Earlier this week, Tesla reduced the price of the Model S by $3,000. When a price change is applied to any of Tesla’s vehicles, it is usually a race between media outlets to report it first. I believe that many news sites look at it as an opportunity to have a post with high views, and being the first to report it could lead to that. Also, with human beings remaining relatively misinformed about EVs and Teslas’ prices in specific, whenever a price drop is applied, it is a huge deal.
But the reason for misinformation spreads to journalists as well. I found myself shocked at the Fox Business article that implied that Tesla was undergoing some sort of “sales slide.” At least, that’s what they put in their headline.
Baffled at what I had read, I felt compelled to post it on Twitter and LinkedIn (the only two forms of social media I have) and set the record straight. While it is true that the percentage of the Model S sales has gone down, it is untrue that Tesla, or the flagship sedan, is seeing record low numbers because of a “sales slide.”
https://twitter.com/KlenderJoey/status/1316017793070850053
First, Tesla just had its most successful quarter in terms of production and deliveries in Q3. 139,300 cars were delivered, and 145,036 cars were produced at Fremont and Giga Shanghai. Nothing about that indicates a sales slide, especially considering the massive growth during the quarter in both deliveries and production.
The Model S and Model X were delivered 15,200 times during the quarter. Yes, this is a relatively small percentage, just a tad more than 10% of the total deliveries that Tesla performed over the course of the quarter. It is a 33% growth from the last quarter, where the company only delivered around 10,000 of the two vehicles.
In my opinion, it isn’t that Tesla’s flagship sedan is “less popular” or even “slumping” in terms of sales. I think that the Model Y and Model 3 are simply better options for most car buyers. I’ll tell you why.
First, we have their price. The Model 3 and Model Y have better price points, and they are Tesla’s first two mass-market vehicles. This means that the prices will fit more budgets, and it will be a more popular vehicle because of that.
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Secondly, the Model 3 and Model Y technology is significantly better than the Model S and Model X. Of course, the Model S has a lot of power, and the Model X has those awesome falcon-wing doors that everyone freaks out about. But in terms of sheer technology, the Model 3 and Model Y are just better options. They are minimalistic, they are newer designs, and they are also operating with better batteries than the Model S and Model X.
The Model 3 is, as far as we know, still utilizing the 2170 cells, while some speculation suggests that Tesla could already be putting the 4680 cells in the Model Y. These cells are not only more affordable, but they’re also more efficient, offer better power, and their energy capacity is greater.
The Model S and the Model X are still using the 18650 battery cells, which are still great batteries. The Model S has an EPA record 402 miles of range, and they both have 100 kWh battery packs in their performance models, which makes them a better option for the speed demons out there. Nevertheless, battery tech has gotten better since the Model S and Model X have been built, and neither of these cars has undergone a refresh, which brings me to my next point.
Buying a Model 3 or a Model Y ensures that a car buyer has the most up-to-date Tesla technology available. In addition to the already more minimalist design that the 3 and the Y offer, these two cars’ look is fresh in people’s minds. The Model 3 literally just underwent a refresh last night, and the Model Y is only seven months old as of right now.
Meanwhile, the Model S and Model X have relatively the same design as they did when they were released. The only things that have really changed are the available colors and the grille, which are minor cosmetic modifications. I love the look of the S and the X, but some people out there need the most updated versions of things. That is why we see so many people waiting for Apple to release a new phone, even though theirs works perfectly fine.
There’s nothing wrong with wanting something new. I get it. Believe me, I will be one of the first people in Pennsylvania to have a PS5, but that’s a $500 purchase. A car is $35,000 at the least if you want a Tesla.
All of this brings me to my point: These large-scale media networks reporting price cuts should just report the price cuts. Nothing more, and nothing less. There is no reason for these media outlets who have no idea what they’re talking about to sit there and suggest that the Model S is having a sales slide when they are still selling a healthy amount of vehicles.
