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Numbers don’t lie. Why Tesla is trading S and X lines for Optimus
['Pratyush Thakur', 'Thu January At Pm Gmt', 'Min Read']
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Investing.com -- In Tesla’s earnings call on Wednesday Elon Musk told analysts the company will stop selling its Model S sedans and Model X SUVs.
Tesla Inc (NASDAQ:TSLA) is pivoting from EV to AI and robotics, with a $2 billion investment in Musk’s AI startup xAI.
According to Dorsheimer, Tesla is “trading S and X for Optimus,” as the economics favours the shift.
William Blair estimates Tesla sold about 30000 Model S and X vehicles in 2025, generating roughly $3 billion in revenue.
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