Sad about the direction Tesla is taking

[M0unt41nm4n]

https://www.macrumors.com/2026/01/25/siri-google-gemini-release-date/

Well I'll be damned . I look forward to seeing this.

Nice to meet a fellow Apple fanboy too

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[Cayden Thompson]

Well I'll be damned . I look forward to seeing this.

Nice to meet a fellow Apple fanboy too

I'm not an Apple fan boi lol. The opposite. I'm in the Google Ecosystem using a Pixel 10 Pro Fold.

 

[M0unt41nm4n]

I'm not an Apple fan boi lol. The opposite. I'm in the Google Ecosystem using a Pixel 10 Pro Fold.

Fair enough. I rarely see non-Apple fanbois hit Macrumors. So I assumed. My bad.

 

[YDR37]

Why not do both?

Because Tesla's resources are very large, but not infinite. So sometimes they have to make tough choices when it comes to resource allocation.

For example, Tesla wants to start building robots. They want to initiate manufacturing at their Fremont factory, which is conveniently down the road from the robotics lab at Engineering HQ in Palo Alto. But the Fremont factory apparently doesn't have the capacity to build the Model Y and the Model 3 and the Model S and the Model X and the Optimus 3 robot. Something has to give.

So the S/X lines will go, to be replaced by Optimus 3 lines. And that scenario is probably playing out companywide. Tesla probably doesn't have the resources to develop new EV sedans and new EV SUVs and a new EV pickup and new robots and new cutting-edge AI. Something has to give.

 

[YDR37]

Tesla probably doesn't have the resources to develop new EV sedans and new EV SUVs and a new EV pickup and new robots and new cutting-edge AI. Something has to give.

Maybe things could have played out differently. Maybe, in theory, Elon could have spun off the robot/AI business into a new company, called "X Robotics" or something, while leaving the original Tesla to continue focusing on EVs. Or alternatively, spin off the EV division (or even sell it to a legacy automaker) while leading Tesla forward into the AI/robotics future.

But obviously that never happened and probably never will. Now the EVs and the robots are stuck in the same family, and the robots are the favored children.

 

[Cayden Thompson]

Maybe things could have played out differently. Maybe, in theory, Elon could have spun off the robot/AI business into a new company, called "X Robotics" or something, while leaving the original Tesla to continue focusing on EVs. Or alternatively, spin off the EV division (or even sell it to a legacy automaker) while leading Tesla forward into the AI/robotics future.

But obviously that never happened and probably never will. Now the EVs and the robots are stuck in the same family, and the robots are the favored children.

That's what I hope and wished would have happened.

 

[JCERRN]

That is a possability, though they could just be put in a large crate, turned off, and shipped via UPS/FedEx or by Truck (Tesla Semi Optimus delivery). If they were loaded in a CyberTruck, it would likely be horizontally crated in the cargo area, probably could fit in 2 there, and 4 more in the passenger compartment. The Cybertruck they would be in, would not have a steering wheel or pedals, of course.. so not the current model Cybertruck.

 

[M0unt41nm4n]

But obviously that never happened and probably never will. Now the EVs and the robots are stuck in the same family, and the robots are the favored children.

No…I think your original point earlier was correct. Elon wants his 1 trillion dollars. In order to get there, he needs the high value and high profit. That was not going to happen any time soon with the razor thin margins that a car company has. Their profit took a huge dive and with the high costs of EVs… his goals given to him by Tesla was going to be a stretch. His only option was to pivot into high bar initiatives that provide high growth and profit. His goals given to him was both a blessing and a curse in that the auto side had to have a lot less emphasis and parlay that into the high profit potential for robotics and automation.

 

[Cybermo]

I echo the sentiments of the op. Tesla really is just a tech company after all so I guess this move was inevitable. I think we all thought it would take a longer to get to this point, especially after such a stellar (although imperfect) product like the Cybertruck. It sucks to think that more than likely there won't be a 2.0, and if I had to guess there is no cyber van or SUV in the works any longer. Looks like I might have to aim to buy another one of these trucks during the final production run.

 

[PhilEsq]

I'm not happy about it either. I have a Cybertruck and a model X. My friend who has a Model S is rather upset. I may end up keeping the Cybertruck forever and hopefully keep the model X until I can replace it with an ultra luxurious BYD or other Chinese EV. I will never buy a model Y or 3.

 

[RobWashington]

If you voted for Elon’s new compensation package, then you voted for this. He needs to deliver 20M vehicles. S, X, and CT don’t help. Better to focus on cars that are built worldwide and continue to make them compelling.
Tesla still needs to deliver on unsupervised FSD for owners, including summon and banish. That will really change the world.
I love my CT but also love my Miata even though my track days are in the past. I believe driving for fun will be around for another generation but not likely longer. The world moves on and so will entertainment. The virtual environment is just in its infancy

 

[SCTesla]

If you voted for Elon’s new compensation package, then you voted for this. He needs to deliver 20M vehicles. S, X, and CT don’t help. Better to focus on cars that are built worldwide and continue to make them compelling.
Tesla still needs to deliver on unsupervised FSD for owners, including summon and banish. That will really change the world.
I love my CT but also love my Miata even though my track days are in the past. I believe driving for fun will be around for another generation but not likely longer. The world moves on and so will entertainment. The virtual environment is just in its infancy

He only needs to produce 11.8 million vehicles by 2035 and either sell those to third-party (could be consumer or companies) or put them into RT fleet.

 

[YDR37]

He only needs to produce 11.8 million vehicles by 2035 and either sell those to third-party (could be consumer or companies) or put them into RT fleet.

Telsa hit the 9 million vehicle mark in December 2025. So to reach 20 million by 2035, they actually need 11.0 million more over the next 9 years. This means an average of about 1.2 million per year.

That doesn't seem like a particularly difficult goal (even without any further deliveries of the S or X). Tesla deliveries peaked in 2023 at just over 1.8 million. They fell in 2024 and 2025, but were still at 1.64 million last year. Obviously the long-term trend is hard to predict, but Tesla vehicle deliveries are currently well above the necessary "1.2 million per year" level.

 

[SCTesla]

Telsa hit the 9 million vehicle mark in December 2025. So to reach 20 million by 2035, they actually need 11.0 million more over the next 9 years. This means an average of about 1.2 million per year.

That doesn't seem like a particularly difficult goal (even without any further deliveries of the S or X). Tesla deliveries peaked in 2023 at just over 1.8 million. They fell in 2024 and 2025, but were still at 1.64 million last year. Obviously the long-term trend is hard to predict, but Tesla vehicle deliveries are currently well above the necessary "1.2 million per year" level.

They don't even need to sell cars according to the plan. They can deploy them to the RT fleet.

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