doesn't make sense. The Model S is supposed to be a luxury sedan. Roadster isn't that. The Model 3 isn't that. I think they just want out of the luxury market since they can't compete or don't want to compete.
Shorting Tesla suddenly doesn’t seem so crazy after all…
The cybertruck outsold these combined by quite a margin and the cybertruck is new. Kinda obvious.
I wonder if getting rid of the X opens the door for model Y L?
Musk said on the earnings call that eventually Tesla will only carry the roadster so cybertruck will be gone at some point. X and S are being discontinued because they are using the Freemont factory (where they are made) to start producing Optimus. Cybertruck is made at the gigafactory near Austin with batteries and other components, so decision was primarily based on easiest production location for Optimus. If they plan to get rid of most the models anyways, makes sense to start there given the new production prioritization.
Model X and S are not big portion of the sales tho, in fact it was there least performing and expensive models. If anything this will help cut production cost
Great question
If you own a model S or X you just lost half its current value
Ok
I don’t know for certain but I would guess and argue that they are the highest margin cars Tesla sells.
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Disagree, once unavailable, they will be in demand, especially if they have FSD purchased.
I don’t think this will actually happen. Mush says lots of things during these meetings that never actually happen or happen much later. Tesla is still actively advertising the Model X on their X account. They just launched a new generation of S and X (Palladium 3). Doing this doesn’t make much sense.
Roadster and Model S are not comparable. One is a two-door coupe with no extra space and the other is a four-door hatchback sedan with a lot of space.
He’s been doing that for years.
S and X are their halo cars. Regardless if they have a lot of sales, they are important cars for the brand.
Not really, even at low volume with a higher margin vehicle we are still likely talking about hundreds of millions in profit, at the very least in the high tens of millions, and profit is profit. If anything the real “production cost” is killing vehicles that have profit margins to spend ungodly amounts of money to retool an entire factory in order to produce a “product” that has no real customer base and has so far brought in absolutely zero dollars. Car manufacturers can easily spend hundreds of millions to switch a factory from one model to another, can you even imagine the cost involved in switching to a completely different product that doesn’t even resemble a car in any way?
Incorrect. If this actually happens it will slow depreciation and will actually increase in value after a while… depending on if they bring them back at some point.
Perhaps I'm not explaining my point clearly, because we're saying some similar things. My point about the S in particular is that it doesn't do fantastic with luxury at this point, and the marketable features are really that it's a sedan and it's fast. The model 3 covers the sedan/casual driving market for them, and the roadster will eventually cover the sporty market. They aren't finding the luxury portion to be marketable, so they don't see it fitting in the product line
How can you carry 5 people in the Roadster?
They are completely transforming the factory to produce Optimus and good luck finding parts
They will offer FSD transfer to a new vehicle which is what they do from time to time.. not sure if you listened to full call but Elon was very firm on this decision.. Tesla will be a full tech company and won’t be interested in selling cars.. model 3/y will phase out closely when cyber cab is up and running.. selling cars are too costly for them selling services is more profitable
per US law they need to have 8 years worth of parts in stock
No way they stop selling cars. They are expanding globally constantly. Gigafactory needs placed for batteries and cars are a big part of that story.
People have traded in their Model S for a performance 3.
That was my thought exactly!
Redditors are fantastic at missing the point. I said the model 3 serves that function, not the roadster.
Neither is a large sedan. Neither serve that function. Somehow I misunderstood, “Model S will probably be replaced by the Roadster…”
So now you missed my point that that is a feature they are finding not marketable
The comments in this thread show just how uninformed a lot of people are. Sales of Models S and X have been pretty slow for a while even after the refresh. This is pretty evident if you look at the sales numbers in the quarterly reports rather than relying on Reddit.
The Roadster becomes the new Halo car. That’s why it overlaps.
The New Model 3 is arguably better than the S in a number of ways.
They aren’t comparable. But the S was always the Halo Car.
The S isn’t much bigger than the 3. And the Y is more usable.
Possibly. But maybe not with dwindling sales.
Which is why the Roadster is the new halo vehicle.
Any new product has brought in zero dollars. Tens of millions in profit but that number decreases as sales decrease.
What’s so much better about the S than the 3 or Y? Having owned all three of them, the 3 is only a little smaller and the Y is more usable.
