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Tesla Model S vs. Toyota Mirai Comparison
With the introduction of the new hydrogen-powered Toyota Mirai (the name means “future” in Japanese), there has been a lot of media hype about vehicles that use hydrogen fuel cells as their power source. Toyota, Honda and a number of other automobile companies have announced plans to build cars based on fuel cell technology.
Fundamentally, a hydrogen fuel cell produces electricity via an electro-chemical reaction that drives an electric motor that creates the motive force for a car. The technology requires high-pressure storage of liquid hydrogen, a fuel cell to convert the H2 to electrons, a control system to deliver the resultant electricity to an electric motor and/or battery that in turn drives the wheels of the vehicle. It’s a workable, if somewhat complex system that produces zero emissions and water as a by-product.
In the media, there are three major claims that are being made about cars powered by hydrogen: (1) that H2 is a 21st century energy source and will ultimately become the preferred power source for automobiles; (2) that hydrogen-powered fuel cells represent a significant improvement in environmentally safe automotive fuel, and (3) that cars like the Toyota Mirai represent a major threat to battery electric vehicles (BEVs) like the Tesla Model S.
Are any or all of these claims true? We thought we’d take a look.
After going through the popular literature and government/academic reports, we decided that the best way to present the array of information collected was with an infographic, “Tesla Model S vs. Toyota Mirai: A Technology/Vehicle Comparison,” that examines four broad categories of concern:
- underlying technology that powers the vehicle
- the two vehicles themselves
- technology required for refueling the vehicle, and
- environmental impact
Tesla Model S vs. Toyota Mirai
Technology
EV technology has been around for 100 years. It represents a remarkably simple method for automotive power that is constrained solely by the capacity of the vehicle’s batteries. Fuel cells are evolving rapidly and provide more energy capacity than modern Li-Ion batteries, but they require liquid hydrogen to be stored on board the vehicle in pressurized tanks. The Tesla Model S has an energy capacity of either 60 kWh or 85 kWh while the Toyota Mirai produces 114 kWh. The overall energy efficiency (from an environmental viewpoint) of BEVs is dependent on the efficiency of the electric grid from which a BEV obtains its diet of electrons. The efficiency of hydrogen-powered cars is impacted by the process that extracts hydrogen from other sources and the method by which hydrogen is transported to a refueling station.
The winner: It’s close, but the simplicity of the BEV system gives the underlying technology of the Model S a slight edge.
The Vehicles
Both the Tesla Model S and the Toyota Mirai are expensive, but that’s the price of new technology. The Model S is a premium, high performance automobile in ever sense of the word. It is a visually beautiful car that conjures images of a Aston Martin or Jaguar and has been lauded as one of the best sedans in the world. It has won praise from virtually every automotive media source, and is one of the safest, roomiest cars on the planet. The Toyota Mirai has an eccentric look that gives it a boxy Prius-like feel. It appears to provide good, basic transportation, but it is not for those who want a bit more than good, basic transportation. Finally, the Tesla Model S is here today. By 2017, there will be about 160,000 Model S vehicles on the road. Toyota projects that only 3,000 Mirais will be in the field by the same date.
The winner: No contest! The Model S is far superior to the Mirai in virtually every respect except for range.
Fueling the Vehicle
In our view, one of the major benefits of BEVs is that you refuel them at home, overnight, while you’re sleeping, so that your Model S is “full” every morning. Unless you travel long distances on a regular basis, you will rarely need a Tesla Supercharger or any other refueling source away from home. That’s huge, and often get’s lost in the discussion of “range anxiety” that always seems to invade the thinking of those who don’t own a Model S. Although fuel cells are sexy, it seems odd to us that Toyota has returned to a 20th century fueling station paradigm. In essence, there is little difference between refueling a Mirai and refueling a Camry. Sure, the fuel is different, but you have to hunt for a specific refueling station as your Mirai slowly depletes its hydrogen. No charging at home—ever.
The winner: No contest! Refueling your vehicle at home is a convenience that represents 21st century thinking. Model S provides that convenience. Mirai does not.
Environmental Impact
Both the Model S and the Mirai are environmentally impressive. Both have zero emissions and relatively low “well-to-wheel” inefficiencies. In our view, the beauty of a BEV is that it becomes increasingly friendly to the environment as our electric grid infrastructure improves. There is no need to separately transport fuel to a refueling station (a requirement for a hydrogen fuel cell vehicle) eliminating both the cost and the environmental impact of secondary fuel transport.
The winner: It’s a toss up. Both cars are environmentally friendly and both will improve as the grid becomes cleaner and as hydrogen extraction processes become more efficient and cost effective.
As a young engineering student I was taught that when you consider alternative systems that both achieve the same result, always choose the less complex approach. That’s common sense, but it appears that when faced with the same choice, Toyota chose the more complex option. Possibly, their engineers or marketing people were driven by concern about range, but that’s simply not as big an issue as they think it is. BEVs represent simplicity, and in an increasingly complex world, that’s something that many consumers like.
Is the Mirai (or another similar H2 vehicle) a “Tesla Killer”? Not a chance!
Originally published on EVannex
News
Tesla trims Model Y offerings as All-Wheel-Drive gets the axe
Tesla has trimmed its Model Y offerings as its Standard All-Wheel-Drive configuration has been removed from the online configurator after roughly nine months on sale. The move follows the removal of the Cybertruck, as its trims have also been minimized as that vehicle heads for total discontinuation at the end of Summer 2027.
