521. TESLA LÂCHE LES AUTOS… POUR DES ROBOTS?! | TORQ
·22 min·2 clips
Tesla is discontinuing Model S and X production to convert factory space for Optimus robots.
The episode begins with host Jul Torq introducing Tesla's discontinuation of Model S and X production, citing the official reason as converting Fremont factory space for Optimus robots. He provides context on Tesla's sales, noting Model 3/Y are the volume sellers while S/X/Cybertruck move about 50,000 units annually. Torq argues this isn't about poor sales but a major strategic shift. He recalls past rumors about Tesla becoming a robot company focused on AI and autonomy. The host discusses implications for Tesla owners, predicting resale values will drop and service may suffer due to Tesla's limited dealer network. Torq predicts Tesla will increasingly detach from selling vehicles to individuals, focusing instead on robotaxis and autonomous commercial vehicles like a converted Cybertruck for deliveries. He mentions ongoing projects like the Roadster and Semi truck, both expected to be autonomous. The episode details Optimus robots, explaining they'll first handle dangerous, repetitive factory tasks before potentially entering homes for assistance. Torq notes early versions will be tele-operated by humans in low-cost regions, with a target price of $20,000-$30,000 USD. He expresses personal excitement about technological evolution but concern for Tesla owners and job displacement. Torq speculates that governments might push robot adoption by arguing they pollute less than humans. He suggests Tesla's plan was long-term, using car sales to gather data for autonomy rather than building customer loyalty. The host compares this to sci-fi scenarios where corporations control the world, hinting at Musk's potential ambitions. Torq concludes that discontinuing models indicates Tesla is switching from automotive to robotics and transport technology. He invites listeners to share opinions on robots, job concerns, and theories in the comments, and promotes VIP membership for exclusive content.
