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Tesla Model S 100 kWh battery option to be announced as early as this week

Sources within Tesla tell The Verge that Tesla will announce important changes to the Model S as early as this week. Read more.

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Tesla will reportedly announce new updates to the Model S this week that goes beyond a mild revision to the front design, and integration of ventilated seats from the Model X. Tesla has declined to comment on any idle speculation, but the buzz is that the Bioweapons Defense ventilation system introduced on the Model X will also make its way to the Model S.

The good news doesn’t stop there. The latest rumor circulating through the community, based on reports from sources within Tesla, is that the company will announce its much anticipated 100 kWh battery this week as well, validating Tesla hacker Jason Hughes’s reveal of the “P100D” badge buried within the Model S firmware. The impending announcement of new feature updates for the Model S will also coincide with the announcement of a price increase.

If in fact a 100 kWh battery is announced, how long will it be before Tesla increases the size of its smallest battery offering – the 70 kWh pack – in the Model S? If Tesla decides to introduce an 80 kWh battery as standard equipment for the Model S and eventually eliminate the 90 kWh version, that would maintain a 20 kWh difference between its highest and lowest battery capacity in the Model S. Having an 80 kWh pack will also ensure the Model S keeps a step up from the Model 3, which will presumably use a smaller 60 kWh pack size to maintain the promised 215 miles of range. The 80 kWh battery would also be ideal for the performance dual motor all wheel drive version of the Model 3.

We expect an official announcement from Tesla sometime this week.

 

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Elon Musk

Neuralink’s first patient could receive an upgrade: Elon Musk

Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade.

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Credit: Neuralink

Neuralink’s first human patient might be in line for a very interesting development in the future.

Based on recent comments from Elon Musk, Neuralink seems to be considering an “upgrade” for its first human patient, allowing him to perform even more sophisticated tasks using only his mind. 

Elon Musk’s recent comments

Musk’s update came as a reply to an X post that featured some details about the current activities of Noland Arbaugh, the first person in the world to receive a Neuralink implant. Since receiving his implant, Arbaugh has been able to take back his life, and he now games, attends class, and even works as a paid speaker. 

In his response, Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade. “Noland might be the first to receive a Neuralink upgrade and/or dual Neuralink implant to further augment his abilities. It won’t be long before a Neuralink recipient can beat most and eventually all humans at fast reaction video games,” Musk wrote in a post on X.

Noland’s recent update

Noland actually provided a quick update about his life with his Neuralink implant, which he fondly named Eve, on X. He noted that his direct involvement with Neuralink has lessened as more participants have joined the company’s human trials. And despite a recent pressure sore setback, he remains optimistic and teased “big news” coming for his two-year update in early 2026.

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Beyond his recovery, Arbaugh stated that Neuralink has made everyday goals achievable again. He is currently studying neuroscience, taking chemistry, biology, and pre-calculus and maintaining good grades, something he said would have been impossible without Neuralink.

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Tesla Cybercab almost looks production ready in new photos

Tesla’s AI team recently posted an image of the Cybercab going Animal Style at an In-and-Out drive-through.

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Credit: Tesla AI/X

Tesla’s AI team recently posted an image of the Cybercab going Animal Style at an In-and-Out drive-through. But while the Cybercab’s passengers were quite funny, the photos themselves suggest that some of the Cybercab’s components may already be production-ready.

Cybercab goes Animal Style

Seemingly as a fun Halloween post, the Tesla AI team shared a photo of a Cybercab, complete with passengers who were in costume, at an In-and-Out drive through. Based on the photos that were shared on X, it appeared that the Cybrcab was being accompanied by a Tesla Model Y Premium. The Tesla AI team shared a lighthearted caption to the image, writing “Animal Style,” a reference to a popular secret menu item for the fast food chain.

In a way, the Tesla AI team’s Halloween post was a lighthearted reference to the popularity of In-and-Out among Tesla owners. This is partly because of the Tesla Supercharger network, which has numerous locations that are close to In-and-Out sites. Elon Musk has also jokingly confirmed in the past that driving prototype Teslas through an In-and-Out is a tradition and a fun milestone marker.

Apparent production-ready Cybercab sections

While the Tesla AI team’s photos provided some lighthearted fun to the EV community, some industry watchers pointed out that the Cybercab in the photos looked production ready, or at least some parts of it seem to be. This is especially noticeable in the Cybercab’s front end, which looks very refined and well-built. 

The front end of the Cybercab on the In-and-Out photo even had a license plate mount, and previous sightings revealed that the door of the vehicle had been updated since it was unveiled last year.

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With this in mind, speculations are abounding that the Cybercab might indeed be ready for initial production soon. The installation of production equipment in Giga Texas has been ongoing for several months now, and tests of the Cybercab in both the Giga Texas complex and on public roads have also ramped. 

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Investor's Corner

Michael Dell points out practical advantage of Elon Musk’s proposed pay package

As pointed out by the Dell Technologies CEO, Musk will only be rewarded if he delivers extraordinary value to shareholders

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Michael Dell points out practical advantage of Elon Musk’s proposed pay package

Michael Dell has weighed in on Elon Musk’s controversial 2025 CEO Performance Award, offering a grounded perspective amidst the noise surrounding the pay package today.

As pointed out by the Dell Technologies CEO, Musk will only be rewarded if he delivers extraordinary value to shareholders. Musk would quite literally receive no compensation if he fails to achieve his targets.

Dell emphasizes results over rhetoric

Dell shared his thoughts about Musk’s 2025 CEO Performance Award in a post on X.“Vote FOR Elon Musk. The award is only achieved IF he hits exceptionally ambitious market-cap and operational milestones—if he falls short, he gets nothing,” Dell wrote in his post. 

“If he succeeds, shareholders will win big through unprecedented value creation, and he will earn added voting rights to continue driving Tesla’s long-term vision.”

Musk replied with a short “Thanks Michael,” acknowledging Dell’s support. Dell’s framing cuts through the debate surrounding Musk’s compensation, as he simply focused on the incentive structure’s risk-reward balance.

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Musk’s ambitious pay package

Elon Musk’s 2025 CEO Performance Award requires Tesla’s market capitalization to rise from roughly $1.1 trillion today to $8.5 trillion within a decade. This would make Tesla more valuable than any company in history.

Apart from this, Tesla’s operating profit must also grow from $17 billion to $400 billion annually. Musk must also lead the company to several product-related milestones, such as 20 million cumulative vehicle deliveries, 10 million Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million operating Robotaxis.

So far, proxy advisors Glass Lewis and ISS have urged shareholders to vote against the plan. Some prominent investors, including ARK Invest CEO Cathie Wood, however, have voiced strong support for the plan. Wood called Musk “the most productive human being on earth,” arguing that his vision and ability to attract talent are central to Tesla’s success.

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