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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.
Tesla is looking to expand into a new Asian market, strengthening its presence in a region that has been bullish on electric vehicles as a whole.
Tesla officially filed to establish a subsidiary of its business in Vietnam, a report from Reuters suggests. Tesla named the entity “Tesla Motors Vietnam Limited Liability Company.”
The planned entrance into the Vietnamese market is a good sign and move for Tesla, as it has become one of the fastest-growing EV markets in Southeast Asia. It is already among the leaders in the region in both volume and electrification rate. In the first half of this year, Vietnam led Southeast Asia in battery-electric passenger car sales at about 116,000 units, up about 71 percent year over year.
Currently, Vietnamese EV drivers rely on VinFast’s V-Green network, which has about 150,000 ports, but these are primarily reserved for VinFast vehicles. Public third-party charging is fragmented and unreliable for those who do not own chargers that are dedicated to a certain manufacturer’s vehicles.
Tesla has had mixed results in Asia as a whole, and as China remains the core part of its story in Asia, the company is evidently working on expanding its footprint on the continent. Tesla’s domestic retail deliveries fell about 12 percent year over year through the first eight months of 2026.
Model Y remains a standout individual product, holding its position as one of, if not the, best-selling vehicles in the world. However, Model 3 has been weaker than it has been in past years.
Gigafactory Shanghai, the company’s Chinese production facility, still performs very well. Wholesale volumes in terms of exports have more than doubled and now exceed domestic retail sales; Giga Shanghai builds vehicles for Europe, South Korea, Japan, Australia, and other markets. South Korea has been an explicit bright spot, with registrations doubling year-to-date and Tesla frequently appearing as the top imported brand.
Tesla just did something in South Korea that no foreign carmaker has ever done
Tesla’s entrance into Vietnam signals a broader effort to take over the Asian market and grab more market share from rivals.
Elon Musk
Elon Musk’s companies made up with Apple but OpenAI still on the hook
Elon Musk’s X Corp and SpaceXAI dropped their Apple antitrust suit, leaving OpenAI as defendant.
X Corp and SpaceXAI, Elon Musk’s social platform and AI venture, have dropped Apple from the antitrust lawsuit that they filed against the iPhone maker and OpenAI last year. In a filing in the U.S. District Court for the Northern District of Texas, attorneys for X and SpaceXAI moved to dismiss the Apple portion of the case, first reported by Reuters. The filing does not explain why the companies are dropping Apple or say whether a settlement was reached.
X and SpaceXAI say they intend to keep pursuing the case against OpenAI, which remains a defendant. That resolves the dispute with one company while leaving the core allegation intact against the other, with no public accounting of what changed in between.
The lawsuit dates to August 2025, when xAI and X sued Apple and OpenAI, arguing that Apple’s decision to make ChatGPT the only generative AI chatbot built into iOS gave OpenAI an unfair structural advantage. The complaint claimed ChatGPT controlled roughly 80 percent of the chatbot market at the time, while Grok held only a few percent. It sought billions of dollars in damages and asked the court to unwind the arrangement.
Elon Musk’s xAI and X file antitrust suit against Apple and OpenAI over AI exclusivity
The filing followed weeks of Musk publicly complaining that Grok and X weren’t appearing in Apple’s “Must Have” App Store section, though Grok ranked second in the Productivity category and X ranked first in News at the time. He accused Apple of “playing politics” and warned of immediate legal action before following through days later.
Apple and OpenAI tried to get the case thrown out, but a federal judge denied both motions in November, ruling the dispute was better suited to summary judgment than an early dismissal. That decision sent the case into discovery, which is presumably what led to Monday’s filing.
Hey @Apple App Store, why do you refuse to put either 𝕏 or Grok in your “Must Have” section when 𝕏 is the #1 news app in the world and Grok is #5 among all apps?
Are you playing politics? What gives? Inquiring minds want to know. https://t.co/3wenLZGtwG
— Elon Musk (@elonmusk) August 11, 2025
The timing is notable given how Musk’s sentiment toward Apple has shifted, with Musk noting that he was open to letting Grok power a revamped Siri after a user suggested Apple replace its aging assistant with xAI’s model.
xAI, the AI venture Musk folded into X Corp last year, has since combined with SpaceX under the SpaceXAI brand. That structure now puts X, Grok and SpaceX’s rocket and satellite businesses under one roof as Musk pushes his AI ambitions beyond chatbots.
OpenAI remains the sole defendant going forward, and Musk’s companies have not said if there’s any changes to those original claims. Apple and OpenAI did not immediately respond to requests for comment on the filing.
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Why SpaceX is finishing another space-internet system that isn’t Starlink
SpaceX launched three final O3b mPower satellites Sunday, finishing a lesser known SES satellite network.
SpaceX had an 87 minute window opening at 2:49 p.m. Eastern on Sunday to fly a Falcon 9 out of Cape Canaveral carrying the final three satellites for SES’s O3b mPower constellation, a project that has taken more than a decade to finish since Boeing and SES first signed SpaceX on for the work.
Unlike the thousands of Starlink satellites SpaceX has stacked into orbit over the years, O3b mPower flies in a different neighborhood entirely. The three new satellites, tagged F11, F12 and F13, are headed for medium Earth orbit at roughly 5,000 miles up, more than ten times higher than Starlink’s shell around 340 miles but still a small fraction of the 22,000 miles where old school geostationary satellites sit. That middle position is the whole point, because a satellite that far out needs far fewer siblings to blanket the globe than a low orbit constellation does. Essentially, SES only needed 13 satellites total to build a network offering quick, steady service that used to require thousands of spacecraft.
With most people having heard plenty about Starlink and almost nothing about O3b mPower, SES and SpaceX already blend the two networks for some customers. Both SpaceX and SES sell satellite broadband, but they’re aimed at different buyers. Starlink is built for volume, direct to consumers, RVs, homes, small businesses, plus a growing aviation and maritime business. O3b mPower skips consumers entirely and sells enterprise grade connectivity to airlines, cruise lines, offshore energy operators, telecoms needing backhaul, and governments, priced and provisioned more like a dedicated circuit.
A 2023 partnership lets cruise ships combine Starlink’s speed with O3b mPower’s steady capacity depending on what a ship needs at a given moment. Sunday’s completed 13 satellite constellation effectively finishes the medium orbit half of that pairing, years after.
Sunday’s mission was already a something on SpaceX’s manifest well before O3b mPower entered the picture. This flight marked its 29th trip to orbit, a history that includes two crewed Axiom missions, the European Space Agency’s Euclid telescope and 22 separate Starlink batches. SpaceX has landed boosters on the droneship A Shortfall of Gravitas so often that Sunday’s touchdown attempt, if it went as planned, was set to be the 661st successful Falcon booster landing to date.
For a company that pushed the Starlink constellation past 11,000 satellites back in August, almost entirely through bulk launches from California, Sunday’s flight was a reminder that SpaceX’s schedule still has room for someone else’s satellites too. SES gets a finished network built for a narrower set of customers, and Falcon 9 gets one more line on an already long resume.
Tesla looks to expand into new Asian market, strengthening presence
Elon Musk’s companies made up with Apple but OpenAI still on the hook