Launched in February 2026 as a mid-tier dual-motor option between the Rear-Wheel-Drive model and the Premium trims, the Standard All-Wheel-Drive Model Y offered 294 miles of range and a 4.6-second 0-60 mph time in a stripped-down package.
🚨 Tesla has pulled the $41,990 Model Y AWD from its U.S. configurator after nine months on sale.
The cheapest AWD Model Y you can order is now the $49,990 Premium AWD, with Premium deliveries quoted for Jan–Mar 2027.
The $39,990 RWD stays, and AWD units remain in inventory. https://t.co/uROJp2lVpx
— TESLARATI (@Teslarati) November 13, 2026
With it gone, the cheapest new AWD Model Y buyers can configure is now the Premium AWD at $49,990, with estimated deliveries pushed into January–March 2027. The $39,990 rear-wheel-drive Model Y remains available for custom orders, and some AWD units are still listed in inventory.
The move arrives days after Tesla sharply narrowed its Cybertruck lineup. New orders for the Dual Motor AWD and Premium AWD versions have been disabled, leaving only the high-performance Cyberbeast—priced around $109,990 before fees—as the sole configurable option.
Elon Musk has stated that Cybertruck production at Gigafactory Texas will wind down around the middle to late summer of 2027 to free manufacturing space for greater Cybercab output. Tesla has raised prices on remaining trims and is prioritizing higher-margin builds while working through an existing order backlog that exceeds what the line can complete before conversion.
These parallel decisions reflect a broader effort to simplify Tesla’s retail customer lineup. Lower-volume or lower-margin variants are being phased out or deprioritized in favor of core, higher-spec models that generate stronger profitability and clearer production planning.
For the Model Y, this concentrates volume on the remaining RWD and Premium configurations while Premium deliveries already stretch into 2027. For the Cybertruck, it accelerates the transition away from a stainless-steel pickup that underperformed relative to initial volume expectations.
Tesla Model Y Standard Full Review: Is it worth the lower price?
The freed capacity and reduced complexity directly support Cybercab scaling. Tesla began pilot Cybercab production at Giga Texas in early 2026, launched paid autonomous rides in Austin in September, and is preparing for substantial volume growth.
By streamlining the existing vehicle portfolio, the company is reallocating factory space, engineering attention, and supply-chain resources toward its purpose-built Robotaxi, which lacks a steering wheel or pedals and is designed exclusively for unsupervised autonomy.
The result is a leaner retail lineup today and a clearer path to high-volume Cybercab deployment tomorrow.
Elon Musk
SpaceX Starship is going for a catch that could change spaceflight forever
SpaceX will try to catch both Starship stages today, a first for any orbital rocket.
SpaceX is set to launch Starship Flight 15 from Starbase on Friday afternoon, and if both stages make it back to the tower, the mission will go down as the first time an orbital rocket has ever been fully recovered. The 75 minute launch window opens at 4:45 p.m. CT from Pad 2, a day after SpaceX rolled Ship 42 out to the pad and shared photos of the move on X.
The first catch comes quickly. About six and a half minutes after liftoff, Booster 22 is scheduled to fly back to Starbase and settle into the launch tower’s chopstick arms, the first catch attempt for SpaceX’s V3 Super Heavy. SpaceX has caught the booster three times before most recently in March 2025.
Ship 42 moves to the Starbase pad ahead of launch https://t.co/pMUFTHneJQ — SpaceX (@SpaceX) November 13, 2026
The second catch is the one that has never been done. Ship 42 will climb to an orbit about 275 kilometers up, deploy 26 Starlink V3 satellites and complete about 14 orbits. Three of those satellites carry cameras to inspect the ship’s heat shield before it commits to coming home. If its reentry, landing burn and tower approach systems pass their checks, the ship will fire its engines to leave orbit, fall through the atmosphere in its belly flop position, flip vertical and drop into the tower about 22 and a half hours after launch, on Saturday afternoon. SpaceX gave a preview of that maneuver in an animation during its third quarter earnings webcast.
Elon Musk described a successful double catch on that call as “the first time that an orbital launch vehicle has been fully recovered” and a “profound technology milestone,” putting the odds of catching the ship at “more likely than not.” SpaceX has called it a potential “breakthrough moment in making Starship a reliable, rapidly reusable rocket,”
Reuse is where the economics change. Falcon 9 lands its boosters routinely, but its upper stage is thrown away on every flight. Starship is designed so both stages can be refueled and flown again, which is key to cutting launch costs. That matters for Starlink, where each V3 satellite is expected to carry roughly 10 times the download capacity of the V2 Mini satellites flying today, and for Starmind, SpaceX’s planned constellation of AI compute satellites.
It matters for NASA too. Starship is the lunar lander for the Artemis program, and reaching the Moon requires refilling a ship in orbit using several tanker flights. That plan only works if Starships can fly again and again. Musk has said he expects Starship to reach a weekly launch cadence in the first half of 2027.
Investors are paying attention. Morgan Stanley’s Adam Jonas wrote this week that a catch of both stages would likely be “a material positive” for SpaceX stock.
The last Starship flight in September reached orbit for the first time but ended after about three hours with a splashdown in the Pacific, short of its planned 10 hours, after some engines shut down. Since then, Booster 22 has completed a full 33 engine static fire and Ship 42 a six engine firing, as Teslarati previously reported. As of Friday morning, SpaceX was still waiting on the FAA to approve a license change covering the ship’s return over land.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
