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Tesla’s Elon Musk explains why too much electric vehicle range does not make sense
Elon Musk commented last night that Tesla could have had a Model S that was capable of 600 miles of range on a single charge. However, Tesla decided not to pursue the what would be an industry-leading metric, because it would impact handling, efficiency, and overall performance negatively.
“We could’ve made a 600 mile Model S 12 months ago, but that would’ve made the product worse imo, as 99.9% of time you’d be carrying unneeded battery mass, which makes acceleration, handling & efficiency worse,” Musk said in a reply to Whole Mars Blog, who stated Lucid may have been the first to deliver a 500-mile EV, but Tesla would be the first to produce it. “Even our 400+ mile range car is more than almost anyone will use,” the Tesla CEO added.
We could’ve made a 600 mile Model S 12 months ago, but that would’ve made the product worse imo, as 99.9% of time you’d be carrying unneeded battery mass, which makes acceleration, handling & efficiency worse. Even our 400+ mile range car is more than almost anyone will use.
— Elon Musk (@elonmusk) March 2, 2022
The battle of alleviating range anxiety amongst new electric vehicle owners is something that will eventually subside altogether. However, there are entirely too many people who still bring up concerns of where they will be able to charge their cars, arguing that gas stations are on every corner but EV chargers are not. While this is true, EV chargers are more available than many may think. In even rural South Central Pennsylvania (where I live), there are about seventeen EV chargers, including an eight-stall Tesla Supercharger. All are within ten miles of my house.
Even still, the concerns of how much range is enough still circulate through the community of prospective EV buyers. Everything will require sacrifice. And while most passenger gas cars can travel around 400 miles on a full tank of gas, ABC News says the average American only travels sixteen miles per day for work. U.S. Census data suggests Americans spend around 27.6 minutes driving to work one way. Hundreds of miles of range are not completely necessary.
As Musk also said, more range usually means more batteries, which adds to mass and takes away from the fun driving experience that EVs have been commended for. The Tesla Model S has 375 miles of range, and at one time had over 400 miles of range. The Model S Long Range Plus had 402 miles of range, and one of the primary reasons was “significant mass reduction.”
“Mass is the enemy of both efficiency and performance, and minimizing the weight of every component is an ongoing goal for our design and engineering teams,” Tesla said in a blog post announcing the 400-mile Model S in June 2020. “Several lessons from the engineering design and manufacturing of Model 3 and Model Y have now been carried over to Model S and Model X. This has unlocked new areas of mass reduction while maintaining the premium feel and performance of both vehicles. Additional weight savings have also been achieved through the standardization of Tesla’s in-house seat manufacturing and lighter weight materials used in our battery pack and drive units.”
Structural Battery Pack
Tesla’s Structural Battery Pack compartmentalizes the idea that mass distribution can be used in an advantageous way. During Battery Day in September 2020, Musk outlined the ideas for the Tesla Structural Pack, and how it was designed.
“The non-cell portion of the battery has negative mass,” Musk said. “We saved more mass in the rest of the vehicle than in the non-cell portion of the battery. So how do you really minimize the mass of the battery? Make it negative.”
The density of the pack not only increases structural rigidity and safety, but it also improves mass and range by strategically placing cells in areas where they would compliment the vehicle.
Credit: Tesla
What about Tesla’s planned more than 400-mile range vehicles
Interestingly, Tesla has several vehicles on the way that feature range estimations of over 400 miles. The Cybertruck’s Tri-Motor powertrain, which may take a backseat to the rumored Quad-Motor variant, had a 500+ mile range rating when Tesla still had the configurator for the vehicle available. With the new 4680 battery, Tesla’s vehicles will likely be able to reach the 400-mile threshold without sacrificing too much of the performance or efficiency that Musk spoke of.
The next-gen Roadster, which has sat on Tesla’s backburner for several years, also has an incredible range estimation of 600+ miles. The Roadster may be a special exception to the range rule, but with the astronomical expectations for the vehicle, including the ability to hover, excessive battery weight may take away from the Roadster’s 1.1-second acceleration from 0-60 and its handling due to its small, sporty frame.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
