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Signs that Tesla may soon discontinue the Model X P90D
It would appear that Tesla is anxious to sell down its stock of new Model X P90D cars according to the latest listing of inventory cars for sale by the Silicon Valley automaker. At the time of writing, nearly 85% of the vehicles listed on the company’s New Inventory page are for the Performance version of its 90 kWh Model X SUV which may suggest that production for the P90D may soon come to an end. With such a modest performance gap between the P100D and P90D, it makes sense to only offer one range topping configuration. But there may be more to the story.
Updated November 3, 2016: Tesla says goodbye to P90D Model S, X: P100D is the new king of the hill
Elon Musk has made it clear that people who opt for the P100D option in either the Model S or Model X are helping to fund development of the Model 3 — especially if the Ludicrous Mode upgrade is included. Tesla has a lot of balls in the air at the moment, especially with the proposed merger between it and SolarCity set to happen in less than a month. It needs to bring money in the door to calm nervous investors who fear the company his bitten off more than it can chew in terms of cash flow.
Tesla lists 46 Model X P90D vehicles for sale on New Inventory page [Oct. 26, 2016]
It is racing to expand its Supercharger network in preparation for having more Teslas on the road once the Model 3 goes into production. It needs to open more stores and service locations. And it needs to fund the SolarCity acquisition. The P100D variant likely has the highest profit margin for the company. With the pressure to bring cash in the door paramount at the moment, this is the perfect time to drop the less profitable P90D and maximize income.
Looking beyond the immediate moment, however, Tesla has always preferred to have two basic battery packs for its Model S and Model X. Right now it has four variants — 60 kWh, 75 kWh, 90 kWh and 100 kWh. The current 60 kWh battery is a software limited version of the 75 kWh battery pack. Eliminating the 90 kWh battery entirely would leave it free to offer a software limited version of the 100 kWh to customers who want something more than the 75 kWh unit but don’t want to spend the money for the 100 kWh choice.
A pair of Model S and Model X P90D Ludicrous seen at the Gardnerville, NV Supercharger
The software limited 60 kWh battery costs $6,000 less than the original 60. That means Tesla could offer a software limited 90 kWh option for less money than the 90D costs today, which would give customers the range of options they want while allowing the company to save money by only building and stocking 2 basic batteries for its long range vehicles – a 75 kWh and 100 kWh battery pack. It wouldn’t come as a surprise if Tesla soon drops the P90D for both the Model S and Model X.
Tesla is charting new territory by offering features that can be unlocked later upon payment of a upgrade charge. All Teslas now come with the second generation hardware needed for its Enhanced Autopilot system. Buyers have a choice of activating that option at the time the car is built or upgrading later. The same is true of Full Self-Driving Capability. Because of Tesla’s ability to alter the configuration of its cars wirelessly at any time, a buyer today can elect to add features later if so desired. That capability should help keep the resale value of used Teslas high.
If you have your heart set on a Model X P90D or Model S P90D, both of which no longer have the Ludicrous mode upgrade available, better act fast before they’re all gone. You can save yourself a significant amount of money by not waiting until the higher priced P100D is the only option available.
Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.
After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.
Tesla launches new Cybertruck trim with more features than ever for a low price
The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:
Just cancelled my 59k CT order today. My screenshot from that day of order (feb 20th) clearly shows that it would be eligible.
Terms were retroactively modified. Our 2020 Y and 2023 S are just fine for now. pic.twitter.com/D9PFnId1B4
— Ryan Scanlan 👥 (@Xenius) June 8, 2026
Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.
Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:
- proceed without the transfer,
- upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
- cancel the order and be refunded the $250 order fee.
Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.
These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.
It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.
Investor's Corner
Tesla just did something in South Korea that no foreign carmaker has ever done
Tesla’s Model Y just became South Korea’s best-selling car, beating every domestic model in May.
Tesla did something last month that no foreign car has ever done in South Korea by outselling every vehicle in the country, domestic or imported, finishing the month with Model Y as the single best-selling car across the entire Korean market. According to data from the Korea Automobile Importers and Distributors Association released on June 4, the Model Y recorded 8,762 units sold in May, pushing the Kia Sorento into second place at 7,836 units and the Hyundai Grandeur into third at 5,183 units. It is the first time an imported vehicle has outsold every domestic model on a single-month basis.
Tesla imported 10,866 cars into South Korea in May, making it the top import brand for the fourth consecutive month. BMW followed at 6,555 units, less than two-thirds of Tesla’s total, while BYD registered just 1,032 units. The combined domestic sales of GM Korea, Renault Korea, and KG Mobility last month totaled just 7,019 units, meaning a single Tesla model outsold three Korean automakers combined.
Tesla FSD earns high praise in South Korea’s real-world autonomous driving test
South Korea has historically been one of the hardest markets for foreign automakers to crack. Hyundai and Kia together control close to 70% of the overall market and carry deep consumer loyalty built over decades. Tesla’s path into this market was an uphill battle due to high import duties, limited service infrastructure, and early skepticism about charging networks. In 2024, the Model Y was the best-selling imported car in South Korea with 18,717 units for the full year. By 2025, after the Juniper refresh, it cleared 50,000 units and took the top spot among all EVs.
Year to date, Tesla has a 250.8% increase in the country over the same period last year, and now holds a 30.8% share of the entire imported car segment for 2026. EVs as a category represented 48.6% of all imported passenger car registrations in May. As Teslarati has reported, the Juniper refresh brought meaningful improvements to range, interior quality, and ride refinement that addressed the most common criticisms of earlier Model Y versions. Those upgrades appear to be resonating in markets like South Korea where buyers compare Tesla directly against high end domestic competitors.
Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations
Tesla tipped its hand at where Robotaxi is heading next
