The audience put on their HTC Vive headsets, which allowed everyone to see each other at their tables with color-coded avatars. A virtual mini slot car track appeared, and each person grabbed a single Vive controller and competed with others at their tables. Little Jaguar slot cars flew around and off the virtual track. Conversations erupted and interactions flourished as the audience played and waited. Soon, a presenter via live local video feed arrived, and the virtually-enhanced room suddenly filled with the avatars of all 66 people present, interconnecting everyone through virtual reality (VR).
The video feed switched everyone’s attention. It outlined Jaguar’s journey from its founding as the Swallow Sidecar Company in 1922, to this moment in time prior to the 2016 LA Auto Show, with the flashy reveal of a concept version of its I-Pace all electric sport utility vehicle.
The Jaguar I-Pace Concept is essentially a direct competitor to Tesla’s Model X P90D, with a dual motor design and 90 kWh battery that puts out an equivalent of about 400 horsepower and 700 ft. lbs. of torque. The Jaguar model is 12″ shorter, 3″ narrower, and a tiny bit taller than the Tesla product. It will feature a 90 kWh battery that should give the car approximately 300 miles of range using the U.S. testing standard. The battery should be able to recharge to 80% in just an hour and a half. The Jaguar electric powered SUV is purported to be capable of going from 0 to 60 mph in roughly four seconds. Jaguar is hoping to bring the vehicle into production sometime in 2018.
Yes, the Jaguar I-Pace is supposed to compete against the Tesla Model X. But the Jaguar VR press statement experience, using presenters, 3D models, diagrams, animations, and designs — generated through a Jaguar partnership with the Imagination Agency and help from REWIND, HTC, and Dell — far exceeded any hard-to-hear Tesla press conference or Elon Musk live appearance with poorly supported PowerPoint in the background.
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- The Jaguar I-PACE.
Photo credit: caradvice.com.au
Early into Jaguar’s virtual reality press statement, Ian Callum, Jaguar’s famous designer, was introduced. He shared a think-aloud about the I-Pace design. True to Callum’s mantra that “It’s about beauty of line and purity of form,” he displayed interactive sketches, wire meshes, battery packs, motors, and other parts of the I-Pace vehicle that will work together in a gestalt. Each member of the audience fully interacted with the same 3D models as he discussed them. Because all headsets were interconnected, two groups of people participating from the UK were able to join in through virtual connecting. While users peered inside a finished Jaguar I-Pace prototype, an actual, real-world version of the vehicle was rolled into the room.
According to audience members present, the overall design, implementation, and explanation of the Jaguar I-Pace was nearly perfectly executed in VR and offered a never-before-experienced sense of product engagement and immersion. Many people left the Jaguar VR press statement convinced of the vehicle’s attributes, design, and performance as well as its capacity to compete fully against Tesla.
And they never learned the price of the Jaguar I-Pace.
[Shout out to Anshel Sag for sharing his VR experience]
Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.
The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.
The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”
Looking forward to the long weekend pic.twitter.com/URzH6zOUdn
— Tesla (@Tesla) July 1, 2026
Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.
With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.
However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.
Tesla uploaded a Model Y L to the Gallery last night:
This looks like a Model Y L https://t.co/TpnBwrLmH9
— TESLARATI (@Teslarati) July 2, 2026
This seems to be another indication that the Model Y L is coming to the United States.
Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.
Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.
Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.
It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.
As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.
The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.
It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.
Tesla’s ‘megacasts’ are key to massive build quality improvements
While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.
This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.
Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.
The full interview with Lars Moravy is available below:
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below.
Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights!
A few of the biggest takeaways:
• Cybercab is expected to… pic.twitter.com/fhYSr2dCqP
— Herbert Ong (@herbertong) July 1, 2026
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762 Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla just told us twice that Model Y L is coming to the U.S.
Tesla is using vehicle microphones to improve build quality: here’s how
