Tesla is killing Model S and X in favor of building robots
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Tesla revealed during the Q4 2025 earnings call that it again uses its failed 4680 cells in the Model Y's battery packs, surprising unsuspecting customers
Tesla appears to be quietly rolling out a new version of its Full Self-Driving computer, "Hardware 4.5", or "AI4.5."
Tesla has resumed US production of Model Y batteries with its in-house 4680 cells—more than two years after the company halted production of the Model Y with
Tesla just objectively decreased the value of the Model 3 and Model Y. On Thursday, the company said it’s paywalling its lane-centering feature, Autosteer, for new purchases of the two EVs in the US and Canada.
Tesla has officially removed lane-centering for Model 3 and Model Y trims in the U.S. It's a big nudge toward subscription Full Self-Driving.
Tesla's premium models will soon be a thing of the past.
The Fremont factory will still manufacture Model 3 and Y, but the space where Model S and X are made will instead focus on mass production of Tesla's Gen 3 Optimus robots.
Tesla will discontinue the Model S and X this spring, converting Fremont production to its Optimus robot program.