Sales are tanking, profits are tanking, and he’s being forced to abandon his precious “SEXY” branding, by ditching the S and the X. Now it’s just “EY.”
Tesla has crashed, and is NEVER coming back. Sales/profits will continue to slip with each earnings report. The only thing keeping it afloat is because it is held in massive institutional investment accounts, but as it continues it’s inexorable slide, those institutional accounts will start to sell down, accelerating the slide, until they all bail, and Tesla stock nosedives.
Tesla will be bankrupt in 2 years.
I am personally rather skeptical about the commercial viability of humanoid robots in 2026, but I suppose that we shall see.
They are just the prototypes to the eventual Slaughterbots that will be deployed into the streets to kill us, and bring us under control.
He is shifting production to a robot he can’t even show a working prototype for. The US taxpayer will be buying some expensive Roombas in 2026…
The military and DHS will buy them up like hot cakes i bet. Coming soon to a street corner near you. My question is will they be armed with 5.56 or 7.62?
I smell Iron Man 2 plot.
But why has it become reality?
I just don’t understand who the market is supposed to be for humanoid robots. Manufacturing? They’ve already built bespoke task-centric robots. Consumers and businesses? They can already hire a real person without spending money upfront to “purchase” said person. I just don’t see the use case. It feels like another metaverse or smart glasses. Just another desperate grab at investor money and trying to claim the next “big thing”.
The plan is government contracts and kickbacks to Trump.
I mean, human environments are intrinsically made for humanoids to navigate. Like, okay, we put stairs places, things like that. So in theory, yeah, a humanoid form makes sense if you want to stick robots in a human environment.
But in practice, I think that there are all kinds of problems to be solved with humans and robots interacting in the same space and getting robots to do human things. Even just basic safety stuff, much less being able to reasonably do general interactions in a human environment. Tesla spent a long time on FSD for its vehicles, and that’s a much-more-limited-scope problem.
Like, humanoid robots have been a thing in sci-fi for a long time, but I’m not sold that they’re a great near-term solution.
If you ever look at those Boston Dynamics demos, you’ll note that they do them in a (rather-scuffed-up) lab with safety glass and barriers and all that.
I’m not saying that it’s not possible to make a viable humanoid robot at some point. But I don’t think that the kind of thing that Musk has claimed it’ll be useful for:
“It’ll do anything you want,” Musk said. “It can be a teacher, babysit your kids; it can walk your dog, mow your lawn, get the groceries; just be your friend, serve drinks. Whatever you can think of, it will do.”
…a sort of Rosie The Robot from The Jetsons, is likely going to be at all reasonable for quite some time.
How many times has Musk promised technology actually appeared?
He killed his EV company just as EV sales were taking off worldwide.
Damn. It’s the end then. That can only mean the robots are ready for the streets. Literally, THE STREETS.
Think about it. He’s in the government (non-elected) and they are deploying ICE agents everywhere.
The robots will 100% be seen standing at street corners “keeping the peace” within a year.
Omfg am I crazy, or is this realistic? Please just tell me I’m wrong and there’s no chance.
You’re not crazy, but it won’t be Elon who does it. The Tesla robots are nowhere near ready for production. This is vaporware, just like the Roadster.
With all due respect, you’re crazy. They can’t even scoop popcorn.
https://electrek.co/2025/07/23/tesla-teleoperated-robot-fail-serving-popcorn-first-day-new-diner/
I would worry but this is muskrat the ketamine king. He’s gonna fuck it up.
You are wrong. Not entirely wrong, just slightly.
Good luck!
You’re not crazy, just slightly panicked. They won’t be in the streets within a year. It will certainly take at least TWO years to get there ! Please, lets all remain reasonable.
They literally don’t even work.
Also, I think Hyundai/Boston Dynamics will get there first :
lol this is hilarious. kick the bucket+++++++. this may be fun to watch.
Nazis deserve a punch in the face, not money.
