Tesla Gives Up on Model S & X - Waveform: The MKBHD Podcast Recap

Podcast: Waveform: The MKBHD Podcast

Published: 2026-02-06

Duration: 1 hr 52 min

Summary

In this episode, the hosts discuss Tesla's decision to halt production of the Model S and Model X to focus on other projects, particularly the Optimus robot. They reflect on the implications of this move and the changing landscape of Tesla's vehicle lineup.

What Happened

The hosts kick off the episode with an introduction, highlighting the wide range of topics, including both new and discontinued products from major tech companies. They quickly dive into the main story: Tesla's recent announcement to stop production of their flagship models, the Model S and Model X, which have been staples of the brand since their inception. This decision comes as Tesla aims to repurpose their production capacity towards the development of the Optimus robot, marking a significant shift in their focus.

As they unpack this news, the hosts note that the Model S and X have not seen the same level of sales as the more affordable Model 3 and Model Y. With sales figures showing that the latter two models make up over 90% of Tesla's total output, the decision to discontinue the older models seems financially logical, despite the emotional weight attached to their legacy. Marquez emphasizes that it feels surreal to see these iconic vehicles being phased out, reminiscing about the excitement surrounding their initial releases and the technological advancements they represented for Tesla at the time.

Key Insights

• Tesla is shifting focus from luxury vehicles to more affordable models and robotics.
• The Model S and X have significantly lower sales compared to the Model 3 and Y.
• The decision reflects broader trends in consumer preference towards less expensive EVs.
• The hosts express a mix of nostalgia and acceptance regarding the discontinuation of the Model S and X.