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Tesla Model 3 emerges as track monster after Pikes Peak crash

Credit: Unplugged Performance Instagram

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Unplugged Performance has turned its crashed Tesla Model 3 into the most aerodynamically aggressive Tesla ever created.

Watching the Unplugged Performance Tesla Model 3 crash at the Pikes Peak hill climb was devastating. Not only because of the potential for injury to the driver, but also for all of the lost progress on what had been one of UP’s most successful track toys. But from that fire, that same Model 3 has emerged as the “Bionic Phoenix.” With potentially the most aggressive aerodynamics package a Tesla has ever been adorned with, it is ready to take on anything.

The Instagram post showing off the new vehicle is something to behold. With a massive front splitter that extends for what looks like miles in front of the car, massive fender flares that bulge out from the Tesla’s typically sleek profile, and a wing that could host a full course meal for a family of 12, Unplugged Performance says that the vehicle is capable of up to 4,000 pounds, or two tons, of downforce at speed.

But, as shown in the video, the aerodynamics are far from the only modifications to the already track-focused vehicle. The driver’s seat has been shifted to the middle of the car, reminiscent of hypercars from Pagani, McLaren, and Koenigsegg. Most, if not all, of the bodywork has been replaced with lighter and stiffer carbon-fiber paneling. And the interior has been completely stripped and fitted with a motorsport-ready roll cage. The modifications on the vehicle have been as granular as replacing many of the windows with Lexan alternatives, further lightening the vehicle.

Finally, if the fender flares weren’t enough indication, the vehicle’s power now makes its way to the ground via UP’s 13″ wide UP-03 forged wheels. And while not specified on the post on Instagram, it is likely kept low to the ground thanks to the company’s custom suspension offering.

 

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The UP Bionic Phoenix’s revival story has even made its way into a Twitter thread and even a documentary that detailed the car’s initial mission at Pikes Peak and subsequent crash, all through the delightful voice of driving legend Randy Pobst.

Perhaps more well-known for its Tesla Model S Plaid, which has received similarly extensive modifications, Unplugged Performance has been on a quest to demolish track records around the United States. This includes everywhere from Pikes Peak, Buttonwillow, Willow Springs, and the historic Laguna Seca Raceway. And while UP has not specified where its Frankenstein Tesla Model 3 will be headed, there is no doubt it won’t just sit on some showroom floor.

Perhaps most exciting about UP’s build is that many, if not all, of the products used on their build are available (or will be) in their shop. Thus allowing anyone crazy enough to create their own Tesla rocketship to fling themselves at their local racetrack. An amazing, if slightly terrifying, prospect indeed.

As electric vehicles become increasingly popular, the modification of them will likely grow in popularity in turn. And while EV mods are still very much in their infancy compared to their gas counterparts, I, for one, am excited for the day when significant names like Rousch, Hennessey, and other titans in the modification space begin to enter the market. For now, we can all bask in the glory of the pinnacle Tesla Model 3 and watch as it rips through track records in the very near future.

What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Elon Musk

Tesla hits major milestone with Full Self-Driving subscriptions

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Credit: Ashok Elluswamy/X

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.

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.

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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.

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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

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Credit: Tesla

Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.

The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.

However, the time is coming.

During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:

Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.

Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.

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Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.

In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.

With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.

Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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