$ENSO Elon Musk plans$SYN to end production of the Model$CLANKER S and Model X as Tesla shifts focus toward an ambitious new frontier: building one million humanoid robots per year. The decision marks a dramatic turning point for the company, signaling that Tesla’s long-term vision is expanding beyond electric vehicles and leaning heavily into robotics and artificial intelligence. Musk says the Optimus robot program will soon become Tesla’s most valuable product, surpassing even its global EV business.
Transitioning away from the Model S and X reflects Tesla’s strategy to prioritize scalable technologies. Musk believes humanoid robots will reshape labor, manufacturing, and home assistance, creating an entirely new economic sector powered by advanced AI. The company is already testing early Optimus prototypes inside its factories, using them to automate repetitive tasks and accelerate production efficiency.
Investors and industry analysts are watching closely as Tesla reallocates resources, recognizing that the company is betting on a future where robotics becomes central to daily life. Musk’s forecast of producing a million units per year underscores the scale of his ambition and the potential global demand for human-assist robots.
Whether this transition becomes another industry-defining moment depends on Tesla’s ability to deliver robots that are safe, reliable, and capable of real-world applications. The shift makes clear that Tesla’s next chapter may be far more transformative than its first.
