TESLA IS COMMITTING AUTOMOTIVE SUICIDE

Summary from the TLDR newsletter

Tesla's Q4 2025 earnings call made it clear that the company is no longer interested in being an automaker. The company has killed the Model S and Model X and has no plans for new mass-market models. It is pivoting entirely to 'transportation as a service'. Tesla will continue to focus on robotaxis, humanoid robots, and their supporting infrastructure, especially training compute.