Ride the Lightning: Tesla and EV Podcast Episode 548: Model S and X Discontinued in Earnings Call Shocker
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Feb 1, 2026 A startling earnings call reveals the Model S and X are being phased out and Fremont will shift to robot and autonomy production. Discussion covers Tesla's new mission toward autonomy and Optimus robots. Analysis touches on legacy S/X impact, possible Model YL and Plaid 3/Y replacements, charging and robotaxi rollout plans, and chip and vertical integration strategies.
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Order Now If You Want An S or X
- Ryan urges listeners to order S or X now if they want one, since production winds down next quarter.
- He emphasizes Tesla will continue support but not ongoing production.
Optimus Ramp Will Be Long And Strategic
- Elon says Tesla will convert Fremont's S/X line to a million-unit-per-year Optimus line, but ramp may be slow due to new supply chain complexity.
- He frames Optimus as a long-term strategic volume play tied to autonomy and AI investments.
Ambitious Timeline For Autonomous Coverage
- Elon projects fully autonomous vehicles in a quarter to half of the U.S. by year-end, subject to regulatory approval.
- He highlights the importance of regulatory preemption to speed national coverage.
