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Tesla’s 400-mile Model S is a subtle update, but it’s a chilling reminder to rival carmakers
There is a particularly interesting trend happening in the electric vehicle sector. While it is undeniable that Tesla is leading the industry’s shift to EVs, veteran carmakers are prone to claim that they have or are developing technology that is at par or superior to the electric car maker’s innovations. The Tesla Model S’ 402-mile EPA rating subtly sends a message that this is not necessarily the case.
For some time now, there has been a lot of talk surrounding Tesla and its upcoming Battery Day event. The company has been pretty thin on the specifics of the event, but speculations are abounding that discussions will be held surrounding the company’s next-generation batteries. Tesla has not formally hinted at the details of these batteries, though all signs point to cells that would be able to last a million miles. Discussions about other innovations such as cobalt-free cells for China-made Model 3s are also expected to be held at the event.
Similar to how vehicles like the Porsche Taycan and the Audi e-tron were dubbed as “Tesla Killers” in previous years, veteran automakers such as GM appear to be keen on establishing the idea that it is not being left behind in the EV race. Just last month, for example, GM Executive Vice President Doug Parks stated that the automaker’s own “million-mile” battery is “almost there.” Parks stated that there are multiple teams within GM that are working on zero cobalt batteries as well.
Such statements from GM only validate Tesla’s points about electric vehicles. The fact that the veteran automaker’s battery plans seem to be inspired, at least in some way, by the younger EV maker means that the auto industry has now reached a point where electric powered transportation is a given. That being said, there is very little doubt that the Model S’ updated EPA ratings, which show that the 100 kWh flagship sedan could go 402 miles on a single charge, is likely sending some chills down the spine of Tesla’s rivals.
As noted by Tesla CEO Elon Musk, every Model S that has been produced since January has been equipped with a 402 mile range. This feat, as stated by the company in an announcement on its official website, was accomplished through a variety of means, including significant mass reduction, new aero wheels that optimize efficiency, increased drive unit efficiencies, and optimized regenerative braking.
What this means is that Tesla was able to draw out 400 miles of EPA range from a 100 kWh battery pack using its current battery technology. The 400-mile Model S today is just a hyper-optimized version of the Raven series that came out last year. Unless Tesla states otherwise on Battery Day, it appears that the current generation Raven Model S is not yet equipped with the company’s next-generation million-mile batteries.
It should be noted that other companies have pledged to release vehicles with a range of 400 miles as well. Electric pickup maker Rivian’s flagship R1T pickup truck goes 400 miles too, but that vehicle is equipped with a 180 kWh battery pack. The GMC Hummer EV, widely speculated to be a legitimate competitor to the Tesla Cybertruck, is also poised to be released with a 400-mile range. But just like the Rivian R1T, there’s a good chance that its battery pack will be substantially bigger than the 100 kWh pack used in Tesla’s flagship sedan.
Of course, it would be easy to argue that larger vehicles like the Rivian R1T and the GMC Hummer EV would obviously need more batteries due to their size, but it should be noted that Tesla’s Cybertruck, which will likely have a battery that’s far larger than the Model S’ 100 kWh pack, has some impressive range as well. During its unveiling, Elon Musk noted that the all-electric pickup’s tri-motor variant will have over 500 miles of range. The specifics of the Cybertruck’s battery have not been disclosed by Tesla yet, though it is almost certain that it will be utilizing the company’s million mile battery cells.
So what does this mean for the Model S? With a million-mile battery and a 100 kWh pack, the flagship sedan’s succeeding generations will most likely achieve a range estimate that’s even more impressive than its current 402-mile EPA rating. And this, ultimately, is something that will be very hard to meet or compete with, especially among veteran automakers that have not dedicated the same amount of time and effort into developing battery technology from the ground up.
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
