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Should I Buy the Tesla Model S P85 or Standard 85kWh?

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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.

Model-S-MotorThe 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).

Silver-Model-S-PittsburghSpeaking 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.

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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.

Dolphin-Grey-Model-S-Pittsburgh

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.

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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push

In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.

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Credit: Grok Imagine

Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs. 

An aggressive valuation upside

Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.

Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins.  We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote

Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.

Unsupervised Full-Self Driving tests

Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.” 

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It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now. 

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Production-ready Tesla Cybercab hits showroom floor in San Jose

Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.

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Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design. 

Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.

Exterior and interior refinements

The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket. 

Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well. 

Cybercab sightings

Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.

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Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time. 

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Investor's Corner

Tesla analyst realizes one big thing about the stock: deliveries are losing importance

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Credit: Joe Tegtmeyer | YouTube

Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.

As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.

Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance.

He said in April:

“The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.”

Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter.

In years past, Tesla analysts, investors, and fans were focused on automotive growth.

Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago.

In fact, several large swings occurred because of Tesla either beating or missing delivery estimates:

  • January 3, 2022: +13.53%, record deliveries at the time
  • January 3, 2023: -12.24%, missed deliveries
  • July 2, 2024: +10.20%, beat delivery expectations
  • October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown
  • July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries

It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects.

These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself.

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