Comment by kypro

I don't strongly disagree, but also don't really see why they would keep manufacturing X and S if the design is old and the car needs a refresh to be competitive? I guess the argument is that it would have been worthwhile refreshing it?

I mean that may be the case, but I get the sense that Tesla's primary goal at the moment is creating cheap robotaxi ready vehicles, and S and X don't really fit well with that. Partly because of cost, but also because I suspect it's harder to build FSD for multiple different vehicles so both models are just a distraction right now.

I'm not saying this article is wrong, but it seems like it may make sense that they focus on Y, 3, robotaxis and future projects like optimus.

I don't have strong opinions either way on Musk, but his ability to see future tech trends before others has historically been quite impressive. Personally I think the idea that Tesla would be better off behaving like every other car company betting on small iterative improvements to the current line up is really quite silly. It's going to be extremely difficult to compete with China without protectionist policies. Tesla probably should be looking to the next thing if they want to survive.