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Should I Buy the Tesla Model S P85 or Standard 85kWh?
It is, perhaps, the biggest question many prospective hand-wringing owners of the Model S wrestle with – should I get the Tesla Model S P85 or stick to the Standard version?
After all, once you’ve talked yourself up the first $10k from a 60kwh to an 85kwh battery, what’s another $12K or so for the Performance version?
And if you don’t pay for the upgrade to the more powerful drivetrain, WILL YOU REGRET IT LATER?! Want to know the bottom line? My journey to owning the Model S led me to ask the following questions: Will you regularly drive over 180 miles/day? Will you use the Tesla for a road trip car? If the answer to both those questions is “No”, get the 60 kWh. Period. Done.
The 60 has comparable real world performance to the 85 and reportedly feels even more spirited because of less battery weight (though ballasted to match an 85, the ballast is apparently located differently somehow, according to reports from people who have driven both). The 60 is a superb in-town commuter car or medium distance tourer (with destination charging). If either those questions are answered with a “Yes”, get the 85kWh. By the time you pay the extra $2k to enable the Supercharging option on a 60 you’ve already started toward an 85 anyway. Like the evil dojo master in Karate Kid said, “Finish him!” Get an 85. Now don’t go crazy right to the P85+, let’s look at the upper extreme first.
The P85+ is apparently designed solely for the purpose of destroying tires – rear tires – every 5,000 miles or less. Unless you’re coming from a high performance car or plan to enjoy track days, fuggeddaboutit. It’s basically an even more expensive version of the P85 with staggered tires and other suspension tricks. Real world, this is overkill and more about badge ego than useful value (for the vast majority of non-professional racing drivers).
Speaking of real world, the performance difference for the P85 and the S85 exists primarily in one place: 0-30mph. That’s it. From 30mph and up they are virtually identical and both will silently roar around slower traffic with equal capability. Originally the Tesla Model S P85 upgrade only came with some other standard features that are a mixed bag (to me). Thankfully Tesla has decided to allow buyers the option of upgrading only the drivetrain. Still, that presents some problems. A P85 with the 19″ wheels just overwhelms them. Remember the only performance advantage it has is 0-30mph and that requires grip to actually enjoy it. For a variety of reasons (but chief among them rolling resistance and wind resistance) Tesla’s tires are taller rather than wider to increase their contact patch. A traditional sports sedan would get wider tires to increase grip but the Model S gets taller tires… ergo, a P85 on 19s just bounces off the traction control constantly. In a sunny climate that might not happen as often but here in pothole country you’ll get clunks and shudders from way back there at the wheels all the time as the traction control tries to reign in your lunacy. My friend Jake and I had several days with a silver loaner (read more about it here) and it was fun but also frustrating.
Unfortunately, if you’re living anywhere with four seasons you are NOT going to want to alleviate the traction problem by getting 21″ wheels. We have potholes. LOTS of them. BIG ones. And bridges with expansion joints that will turn those wheels into ovals. You know how when you go to the grocery store you always get a cart with that annoying wobbly wheel? Would you like to buy one for $90-100K? I didn’t think so. Speaking of expenses, many P85 owners report higher than average tire wear (regardless of wheel size).
I don’t know of a true head-to-head drag race video of all THREE versions of the Model S (60/85/P85)– amazed no one has done it yet– but the video above is very recent and posts a time faster than the Tesla website does. You can read more opinions on that video HERE.
Another recent video does offer a head-to-head of a standard Tesla Model S P85 vs S85 and you can see that after the first 30 feet or so, the S85 and the P85 match stride-for-stride. In fact, at the end of the 1/4 the trap speed on the standard 85 is actually higher. Skip ahead 26 seconds to catch the Tesla family feud.
One long-time P85 owner asserts the difference in launch speed really only exists at higher states of charge. As a result, maintaining that performance edge over the S85 requires more frequent and fuller charges of the main pack, potentially increasing long-term degradation. Ironically, the only times you really should charge the pack up to higher levels (for distance), you wouldn’t want to enjoy the harder launches because it would adversely affect your range.
So the S85 is a tad slower off the line. No one but a P85 owner is ever going to know that. And, frankly, the power delivery at launch is a lot smoother. The P85 is pretty brutal. Oh, it’s damn impressive– but it’s also jarring. I like the slightly tapered building on of WHOOSH that I get from the S85. I think it keeps my wife from realizing how often I’m toying with the other cars around us. James Bond, after all, wears a suit… not a karategi. <— brought that back to Karate Kid nicely, didn’t I? I have no idea why either.
Clearly I could go on and on about my configuration thought processes– and how they’ve evolved since taking delivery– but that’s a topic for another time. If you haven’t already read about my “Journey to Tesla” then check it out for some insights into how I got this car in my driveway and how you can too. It starts by clicking RIGHT HERE.
Read more at www.TeslaPittsburgh.com and check out the videos on our YouTube channel at www.YouTube.com/NZCUTR.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Tesla Q4 delivery numbers are better than they initially look: analyst
Tesla analyst breaks down delivery report: ‘A step in the right direction’
