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Tesla’s S3XY range updates show how ridiculously far legacy auto has fallen in the EV race
Anyone that has followed the Tesla story over the past few years would know that one of the primary talking points against the electric car maker is the impending competition that’s coming from more experienced, more competent carmakers. Critics argued that once legacy automakers get serious in their electric car efforts, a company as inexperienced as Tesla would easily be overwhelmed. This scenario has not happened at all — and if Tesla’s recent range updates to its S3XY lineup are anything to go by, it is becoming evident that legacy auto has fallen ridiculously behind in the electric car race.
Tesla’s recent range updates, which were rolled out together with the “refresh” of the Model 3, further cemented the company’s place at the top of the EV market. With the new updates, the Model 3 Long Range Dual Motor AWD was able to hit an EPA-estimated range of 353 miles per charge, and even its heftier, heavier sibling, the Model Y, was able to achieve a range of 326 miles. The Model X, an incredibly heavy tank of a vehicle, reached 371 miles per charge, and even the power-hungry Tesla Model S Performance is nearing 400 miles at 387 miles per charge.
It should be noted that Tesla was able to accomplish these improvements without any of the big updates that it announced during Battery Day. During the highly-anticipated event, Tesla revealed its batteries’ new 4680 form factor, which has 5x the volume of the Model 3 and Model Y’s 2170 cells. Tesla also announced a new vehicle manufacturing system that prioritizes single-piece casts and a structural battery pack. Other innovations, such as the use of high-nickel cathodes and silicon anodes, were discussed as well.
None of these innovations are in Tesla’s recently-updated vehicles.
Ultimately, Tesla’s recent updates highlight just how far the company has gone ahead of the pack in the electric vehicle sector. The fact that the electric car maker was able to achieve a 371-mile range for the Model X Long Range Dual Motor AWD with the same 100 kWh battery pack and the same 18650 cells as its Model X 100D predecessor is almost ridiculous. This is especially notable considering that the Audi e-tron, which has a battery pack that’s almost the same size as the Model X, has a range of 222 miles, and that’s the variant with the improved range already.
Tesla’s lead in range becomes even more significant when one considers the Model 3 and the Model Y, both of which utilize a battery pack that pretty much tops up at 75 kWh. A comparison of the two vehicles against the competition shows a stark contrast, with the Polestar 2, a car that’s largely considered as a legitimate rival to the Model 3, having an EPA-estimated range of 233 miles from a 78 kWh battery pack. The Jaguar I-PACE, a crossover that’s pretty close in size to the Model Y, follows the same pattern, having an EPA-estimated range of 246 miles per charge from a 90 kWh battery.
There are likely numerous reasons behind Tesla’s insane lead in the electric car sector today, but a good part of it likely has a lot to do with the company’s intense focus on battery tech and development. Tesla has been focused on improving and optimizing its batteries since Day 1, and as could be seen in the recent range updates of the S3XY lineup, this obsessive pursuit of optimization matters a lot. These efforts are not emulated at all with most legacy automakers, as veterans seem typically content with using off-the-shelf batteries from suppliers for their EV programs.
Yet perhaps the most uncomfortable reason behind legacy auto’s distance from Tesla’s vehicles today is something far simpler: hubris. While legacy automakers have been stating for years that they are serious about their future shift to electric cars, their actions have largely been far less tangible than their words. Today, it is almost as if Tesla’s competitors in the EV sector were far too comfortable just watching the electric car maker improve over the years. And now that Tesla has turned into a force that’s very difficult to ignore, they are scrambling to catch up.
Unfortunately, it is very difficult to catch a moving target. By the time legacy automakers can catch up to where Tesla is today, it is almost certain that the electric car maker will be even further ahead. This distance will likely be even farther, too, as Tesla’s next-generation battery technology is yet to enter the picture. Once Tesla’s 4680 cells are in production and its vehicles are being built with structural battery packs, the gap between the electric car maker and its competitors will most definitely be even more significant. And that, at least for legacy auto, is a scenario worthy of the final act of a tragedy.
Elon Musk
Elon Musk hints Tesla investors will be rewarded heavily
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet,” Musk said.
Elon Musk recently hinted that he believes Tesla investors will be rewarded heavily if they continue to hold onto their shares, and he reiterated that in a new interview that the company released on its social accounts this week.
Musk is one of the most successful CEOs in the modern era and has mammothed competitors on the Forbes Net Worth List over the past year as his holdings in his various companies have continued to swell.
Tesla investors, especially those who have been holding shares for several years, have also felt substantial gains in their portfolios. Over the past five years, the stock is up over 78 percent. Since February 2019, nearly seven years ago to the day, the stock is up over 1,800 percent.
Musk said in the interview:
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet.”
Elon Musk in new interview: “Hold on to your $TSLA stock. It’s going to be worth a lot, I think. That’s my bet.” pic.twitter.com/cucirBuhq0
— Sawyer Merritt (@SawyerMerritt) February 26, 2026
It’s no secret Musk has been extremely bullish on his own companies, but Tesla in particular, because it is publicly traded.
