Tesla will discontinue the Model S and Model X by the end of Q2 2026, CEO Elon Musk announced during the company’s Q4 2025 earnings call today.
The decision marks the end of an era for Tesla’s flagship vehicles, the Model S launched in 2012 and the Model X in 2015.
Musk’s reason: “Autonomy.”
Tesla has once again suggested that it has Robotaxis operating in the San Francisco Bay Area, despite the company cannot legally operate autonomous vehicles in the state of California.
Tesla has started building Model Y battery packs with its in-house 4680 cells again, more than two years after pulling the plug on the original 4680-equipped Model Y to prioritize Cybertruck production.
But this time, the motivation isn’t revolutionary battery tech. It’s tariffs. And also, Cybertruck’s poor sales mean the program doesn’t consume many batteries.
For the first time ever, Tesla has revealed how many people are actually paying for Full Self-Driving. The answer: 1.1 million, roughly 12% of its cumulative vehicle sales.
The disclosure came in Tesla’s Q4 2025 earnings report, where the company revealed “Active FSD Subscriptions” as a new metric. The number includes both upfront purchases and monthly subscribers, but excludes free trials.
Tesla (TSLA) released its financial results and shareholders’ letter for the fourth quarter (Q4) 2025 and full-year 2025 after market close today.
We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.
Tesla disclosed in its Q4 2025 earnings report that it has invested $2 billion in xAI, Elon Musk’s private AI company. The investment comes while Tesla shareholders are actively suing Musk for breach of fiduciary duty over his founding of xAI in the first place.
You can’t make this up.
Our mid-week Green Deals are being headlined by the official launch of Heybike’s new Villain Electric Dirt Bike at $1,399, and also coming with a $150 gift box of FREE gear for the first 80 orders. We also have a number of Anker eufy security devices at up to 50% off, led by the popular SoloCam S220 Solar Security Camera (and multi-packs) at their lowest prices starting from $50, as well as Anker’s F3000 Portable Power Station coming with 120V generator and EV adapter cables at a $1,199 low. There’s also some new Greenworks and Worx off-season tool lows to jump on, and much more waiting for you below – including EcoFlow’s Disaster Winter Storm Sale + flash sale lineup that all end tonight. And don’t forget the hangover deals at the bottom of the page, like yesterday’s Segway Xyber and Xafari e-bikes down at $3,000 and a $1,800 low, and more.
Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.
With production set to begin later this year, Lucid Motors (LCID) has built the first prototypes for its midsize EV. The new models will start at around $50,000 as Lucid expands into new segments.
