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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.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
