Uploaded February 2026 | Updated September 2026, 2 weeks ago
Tesla recently dropped a bombshell during the 2025 Q4 earnings call: the Model S and Model X are being discontinued, with production expected to end in Q2 2026. Elon Musk referred to this as an "honorable discharge," signaling that these flagship vehicles have officially fulfilled their mission.
In this deep dive, I’m exploring the business reality behind the numbers—like how Model S/X sales have plummeted from nearly 50% of Tesla’s volume in 2017 to just 3% today. I’m joined by a group of EV enthusiasts and owners to get their raw reactions to the news.
We discuss the "three-step waterfall" strategy that started with the Roadster and led to the mass-market success of the Model 3 and Model Y. We also tackle the big questions: Is the Model S actually replaceable? Does the Model X fail as a "minivan replacement"? And most importantly, what happens to service and parts support after 2026?
Whether you view this as a logical shift toward Optimus robots and Robotaxis or the loss of Tesla’s "soul," there’s no denying the impact these cars had. If you're a Model 3 or Y owner, you owe your car's existence to the S and X.
Thank you for watching! If you found this breakdown helpful, please Like and Subscribe for more EV news and deep dives.
Thank you
@DennisCW
https://x.com/FthePump1 (@FthePump)
https://x.com/SjvTesla (@sjvtesla)
instagram.com/the1withoutboundries
https://x.com/Tesla2Lucid
instagram.com/tarick876
Videos
MX Long Range Delivery - youtube.com/watch?v=lKHM9wGYwoA
MX Plaid Delivery - youtube.com/watch?v=vNg051tSYRU
MX Long Range Surrender Day - youtube.com/watch?v=HB5JH3w63R0
MX Plaid Surrender Day - youtube.com/watch?v=-S5mgvUc0hQ
MX Plaid final review - youtube.com/watch?v=2Gz8rBCkFFU
Model S 75D review - youtube.com/watch?v=somAj1p4UzI
2026 Model S Long Range - youtube.com/watch?v=E-Zn4XGUqWk
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0:00 Intro
0:50 The business reality
1:44 Peak margins
2:21 Why the high margins?
2:34 Tesla Roadster
3:20 Project Whitestar (Model S)
3:44 Ian shares his thoughts
7:32 Model X followed
7:52 The core strategy
8:35 Joe shares his thoughts
11:10 It’s inevitable
11:43 Model S is more impactful
12:25 Dom and his Model S Plaid
15:24 Model S competitors
17:44 Tarick and 2020 Model S Dual Motor
18:31 No close competitor
19:17 Oh boy, Model X
21:47 Dennis chimes in
24:16 Model X competition
26:15 Wil Fthepump shares his thoughts
29:24 Competition has no FSD
29:59 Competition against gas cars
30:41 What can you replace it with?
32:50 Logical business move?
33:07 Cybertruck next?
33:35 Favorite memories for S/X owners
33:40 I love the Model X
36:06 What side are you on?
36:26 What is a flagship?
37:06 Outro
#Tesla #ModelS #ModelX #ElonMusk #TeslaNews #EVRevolution #Optimus #TeslaPlaid #ElectricVehicles #TeslaHistory #ModelSDiscontinued #ModelXDiscontinued
Code: S3NTNQED4VYFOGP6
Tesla recently dropped a bombshell during the 2025 Q4 earnings call: the Model S and Model X are being discontinued, with production expected to end in Q2 2026. Elon Musk referred to this as an "honorable discharge," signaling that these flagship vehicles have officially fulfilled their mission.
In this deep dive, I’m exploring the business reality behind the numbers—like how Model S/X sales have plummeted from nearly 50% of Tesla’s volume in 2017 to just 3% today. I’m joined by a group of EV enthusiasts and owners to get their raw reactions to the news.
We discuss the "three-step waterfall" strategy that started with the Roadster and led to the mass-market success of the Model 3 and Model Y. We also tackle the big questions: Is the Model S actually replaceable? Does the Model X fail as a "minivan replacement"? And most importantly, what happens to service and parts support after 2026?
