News
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.
-
- 2016 Tesla Model S revised front end
-
- 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.
-
- Revised Tesla Model S center console
-
- 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 analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