Yes. And that’s the point. I was expecting the Roadster becomes the halo car and the YL becomes the 6 seater worldwide.
Musk doesn't seem too worry about following laws.
When a refresh of a vehicle happens old parts disappear as well. This would be no different.
There isn’t a “new generation”. There hasn’t been once since Plaid. They always do little tweaks.
This is speculation. All 3 vehicles sell so poorly that quarterly sales of the S, X, and Cybertruck have always been reported together.
There’s a big difference in finish and quality. I’ve had an S, 3 and currently have an X. The S and X feel like a luxury car with the ride and quality of materials. The 3 and CT feel much cheaper with weird sounds, creaking, fit, etc. This is just my experience having had those 3 and had a CT as a loaner.
But the Y L is terrible
Yeah I don't know why. The model 3 straight up lacks a dashboard screen for the driver. It's a downgrade in features they used to have.
The Model S / X got discontinued in Australia years ago and it's significantly boosted values of these vehicles in the second hand market, especially the X.
All other manufacturers discontinue vehicles. Tesla is unique in that it keeps model generations going for much longer than competitors. Car companies stockpile parts and just because a production line isn't producing the vehicles themselves doesn't mean individual parts have to stop being produced. And then you have the after-market suppliers that often step in later down the line.
Please do it. Post a screenshot
maybe my s plaid will go up in value!! get em while you can
Yeah absolutely love driving my S, will absolutely find a new ev after my S
They have got to have some new models down the pipeline right? Right?? They really should have paired an announcement about future models with discontinuation of the S and X. It’s time for the Model miniVan or something cuz thats a wide open market right there.
Most likely it didn’t make sense for a roadster to (possibly) return with an S in place. And a lot of rumors for a YL coming makes the X also not needed. Also, 100k is a lot for a vehicle for most people during this economy too.
There is a new generation. The 2026 is part of the Palladium 3 generation. It’s listed separately from Palladium 1 and 2 in their service manuals as well as the part catalog.
The r&d spend has already taken place. I do not think they are paying THAT much more for cogs even if it is lower purchasing volume
Roadster doesn’t exist and isn’t a halo car.
No they aren’t. Not completely. They will still be making S and X parts.
Yeah they're all down at Starbase.
Not selling FSD, taking a tiny subscription, not selling cars with Autopilot, losing sales to those, limiting other options for cars. Making a product with no market and isn't fully developed. Yeah, a lot of reasons to short.
They could building the cyber truck and they would have enough inventory to probably last forever.
Ah yes the 100k roadster market is huge… oh wait… as Porsche kills its smallest roadster and bmw kills its z4. Telsa is once again a decade full of promises late to the game just like the cyber junk
I wonder how the Model Y XL made for China fits in. I’d prefer that to a X or S any day.
OP posts in the tesla haters sub and lives in Europe. Probably pissed off that he can't have FSD.
Future models are the Robovan and Cybercab (starting production in April). All future models will be autonomous and without any steering wheel or pedals. They are hints that a small delivery van type truck, similar to the Cybertruck, may be produced but it's just a guess now. Existing models like the Y & 3 will be produced and refreshed as time goes on. The last new vehicle with a steering wheel and pedals that Tesla will make is the new Roadster.
Looks like they Taycan’t keep up with the competition when it comes to luxury.
Those people are objectively foolish. Shaving a second off the 0-60 time to impress the lads isn't worth losing range, air suspension, comfort, space, quieter cabin, or an instrument cluster.
...what ways?
Youre either lying or just...delusional lol. I've owned both a Model 3 and a Model S. The S is just a better car. It just is. In practically every way
Makes sense.
100% they will
I love Tesla cars but only having two versions will make me shift to another EV. I’m not buying a robot anytime soon. The cyber truck was a complete failure. Why not a regular small truck and kick Rivian to the curb?
Easy to say when SpaceX is buying them all lmao. Cybertruck is a horrible pretend-a-truck.
Is Elon trying to get out of the auto business? Is it going to be called Tesla Robotics soon?
The only US car company that sells competitively in China, despite it being like 3-4x more expensive. The company that powers the vast majority of battery farms for renewable energy for western countries. The company that literally popularized EVs. Meanwhile most of the major US car companies like Ford are retreating from EVs. They’ve done way more for climate change than most. And if it wasn’t for them, America would be even more behind than China. Yes what a joke of a company.
