Connect with us

News

The Tesla endowment drives stock prices too high

Published

on

Once we own a specific item we longed for and purchased, we value it more than others are willing to pay for. This is called the endowment factor. Many people lust after a Tesla. For some, it started with the wild and fun Roadster. For others, it materialized when the Model S was finally available. The wait made it all worth while, but the hype pushed stock prices beyond logic. Tesla stock prices are high, and that is never a good sign for any company.

Tesla rides the high stock price wave

We have to hand it to Elon Musk to brilliantly go where no man has gone before, by quickly diversifying his fledgling Californian startup to become one of the most disruptive company on the planet. Notice, we never use the word carmaker. Tesla Motors is much more than that. Calling it a carmaker would be like seeing the top of the iceberg without appreciating its full hidden size. However, this stratospheric rise comes in with serious risks.

High stock prices are a blessing and a curse, depending on where you sit. At the upward curve of the wave, they are a blessing for early investors. Once the wave levels off, a new breed of less seasoned investors jump in, pushing the wave upward again. The overnight success of the Roadster and finally the Model S catered to a certain anticipation. The waiting made the already great cars even better and even more to lust after. Today the company is valued at $30 billion facing a difficult upward battle. This time it is not a technology one but a backlog of delivery. Manufacturing is the Achilles Heel for Tesla. Investors should ask themselves if it make sense to pay so much for a company in an industry with low profit margins and high fixed costs. If not, they could well bring the house down.

Tesla-Motors-Office

Tesla Motors’ car owners and investors are different breeds. Most Tesla share owners bought the stock when the company was valued under $5 billion. It was then, a rational investment decision. But buying Tesla stocks today, understanding the difficult uphill road the company faces is not only not sound, but puts Tesla at risk. Elon Musk has on more than one occasion publicly said the company was overvalued. Nothing has changed since then.

Advertisement

Elon, the surfer dude

Elon musk is a surfer, something his native country, South Africa and his current adoption place, California understand very well. Surfers interpret the wave in advance, catch it at the right and ride for as long as you can. Tesla is trying to run faster than the reaction wave it created by implementing the bigger plans faster normally. In essence, the over-valuation of the Tesla Motors stock price is pushing the company to implement early its future strategic plans, such as the Gigafactory and opening the doors to its charging protocols. Tesla doesn’t have an endless stream of revenues and knows it has to cement its foundation faster than the market can absorb. With its stock price ridiculously overblown, pushed by this endowment effect, the only thing left to do is to is to ride that wave and bet everything on the house.

Advertisement
Comments

News

Tesla makes latest move to remove Model S and Model X from its lineup

Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.

Published

on

Credit: Tesla

Tesla has made its latest move that indicates the Model S and Model X are being removed from the company’s lineup, an action that was confirmed by the company earlier this quarter, that the two flagship vehicles would no longer be produced.

Tesla has ultimately started phasing out the Model S and Model X in several ways, as it recently indicated it had sold out of a paint color for the two vehicles.

Now, the company is making even more moves that show its plans for the two vehicles are being eliminated slowly but surely.

Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.

Advertisement

The change eliminates the $1,000 referral discount previously available to new buyers of these vehicles. Existing Tesla owners purchasing a new Model S or Model X will now only receive a halved loyalty discount of $500, down from $1,000.

The updates extend beyond the two flagship vehicles. New Cybertruck buyers using a referral code on Premium AWD or Cyberbeast configurations will no longer get $1,000 off. Instead, both referrer and buyer receive three months of Full Self-Driving (Supervised).

The loyalty discount for Cybertruck purchases, excluding the new Dual Motor AWD trim level, has also been cut to $500.

These adjustments apply only in the United States, and reflect Tesla’s broader strategy to optimize margins while boosting adoption of its autonomous driving software.

Advertisement

The timing is no coincidence. Tesla confirmed earlier this year that Model S and Model X production will end in the second quarter of 2026, roughly June, as the company reallocates factory capacity toward its Optimus humanoid robot and next-generation vehicles.

With annual sales of the low-volume flagships already declining (just 53,900 units in 2025), incentives are no longer needed to drive demand. Production is winding down, and Tesla expects strong remaining interest without subsidies.

Industry observers see this as the clearest sign yet of an “end-of-life” phase for the vehicles that once defined Tesla’s luxury segment. Community reactions on X range from nostalgia, “Rest in power S and X”, to frustration among long-time owners who feel perks are eroding just as the models approach discontinuation.

Some buyers are rushing orders to lock in final discounts before they vanish entirely.

Advertisement

Doug DeMuro names Tesla Model S the Most Important Car of the last 30 years

For Tesla, the move prioritizes efficiency: fewer discounts on outgoing models, a stronger push for FSD subscriptions, and a focus on high-margin Cybertruck trims amid surging orders.

Loyalists still have a narrow window to purchase a refreshed Plaid or Long Range model with remaining incentives, but the message is clear: Tesla’s lineup is evolving, and the era of the original flagships is drawing to a close. 

Advertisement
Continue Reading

News

Tesla Australia confirms six-seat Model Y L launch in 2026

Compared with the standard five-seat Model Y, the Model Y L features a longer body and extended wheelbase to accommodate an additional row of seating.

Published

on

Credit: Tesla China

Tesla has confirmed that the larger six-seat Model Y L will launch in Australia and New Zealand in 2026. 

The confirmation was shared by techAU through a media release from Tesla Australia and New Zealand.

The Model Y L expands the Model Y lineup by offering additional seating capacity for customers seeking a larger electric SUV. Compared with the standard five-seat Model Y, the Model Y L features a longer body and extended wheelbase to accommodate an additional row of seating.

