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Tesla’s Q1 ’21 Deliveries prove Elon Musk was right about the Model S and X in 2019

(Credit: Tesla)

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Tesla released its Production and Delivery figures for the first quarter of 2021 earlier today, and it proved that CEO Elon Musk was right about the Model S and Model X not being crucial to the company’s ultimate long-term growth. During Tesla’s Q3 2019 Earnings Call, New Street Research analyst Pierre Ferragu asked what Musk thought about the S and X moving forward and how Tesla planned to deal with the cannibalizing effects of the Model 3, the car that overtook the popularity of the company’s flagship vehicles.

Referring to the Model S and Model X as “niche products,” Musk always seemed to know that Tesla’s flagship vehicles wouldn’t take the company into “mass-market” growth. “I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future,” Musk said.

He was right. Looking at Tesla’s Q1 2021 delivery figures, there is a simple dash under the Model S and X category. Symbolic of the shutdown S and X production lines that are being retooled at the Fremont factory in preparation for the production of the refreshed vehicles, Tesla only delivered S and X vehicles in the company’s inventory. Despite the absence of 50% of the company’s all-electric models, Tesla reported nearly 100,000 more vehicles in Q1 2021 than it did in Q1 2020, moving from 88,400 to 184,800.

This is where Musk’s outlook becomes incredibly accurate, proving that his 2019 quotation regarding the Model S and Model X’s importance to the future is relatively minuscule. Tesla doesn’t need its two flagship vehicles to grow or sustain demand. The Model 3 and the Model Y do that.

It’s evident that Musk holds high regard for his two flagship vehicles. “They’re great cars. I mean, the Model S literally won MotorTrend’s best car ever in history, by the way. It’s incredible, especially the new one with variable damping suspension, hospital operating room, HEPA filter for air purification, the raven powertrain. It’s the fastest car in the world, and it’s just so easy to drive. It makes you feel like Superman driving that car. It’s incredibly safe. It’s just an amazing vehicle,” Musk said. However, he also realizes that the Model 3 and Model Y are just better vehicles, while the Model S and Model X are “art pieces, basically.”

Tesla has never been about making fancy, amazing, eye-catching vehicles, at least not in the long term. The Model S and Model X were both head-turners: the S, with its sporty look, was not the stereotypical electric car. Musk once said that driving an electric car didn’t have to be a boring, slow, or golf cart-like experience. It was supposed to be fun, fast, exhilarating, and it was (and still is). The X, with its falcon-wing doors and comparable performance to the Model S, only solidified this. But they were ultimately just the bait for the average car buyer. In the mid-2010s, if people saw a Tesla, you can bet their heads gravitated toward it. They were rare, and in some areas, it was probably pretty close to seeing a Lamborghini or a Ferrari for some people.

This was all a part of Musk’s Master Plan. While it describes the capital-raising efforts of the S and X to welcome in a line of affordable vehicles like the 3 and the Y, the Master Plan also involved catching consumers’ attention by offering unbelievable cars that were not powered by gas. The S and X simply opened the doors for the 3 and the Y, eventually opening the doors for another line of even more affordable models.

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Musk was always right about the Model S and Model X. They were never going to take Tesla into the stratosphere. They were only going to be the first two steps in the plan that made Tesla the most valuable car company in the world. Without the Model S and Model X, Tesla would be just fine. The company’s Q1 2021 delivery and production figures only solidified the fact that the two flagship vehicles that brought Tesla to its initial popularity were never going to be the vehicles that expanded the movement of electrification, nor made Tesla the household name that it has become in a period of three short years.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

The Pentagon taps Elon Musk to design the battlefield of the future

Hegseth named Elon Musk to help lead Project Meridian, a Pentagon study of future warfare.

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Elon Musk has a new role in the Trump administration. Defense Secretary Pete Hegseth announced on war.gov Wednesday that Musk will help lead Project Meridian, a new Pentagon study meant to identify the weapons and technologies the U.S. military will need to fight wars decades from now.

