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Tesla Model S P100D still king, but Elon Musk dubs Model 3 Performance as ‘higher value for money’
Tesla continues to actively promote the Model 3 to customers, with CEO Elon Musk recently stating that the Model 3 Performance is “higher value for money” compared to the company’s top-tier vehicle — the Model S P100D.
Musk’s latest push for the Model 3 Performance came as a response to a Model S P85D owner, who inquired if it is worth trading in his larger vehicle to the smaller but seemingly more nimble Model 3 Performance. For the first time since the Model 3’s launch, Musk compared the car favorably against the Model S P100D, at least when it comes to value for money.
Model S P100D is def still the top end, but Model 3 Performance is higher value for money
— Elon Musk (@elonmusk) August 5, 2018
In a lot of ways, Elon Musk’s statement does ring true. After all, the difference between a fully loaded Model S P100D and a fully-optioned Model 3 Performance is substantial. In Tesla’s design page, the Model S P100D is listed with an estimated cost of $135,200 with all options included. The Model 3 Performance, on the other hand, costs $80,000 fully-loaded. That’s a difference of roughly $55,000 — just slightly above the cost of a non-performance Tesla Model 3 Dual Motor AWD before any options.
This is not to say that Tesla is dissuading customers from purchasing the Model S P100D, of course. As mentioned by Musk in his tweet, the P100D is still the top end of Tesla’s offerings. With its gut-wrenching 0-60 mph time of 2.28 seconds with Ludicrous Mode, it is far quicker than the Model 3 Performance, which has a 0-60 mph time of 3.5 seconds. Nevertheless, the Model S P100D is known for severely throttling its performance when driven hard around the track — an issue that is not present in the Model 3 Performance, thanks to a clever battery and electric motor cooling system. The Model 3’s electric motors and battery use cooling circuits that are independent but linked. In the event that one component heats up, the system shifts cooling capacity where it’s needed. The system can also use the battery as a heat sink to shed excess thermal load from the motors.
Elon Musk’s latest tweet about the Model 3 Performance says a lot about the company’s strategy in the coming quarters. In the recently-held Q2 2018 earnings call, Musk and Tesla’s executives stood firm on their target of making the company profitable in the third quarter. Musk mentioned this in the call, when he linked the company’s profitability target to the Model 3 ramp.
“At a production rate of 7,000 cars a week, we believe we can be sustainably profitable from Q3 onwards. We’re going to try to raise that rate of the Model 3 production steadily in the coming quarters and try to get to the 10,000 cars a week number as soon as we can. I feel comfortable achieving a GAAP income positive and cash flow positive quarter every quarter from here on out,” Musk said.
So why the Model 3 Performance? Tesla likely makes a good amount of profit from the Model S P100D, but the full-sized sedan’s production has pretty much plateaued over the years. The Model 3 ramp, on the other hand, is still ongoing, and is expected to rise significantly in the coming quarters. Tesla is aiming to hit a gross margin of 25% for the Model 3, and with the vehicle’s production estimated to hit 10,000/week sometime next year, Tesla appears to have a solid shot at making its sustained profitability goals a reality.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
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Tesla AI team burns the Christmas midnight oil by releasing FSD v14.2.2.1
The update was released just a day after FSD v14.2.2 started rolling out to customers.
Tesla is burning the midnight oil this Christmas, with the Tesla AI team quietly rolling out Full Self-Driving (Supervised) v14.2.2.1 just a day after FSD v14.2.2 started rolling out to customers.
Tesla owner shares insights on FSD v14.2.2.1
Longtime Tesla owner and FSD tester @BLKMDL3 shared some insights following several drives with FSD v14.2.2.1 in rainy Los Angeles conditions with standing water and faded lane lines. He reported zero steering hesitation or stutter, confident lane changes, and maneuvers executed with precision that evoked the performance of Tesla’s driverless Robotaxis in Austin.
Parking performance impressed, with most spots nailed perfectly, including tight, sharp turns, in single attempts without shaky steering. One minor offset happened only due to another vehicle that was parked over the line, which FSD accommodated by a few extra inches. In rain that typically erases road markings, FSD visualized lanes and turn lines better than humans, positioning itself flawlessly when entering new streets as well.
“Took it up a dark, wet, and twisty canyon road up and down the hill tonight and it went very well as to be expected. Stayed centered in the lane, kept speed well and gives a confidence inspiring steering feel where it handles these curvy roads better than the majority of human drivers,” the Tesla owner wrote in a post on X.
Tesla’s FSD v14.2.2 update
Just a day before FSD v14.2.2.1’s release, Tesla rolled out FSD v14.2.2, which was focused on smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. According to the update’s release notes, FSD v14.2.2 upgrades the vision encoder neural network with higher resolution features, enhancing detection of emergency vehicles, road obstacles, and human gestures.
New Arrival Options also allowed users to select preferred drop-off styles, such as Parking Lot, Street, Driveway, Parking Garage, or Curbside, with the navigation pin automatically adjusting to the ideal spot. Other refinements include pulling over for emergency vehicles, real-time vision-based detours for blocked roads, improved gate and debris handling, and Speed Profiles for customized driving styles.
Starlink passes 9 million active customers just weeks after hitting 8 million
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
