Tesla is committing automotive suicide

Tesla’s Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker.

In a single call, Tesla announced it’s killing the Model S and Model X, has no plans for new mass-market models, and is pivoting entirely to “transportation as a service.” The company that revolutionized the auto industry is walking away from it, not because it failed, but because Elon Musk got bored and found new toys.

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