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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.
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Tesla developing small, affordable SUV, report claims
This latest rumor deserves heavy scrutiny. Tesla has already walked away from a mass-market $25,000 EV once before.
Tesla is developing a small, affordable SUV, a new report claims, speculating that the automaker is planning to add yet another vehicle to its lineup at a price point similar to the Model 3 and Model Y, but smaller and more compact.
But it does not make a whole lot of sense, especially considering a handful of things CEO Elon Musk said and the overall plan for Tesla’s future.
Reuters reported that Tesla is in the early stages of developing an all-new, smaller, cheaper electric SUV. Citing four sources familiar with the matter, the story claims the vehicle would be shorter than the Model Y, built in China, and represent a fresh platform rather than a variant of the Model 3 or Y.
Suppliers have reportedly been contacted to discuss details, though Tesla has not commented. The move appears aimed at broadening affordability amid slowing EV demand and intensifying competition, particularly from Chinese rivals.
This latest rumor deserves heavy scrutiny. Tesla has already walked away from a mass-market $25,000 EV once before.
In 2024, the company scrapped its long-teased “Redwood” project for a budget-friendly car. Elon Musk explained the decision bluntly during an earnings call: a conventional low-cost model would be “pointless” and “completely at odds with what we believe.”
It’s sort of hard to believe this report: 3/Y are already relatively affordable, Elon said a $25k wouldn’t make sense, consumers want something larger than the Y with X going away, and Musk said what’s coming is “cooler than a minivan.”
Have to think the car is at least an SUV. https://t.co/4CQUV9ZNA5
— TESLARATI (@Teslarati) April 9, 2026
In other words, chasing a bare-bones cheap EV runs counter to Tesla’s core mission of accelerating sustainable energy through cutting-edge technology and autonomy rather than volume-driven price wars.
Musk’s own recent statements reinforce skepticism about a compact SUV pivot. Just two weeks ago, on March 25, he responded to fan requests for a minivan by posting on X: “Something way cooler than a minivan is coming.”
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
The remark came in the context of family-hauling needs, with Musk highlighting the Cybertruck’s ability to seat multiple child seats. It signals Tesla’s focus is shifting toward more spacious, innovative people-movers—not shrinking its lineup.
U.S. demand data echoes this logic.
The long-wheelbase Model Y L—a six-seat, stretched variant offering extra room for families—has generated massive interest wherever offered. Fans in the U.S. have basically begged for the Model Y L to make its way to the States, or for the company to develop a full-size SUV.
The Model Y L is selling well in China, where it is manufactured.
Delivery wait times for the Model Y L stretched into February 2026 as orders poured in. Tesla recently expanded the trim to eight new Asian markets, yet it remains unavailable in the United States, where consumer appetite for a larger, more practical SUV is reportedly strong.
American buyers have consistently favored bigger vehicles; the Model Y already outsells most competitors precisely because it delivers crossover utility without compromise. A compact model shorter than today’s bestseller would likely miss this mark entirely.
Tesla’s product strategy has long emphasized differentiation through autonomy, range, and desirability rather than racing to the bottom on price. Stripped-down variants of the Model 3 and Y have already struggled to ignite broad demand.
A new compact SUV built in China might sound logical on paper for cost-sensitive buyers, but it risks repeating past missteps—diluting brand cachet while ignoring clear signals from Musk and the market.
History suggests Tesla talks about affordable cars more often than it delivers them. Whether this Reuters scoop evolves into metal or joins the $25k project on the scrap heap remains to be seen.
For now, the smart money is on Tesla doubling down on “way cooler” vehicles that actually fit American families—and Tesla’s ambitious vision—rather than a smaller SUV that feels like yesterday’s news.
News
Tesla CEO Elon Musk says next FSD release is the one we’ve been waiting for
On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.
Tesla CEO Elon Musk teased the capabilities of a future Full Self-Driving release, but it seems like we are getting what Yogi Berra once called “Déjà vu all over again.”
On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.
He confirmed that upcoming point releases of v14.3 will deliver additional polish to the current build, smoothing out remaining edges in an already capable system. These iterative updates, Musk noted, are designed to refine performance without requiring a full version overhaul.
Yet the real headline was Musk’s forecast for v15.
“V15 will far exceed human levels of safety, even in completely unsupervised and complex situations,” he wrote.
Tesla V14.3 self-driving review. The point releases will bring polish.
V15 will far exceed human levels of safety, even in completely unsupervised and complex situations. https://t.co/s4UK9RWw9f
— Elon Musk (@elonmusk) April 9, 2026
He clarified that v15 will be powered by Tesla’s long-awaited large model, an AI architecture with roughly 10x the parameters of the smaller model currently in widespread use. The leap, Musk explained, stems from the unusually rapid progress of the compact model, which has advanced so quickly that the larger counterpart has yet to catch up in real-world deployment.
However, it is becoming a pattern that is, by now, familiar to anyone following Tesla’s autonomous driving roadmap.
