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Tesla Model S Plaid racecar bares its fangs by overtaking hypercars in Laguna Seca
This weekend’s Hypercar Invitational at Laguna Seca was, for the most part, an opportunity for professional racecar driver Randy Pobst and Tesla tuning house Unplugged Performance to test out how their race-spec Model S Plaid performs on the track. The Model S Plaid did not disappoint, and it did not shy away from baring its fangs either. Over the course of the weekend, the modified four-door family sedan overtook some of the world’s most iconic hypercars around one of the world’s most iconic race tracks.
Unplugged Performance is no stranger to Teslas, having been a dedicated tuning house since the days of the Model S P85+. Pobst is no neophyte with Teslas either, finishing Pikes Peak’s Exhibition Class last year in second place in a Model 3 Performance that was rebuilt within days of a major crash. For both Unplugged and Pobst, however, the Model S Plaid, which would be used for this year’s Pikes Peak Hill Climb, proved to be a very pleasant surprise.
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- Credit: Unplugged Performance/Twitter
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- Credit: Unplugged Performance/Twitter
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- Credit: Unplugged Performance/Twitter
The Model S Plaid racecar featured a stock powertrain from Tesla, though its interior was fully stripped out to save weight. A roll cage and a racing seat with six-point seatbelts were placed in the interior as well. Outside, the Model S Plaid was fitted with a massive adjustable rear wing. The vehicle also retained its factory air springs, though it used custom Unplugged Performance/Bilstein dampers and a three-way adjustable rear anti-roll bar. The car also rode on Yokohama Advan slick tires on forged aluminum wheels.
https://twitter.com/TeslaRep/status/1403913191311101956?s=20
Ultimately, the Model S Plaid did not only prove that it was worthy of being on the same track as hypercars like the McLaren P1 and the McLaren Senna; the family sedan showed that it could actually dominate its internal combustion-powered counterparts. This was shown in a video shared online, which featured the Model S Plaid casually overtaking the McLaren Senna and P1 with ease. Later comments from the driver of the McLaren P1 noted that the Model S Plaid was so fast, it almost felt like the other vehicles were standing still.
Watch the plaid model s take over all the cars that lead it initially. It’s a beast on the track. @elonmusk 📸@omg_tesla cc @UnpluggedTesla @RandyPobst @FromWhereICHG pic.twitter.com/gjw1Q4v5Wq
— Tesla Owners Silicon Valley (@teslaownersSV) June 13, 2021
But perhaps the most notable observation from both Unplugged and Pobst was just how well the Model S Plaid maintained its power during its laps. At one point, Pobst remarked that the Model S Plaid, which only had 34% charge remaining then, felt just as quick as it did when it still had a full charge. In a statement to Teslarati, Unplugged Performance CEO Ben Schaffer added that the Model S Plaid’s capability to maintain its power despite its battery charge was incredibly impressive.
“With every generation of Tesla, we’ve experienced significant progress in sustainable power delivery and thermal capacity. In simple terms, this means your can drive faster (and) longer. The new Model S Plaid continues this trajectory of improvement, and during our shakedown runs, the car illustrated almost no perceptible power loss as the battery state of charge decreased. Our driver Randy Pobst said the car felt just as fast at 35% SOC as at 100%,” he said.
The Tesla Model S Plaid is poised to take on the Pikes Peak Hill Climb later this year.
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Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities.
Xpeng CEO He Xiaopeng has offered fresh praise for Tesla’s Full Self-Driving (FSD) system after revisiting Silicon Valley more than a year after his first hands-on experience.
Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
Tesla FSD closing in on Level 4 driving
During his visit, He test-drove a Tesla equipped with FSD V14.2. He also rode in a Tesla Robotaxi. Over roughly five hours of driving across Silicon Valley and San Francisco, He said both vehicles delivered consistent and reassuring performance, a notable improvement from his experience a year earlier.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, allowing users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
He previously tested Tesla’s FSD V12.3.6 and Waymo vehicles in California in mid-2024, noting at the time that Waymo performed better in dense urban environments like San Francisco, while Tesla excelled in Silicon Valley and on highways.
Xpeng’s ambitious autonomy roadmap and internal challenge
The Silicon Valley visit also served as a benchmark for Xpeng’s own autonomy ambitions. He stated that Xpeng is looking to improve its VLA autonomous driving system to match the performance of Tesla’s FSD V14.2 within China by August 30, 2026. Xpeng is poised to release its VLA 2.0 smart driving software next quarter, though He cautioned that the initial version will not be able to match FSD V14.2’s capabilities, as noted in a CNEV Post report.
He also added a personal twist to the goal, publicly challenging Xpeng’s autonomous driving team. If the performance target is met by the 2026 deadline, the CEO stated that he will approve the creation of a Chinese-style cafeteria for Xpeng’s Silicon Valley team. If not, Liu Xianming, head of Xpeng’s autonomous driving unit, has pledged to run naked across the Golden Gate Bridge, He noted.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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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.
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.”
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.
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
Another Tesla Model 3 variant sold out for January 2026 in China
