News
Battery Pack to Have Huge Influence on Model 3 Design
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:
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.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
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 massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 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.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
News
Tesla starts preparing for Optimus in its smartphone app
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
