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Exploring Details Behind the Tesla Model S Update
After four years on the market, Tesla has quietly released a new styling update for the Model S aligning it with the design found on the Model X and Model 3 prototype.
Tesla CEO Elon Musk has once said that Tesla continues to improve on their vehicles making sometimes twenty engineering design changes per week, with many of them being released via over-the-air software updates, but major redesigns are few and far between.
Let’s take a closer look at what the new Model S “refresh” introduced.
Exterior Design Updates
The most noticeable exterior update is the new front-end of the Model S which looks most like the front-end of the Model X.
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- 2016 Tesla Model S revised front end
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- Red Tesla Model X with Silver 20″ Wheels
Though they look very similar in design, the Model S looks even sleeker due to the lower profile over the Model X. The revised look keeps the Model S modern in appearance, but subtle enough that it still remains true to its original contour and body lines.
One update that easily goes unnoticed is the relocation of the front facing radar. Because of the new grill-less design of the Model S, the Tesla design team had to move the radar up from the bottom grill to the open space behind the Tesla emblem. This not only helps with functionality because of a higher mounting position with potentially less obstruction, but the new hidden location makes the car look a heck of a lot better.
Also improved on the exterior are the headlights which are now adaptive LED headlamps that adjust according to the curvature of the road. This is standard equipment found on the Model X but also seen on the Model 3 prototypes.
Interior Design Updates
The interior treatment of the Model S received a few new updates as well. Tesla has included a standard center console that looks to be the same one from the Model X.
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- Revised Tesla Model S center console
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- Tesla Model X Front Interior
Tesla Model S (left) vs Model X (right) interior
Tesla has also added a Figured Ash as an available interior trim. This trim has been very popular among Model X buyers, but it also happens to be a personal favorite of mine.
Additional Features
The Model S onboard charger has been upgraded from a 40A standard charger to a 48A standard charger, with an option to further increase charging rate by opting for a 72A “high amperage” charger. The older Model S configurations offered a 40A charger standard with an option to upgrade to 80A (‘dual chargers‘).
Tesla also made the automatic lift gate now a standard option which makes sense for a premium vehicle in this price range.
Included in the premium upgrade package is the BioWeapon defense mode air filtration system, as well as ambient interior lighting (previously an optional upgrade).
Pricing
While there were many rumors of a Model S price increase leading up to this design refresh, the new updates do not seem to be reflected in the price.
“The new Model S may actually be less expensive than before”
I priced out the latest Model S with options that I chose from before, and compared the new price side by side with one I previously saved.
The price from before was $98,450 and the new price is $104,450, but despite the price difference there are a couple of key differences which makes for the price disparity. Let me explain.
The last time I configured a Model S I couldn’t locate a high amperage/dual charger option so my $98,450 does not include that option. On the other hand, the updated Model S comes with a 48A charger as a standard feature. This is included in the base price of the vehicle.
Tesla also no longer offers the S85D which I priced-out back then, so this new price is for the 90D. In the past the extra 5 kWh was a $3,000 option.
If you back both of those out to the new price you get to a price difference of $99,950 or a price increase of $500. Keep in mind that the updated Model S also comes with a center console (previously a $650 extra charge) and the new air filtration system. Depending on how you look at it, the new Model S may actually be less expensive than before.
One could easily make the case that the new offering is an improvement over what Tesla offered before and is actually less expensive.
Summary
It’s great to see Tesla keeping the Model S design fresh and current despite all of the activity going on within the company, let alone conquering challenges with launching the Model X and preparing for the Model 3. Being able to pull off this current update – factoring in changes to production, logistics, service, etc – Tesla continues to defy naysayers and show the world what ingenuity and perseverance can accomplish in such a short amount of time.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
