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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 revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