Hegseth unveiled the project during his State of the Force address at Marine Corps Base Quantico in Virginia. Musk will direct the effort alongside Anduril founder Palmer Luckey and former House Speaker Newt Gingrich, working under Pentagon Chief Technology Officer Emil Michael. All three men were in attendance, and Hegseth said their first meeting would take place directly after the speech inside a secure compartmented facility, according to The Hill.

Hegseth said the group “will be focused on discovering, developing, and fielding the weapons and systems that our children and our grandchildren will need in their lifetimes, without any creative limitations or restrictions, on any future battlefield, from under the Earth to beyond the Moon.” He added that Meridian is not meant to produce new strategy or policy documents.

SpaceX to become America’s Military data backbone for missiles, drones, and warfighters

A memo released after the announcement gives Michael until January 28, 2027, to deliver findings, a window of 120 days. It names artificial intelligence, autonomy, directed energy, robotics and biotechnology as the fields expected to change how wars are fought. The results will come as a public report with a classified annex. The memo says the study will run through a partner organization it does not name, and it does not mention Musk directly. His role comes from Hegseth’s speech and a Pentagon press release.’

Musk had not commented publicly on the appointment as of Wednesday evening. This will be Musk’s first official advisory role in the administration since he left DOGE last year.

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The mandate overlaps heavily with Musk’s companies. SpaceX is one of the Pentagon’s largest contractors, with 2026 defense awards topping $8 billion, much of it tied to launches and a suspected Starshield buildout out of Vandenberg. The Pentagon’s release says Meridian will examine domains “from subterranean depths to the cislunar frontier,” which maps onto The Boring Company’s tunneling and Starship’s lunar plans. Tesla’s work on autonomy and Optimus falls within the fields the memo lists.

Meridian was one of six initiatives Hegseth announced Wednesday. Another is a new Autonomous Warfare Command, which the department wants operating as a four-star combatant command by October 1, 2027.

The news lands a day before SpaceX is scheduled to fly a classified National Reconnaissance Office payload on Falcon Heavy, one of three launches the company has planned for Thursday.

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SpaceX set to launch astronauts and a classified Falcon Heavy mission on the same day

SpaceX plans three launches Thursday, including Crew-13 astronauts and Falcon Heavy’s first classified NRO mission.

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Crew Dragon sits atop Falcon 9 at sunrise on Cape Canaveral's pad 40, less than a day before four astronauts are set to launch to the ISS. (Credit: SpaceX)
Crew Dragon sits atop Falcon 9 at sunrise on Cape Canaveral's pad 40, less than a day before four astronauts are set to launch to the ISS. (Credit: SpaceX)

SpaceX is lining up one of the busiest single days in its history, and the company offered a preview on Wednesday morning with a simple post on X: “Sunrise at pad 40.” The video and photos show Falcon 9 standing at Space Launch Complex 40 at Cape Canaveral, roughly a day before it is scheduled to carry four astronauts to the International Space Station.

That launch is only the first of three SpaceX missions planned for Thursday, October 1, across both coasts.

Crew-13 is targeting liftoff at 11:10 a.m. ET, with a backup opportunity Friday at 10:47 a.m. ET. NASA astronaut Jessica Watkins will command the mission, with NASA’s Luke Delaney as pilot and Canadian Space Agency astronaut Joshua Kutryk and Roscosmos cosmonaut Sergey Teteryatnikov serving as mission specialists. According to NASA, Dragon is set to dock with the forward port of the station’s Harmony module around 8 p.m. ET, less than nine hours after launch. Watkins is the only member of the crew who has flown before, and Kutryk will become the first Canadian to reach orbit through NASA’s Commercial Crew Program.

The Falcon 9 booster is flying for the third time after supporting Crew-12 and a Starlink mission, and it will attempt a landing at Landing Zone 40 beside the pad. That site made its debut in February when the Crew-12 booster touched down there, as Teslarati reported at the time. Crew-13 will relieve the Crew-12 astronauts, who have been aboard the station since the middle of February.

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On the West Coast, another Falcon 9 is scheduled to lift off from Vandenberg Space Force Base in a window running from 2:18 to 3:16 p.m. ET, a flight NASASpaceflight lists as a Transporter rideshare mission.

