Tesla's Model S And X Are Being Made For "Sentimental Reasons." Should TSLA Just KILL Them Off Already?

Until the Model Y is available, they need the X to have an "SUV" in their lineup. I could see it going away when the Y hits the streets. I don't care for the way the windshield goes so far into the roof, myself. It's not an aircraft cockpit where you need visibility that high into the sky, and it just makes it harder to shield from the sun on bright days.

As far as the Model S, it needs a refresh but I believe they need to keep it in the lineup as an up-sell version.

I'd re-imagine the Model X into a much more conventional, upright SUV, and ditch the Fusion wannabe styling of the Model S and target the perfection of the Mercedes EQS concept.

The EQS is a soap bar, nobody knows what the real car will look like. I bet much different. The Model S can be tweaked and sold for another 5 years. A plaid high performance version would be cool for PR reasons alone and auto website clicks. I would think a plant in Europe is next on the agenda after the Model Y is launched and production in China has ramped up. So much for all the haters who wrote them off years ago.

The EQS is stunningly sublime and the prototype seems to be substantially similar in some very important ways. Whereas the Model S looks like a fat-assed Fusion.

Make the S/X much nicer inside to justify the $$. No point in spending the additional $$ right now unless you want the ludicrous mode.

Tesla should be developing next-gen ModelX. Large luxury SUV's are still important to every automakers lineup. and they should still consider revisions to the ModelS as well...unless a replacement is being planned. The S & X are still very much the "face" of the brand.

not having plans for revisions is very short-sighted.

I think there could be a Model H - for Huge debut as a traditional SUV built off the upcoming pickup truck platform. Add a 2 more doors a cab and a rear hatch and there you go. Something to compete with a Yukon or Expedition.

Tesla need not go anywhere near the full-size truck sector. Thats rolling in a totally different "lane" they need to stay out of.

The EV tech today just isn't mature enough for that kind of commercial capability & overall user "punishment". Developing a EV semi is different bc its basic job is to tug loads from A-to-B only. Consumers do an almost infinite range of things with & to their personal, work, commercial trucks. Tesla would get crushed trying to keep up with GM/Ford/Dodge-Ram. Especially when this isn't the sectors they want to be in.

Think Land Rover, Jaguar, Audi, M-B levels of luxury for every vehicle in the lineup...eventually.

If Tesla wants to survive, they need premium-priced, high margin vehicles. The Model X needs to morph into something like an EV BMW X7 priced at $120,000.

If Tesla wants to reinvent the Model S, they should stretch the wheelbase by 6" to 8" (would help the proportions and extra space could house more batteries), completely refresh the interior and tweak the styling and sell it for $90,000. Tesla should offer two variants only and then offer a sporty one for $140,000 to go head-to-head with a Taycan or Panamera class vehicle.

If you look at the projections, S and X combined will be like 5% of Tesla's business in 5 years. I have both the 3 and the S, and the S is overall a better car minus a few things (handling the screen UI are better in the 3), but there is no way it is worth 2-3x the cost of a Model 3. You have to really have loads of money where it is worth paying that multiplier for a car that is maybe 10-20% better.

Even though there is no real future growth potential for these two cars, they are essentially marketing. Halo cars that show what an EV is capable of, and therefore important to still build. The gigafactories will only do 3 and Y based on the last investor newsletter. Both the China factory and European one will not produce the S/X, only Fremont.

Speculation: The Roadster will also likely only be built in the US, probably by hand in a small corner of the factory. I think the Semi and Cybertruck will be built at Gigafactory 1 in Reno, and stay exclusive to the US for a long time.

The only cars that are needed for Tesla to survive and be successful are the 3 and Y. Everything else is niche. Also fun fact from a podcast with the chief designer, there is no mandate for brand consistency. The truck could look like nothing Tesla has ever done in the past, same with future products.

Model Y is just too small. Tesla needs a conventionally styled Model X type vehicle with 3 rows and a sizeable cargo area. The X is too small for any sizeable family that wants to go on a road trip. Worse yet, the falcon doors preclude the installation of a roof rack. Build something akin to the GLS Mercedes class and they will come.

I saw one Y in person, it looks pretty roomy inside for 5 people. I have no idea how the 3rd row will be, the prototype didn't have it, but I can't imagine more than a child getting back there. It's about 6 inches taller than the Model 3 with similar ground clearance (offroading is a no go) and it's maybe a foot longer. 66 cubic feet of storage which is 10% more than a Models S and similar to an Audi Q7.

I don't, but I am an investor for a long time. Got to see the Semi, Roadster, and the Model Y at the investor day this year which was awesome.

The exterior of the X and S are attractive, the interior needs to be brought upscale with more storage, more luxurious dash and center console.

Agree but I would like to see more of a Model 3 clean aesthetic than pure luxury. I really like that look more than a traditional dash now.