Even Tesla knows that the Model S and Model X are not going to be big factors in the company’s future growth. That’s why the company has confined production to Fremont and hasn’t expanded it to Shanghai or even mentioned it with Giga, Texas. There is no need to. Remember, Tesla’s ultimate mission is to accelerate sustainable energy and transportation, not turn a massive profit with really fast cars. If that were the case, I’m sure the Roadster would already be built and roaming around the streets of California being driven by celebrities and Tesla referral code masters.
There is a real danger here with the way media outlets are angling their headlines. Ultimately, Tesla is doing a great job of expanding its presence in the automotive market. If mainstream media was more responsible with its reporting, could Tesla’s popularity be even more widespread at this point?
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
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News
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Tesla has officially launched the Model Y L in the United States and Puerto Rico for $61,990. It is the longer-wheelbase version of the Model Y, and has been available in China since last year.
Tesla brings the Model Y L to the U.S. just months after it phased out the only pure SUV in its lineup, the Model X. It is slightly longer than the Model Y configurations that are already available in the U.S., and features a three-row, six-seat setup with Captain’s Chairs being among the many features that make this a truly fantastic offering.
The Model Y L is priced competitively at $61,990, and features 325 miles of range and a 0-60 MPH in just 4.4 seconds.
Tesla also added a handful of new features that are not available in even the Premium Model Y. Here’s a full list of its features:
- Heated/Ventilated Front Seats with Powered Thigh Cushion
- Heated/Ventilated Captain’s Seats in Second Row with Powered Armrests & One-Touch Fold
- Heated Third-Row Seats with Power Recline, One-Touch Fold & Child Seat Anchors
- Improved Airflow, Increased Efficiency, More Range
- 89 cubic feet of trunk space
- Upgraded Acoustic Glass and Suspension to Minimize Road Noise
- Adaptive Damping for a Smooth, Stable Ride
- Staggered Tires for Enhanced Grip
- Larger Tailgate for Better Rear Visibility and Bigger Windows Overall
- 16″ First Row and 8″ Second Row Touchscreens
- 19-Speaker Immersive Tesla Audio
- 50W Wireless Charging Pads with Active Cooling and Charging Ports for All Other Seats
- FSD Supervised and Integrated Grok AI
Tesla is also delivering these first units as a “Launch Series,” which comes with additional features, such as:
- Door Trim Puddle Lights
- Suede Dashboard Wing
- Exterior and Interior Badging
- Floor Mats
- Sill Plates
The launch of the Model Y L in the U.S. marks a huge offering from Tesla to U.S. consumers. People have been calling for Tesla to bring a larger car to the U.S., and it needed it more than ever now that the Model X is gone.
- Credit: Tesla
- Credit: Tesla
It is a huge accomplishment for Tesla to get the Model Y L to the U.S., and after reporting strong deliveries today, it will be interesting to see how this car impacts future quarterly delivery reports.
Deliveries for the Model Y L “Launch Series” are slated for September or October of this year.
News
Tesla just told us twice that Model Y L is coming to the U.S.
Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.
The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.
The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”
Looking forward to the long weekend pic.twitter.com/URzH6zOUdn
— Tesla (@Tesla) July 1, 2026
Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.
With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.
However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.
Tesla uploaded a Model Y L to the Gallery last night:
This looks like a Model Y L https://t.co/TpnBwrLmH9
— TESLARATI (@Teslarati) July 2, 2026
This seems to be another indication that the Model Y L is coming to the United States.
Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.
Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.
News
Tesla is using vehicle microphones to improve build quality: here’s how
Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.
It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.
As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.
The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.
It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.
Tesla’s ‘megacasts’ are key to massive build quality improvements
While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.
This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.
Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.
The full interview with Lars Moravy is available below:
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below.
Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights!
A few of the biggest takeaways:
• Cybercab is expected to… pic.twitter.com/fhYSr2dCqP
— Herbert Ong (@herbertong) July 1, 2026

