Elon Musk is killing the Tesla we know — and replacing it with something much bigger

Tesla's strategic direction appears to be shifting significantly, with reports indicating a potential phasing out of the Model S and Model X production lines at the Fremont factory. This change is reportedly to make way for the expansion of Tesla's Optimus robot development, specifically targeting an "Optimus V3 factory." This move suggests a prioritization of the company's advanced robotics initiatives over its foundational electric vehicle models.

The implications of this redirection are substantial. The Model S and X represent Tesla's premium offerings and have been instrumental in establishing the company's reputation for innovation and performance in the automotive sector. Their potential discontinuation or significant reduction in production could signal a pivot towards a future where humanoid robotics plays a central role in Tesla's manufacturing and business model, potentially redefining the company's core identity beyond electric vehicles.