News
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.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
