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Signs that Tesla may soon discontinue the Model X P90D

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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.

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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.

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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 drops big hints ahead of Semi handover event

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Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

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Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

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Tesla App now shows you what your Supercharger will look like upon arrival

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Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

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The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

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Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

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