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Tesla scraps its Model S and Model X lines to bet the company on humanoid robots

BUSINESS ★ FEATURED

Tesla scraps its Model S and Model X lines to bet the company on humanoid robots

Tesla tore down its Model S and Model X production lines in 46 days and is converting the Fremont floor into an Optimus Gen 3 robot factory, targeting first production in August 2026. The move comes as Tesla's EV profits collapsed in Q2, and as rivals Figure, Apptronik, and Travis Kalanick's newly funded Atoms intensify competition across the humanoid robotics race.

Julian Lim

5 min read

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