However, the company has so many amazing projects that have an opportunity to revolutionize their respective industries. There is certainly a path to major growth on Wall Street for Tesla through its various future projects, including Optimus, Cybercab, Semi, and Unsupervised FSD.
- Optimus (Tesla’s humanoid robot): Musk has discussed its potential for tasks like childcare, walking dogs, or assisting elderly parents, positioning it as a massive long-term driver of company value.
- Cybercab (Tesla’s robotaxi/autonomous ride-hailing vehicle): a fully autonomous vehicle geared specifically for Tesla’s ride-sharing ambitions.
- Semi (Tesla’s electric truck, with mentions of expansion, like in Europe): brings Tesla into the commercial logistics sector.
- Unsupervised FSD (Full Self-Driving software achieving full autonomy without human supervision): turns every Tesla owner’s vehicle into a fully-autonomous vehicle upon release
These projects specifically are some of the highest-growth pillars Tesla has ever attempted to develop, especially in Musk’s eyes, as he has said Optimus will be the best-selling product of all-time.
Many analysts agree, but the bullish ones, like Cathie Wood of ARK Invest, are perhaps the one who believes Tesla has incredible potential on Wall Street, predicting a $2,600 price target for 2030, but this is not even including Optimus.
She told Bloomberg last March that she believes that the project will present a potential additive if Tesla can scale faster than anticipated.
Cybertruck
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
Tesla’s new Cybertruck offering has had its delivery date pushed back once again. This is now the second time, and deliveries for the newest orders are now pushed well into 2027.
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
🚨 Tesla has updated the $59,990 Cybertruck Dual Motor AWD’s estimated delivery date to April 2027.
First deliveries are still slated for June, but if you order it now, you’ll be waiting over a year.
Demand appears to be off the charts for the new Cybertruck and consumers are… pic.twitter.com/raDCCeC0zP
— TESLARATI (@Teslarati) February 26, 2026
Just three days ago, the initial delivery date of June 2026 was pushed back to early Fall, and now, that date has officially moved to April 2027.
The fact that Tesla has had to push back deliveries once again proves one of two things: either Tesla has slow production plans for the new Cybertruck trim, or demand is off the charts.
Judging by how Tesla is already planning to raise the price based on demand in just a few days, it seems like the company knows it is giving a tremendous deal on this spec of Cybertruck, and units are moving quickly.
That points more toward demand and not necessarily to slower production plans, but it is not confirmed.
Tesla Cybertruck’s newest trim will undergo massive change in ten days, Musk says
Tesla is set to hike the price on March 1, so tomorrow will be the final day to grab the new Cybertruck trim for just $59,990.
It features:
- Dual Motor AWD w/ est. 325 mi of range
- Powered tonneau cover
- Bed outlets (2x 120V + 1x 240V) & Powershare capability
- Coil springs w/ adaptive damping
- Heated first-row seats w/ textile material that is easy to clean
- Steer-by-wire & Four Wheel Steering
- 6’ x 4’ composite bed
- Towing capacity of up to 7,500 lbs
- Powered frunk
Interestingly, the price offering is fairly close to what Tesla unveiled back in late 2019.
Elon Musk
Elon Musk outlines plan for first Starship tower catch attempt
Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
Elon Musk has clarified when SpaceX will first attempt to catch Starship’s upper stage with its launch tower. The CEO’s update provides the clearest teaser yet for the spacecraft’s recovery roadmap.
Musk shared the details in recent posts on X. In his initial post, Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
“Starship V3 SN1 headed for ground tests. I am highly confident that the V3 design will achieve full reusability,” Musk wrote.
In a follow-up post, Musk addressed when SpaceX would attempt to catch the upper stage using the launch tower’s robotic arms.
“Should note that SpaceX will only try to catch the ship with the tower after two perfect soft landings in the ocean. The risk of the ship breaking up over land needs to be very low,” Musk clarified.
His remarks suggest that SpaceX is deliberately reducing risk before attempting a tower catch of Starship’s upper stage. Such a milestone would mark a major step towards the full reuse of the Starship system.
SpaceX is currently targeting the first Starship V3 flight of 2026 this coming March. The spacecraft’s V3 iteration is widely viewed as a key milestone in SpaceX’s long-term strategy to make Starship fully reusable.
Starship V3 features a number of key upgrades over its previous iterations. The vehicle is equipped with SpaceX’s Raptor V3 engines, which are designed to deliver significantly higher thrust than earlier versions while reducing cost and weight.
The V3 design is also expected to be optimized for manufacturability, a critical step if SpaceX intends to scale the spacecraft’s production toward frequent launches for Starlink, lunar missions, and eventually Mars.
Elon Musk hints Tesla investors will be rewarded heavily
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
