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Tesla’s 400-mile Model S is a subtle update, but it’s a chilling reminder to rival carmakers

(Photo: Tesla Photographer/Instagram)

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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. 

(Photo: Tesla Photographer/Instagram)

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. 

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(Photo: fromwhereicharge/Instagram)

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. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla Cybertruck fleet takes over at SpaceX’s Starbase

Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

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Credit: @derek1ee | X

Tesla Cybertrucks have taken over at SpaceX’s Starbase facility in Texas, as hundreds of the all-electric pickup trucks were spotted late last week rounding out a massive fleet of vehicles.

The Cybertruck fleet is geared toward replacing gas vehicles that are used at Starbase for everyday operations. The only surprise about this is that it was not done sooner:

Deliveries have been going on for a few weeks, as Cybertrucks have made their way across the state of Texas from Austin to Starbase so they could be included in SpaceX’s fleet of vehicles at the facility.

Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

However, there are some other perspectives to consider as SpaceX is utilizing such a massive fleet of Cybertrucks. Some media outlets (unsurprisingly) are seeing this as a move of weakness by both Tesla and SpaceX, as the aerospace company is, in a sense, “bailing out” lagging sales for the all-electric pickup.

It’s no secret that Tesla has struggled with the Cybertruck this year, and deliveries have been underwhelming in the sense that the company was anticipating between 1 million and 2 million orders for the vehicle before it was widely produced.

A lot of things changed with the Cybertruck between its 2019 unveiling and 2023 initial deliveries, most notably, price.

The price of the Cybertruck swelled significantly and priced out many of those who had pre-ordered it. Some have weighed the option of whether this purchase was a way to get rid of sitting inventory.

However, it seems more logical to consider the fact that SpaceX was likely always going to transition to Teslas for its fleet, especially at Starship, at some point.

It doesn’t seem out of the question that one Musk company would utilize another Musk company’s products, especially considering the Cybertruck has been teased as the vehicle that would be present on Mars.

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Elon Musk subtly confirms one of Tesla AI8’s uses, and it’s literally out of this world

Elon Musk appears to have subtly confirmed that Tesla’s upcoming AI8 chip won’t be limited to vehicles or robots alone.

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Image used with permission for Teslarati. (Credit: Tom Cross)

Elon Musk appears to have subtly confirmed that the uses of Tesla’s upcoming AI8 chip won’t be limited to vehicles or humanoid robots alone.

If Musk’s recent responses on X are any indication, it would appear that Tesla’s AI8 will be used by the CEO’s other companies, and its applications would literally extend out of this world.

Tesla’s AI8 could extend beyond vehicles

Musk’s update came on the heels of his recent comments, where he revealed that Tesla was not just working on its AI5 and AI6 chips. The company is also designing AI7 and AI8. This comment caught a lot of attention, with some wondering why Tesla feels the need to design an AI8 chip when AI4 seems on track to be a good fit for autonomous driving. 

Amidst these speculations, an X user suggested that Elon Musk’s comment about AI8 being out of this world could actually be quite true in the literal sense, as it could be used as the chip for SpaceX’s orbit data centers. Musk subtly confirmed this, as he responded to the X user’s post with a bullseye emoji.

Musk’s subtle confirmation that AI8 will be used by SpaceX’s in-space data centers presents a pretty interesting future for the electric vehicle maker. Synergy among Elon Musk-led companies is nothing new, but having Tesla produce chips for SpaceX is undoubtedly something that’s never really been done before.

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SpaceX’s space-based computing with Starlink V3 satellites

Musk previously stated that SpaceX plans to use its Starlink V3 satellites to develop space-based data centers. In response to an Ars Technica report on autonomous space construction, he wrote on X: “Simply scaling up Starlink V3 satellites, which have high-speed laser links, would work. SpaceX will be doing this.”

The concept, while ambitious, could address growing energy and cooling constraints facing Earth-based data centers amid the AI boom. Space-based clusters could also cut down on land and water usage, though critics have questioned their cost and maintainability.

Musk recently called the orbital data center project “a very big deal,” and given SpaceX’s history of turning improbable ideas into operational systems, it may not be too far-fetched at all, especially since SpaceX’s Starlink V3 platform is capable of up to 1 terabit per second (Tbps) throughput.

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Tesla job listings hint at 24/7 Robotaxi operations in several states

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing.

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Credit: Tesla

Tesla seems to be laying the groundwork for a 24/7 Robotaxi service across several states. This was hinted at by a substantial number of interesting Robotaxi-related job listings that have been posted on the company’s Careers website. 

24/7 Robotaxis and Night Shift Specialists

A look at Tesla’s official Careers website shows that the company is currently looking for multiple Robotaxi Fleet Support Specialists for the Night Shift. The listing itself describes a role focused on maintaining vehicles for “smooth 24/7 operations,” hinting at the company’s next steps in its efforts to ramp its autonomous ride-hailing service across several U.S. cities.

“We are looking for a highly motivated and passionate individual to join our Autopilot Fleet Team. As Fleet Support Specialist, you will play a crucial role in ensuring that all our vehicles are in excellent condition at all times, supporting smooth 24/7 vehicle operations,” the job listing read. 

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing. This suggests that Tesla really is looking at a potential multi-state rollout strategy for its Robotaxi service, likely in the near future.

Musk targets major Robotaxi fleet growth by year’s end

Tesla’s Robotaxi pilot is still in early stages, but CEO Elon Musk recently hinted that substantial updates are coming soon to the Austin and Bay Area programs. Speaking on the All-In podcast, Musk said Tesla aims to expand its Robotaxi fleet to 500 vehicles in Austin and 1,000 in the Bay Area before the end of 2025.

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“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said. 

With just two months left in the fourth quarter, Tesla’s AI team is facing a busy ramp-up period that could mark the company’s most ambitious real-world test of its autonomous driving program yet.

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