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Battery Pack to Have Huge Influence on Model 3 Design

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Tesla Model 3 Rendition

The Model 3 is garnering more attention these days, as the Model X hits its stride on the streets of California—looking good I might say—and a probable release date in early Fall. Next up is Model 3 discussion and most of it centers around possible battery sizes.

A recent article via Seeking Alpha speculated on this very topic and predicted three different battery variations for the mass market Model 3 electric car: 43.9 kWh, 65.7 and another performance-based 65.7. Respectively, the author estimates 220, 320 and 330-mile battery range for the Model 3 in rear and all-wheel drive formats.

Carlson is right on the versions. Musk said recently at the annual shareholders meeting that “the standard version of the car (model 3) would have a single motor but we would offer a dual-motor as an option.”

Some comments from Carlson’s post suggest that Tesla’s lack of an alpha design prototype at this stage is worrisome. However, Randy Carlson mentions that upgrades in cell chemistry upgrades and battery pack configuration are the key considerations at this point in the Model 3 design.

Carlson writes:

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My guess, and it is exactly that, a guess, is that Tesla is looking at what battery performance they will get from Panasonic and their GigaFactory. Small changes in the Wh/kg of the battery impact the optimum size of the motors, brakes, suspension, even the structure of the car itself. Until battery performance is locked down, any design they make rests, in a sense, on quicksand.

Carlson also talks about the advantages of using the 20700 form factor battery cells “that are more compact and would remove battery modules from the front and back foot wells.” According to Carlson, Tesla designers could lower the floor by four inches and increase aerodynamics for the Model 3. Recent comments by Musk and JB Straubel suggest that 220 miles is the goal for the Model 3 base model.

Regular car buyers have fallen in love with all-wheel drive vehicles so it begs the question whether Musk and company can produce an inexpensive base version in this format?

ALSO SEE >>>> Mass Market Design for Tesla’s Model 3?

Tesla once offered a 40 kWh version of the Model S, but discontinued the model due to low demand. Could the same happen for a base version of the Model 3 and its single motor design? I doubt it due to the higher initial battery costs as the Gigafactory opens and with Model 3 production slated for 2017 (late) and 2018. (Freudian slip regarding Model 3 release date recently, eh?).

So it comes down Gigafactory cell buildout in the coming months and hopefully it dovetails nicely with the Model 3 design. According to Musk and Straubel, the Gigafactory is proceeding smoothly, so spring 2016 should be an exciting time for Model 3 speculation.

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"Grant Gerke wears his Model S on his sleeve and has been writing about Tesla for the last five years on numerous media sites. He has a bias towards plug-in vehicles and also writes about manufacturing software for Automation World magazine in Chicago. Find him at Teslarati

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SpaceX Starship just nailed something it’s never done before

SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.

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Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.

Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.


Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”

Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.

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— TESLARATI (@Teslarati) July 25, 2026

The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.

SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.

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Tesla’s Supercharger Diner probably just secured more locations

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tesla diner
Credit: Tesla

Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.

The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.

Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:

On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.

Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.

Tesla makes major change at Supercharger Diner amid epic demand

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Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.

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Investor's Corner

Tesla short sellers win big after shares fall after earnings

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A red Tesla Roadster driving around a turn
(Credit: Tesla)

Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.

Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to BloombergShares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.

Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.

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However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.

S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.

Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.

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At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.

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