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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 Cybercab, the all-electric ride-hailing-geared vehicle void of a steering wheel and pedals, has achieved a significant regulatory milestone. The vehicle has officially secured an EPA Certificate of Conformity for the 2026 Cybercab, classifying it as a battery electric Zero Emission Vehicle (ZEV).
This certification confirms full compliance with federal Clean Air Act emission standards, paving the way for legal sales and operation across the United States.
A Certificate of Conformity (CoC) is a critical document issued by the U.S. Environmental Protection Agency (EPA) to vehicle manufacturers. It certifies that a specific class of vehicles meets all applicable federal emission requirements for the model year.
We have reported on several of them in the past, and it’s a good sign that a vehicle is close to being available to the public.
Every vehicle sold in the U.S. must carry this approval, which covers exhaust emissions, evaporative emissions, and refueling standards. For battery electric vehicles like the Cybercab, it verifies zero tailpipe emissions and compliance with stringent testing protocols. The certificate, issued and effective May 26, 2026, was part of the EPA’s recent bi-weekly upload, detailing the Cybercab’s evaporative/refueling family and exhaust compliance.
It also revealed some other very important information, as the Cybercab’s “Charge Depleting Range” was rated at just over 418 miles. This was for city driving, while the highway range depletion test revealed just over 375 miles of range:
Highway miles for Charge Depleting Range was just over 375 miles
— TESLARATI (@Teslarati) June 15, 2026
This EPA approval is a foundational step for Tesla’s autonomous ambitions. While emission certification is standard for any new EV, it signals that the Cybercab is progressing through the full federal compliance process.
Tesla has already equipped prototypes with federal compliance stickers affirming adherence to safety, bumper, and theft-prevention standards via self-certification under FMVSS rules. This bypasses the traditional 2,500-vehicle exemption cap that previously constrained low-volume autonomous testing.
Production of the Cybercab ramped up at Giga Texas starting in early 2026, with volume targets aiming for hundreds of units per week and long-term ambitions of millions annually. The two-seater, steer-by-wire vehicle, lacking a steering wheel and pedals, features a sleek, minimalist design optimized for Robotaxi service.
Priced under $30,000 at unveiling, it promises operating costs as low as $0.20–$0.40 per mile once scaled. Tesla has routinely flexed it as one of the most efficient vehicles of all time.
Regulatory progress extends beyond the EPA. The NHTSA has streamlined approvals for control-free vehicles, benefiting the Cybercab. Tesla operates supervised and unsupervised Robotaxi services in Texas cities like Austin, Dallas, and Houston using its fleet. California recently updated rules for driverless operations, including enforcement mechanisms for violations. Additional state-by-state approvals will be needed for nationwide rollout.
This EPA green light reduces a key barrier, building confidence among regulators, partners, and investors.
It underscores Tesla’s strategy of designing the Cybercab from the ground up for full compliance rather than retrofitting existing platforms. Challenges remain in scaling unsupervised autonomy, mapping approvals, and public acceptance, but the certification marks tangible momentum toward transforming urban mobility.
With prototypes already testing on public roads and production accelerating, the Cybercab edges closer to redefining transportation. Tesla’s integrated approach—combining hardware simplicity, software prowess, and regulatory diligence—positions it uniquely in the robotaxi race.
SpaceX executed its first Falcon 9 launch since going public on June 15, a routine yet symbolically powerful Starlink mission from Vandenberg Space Force Base in California.
Liftoff of the Falcon 9 booster B1093, on its 14th flight, occurred at approximately 8:34 a.m. PDT from Space Launch Complex 4E (SLC-4E), deploying 24 Starlink V2 Mini Optimized satellites into low-Earth orbit.
The first stage successfully landed on the droneship “Of Course I Still Love You” in the Pacific Ocean, underscoring the company’s unmatched reusability track record.
Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://t.co/meDwb05qOE
— SpaceX (@SpaceX) June 15, 2026
This mission comes just three days after SpaceX’s historic IPO on June 12, which shattered records as the largest ever. The company raised $75 billion by pricing shares at $135, with trading under ticker SPCX on Nasdaq opening at $150 and closing at $160.95—a 19 percent gain—valuing SpaceX at over $2.1 trillion.
The launch highlights the seamless transition from private innovator to public powerhouse. SpaceX, founded in 2002, has revolutionized access to space with over 650 Falcon 9 flights and a massive Starlink constellation now serving millions globally.
