Author:  L. Karam Affiliation:  Independent Researcher Abstract In late January 2026, Tesla announced it would end production of its premium Model S and Model X lines by the end of Q2 2026, with manufacturing space—especially at Fremont, California—reallocated toward scaling its humanoid robot program (“Optimus”) and broader autonomy ambitions.  This decision is not simply a product-cycle update; it is an organizational pivot that reframes the firm’s identity, revenue logic,