Tesla is committing automotive suicide
Summary
The article argues that Tesla's Q4 2025 earnings call signals a shift away from being an automaker toward transportation as a service. It claims Model S and Model X will be discontinued, the Fremont line repurposed for Optimus robots, and that the company envisions autonomous vehicles as the future. The piece criticizes this strategy as a risky move that could undermine Tesla's automotive business, citing declining revenue and production, and suggests alternative paths such as separating AI robotics from the automotive unit.