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Tesla’s edge in battery and charging tech emerges in Model X vs Jaguar I-PACE range test
With just 15 years of experience under its belt, Tesla remains a neophyte in the automotive industry. Despite its short tenure, the upstart electric car maker continues to establish itself as a leader in battery technology and charging infrastructure. Tesla’s advantages in these fields became prominent in a real-world test between the Model X 90D and the Jaguar I-PACE in Germany earlier this month, when the two vehicles went head-to-head in a battery consumption and charging test.
Batteries are a core part of Tesla’s business. Since the days of the original Roadster, Tesla has gone all-in with its battery technology, from the Model S and X’s 18650 cells to the Model 3’s more energy-dense 2170 cells. The same is true for Tesla’s Supercharger Network. The Silicon Valley-based carmaker has invested heavily in the expansion of its charging infrastructure, to the point where the company’s vehicles today are among the few electric cars that are almost as convenient as fossil fuel-powered vehicles for long-distance driving.
The Jaguar I-PACE is an all-electric crossover SUV that boasts plush interior accents and a 90 kWh battery. With its large battery pack, Jaguar estimates that the I-PACE should be able to travel up to 240 miles per charge. The vehicle is also compatible with DC rapid chargers, including the upcoming IONITY Network, which is capable of providing an output of up to 350 kW. As shown by a range and battery consumption test by German YouTube channel nextmove, though, it appears that the I-PACE’s highway consumption and charging speed leaves much to be desired.

The publication opted to drive both vehicles on the Autobahn at highway speeds, traveling from Jena to Berlin (a distance of 268 km/166 miles). With both vehicles having a 90 kWh battery pack, and with the Model X being larger and heavier, it initially seemed like the I-PACE would have no problem keeping pace with the American-made all-electric SUV. Midway through the test, though, it became evident that the Jaguar I-PACE, despite being smaller and lighter, was less efficient than the Model X. At speeds between 93 km/h (58 mph) and 110 km/h (68 mph), for example, the I-PACE showed an average consumption of 22.5 kWh/100 km (362 Wh/mi). The Model X, on the other hand, had a consumption of 17.5 kWh/100 km (282 Wh/mi). That makes the larger, heavier Model X around 23% more efficient than the Jaguar I-PACE.
The Tesla Model X also outshone the Jaguar I-PACE in terms of charging. The German publication opted to charge the I-PACE at an IONITY station in a Porsche dealership. IONITY’s stations are capable of proving up to 350 kW of output, but despite this, the I-PACE was limited to only 80-83 kW. In contrast, Tesla’s Supercharger Network was able to recharge the Model X 90D with more than 100 kW of output.
While Tesla’s superior battery tech and charging system were notable in the Model X versus Jaguar I-PACE test, it should be noted that the Model X in nextmove‘s video was still equipped with Tesla’s legacy 18650 battery cells, which are incredibly reliable but not as energy-dense as the 2170 cells found in the Model 3. Tesla’s 2170 cells have garnered rave reviews from auto veterans such as Sandy Munro, who noted that the batteries are superior to those currently in the market. Tesla will inevitably roll out its 2170 cells to the Model S and Model X, and once it does, legacy carmakers like Jaguar would likely find themselves chasing a moving target. This was mentioned by Tesla CEO Elon Musk in the third quarter earnings call, when he noted that the Model 3 is currently the “most efficient energy per mile electric vehicle out there.”

“We’ve got the best in terms of miles or kilometers per kilowatt hour, and we also have the lowest cost per kilowatt hour. This makes it very difficult for other companies to compete with Tesla because we’re the most efficient car and the lowest-cost batteries. So I do encourage our competitors to really make a huge investment. And we’ve been saying that for a long time. And then they are only in this competitive disadvantage because they didn’t. We try to help them as much as we could, and they didn’t want to take our help.
“They can use our Supercharger network if they can just have an adapter for our — connector or something. We want to be as helpful as possible to the rest of the industry. The fact of the matter is we made the investment in the Gigafactory, and other companies didn’t. And we put a lot of effort into having extremely efficient cars, which are having the most efficient powertrains, and the other companies didn’t. But that’s what has put us in quite a strong competitive position right now.”
Back when Elon Musk outlined his plans for starting Gigafactory 1 as a facility specifically designed to manufacture batteries for Tesla’s electric cars; many were skeptical. In 2014, for example, the MIT Technology Review published an article expressing reservations about the project, arguing that the Gigafactory would be a risky gambit for Tesla since it would be difficult to determine if demand for Tesla’s electric cars would be consistent. The Supercharger Network was largely dismissed by the company’s skeptics as well, with critics stating that once other automakers like GM decide to go all-in on the electric car movement, they would be able to leapfrog Tesla’s charging system. As legacy carmakers are coming to the realization that it is not so easy to build electric cars, and as vehicles like the I-PACE lag behind Tesla’s legacy battery technology in the Model X 90D, it seems like Elon Musk’s “I told you so” moment in the past earnings call was well-justified.
Watch nextmove‘s test of the Model X 90D and the Jaguar I-PACE in the video below.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
