Jon Quast

Now the mission statement is to build a world of amazing abundance.

As Musk tells this story, Optimus robot program, autonomy, this is all part of creating abundance.

Considering that that is now the mission statement of Tesla, it makes perfect sense to go all-in on production of Optimus and these other autonomy efforts.

Discontinuing the lines of S and X models to repurpose them for robot production is what's going on.

This fits that narrative.

But here's the thing.

Matt pointed this out before the show.

X and S models, they account for less than 5% of Tesla's overall vehicle sales.

The truth is, these models aren't really selling anyway.

It made sense to get rid of them, whether or not autonomy was the big picture plan here.

It's a little bit of both, in my opinion.

X and S aren't selling.

It makes sense to get rid of them.

But the push is towards autonomy.

It is towards abundance.

It makes sense to go all in here.

Yeah, I would push the timeline a little bit beyond two years, for sure, for partly the reason that Matt just mentioned.

But on top of that, yes, looking at $20 billion in capital expenditures here in 2026, that's about double its previous all-time high.

It doesn't necessarily need to spend that much for the next several years.

Not to mention, it'll be interesting to see if some of these things start ramping up.