Tesla Model S is closing in on 400 miles of range per charge. With this update, Tesla has definitively extended its lead in the EV market, putting it far ahead — at least from a range perspective — against its biggest competitors. What’s rather interesting is that the Model S’ 390-mile range is just the tip of the iceberg.
Being a constantly-innovating company, it’s difficult to put the finger on the generations of vehicles that Tesla releases. Yet one look at the company’s upcoming electric cars and one would know that its next vehicles will feature next-generation technology. The Model Y, for example, is built from the company’s experiences with the Model 3, and pictures of the all-electric crossover in the assembly line hint that its casting may be quite unique. Tesla will likely not experience as many challenges ramping the Model Y compared to its previous vehicles, and this is likely due to the company’s experience.
There’s the Semi and the Cybertruck as well, both of which are large vehicles that would otherwise require a ton of batteries to get their estimated range. Yet in the case of the Cybertruck, the vehicle will be offering over 500 miles of range for less than $70,000. How Tesla will accomplish this remains to be seen, but Global Equities Research analyst Trip Chowdhry noted that the Cybertruck is on a “completely different technology orbit” after taking a test ride in the all-electric truck at Tesla’s Fremont factory.
Some of these improvements are already coming soon. Later this year, Tesla is expected to release the Model S’ Plaid Powertrain variant, which will be track-capable and boast an insane amount of power with its tri-motor setup. Elon Musk noted recently on Twitter that the Plaid Model S has “absurd” performance, though the electric car maker will ensure that the vehicle still gets enough range. This comment may seem like a typical Elon Musk update, but it shows a lot about Tesla’s experience as a veteran electric car maker.
Making an electric car is not easy. Making a great electric car is twice as difficult. This is something that veteran automakers are now learning, with each vehicle that they release. Premium EVs seem to be the ones learning this lesson the hardest, especially as otherwise great cars like the Audi e-tron and the Jaguar I-PACE end up being bogged down by issues such as range. Yet among carmakers and “Tesla Killers” that have come out, the Porsche Taycan seems to be the best example of this experience gap.
The Porsche Taycan is a beautifully-designed electric sports car, and it works like one. It’s top-tier variant, the $185,000 Taycan Turbo S, is arguably the only vehicle that can beat a Raven Model S Performance on the drag strip fair and square. Yet for all its speed and power, the Taycan suffers from poor efficiency, as evidenced by the Turbo S’ 192-mile EPA rated range. Granted, tests from motoring publication Car and Driver suggest that the Taycan’s range is more tuned for Autobahn driving, but the gap between the vehicle and the Model S is very evident. This becomes even more notable when one considers that both cars’ battery packs are similarly-sized.
The Model S’ Long Range Plus update means that through incremental improvements on electric car batteries, Tesla is now able to draw out 390 miles out of a 100 kWh pack. That’s just about 20 miles short of Rivian’s 400-mile trucks, and those vehicles are equipped with a 180 kWh battery pack. This matters a lot, and this is a benchmark that will probably take a few years to beat.
During Porsche’s Annual Press Conference last year, the company’s executives focused a lot of their discussions on the Taycan, whose development represented a multi-billion-dollar initiative for the company. Following the main conference, I was fortunate enough to be part of a group of reporters who were able to get a brief Q&A session with Porsche Board Member for Sales and Marketing Detlev Von Platen. When it was my turn to ask a question, I inquired about Porsche’s strategy about the Taycan’s range, and how the company plans to prevent the vehicle from being the electric equivalent of a gas guzzler.
The Board Member’s response did not directly address my inquiry, though he did emphasize that Porsche is no neophyte with battery tech due to its efforts with high-performance hybrid sports cars like the 918 Spyder. This is a fair point to make, of course, though looking at the Taycan’s range, it appears that the company still needs a few more iterations of its flagship electric car before it can expertly balance performance and range in a pure EV. The Tesla Model S Plaid is coming to establish itself as the undisputed king of consumer EVs, after all. If Elon Musk’s words are any indication, it would be a triple-motor monster with frighteningly quick acceleration and a range that’s still close to 400 miles.
That’s going to be a far tougher rival than the Tesla Model S Performance.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
New drone video shows Tesla’s Optimus Factory reaching a turning point
