{"id":6270,"date":"2026-01-29T11:09:39","date_gmt":"2026-01-29T10:09:39","guid":{"rendered":"https:\/\/tesliens.com\/non-categorise\/tesla-halts-tesla-model-s-x-robotaxis-and-optimus-prioritized\/"},"modified":"2026-01-31T10:17:18","modified_gmt":"2026-01-31T09:17:18","slug":"tesla-halts-tesla-model-s-x-robotaxis-and-optimus-prioritized","status":"publish","type":"post","link":"https:\/\/tesliens.com\/en\/news\/tesla-halts-tesla-model-s-x-robotaxis-and-optimus-prioritized\/","title":{"rendered":"Tesla Halts Tesla Model S\/X: Robotaxis and Optimus Prioritized"},"content":{"rendered":"\n

Tesla just made a big move. By publishing its Q4 2025 results<\/strong> on January 28, 2026, the manufacturer announced the discontinuation of production for the Tesla Model S and Tesla Model X<\/strong>, its historic models that changed everything. But that\u2019s not all: Tesla is massively accelerating its efforts on supervisor-less robotaxis<\/strong> and preparing for mass production of the Optimus robot<\/strong>. <\/p>\n\n

I\u2019ve analyzed these results in detail, and frankly, it\u2019s a major turning point. We are witnessing three simultaneous revolutions: the end of an iconic lineup, the operational launch of autonomous taxis, and the industrialization of a humanoid robot. Tesla no longer makes luxury cars; Tesla is becoming a robotics company. <\/p>\n\n

Positively Surprising Financial Results<\/h2>\n\n

Q4 Exceeds Analysts\u2019 Expectations<\/h3>\n\n

The numbers speak for themselves: Tesla generated $24.901 billion<\/strong> in revenue in Q4, exceeding the $24.74 billion expected by analysts. It\u2019s a pleasant surprise in a rather tense automotive environment. <\/p>\n\n

But the most impressive thing is the non-GAAP EPS of $0.50<\/strong>, which significantly beats the consensus of $0.45. Yes, GAAP EPS is down 38% to $0.24, but this is mainly due to an investment in xAI<\/strong> of approximately $2 billion. An exceptional charge that masks the true operational performance. <\/p>\n\n

Q4 GAAP net income stands at $840 million. What impresses me most is that Tesla manages to beat expectations despite a difficult automotive environment, with increasingly fierce electric competition. <\/p>\n\n

If you want to follow Tesla\u2019s stock price directly from your screen<\/a>, this is the ideal time to keep an eye on the stock\u2019s performance after these announcements.<\/p>\n\n

2025, A Record Year Despite Challenges<\/h3>\n\n

For the full year, Tesla reports revenues of $94.827 billion<\/strong>. The automotive division accounts for $69.526 billion, but what really strikes me is the rise of energy storage<\/strong>: $12.771 billion. <\/p>\n\n

Tesla produced 1,654,667 vehicles in 2025 and delivered 1,636,129. We\u2019re talking about 1.6 million vehicles delivered<\/strong>, which remains a solid performance even if growth is slowing. <\/p>\n\n

But the real star of 2025 is the Energy division: 46.7 GWh deployed over the year, including 14.2 GWh in Q4 alone. A surge that shows Tesla\u2019s diversification is truly starting to pay off. Annual net income reached $3.794 billion. <\/p>\n

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\"Tesla<\/figure>\n<\/div>\n

Goodbye Tesla Model S and Tesla Model X, the Pioneering Legacy Ends<\/h2>\n\n

A Strategic Decision That Sparks Debate<\/h3>\n\n

The announcement came like a bombshell: production halt<\/strong> for the Tesla Model S and Tesla Model X<\/strong> starting next quarter, Q1 2026. Elon Musk justifies this decision by a concentration of resources<\/strong> on projects with higher volume potential. <\/p>\n\n

It\u2019s true that the sales volumes of these models had become negligible compared to the Model 3 and Model Y. But it still feels significant. These vehicles established Tesla as a credible premium manufacturer against German competitors. <\/p>\n\n

I admit it affects me, the Tesla Model S Plaid, exceeding 1,000 horsepower<\/a>, proved to the world that an electric car could be desirable, high-performing, and technological. It was the vehicle that changed the public\u2019s perception of Tesla. <\/p>\n\n

Fremont Factory Repurposed for Optimus<\/h3>\n\n

But Tesla never does things by halves. The production line that manufactured the S and X at the Fremont factory<\/strong> will be entirely repurposed to produce the Optimus robot<\/strong>. <\/p>\n\n

And the announced goal is dizzying: a line capable of producing 1 million units<\/strong>. One million humanoid robots is unprecedented in the robotics industry. We\u2019re moving from premium mobility technology to mass robotics technology. <\/p>\n\n

It\u2019s symbolic: Tesla is abandoning its first loves to embrace a radically different future. The question is: is the market ready for a million Optimus units? <\/p>\n\n