There’s no debating you on that 🤷
— TESLARATI (@Teslarati) April 9, 2026
Musk has consistently and repeatedly framed each successive major release as the one poised to deliver game-changing autonomy. Earlier versions were similarly positioned as a movement toward the final piece of the puzzle, only for attention to pivot to the next milestone once they arrived.
The refrain has become a recurring feature of FSD communication: current software is impressive, the point releases will sharpen it further, but the true breakthrough lies one major iteration ahead.
Musk’s latest comments fit squarely into that cadence. While v14.3 point releases are expected to tighten supervised driving behaviors in the coming weeks, v15 is cast as the version that finally crosses the threshold into unsupervised operation at human-or-better safety levels across demanding scenarios.
Our rate of advancement with the small model has been so fast that the large model has not yet caught up.
V15 will be the large model.
— Elon Musk (@elonmusk) April 9, 2026
The 10x parameter scale of the underlying large model is presented as the key technical enabler, promising richer reasoning and more robust decision-making than anything deployed to date.
Whether v15 ultimately fulfills that promise remains to be seen. Tesla’s history shows that each new target generates fresh excitement—and occasional skepticism—about timelines.
Fans realize Musk’s timelines for FSD are exciting, but rarely met:
You can see a rift happening in the Tesla bull community between a large group of reasonable people who aren’t afraid to acknowledge the elephants in the room, and those who are essentially bull bots whose entire identities are destroyed if they have to acknowledge any bump in…
— Mike P (@mikepat711) April 9, 2026
For now, Musk’s message is familiar: the immediate focus is polishing v14.3 through targeted point releases, while the 10x-parameter large model in v15 represents the next decisive step toward fully unsupervised, superhuman safety.
Hopefully, Tesla can come through, but we can only believe that once v15 gets here, v16 will be the next big step toward autonomy.
Drivers can expect continued refinement in the short term and a significantly more ambitious leap once the large model is ready. The cycle continues, but the stakes, Musk insists, keep rising.
Elon Musk
Tesla Supercharger for Business exposes jaw-dropping ROI gap between best and worst locations
Tesla’s new Supercharger for Business calculator reveals an eye-opening all-in cost and location-based ROI projections.
Tesla has launched an online calculator for its Supercharger for Business program, giving property owners their first transparent look at what it really costs to install Superchargers on site and what kind of return they can expect.
The program itself launched in September 2025, allowing businesses to purchase and operate Supercharger hardware on their own property while Tesla handles installation, maintenance, software, and 24/7 driver support. As Teslarati reported at launch, hosts also get their logo placed on the chargers and their location integrated into Tesla’s in-car navigation, meaning drivers are actively routed there. The stalls are open to all EVs, not just Teslas.
We launched Supercharger for Business in 2025 to help companies get charging right. We found simplicity and transparency to be a problem in this industry.
We’re now sharing pricing and a financial calculator to help make informed decisions. The goal is to accelerate investments,…
— Tesla Charging (@TeslaCharging) April 8, 2026
The new online calculator, announced by Tesla on Wednesday with the note that “simplicity and transparency” have been a problem in the industry, lets any business enter a U.S. address and get a real cost and revenue model. A standard 8-stall V4 Supercharger site runs approximately $500,000 in hardware and $55,000 per post for installation, bringing an all-in price just shy of $1 million. Tesla charges a flat $0.10 per kWh fee to cover software, billing, and network operations. Businesses set their own retail price and keep the margin above that fee.
Taking a look at Tesla’s Supercharger for Business online calculator, we can see that ROI is not uniform, and the gap between a strong location and a poor one can stretch the breakeven point by several years.
The biggest driver is foot traffic and how long people stay. A busy rest station, hotel, or outlet mall brings in repeat visitors who need to charge while they’re already stopped, pushing utilization numbers higher and shortening payback time.
Tesla Supercharger for Business ROI calculator
Local electricity rates matter just as much on the cost side. Markets like California carry some of the highest commercial electricity rates in the country, which eats into the margin between what a host pays per kWh and what they charge drivers. At the same time, dense urban areas with high EV adoption tend to support higher retail charging prices, which can offset that cost if demand is strong enough. Weather also plays a role. Cold climates reduce battery efficiency and increase charging frequency, but they can also suppress utilization in winter months if drivers avoid stopping in exposed outdoor locations. Suburban and rural sites face a different problem: lower baseline EV traffic, which means a site with cheaper power and lower operating costs can still take longer to pay back simply because the stalls sit idle more often. Tesla’s calculator uses real fleet data to pre-fill utilization estimates by ZIP code, so businesses can run their specific address against these variables rather than relying on averages.
The program has seen real adoption. Wawa, already the largest host of Tesla Superchargers with over 2,100 stalls across 223 locations, opened its first fully owned and branded site in Alachua, Florida earlier this year. Francis Energy of Oklahoma and the city of Alpharetta, Georgia have also deployed branded stations through the program, as Teslarati covered in January.
Tesla now exceeds 80,000 Supercharger stalls worldwide, and the calculator makes the economic case for accelerating that number through private investment rather than company-owned sites alone.
Tesla developing small, affordable SUV, report claims
Tesla CEO Elon Musk says next FSD release is the one we’ve been waiting for