Do you know how supply and demand works? What happens if supply suddenly shrinks because there’s no new supply? Just look at Australia used prices after they discontinued it.
The reason Cybertruck was not selling is because they promised a 300 mile range truck for $37K but they are selling it at a much higher price tag. If they can get the price tag somehow below $50k, it will go back to being the cost effective work truck, and will become an attractive offer to blue collar contractors and police. Both of whom strongly lean conservative so they won’t be turned off by the reputation issue
A couple of reasons. People are 1. buying newer \[tech and looks\]. The Model 3 has it 2. handling is better on the Model 3 3. the 3 is cheaper and since people are buying tech they consider paying less now knowing they’ll upgrade in the near future. Plus, I think the 3 has greater resell value.
Nah the S is a lot better in quality, cleaner look, faster, nicer drive, etc. also still having the dashboard screen and bigger main screen is nice IMO.
Do you have a source regarding the battery farm market share? There are plenty of other BESS solution and I rarely see tesla outside of the US.
2 models are really one model. 3 and Y are the same car with different bodykits.
Ok, but can you add the hatch to the M3?
Musk, lately, has put cart before the horse. If they successfully launched Optimus and the demand was off the charts, I would understand discontinuing the symbols of the company. I know, because they are awesome cars, if Tesla just did some advertising, S and X sales would take off. Model S is one of the best daily drivers on the planet.
The “coming by the end of the year for a decade FSD”? I’m not pissed off, I’m totally enraged I can’t get fucked in my ass that hard by Tesla…
My prediction, it's easier to build new vehicles on the cybertruck drive and control platform than to update the s and x. They can't announce those until s and x are done though or sales would crater even more than they already have.
Lol underrated comment. I have a model x plaid and switched to a Macan EV. Price is comparable and the Macan is a waaaaay better drive and feel. At $100k you need the luxury. Sometimes when I drive the X I’ll miss the tech, but I much prefer the Macan
Should have kept model X, it supposed to be my retirement car. Btw I hate cybertruck
Agreed. Cybertruck will probably be the platform for a new 3 row SUV.
ITT: Redditors describe how the most successful automaker run by the most successful businessman is complete garbage and they’d do it better
Nobody bought them anyway
Nobody buys the X and S, people do buy the truck
I'm thinking he must know something we don't about Optimus capabilities for him to be this bullish.I also think he is envisioning the cybercab to replace a lot of transportation.IMO he wants to eventually stop selling cars all together.
I hope you’re right. We’ve had a long stretch of strategic mistakes. The team that birthed model 3/y, and now is long gone, seemed more capable of editing Musk.
So dumb. Tesla has enough market cap to invest in both. It's not as if there aren't other factories in the world to try to optimus
And you always need to have the higher end model to make the cheaper model look like a bargain
What do u do for a living
Stay at home wifey :)
However little they’re making from S and X, optimus is gonna make them look like money printers in comparison. I guarantee you it’s gonna be Tesla Semi part two where one or two companies order a few, Tesla produces a few (losing billions in the process) and then it slowly fades away because the economics don’t work yet for how little value you get.
Optimus ..... the robot that is at like high-school when compared to actual robotics companies ? The one that cant do shit and no one wants ? .... why ??
You're thinking on consumer level, not commercial manufacturing. Optimus is meant to replace factory workers and other workers performing mundane tasks. I'm not a huge fan of the idea but Tesla is playing a long game and they will on the level or Microsoft in the next few years.
I’m actually specifically talking about industry/manufacturing—IMO current gen humanoid robotics offer ZERO value to consumers aside from novelty and hardly any value to industry. The tech, much like AI, is extraordinarily impressive by itself and on a technical level, but it’s still just not reliable or capable enough yet to actually be widely disruptive outside a few niche areas. I don’t believe you can show me an example of a task that optimus can do better than or even as well as a human. That means it needs to be able to work MUCH longer and more reliably than a human to actually make sense for a company to replace a human with one, and they’re just not there when it comes to autonomy, dexterity, battery, and most importantly, ability to adapt/improvise to edge cases. Don’t get me wrong, there WILL be an AI/robotics revolution at some point where it completely disrupts the very nature of human labor, but we’re just not there yet and this game is going to ruin Tesla if Elon keeps doubling down.
