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Mercedes EQS EV spied benchmarking against Tesla Model S and Model 3
Mercedes-Benz was spied testing its yet-to-be-released EQS long-range electric vehicle against Tesla’s flagship Model S, a vehicle that has arguably become the gold standard when it comes to the electric car to be benchmarked against.
Outfitted with a familiar camouflage wrap to conceal some of its exterior features, the EQS was spotted with a Tesla Model 3 and Model S in tow at the Mercedes Research and Development Center in Sindelfingen, Germany. The test facility is located outside of Stuttgart, where both Mercedes and Porsche are headquartered.
The Model 3 that arrived at the testing facility was not a Performance variant, as determined by the wheels, ride height, and trim of the vehicle. Tesla’s flagship sedan, the Model S, was also benchmarked against by Mercedes during the EQS testing session.
Design and Aesthetics
The EQS seen in the pictures appears to have wide and bulky body dimensions that are reminiscent of the Model S Plaid variant. Tesla’s Plaid Mode Model S was designed with a broader body and three separate motors for increased performance. Still, it also contained a rear diffuser for efficient air displacement and a rear spoiler that improved the aerodynamics of the vehicle.
The EQS in the photographs does not contain either a diffuser or a rear spoiler.
While somewhat reminiscent of other Mercedes-Benz models, the EQS’ rounded edges on the quarter panels give it a sportier look than the 2021 S-Class 450 SE, which is much more squared off at the corners of the vehicle.
Mercedes also says that the EQS will have digital headlamps and an all-digital front grille. A futuristic and fluid design will seamlessly integrate the body, dashboard, console, and armrests, and the luxury interior will be made from recycled materials to increase sustainability.
Performance and Other Features
Mercedes unveiled the EQS in 2019 and stated that two electric motors would give the car around 470 horsepower. The German automaker estimates that the EQS will reach 0-60 MPH in less than 4.5 seconds and that it will have 435 miles of all-electric range based on the more relaxed WLTP standard.
It will also pack a 100 kWh battery that will recharge from 0% to 80% in 20 minutes using high-power DC Fast Charging.
Mercedes also plans to use at least level 3 autonomy, but there is some indication that the German automaker may have to scrap these plans when the car is released. Mercedes and BMW had a joint partnership that was aimed toward developing self-driving technology, but it was frozen after a steep plunge in demand due to the COVID-19 pandemic.
The EQS is Mercedes’ first of its all-new line of electric cars. The German automaker is doing what many other car companies in the same country are attempting to do: breakthrough Tesla’s expansive lead in EV tech by developing impressive sustainable models.
The EQS starts at $96,000 and is expected to go on sale in 2021.
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- Mercedes EQS testing against a Tesla Model S at the Research and Development Center in Sindelfingen, Germany (Teslarati)
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- Mercedes EQS testing against a Tesla Model S at the Research and Development Center in Sindelfingen, Germany (Teslarati)
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- Mercedes EQS testing against a Tesla Model S at the Research and Development Center in Sindelfingen, Germany (Teslarati)
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
