Episode 548: Model S and X Discontinued in Earnings Call Shocker

Tesla's Q4 2025 earnings call opens with news that is somehow both not surprising and shocking all at the same time: the Model S and Model X are being discontinued. It's the end of an era for Tesla as the company looks to redefine itself in the coming decade. I've got so much to say about this, plus more highlights and analysis from the call. Join me! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier ! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at (don't forget the coupon code RTL too!). And enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTL10+ for 10% off your next purchase.

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Episode 548: Model S and X Discontinued in Earnings Call Shocker is an episode from Ride the Lightning: Tesla Motors Unofficial Podcast by Ryan McCaffrey.

This episode is 02:03:33 long.

This episode was published on Feb 1, 2026.

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