Motley Fool Money Tesla’s Daring Move
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Jan 29, 2026 
Jon Quast, Motley Fool analyst focusing on sector winners and corporate strategy. Matt Frankel, longtime Motley Fool investment analyst with stock and financial expertise. They dive into Tesla’s pivot toward autonomy and humanoid robots and the Model S/X production halt. They also tackle Meta’s huge capex plan, Microsoft’s OpenAI ties, and which industrial and AI-infrastructure stocks are catching attention.
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Tesla's Strategic Pivot To AI And Robots
- Tesla is shifting focus from pure EVs toward autonomy, humanoid robots, and AI investments.
- The company doubled down with massive CapEx, a chip fab idea, XAI funding, and discontinuing Model S/X to repurpose capacity.
Model S/X Cut Fits A Bigger Narrative
- The move to stop Model S and X production fits Tesla's new mission to create "amazing abundance."
- Matt Frankel and Jon Quast note S/X are under 5% of sales, so discontinuation is logical regardless of the robot push.
Skepticism Around Robot Timelines
- Analysts are skeptical about Tesla hitting mass-produced humanoid robot timelines given past missed deadlines.
- Jon Quast and Matt Frankel expect robot and robo-taxi scale to take longer than the two-year window many investors might assume.