Whether you view this as a logical shift toward Optimus robots and Robotaxis or the loss of Tesla’s "soul," there’s no denying the impact these cars had. If you're a Model 3 or Y owner, you owe your car's existence to the S and X.
Thank you for watching! If you found this breakdown helpful, please Like and Subscribe for more EV news and deep dives.
Thank you
@DennisCW
https://x.com/FthePump1 (@FthePump)
https://x.com/SjvTesla (@sjvtesla)
instagram.com/the1withoutboundries
https://x.com/Tesla2Lucid
instagram.com/tarick876
Videos
MX Long Range Delivery - youtube.com/watch?v=lKHM9wGYwoA
MX Plaid Delivery - youtube.com/watch?v=vNg051tSYRU
MX Long Range Surrender Day - youtube.com/watch?v=HB5JH3w63R0
MX Plaid Surrender Day - youtube.com/watch?v=-S5mgvUc0hQ
MX Plaid final review - youtube.com/watch?v=2Gz8rBCkFFU
Model S 75D review - youtube.com/watch?v=somAj1p4UzI
2026 Model S Long Range - youtube.com/watch?v=E-Zn4XGUqWk
Join this channel to get access to perks:
youtube.com/channel/UCxxfYRicpclvAjAveEgraYw/join
⭐️If you are planning to buy a Tesla, please use my referral link
https://my.linkpod.site/tesla
⭐️Rivian Referral is here.
SHERWIN1705934
https://my.linkpod.site/rivian
New partners
Epic Water Filters - epicwaterfilters.com/?ref=AFBJUPNLZI
15% off purchase using SHERWIN15
Cybertruck inspired smart watch from Wmbyy
amzn.to/4qW8Or4
⭐️ Jowua - Upgrade your Tesla now using code: SWF24
jowua-life.com/discount-code-for-tesla-owners-sherwins-fans
⭐️Enjoy 3W Floor Mats Exclusive Sale!
UP TO 33% off Purchase on 3W website:
Code: SHERWIN
Link: 3wliners.com/?ref=wviomavg&utm_source=ref%26utm_media
⭐️UP TO $30 off Purchase on Amazon:
Code: OFFGRID3W6
Link: amzn.to/3KYPjhn
⭐️ Hansshow
Affiliate link - https://my.linkpod.site/hansshow
Use coupon code - sherwin
⭐️ EVBase affiliate link - https://my.linkpod.site/evbase
Use coupon code: sherwin
⭐️ VION - https://www.vion.parts/?ref=sherwinm
Use coupon code: SHERWIN
⭐️ HaloBlk
haloblk.com
Use discount code to save - sherwin10
Haloblk Amazon Store - amzn.to/42ddezc
Connect
instagram.com/sherwinmdev
twitter.com/sherwinmdev
tiktok.com/@sherwinmdev
facebook.com/sherwinmdev
Other Youtube Channels
youtube.com/@SherwinTravels
youtube.com/@smartinupcreations
0:00 Intro
0:50 The business reality
1:44 Peak margins
2:21 Why the high margins?
2:34 Tesla Roadster
3:20 Project Whitestar (Model S)
3:44 Ian shares his thoughts
7:32 Model X followed
7:52 The core strategy
8:35 Joe shares his thoughts
11:10 It’s inevitable
11:43 Model S is more impactful
12:25 Dom and his Model S Plaid
15:24 Model S competitors
17:44 Tarick and 2020 Model S Dual Motor
18:31 No close competitor
19:17 Oh boy, Model X
21:47 Dennis chimes in
24:16 Model X competition
26:15 Wil Fthepump shares his thoughts
29:24 Competition has no FSD
29:59 Competition against gas cars
30:41 What can you replace it with?
32:50 Logical business move?
33:07 Cybertruck next?
33:35 Favorite memories for S/X owners
33:40 I love the Model X
36:06 What side are you on?
36:26 What is a flagship?
37:06 Outro
#Tesla #ModelS #ModelX #ElonMusk #TeslaNews #EVRevolution #Optimus #TeslaPlaid #ElectricVehicles #TeslaHistory #ModelSDiscontinued #ModelXDiscontinued
Code: S3NTNQED4VYFOGP6
