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Richard Rumelt Profile picture
Richard Rumelt
@RRumelt
Feb 1 • 7 tweets • 2 min read
Elon Musk’s "honorable discharge" for the Model S and X isn't a victory lap. It’s a clinical amputation.

Tesla isn't just changing its vision; it is reacting to the physical constraints of the factory floor.

A thread on the structural logic of a retreat. The Model S and X were the psychological anchors of Tesla. Today, they are ghosts.

By Q4 2025, they accounted for less than 3% of deliveries. Yet, they occupy 20% of the prime Fremont factory floor.

Strategy is about the high-stakes trade-off. Image