Boycott Tesla and Nazi led companies. Do not buy their products, do not buy their stock. Ensure any investment funds you have are free of Nazis.
This will be a glorious failure.
Even if his robots were ready for primetime (they’re not), I don’t see how he’s going to be able to price them affordably, given the RAM shortages.
They might have at least a few years worth of contracts in place. Beyond that, hopefully the current ram situation sorts itself out?
They don’t need to be affordable, they will be subscribed to. What, poor, you don’t have the iRobot subscription?
So basically the cars are not selling, but he doesn’t want to be seen to be closing the factories.
The S and X haven’t really sold well since the model 3/y were ramped up. Those ate most of their sales. Even before the nazi shit they were low, and he’s hinted a couple times before that as well that their days were numbered.
They did want a car to put fancy tech in like the plaid version, but that’ll just be the roadster now instead.
They are leaving a big gap in the lineup though without a bigger SUV, so it’ll be interesting to see if they bring the extended Y from China to other markets now.
Edit: actually it was just after the salute before it’s impact would have been apparent in Feb. They mentioned there was some nostalgia around them even though they weren’t selling a lot, but at the same time said they weren’t going to cancel them… so that didn’t age well.
It’s total bullshit. They don’t need to do anything to the factory. They haven’t made X and Y in Fremont for 2 years. There isn’t anything to retool or any space to reuse.
The factory already frequently takes manufacturing breaks for days at a time. If he had a robot to build, they have capacity, but let’s not fool ourselves. There is nothing to manufacture or deliver.
You’re dead on, this is just him hoping he can fool people into thinking they still even need his factories at full capacity. Pretty sure they don’t.
… Not using the existing machines doesn’t mean they aren’t still there, and not the right configuration for building robots…
This. They’ll shut down for retooling, open up to churn out a small number of robots that do nothing, and claim success while firing most of the staff.
Well the contract he signed for ~$1 trillion by 2035 specifies he has to deploy 1 million robots and 1 million robo-taxis. Which I can see happening.
The issue I see with it is he has to get Tesla car deliveries up to 20 million a year. To put that into perspective, new car sales in the U.S. has never hit 20 million vehicles that I know of. Globally I just saw their sales were at less than 2 million.
So chopping the $80,000+ models and keeping the ~$40,000 models that make up 97% of their sales makes sense. He needs something that will gather a lot of new sales, and there aren’t mass amounts of people with $100k to buy a new car.
My bet is on him selling cars to himself somehow
Nah, he’ll have the government buy them as fleet cars.
SpaceX are ‘buying’ all the Cyber Trucks no-one wants.
Weren’t local police departments looking at the cyber truck, ran trials, and said lol, no thanks
At least they ran trials. I feel the federal gov’t would just buy the shit with our taxes.
Good point ($1 million x $100,000 for cars)+($1 million x 500,000 for robots) is still less than a trillion $.
No?
Or I’m a fucking Nazi and no one will by my shit anymore.
Sadly, lots of fucking morons are still buying their shit.
Fewer, but lots.
There’s going to be plenty of idiots that will see the never proven mostly unusable robot as a good thing for the company. Another trillion dollar bonus package approved!
In keeping with Musk’s Swasticar theme, the new Model S will be the called the SS.
“Twice as fascist!”
Ain’t nobody gonna buy your stupid Nazibots either, di ckhead. You are universally despised.
Not universally unfortunately. Republicans/racists still think he’s pretty great.
Still? I hardly hear about the guy’s antics anymore.
Optimus robots? Do they have a crossover truck model called Prime? Is it actually a decepticon?
He desperately wants people to think he’s cool.
Crowd control Decepticon
Thinking about this further down the road: What happens when the company stops making cars altogether or drops support? Do these smart cars still function without having to call home, or do they effectively become bricks on wheels?
Bricks on wheels. They leverage AWS services last spelunking showed.
Lol