Also the Model 3 seats sits quite lower than the Model S.
It makes sense since Roadster 2 still isn’t a production car. So the Model S/X during that time took some features from the Roadster 2. Tri motors, 1.9 seconds with rollout, carbon fiber interior, yoke, etc. I would think that once Roadster 2 comes into production. An answer to Model S would maybe follow from the Roadster 2’s platform. Trade off of sportiness for more comfort, and space as a grand tourer.
In terms of sportiness, 0-60 Acceleration, nimble handling etc.Roadster 2 will mainly replace Model S at that. It could return in a new form as a large sedan that’s more comfortable grand tourer with updated features. Like a new platform from Roadster 2.
I’d love a Roadster 2 instead of a Model S. Can I fit my family of 4 in it?
The number one thing Optimus offers over humans is it doesn't' have to be paid, and has no complaints in working without breaks 24/7. Even if it's 40% less efficient than a human, the difference in Labor hours more than makes up for that shortcoming and long term efficacy, dexterity battery and everything else you point out will only go up. Again you have to think about this long term. People didn't invent the supersonic jet before they invented the by-wing prop plane. This humanoid AI driven robot (Optimus is just showing people the opportunity. Future robots will do things better/faster but you have to start somewhere and Tesla thinks they're far enough along in the development of Optimus to make it a commercially viable product so they're going to start selling them and improve them over time, no different than they did with their electric cars.
It’s uglier that crap. You can price it less than 50k and still it won’t be popular
Those Porsche and BMW cars were not halo cars nor flagships.
Tesla thought the cyber truck would be a halo and sell 500,000 per year Elon’s estimate lol. The roadster will sell even worse
Tesla’s no longer the S3XY option for EVs
I wanted one, but couldn’t justify it costing twice the Tacoma I ended up with. Price is absolutely the biggest issue.
Agreed
There are less people who want a truck in general. I just don't see myself needing any truck
Damn, I was drooling during the latest Leno Show presentation. To me the most beautiful car in the line up.
Being a halo has nothing to do with sales numbers.
I am 194cm tall. S is the only reasonable car from Tesla lineup for me - daily, fast, spacious. Model 3 or even Y cannot fit passenger behind me, boot space is joke (3). However I would not buy a new one anyway as I own second one and the price of the new and Tesla's ignorance of quality assurance are incompatible.
Wondering if the cancelling of the s will increase their value...
So the S was the halo, then the cybertruck was a halo and now the non existant roaster is a halo lol.
Tesla can’t make a self driving car because of the difficulty so far. They’re promising a robot that can do everything, walk your dog, do the dishes, cut the grass. It is so much more difficult to get a product to do all that it’s hilarious anyone even considers it’s possible.
If they’re phasing out all models eventually, why would they need a halo car? Do you understand the point of the halo car is to drive sales of lesser models?
Still love my 2014 Model S. I’ll drive it til the wheels fall off! So far, no real maintenance issues and I have free superchargering for life.
You don’t seem to understand what “halo” means in this scenario…
Tesla ran out of ideas. The decade old S never changed giving its buyers zero reason to ever go back and buy a new car. It’s like if you’re a bmw guy or Camry guy you know every 5 years or so the next new car with the new tech is coming. Tesla was like nope, you can pay $120,000 for a 2012 design
When introduced in 2019: * RWD: $39,900 ~ 250 mi. * AWD: $49,900 ~ 300 mi. * Tri-motor AWD: $69,900 ~ 500 mi. The 300-mile range one was $50K in 2019 dollars ($60K in today's dollars) - still way off the pricing mark, as AWD is $80K in 2026 dollars Some positives that made it to production, but were not at the 2019 announcement: * 4 wheel steering * steer by wire * 48V * fast v4 Supercharging Major misses from 2019: * pricing, pricing, pricing * load-bearing exoskeleton frame * ramp tailgate * internal integrated light bar * 6-seat configuration
Lost my job last year. If id known this is where tesla was headed is have sprung on one of the model S cars I saw on a used site for a really tempting deal, instead I went slightly cheaper and 20k less miles in a model 3. I felt weird using a model S as an uber vehicle..... till I saw someone ubering in one the other day... imagine being late trying to get to the airport and uber sends you a performance model S to get you there XD
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