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Tesla owner converts Model S 75D to P100DL on the cheap with Rich Rebuilds
Tesla owner and automotive enthusiast Rich Rebuilds is known for his crazy vehicle modifications and salvage electric car initiatives. For his most recent project, Rich opted to upgrade a Model S 75D to a P100DL for an owner who wanted a Tesla with more range, power, and speed without buying a whole new car altogether.
The Model S 75D in question belonged to a close friend who was interested in getting a vehicle with better specs and performance. At first, the owner attempted to trade-in his Model S 75D for a P100DL. However, Tesla’s trade-in offer was not up to the owner’s expectations, so he came to Rich for help with the upgrade.
The owner then obtained a P100DL that was involved in an accident for $30,000. Despite the vehicle being totaled, its electric motor and battery were usable. The upgrade process required Rich and the team at the Electrified Garage to remove the 75D’s rear drivetrain and battery, which packs 329 horsepower and an EPA-estimated 259 miles of range.
The first step of the project required the removal of the 75D’s drive unit. The swap was a straightforward step that required the removal of a few nuts and bolts, along with the disconnection of the drivetrain’s coolant tubes and power cables. Then, the removal of the 75 kWh battery pack was next, another relatively easy step.
The removal of the battery pack is not usually necessary for drivetrain replacements. However, for the Model S 75D to be upgraded adequately to a P100DL, the two vehicles’ battery packs needed a swap. The differences between the motors required a replacement of power cables from the motor to the front junction box as well, which sits near the front of the vehicle. According to the Tesla Model S Owners Manual, “The front junction box provides power to various components, such as the Battery heater, the air conditioning compressor and the cabin heater.”
The team ran into a small issue when replacing the rear junction box. The cables from the 75D’s junction box lock into the part, so the Electrified Garage team chose to swap out this junction box with a component from the P100D. Additionally, the Model S 75D’s drivetrain harness was too small to handle the P100D’s motor, so the team had to utilize the performance version’s harness, which required a complete swap out as well.
The cooling systems between the two vehicles were also slightly different and required attention. The 75D’s cooling system only utilized one line and is cooled by oil with a heat exchanger installed. The P100DL’s drive unit, on the other hand, has two coolant lines which connect directly to the motor itself. This step required a small modification from the Electrified Garage team so the vehicle would operate correctly.
After completing the project, the owner took the 75D’s motor and battery, along with the rest of the P100D, and sold them. The project set the owner back only $33,000 in total, including $9,000 in labor costs from the Electrified Garage.
The upgrade in drivetrain and battery pack for the Model S 75D gave ultimately resulted in a Model S P100DL for a vastly reduced price. In the case of Rich’s recent project, the owner was able to obtain more range, speed, and horsepower without spending about $100,000 for a new Model S P100DL.
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Watch Rich Rebuilds’ video on the Tesla Model S 75D conversion to a P100D below.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
