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Tesla’s 75 kWh battery pack removal opens doors to ‘Track Mode’ for Model S & X
In a recent update on Twitter, Elon Musk announced that Tesla would be discontinuing the 75 kWh variants of the Model S and Model X. Starting this coming Monday, Tesla’s two flagship vehicles would only be offered at 100 kWh and 100 kWh Performance versions, widening the price gap between the cars and the company’s newest offering — the Model 3.
In a way, retiring the 75D line seems to be the right decision for Tesla. After all, the Model S 75D, which is priced at $76,000 before options, pretty much overlaps with the price of a fully-loaded Model 3 Performance. That said, this change also results in the base price of the Model S and Model X increasing significantly. The Model S 100D — the vehicle’s base version starting Monday — would start at $94,000, while the Model X 100D would start at $97,000, far higher than the Model X 75D’s starting price of $82,000.
Starting on Monday, Tesla will no longer be taking orders for the 75 kWh version of the Model S & X. If you’d like that version, please order by Sunday night at https://t.co/46TXqRJ3C1
— Elon Musk (@elonmusk) January 9, 2019
Apart from widening the gap between the more affordable Model 3 and the flagship Model S and X, though, the retirement of the 75 kWh battery pack also opens the doors to a very likely battery upgrade for the full-size sedan and SUV. The Model S and X, after all, are still equipped with 18650 cells, which are smaller and a bit older than the 2170 cells being used on the Model 3. These cells are also imported from Panasonic’s facilities in Japan, instead of being produced in Gigafactory 1.
By retiring the 75 kWh battery pack, Tesla would give itself an opportunity to roll out the newer cells to its flagship vehicles. The 2170 cells, for one, would probably even allow the Performance-branded Model S and X to handle extended track driving. Part of the reason behind the current generation Model S and X’s inability to be competitive on the track, after all, is their batteries, which have a tendency to overheat after a few laps around a closed circuit. This particular issue has been largely addressed by Tesla with the Model 3 and its 2170 cells, as evidenced by the vehicle’s dedicated Track Mode setting.
A Track Mode feature for the Performance Model S and X would make the vehicles even more fearsome than they already are. Even with their general inability to be driven on a racecourse, the Model S and Model X have nonetheless developed a reputation as monsters in straight-line races over the years. Equipped with a battery that has the same tech as the Model 3 — from its 2170 cells to its clever cooling systems — the Model S and X would be downright frightening.
Apart from opening the doors to Track Mode, an update to 2170 cells would likely result in more range for the Model S and Model X as well. This is something that Tesla could definitely use as a selling point for its flagship vehicles, considering that the competition, including the Porsche Taycan and the Jaguar I-PACE, are still pretty much competing against the bar set by vehicles that were created during the 18650 cell era. One can only speculate how much range a Long Range version of the Model S would have if it were equipped with 2170 cells. Perhaps even a 400-mile range? Such a scenario is plausible.
Hidden within this new update from Elon Musk, though, is something that bodes well for the company’s upcoming vehicle — the Model Y. Seeing as Tesla retired the Model X 75D, the company’s only SUV in its lineup now starts at $97,000. That’s very expensive, and this price notably reduces the size of the vehicle’s potential consumer base in an incredibly popular segment. By adopting this strategy at this point, Tesla appears to be hinting at the release of another, more affordable SUV that can compete more aggressively than the entry-level Model X. This vehicle, of course, would be the Model Y.
The Model Y has been in the rumor mill for some time now. In recent months, though, Elon Musk has provided a number of updates on the vehicle. During the company’s third-quarter earnings call, for one, Musk mentioned that he had already approved the construction of the Model Y’s alpha prototype. Musk has also joked that the upcoming SUV would be unveiled this 2018, perhaps sometime in the first half of the year.
Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.
The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.
Today, things were a bit different.
Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.
Giga Texas drone operator Joe Tegtmeyer noticed the change today:
Tesla Cybercabs are now getting “Cybercab” logos on the side of them!
Tesla did the same with Model Ys that were given “Robotaxi” logos: https://t.co/DanANtw1m7 pic.twitter.com/FqOhH0S9Ks
— TESLARATI (@Teslarati) June 19, 2026
Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.
The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.
It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:
Tesla’s Robotaxi dreams just took a massive step toward reality
We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.
Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.
SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.
These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.
Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.
Yeah, makes no sense.
Tesla has over $40B in cash, no debt and is consistently profitable!
— Elon Musk (@elonmusk) June 19, 2026
Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.
Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.
Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook
However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.
Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.
Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.
The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.
A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.
The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.
TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.
Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.
Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.
TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.
This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.
This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.
However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.
Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.
Tesla gives its biggest signal yet that Cybercab launch is imminent
Elon Musk challenges Tesla credit rating from Moody’s after SpaceX gets a higher one
