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Robotics & Autonomy·April 9, 2026·1 min read

Elon Musk says Tesla only has 'a few hundred' Model S and X in stock as the vehicles near end of life cycle

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Winding down flagship SKUs while talking robotics and self-driving is Tesla telegraphing a pivot from premium car OEM to autonomy and hardware platform. If you're in auto or mobility, assume the competition set is changing from model vs. model to stack vs. stack — software, sensors, and robots included.