Robotaxi Becomes Tesla\u2019s Absolute Priority<\/h2>\n\n

And that\u2019s where it gets really interesting. Tesla launched its robotaxi service in Austin<\/strong> completely supervisor-less<\/strong>. No safety driver in the vehicle, no follow car. It\u2019s fully operational autonomous. <\/p>\n\n

The signal is strong: we\u2019re moving from the test phase to real commercial operation. And the ambitions are immense: to deploy unsupervised FSD<\/strong> in 25% to 50% of the United States<\/strong> by the end of 2026. <\/p>\n\n

But beware, the craziest part is yet to come. Elon Musk states that Cybercab<\/strong> production will exceed that of all other Tesla vehicles combined. If this prediction comes true, we\u2019re talking about a total overhaul of Tesla\u2019s business model. <\/p>\n\n

If Tesla pulls off this bet, we\u2019re talking about a total revolution in urban transport. Gone are personal cars that remain parked 95% of the time, making way for autonomous fleets in permanent circulation. The implications for current owners are massive: your Tesla could become a revenue-generating asset when you\u2019re not using it. <\/p>\n

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\"Tesla<\/figure>\n<\/div>\n

Optimus 3 and Tom Zhu: Signals of a Profound Transformation<\/h2>\n\n

Optimus 3 Arrives in 3 Months<\/h3>\n\n

Tesla announces the unveiling of Optimus 3<\/strong> in approximately 3 months<\/strong>, around April-May 2026. We\u2019re already at generation 3, which shows an impressive development speed. A new model every 6-8 months, that\u2019s pure Tesla pace. <\/p>\n\n

This announcement perfectly coincides with the repurposing of the Fremont production line<\/strong>. The potential applications are enormous: first in Tesla factories to replace repetitive tasks, then in the consumer market. <\/p>\n\n

Optimus\u2019s development speed is impressive; we\u2019re talking about a new model every 6-8 months. Tesla applies the same rapid iterative method to humanoid robotics as it does to its vehicles. <\/p>\n\n

Tom Zhu Massively Rewarded<\/h3>\n\n

Another strong signal: Tom Zhu<\/strong> received 520,021 stock options<\/strong> according to a SEC Form 4 filing on January 13, 2026. With an exercise price of $435.80 and a current price around $450, we\u2019re talking about a potential value exceeding $230 million<\/strong>. <\/p>\n\n

These options are locked for 5 years, until March 5, 2031. It\u2019s a clear message: Tesla is betting everything on its operational executive to successfully carry out this radical transformation. Tom Zhu has proven his effectiveness in international expansion and cost optimization. <\/p>\n\n

This reward shows that Tesla is betting everything on the perfect execution of its transformation. When changing professions (from car manufacturer to robotics company), you need the best to lead the operation. <\/p>\n\n

A Radical Shift Towards Robotics and Autonomy<\/h2>\n\n

Tesla is definitively closing a chapter, that of classic premium vehicles, to open two new ones simultaneously: total autonomy<\/strong> and humanoid robotics<\/strong>. It\u2019s a strategic shift<\/strong> of incredible audacity. <\/p>\n\n

The bet is clear: to become a robotics and AI company as much as a car manufacturer. With the future $25,000 Tesla compact car<\/a> also in the pipeline, the product strategy is taking shape: volume on affordable and autonomous vehicles, abandonment of traditional premium. <\/p>\n\n

Will Tesla succeed in this radical shift? Frankly, no one can predict it with certainty. But one thing is certain: Elon Musk and his team never do things by halves. The next quarters will be decisive, especially with the latest official announcements<\/a> confirming the explosion of the autonomous taxi business. <\/p>\n\n

I will follow this very closely and keep you updated on developments. One thing is certain: Tesla in 2026 will no longer resemble the Tesla we knew. Welcome to the era of mass robotics. <\/p>\n","protected":false},"excerpt":{"rendered":"Tesla just made a big move. By publishing its Q4 2025 results on January 28, 2026, the manufacturer…\n","protected":false},"author":1,"featured_media":6272,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","csco_singular_sidebar":"","csco_page_header_type":"","csco_appearance_grid":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[98],"tags":[89,90],"class_list":["post-6270","post","type-post","status-publish","format-standard","has-post-thumbnail","category-news","tag-model-3","tag-model-y","cs-entry","cs-video-wrap"],"acf":[],"onesignal_meta_box_present":null,"onesignal_send_notification":null,"onesignal_modify_title_and_content":null,"onesignal_notification_custom_heading":null,"onesignal_notification_custom_content":null,"_yoast_wpseo_title":null,"_yoast_wpseo_metadesc":null,"_yoast_wpseo_focuskw":null,"modified_by":null,"_links":{"self":[{"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/posts\/6270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/comments?post=6270"}],"version-history":[{"count":0,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/posts\/6270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/media\/6272"}],"wp:attachment":[{"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/media?parent=6270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/categories?post=6270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tesliens.com\/en\/wp-json\/wp\/v2\/tags?post=6270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}