The day is set to close at 11:53 p.m. ET, when Falcon Heavy launches from Launch Complex 39A with NROL-97, the first National Reconnaissance Office payload ever to fly on the rocket. SpaceX rolled the vehicle out to the pad Tuesday night. Its two side boosters, which previously flew GOES-U, ViaSat-3 F3 and NASA’s Roman Space Telescope, will return to Landing Zones 1 and 2, while a new center core will be expended in the Atlantic. The Roman launch took place on August 30, so NROL-97 will come barely a month later as Falcon Heavy’s third flight of 2026 and 14th overall.

NASA taps SpaceX to launch the telescope that could unlock new worlds

If all three Florida boosters land as planned, it would be the first time the Space Coast has seen landings at LZ-40, LZ-1 and LZ-2 on the same day, according to the Orlando Sentinel, which has warned residents in Brevard, Orange and Volusia counties that more than one sonic boom is possible.

The schedule arrives just three days after Starship reached orbit for the first time on Flight 14 from Starbase, Texas, deploying 26 Starlink V3 satellites. If Thursday’s missions stay on time, SpaceX will have flown Starship, Falcon 9 and Falcon Heavy from four different pads in about four days.

Crew-13 is also the start of a longer run for Dragon. NASA recently added Crew-15, Crew-16 and Crew-17 to SpaceX’s contract in a $946 million modification, keeping Dragon as the agency’s only operational ride to the station while Boeing’s Starliner remains grounded.

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Tesla Cybercab and Semi have more in common than you might think

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Credit: Tesla

Although the two vehicles are built for completely different use cases, Tesla utilized engineering expertise while developing both the Cybercab and Semi to build a thermal architecture that would fit both vehicles. Of course, with some slight revisions.

The development was noted by Lars Moravy and Dan Priestley last week at Tesla’s Semi Handover event in Sparks, Nevada, where the company showed off its dedicated production facility for the Class 8 truck.

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Tesla’s decision to develop one thermal architecture for both the Cybercab and Semi is one of the more revealing engineering choices in the company’s 2026 lineup:

“We designed it at the same time we designed the Cybercab and we said okay we’re going to take our most efficient vehicle and our biggest vehicle and we’re going to take one thermal system and make it work for both.”

Core parts, meaning the compressor, pumps, and heat exchangers, are shared, with only modest changes to cooling-loop sizing and a larger radiator on the truck. The result, they said, is a compressor and thermal stack already proven across millions of miles, delivering “reliability from day one.”

Priestley also highlighted a practical payoff of the indirect design:

“There’s no AC lines, there’s no refrigerant lines…It comes from the factory fully charged, sealed with refrigerant, and it just exchanges coolant. It doesn’t actually run refrigerant up to the front of the vehicle.”

This eliminates potentially leak-prone plumbing that would otherwise require hands-on service, reducing overall uptime and potentially cutting into business margins. The megamanifold runs cabin HVAC and every powertrain heating and cooling loop at once, recapturing waste heat from motors and the battery instead of dumping it the way a diesel engine does.

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The approach is just the latest chapter in a continuing story of stretching thermal solutions across wildly different vehicles. Model Y’s Octovalve evolved into the Super Manifold used on Cybertruck, and later Model S/X refreshes. Cybercab then introduced Supermanifold V3, which Tesla says is 80 percent automated to build and 38 percent more efficient than typical automotive thermal systems.

Tesla has done the same with the 4680 cells, both being utilized in the Cybertruck and Semi, and with heat-pump compressors that Priestley noted were already common across the passenger-car fleet.

Concurrent development of crucial vehicle elements buys scale and reliability that a truck-only thermal system could not match. High-volume passenger car parts are cheaper and more accessible, which can give fleets a sealed, low-maintenance loop of operation from their first day of operation.

For owners and operators, that translates into less energy spent on cabin heat in the colder months, fewer refrigerant-related repairs, and a thermal architecture already stress-tested at passenger-car volumes before the first high-volume Semi left the lines in Nevada.

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