As a public company, it faces new pressures: quarterly earnings, shareholder scrutiny, and expectations to accelerate Starship development for Mars ambitions and deeper NASA partnerships. Yet the market response signals strong confidence in its dominance, as launch costs are slashed by 95 percent, rapid satellite deployment, and a backlog of government and commercial contracts.
SpaceX maintains bold advertising push for Starlink, contrasting Tesla’s minimalistic approach
Analysts view today’s flight as business as usual, but it carries extra weight. With shares volatile in early trading days, successful operations reassure investors that core capabilities remain unaffected by public status.
SpaceX now operates under heightened transparency, potentially unlocking capital for ambitious goals like Starship orbital tests and global broadband expansion.
Challenges loom, including regulatory hurdles for megaconstellations, competition in reusable rockets, and orbital debris concerns. Nevertheless, this morning’s flawless execution reinforces SpaceX’s trajectory.
As Musk often notes, the company’s mission—to make humanity multiplanetary—now aligns with Wall Street’s growth demands. The stars, it seems, are aligning for both.
Renowned investor Ron Baron, founder and CEO of Baron Capital, has once again demonstrated his unwavering faith in Elon Musk’s ventures.
Just after SpaceX’s record-breaking IPO, Baron announced he purchased an additional $1 billion in SpaceX (NASDAQ: SPCX) shares. This move pushes Baron Capital’s total holdings in the company to a staggering $25 billion in market value, underscoring one of the most successful private-to-public investment stories in recent history.
Baron’s relationship with SpaceX dates back to 2017, when his firm began investing approximately $1.75–2 billion through secondary markets and employee tender offers at valuations around $20–22 billion.
By the time of the IPO, which valued SpaceX at over $2 trillion with shares closing near $161, those early stakes had generated more than $13 billion in unrealized gains. Post-IPO, Baron’s position ballooned further, reflecting the company’s meteoric rise driven by reusable rocketry, Starlink’s global satellite internet constellation, Starshield defense applications, and ambitious plans for orbital infrastructure.
In a recent interview, Baron articulated his bullish outlook with characteristic enthusiasm.
Ron Baron said today that he bought $1 billion of @SpaceX IPO shares last Friday, and said that all of Baron Capital’s $SPCX holdings are now worth $25 billion.
“I think we’re going to make hundreds of billions of dollars; If you read the prospectus, you realize what they… pic.twitter.com/U8F471KtJS
— Sawyer Merritt (@SawyerMerritt) June 15, 2026
“I think we’re going to make hundreds of billions of dollars,” he stated, emphasizing that SpaceX’s achievements in rocketry and satellite technology are “not possible for anyone else to accomplish.” He envisions the company as a cornerstone of humanity’s multi-planetary future, potentially reaching valuations of $10–30 trillion within 10–15 years.
Baron has repeatedly affirmed he has no plans to sell, viewing SpaceX as a “lifetime investment” alongside Tesla.
Tesla bull Ron Baron reveals $100M SpaceX investment, sees 3-5x return on TSLA
This conviction stems from SpaceX’s unparalleled execution. The company has revolutionized access to space with Falcon 9 reusability, deployed thousands of Starlink satellites, and is advancing Starship for Mars missions and point-to-point Earth transport.
Baron highlights emerging opportunities like space-based AI data centers and direct-to-cell satellite connectivity, positioning SpaceX at the forefront of a new space economy projected to generate trillions in value.
Critics may question the lofty projections amid high valuations and execution risks, but Baron’s track record speaks volumes. His Tesla holdings, initiated in the mid-2010s, have also delivered outsized returns. As one of the largest institutional holders of SpaceX pre-IPO, Baron Capital’s funds, such as Baron Partners, benefited immensely from valuation markups.
Baron’s $1 billion IPO purchase signals deep confidence in SpaceX’s post-IPO trajectory. In an era of short-term market noise, his strategy exemplifies patient capital: backing visionary leadership and transformative technology.
For investors watching the space sector, it serves as a powerful endorsement that the final frontier may indeed yield the next great wealth-creation engine. As Baron puts it, SpaceX isn’t just building rockets—it’s trying to “save humanity” by expanding our horizons beyond Earth.
Tesla Cybercab snags huge regulatory green light that readies it for public roads
SpaceX soars with its first launch as a public company, marking a new era