The Model Y L is already being produced at Tesla’s Gigafactory Shanghai for the Chinese market, though the vehicle will be manufactured in right-hand-drive configuration for markets such as Australia and New Zealand.

Advertisement

Tesla Australia and New Zealand confirmed the vehicle will feature seating for six passengers.

“As shown in pictures from its launch in China, Model Y L will have a new seating configuration providing room for 6 occupants,” Tesla Australia and New Zealand said in comments shared with techAU.

Instead of a traditional seven-seat arrangement, the Model Y L uses a 2-2-2 layout. The middle row features two individual seats, allowing easier access to the third row while providing additional space for passengers.

Tesla Australia and New Zealand also confirmed that the Model Y L will be covered by the company’s updated warranty structure beginning in 2026.

Advertisement

“As with all new Tesla Vehicles from the start of 2026, the Model Y L will come with a 5-year unlimited km vehicle warranty and 8 years for the battery,” the company said.

The updated policy increases Tesla’s vehicle warranty from the previous four-year or 80,000-kilometer coverage.

Battery and drive unit warranties remain unchanged depending on the variant. Rear-wheel-drive models carry an eight-year or 160,000-kilometer warranty, while Long Range and Performance variants are covered for eight years or 192,000 kilometers.

Tesla has not yet announced official pricing or range figures for the Model Y L in Australia.

Advertisement
Continue Reading

News

Tesla Roadster patent hints at radical seat redesign ahead of reveal

Published

on

By

A newly published Tesla patent could offer one of the clearest signals yet that the long-awaited next-generation Roadster is nearly ready for its public debut.

Patent No. US 20260061898 A1, published on March 5, 2026, describes a “vehicle seat system” built around a single continuous composite frame – a dramatic departure from the dozens of metal brackets, recliner mechanisms, and rivets that make up a traditional car seat. Tesla is calling it a monolithic structure, with the seat portion, backrest, headrest, and bolsters all thermoformed as one unified piece.

The approach mirrors Tesla’s broader manufacturing philosophy. The same company that pioneered massive aluminum castings to eliminate hundreds of body components is now applying that logic to the cabin. Fewer parts means fewer potential failure points, less weight, and a cleaner assembly process overall.

Tesla Roadster Seat Concept Image by TESLARATI

Tesla ramps hiring for Roadster as latest unveiling approaches

The timing of the filing is difficult to ignore. Elon Musk has publicly targeted April 1, 2026 as the date for an “unforgettable” Roadster design reveal, and two new Roadster trademarks were filed just last month. A patent describing a seat architecture suited for a hypercar, and one that Tesla has promised will hit 60 mph in under two seconds.

The Roadster, originally unveiled in 2017, has been one of Tesla’s most anticipated yet most delayed products. With a target price around $200,000 and engineering ambitions to match, it is being positioned as the ultimate showcase for what Tesla’s technology can do.

Advertisement



The patent was first flagged by @seti_park on X.

Tesla Roadster Monolithic Seat: Feature Highlights via US Patent 20260061898 A1

  1. Single Continuous Frame (Monolithic Construction). The core invention is a seat assembly built from one continuous frame that integrates the seat portion, backrest portion, and hinge into a single component — eliminating the need for separate structural parts and mechanical joints typical in conventional seats.
  2. Integrated Flexible Hinge. Rather than a traditional mechanical recliner, the hinge is built directly into the continuous frame and is designed to flex, and allowing the backrest to move relative to the seat portion. The hinge can be implemented as a fiber composite leaf spring or an assembly of rigid linkages.
  3. Thermoformed Anisotropic Composite Material. The continuous frame is manufactured via thermoforming from anisotropic composite materials, including fiberglass-nylon, fiberglass-polymer, nylon carbon composite, Kevlar-nylon, or Kevlar-polymer composites, enabling a molded-to-shape monolithic structure.
  4. Regionally Tuned Stiffness Zones. The frame is engineered with up to six distinct stiffness regions (R1–R6) across the seat, backrest, hinge, headrest, and bolsters. Each zone can have a different stiffness, allowing precise ergonomic and structural tuning without adding separate components.
  5. Linkage Assembly Hinge Mechanism. The hinge incorporates one or more linkage assemblies consisting of multiple interlocking links with gears, connected by rods. When driven by motors or actuators, these linkages act as a flexible member to control backrest movement along a precise, ergonomically optimized trajectory.
  6. Multi-Actuator Six-Degree-of-Freedom Positioning System. The seat uses four distinct actuator pairs, all controlled by a central controller. These actuators work in coordinated combinations to achieve fore/aft, height, cushion tilt, and backrest rotation adjustments simultaneously.
  7. ECU-Based Controller Architecture. An Electronic Control Unit (ECU) and programmable controller manage all seat actuators, receive user input via a user interface (touchscreen, buttons, or switches), and incorporate sensor feedback to confirm and maintain desired seat positions, essentially making this a software-driven seat system.
  8. Airbag-Integrated Bolster Deployment System. The backrest bolsters (216) are geometrically shaped and sized to guide airbag deployment along a specific, pre-configured trajectory. Left and right bolsters can have different shapes so that each guides its respective airbag along a distinct trajectory, improving occupant protection.
  9. Ventilation Holes Formed into the Backrest. The continuous frame includes one or more ventilation holes formed directly into the backrest portion, configured to either receive airflow into or deliver airflow from the seat frame — enabling passive or active thermal comfort without requiring separate ventilation components.
  10. Soft Trim Recess for Tool-Free Integration. The headrest and backrest portions together define a molded recess, specifically designed to receive and secure a soft trim component (foam, fabric, or cushioning) directly into the continuous frame, eliminating the need for separate attachment hardware and simplifying final assembly.

 

Continue Reading