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Tesla’s two Model S ‘Plaid’ variants are being benchmarked against each other
True to its word, Tesla has returned to the Nürburgring with two “Plaid” Model S units. Both vehicles have been spotted running hot laps since they arrived at the iconic German racetrack, and if recent observations are any indication, it would seem that Tesla has actually brought two variants of its track-capable Model S for its Nürburgring comeback. What’s more, it seems that Tesla is benchmarking the performance of the two Plaid Model S against each other.
Tesla’s Plaid Model S units in the Nürburgring could be differentiated by their color and rear badges. One is a blue unit with a Dual Motor badge, while the other is a red vehicle that’s marked P100D+. Recent reports and accounts from sources in the area suggest that these two vehicles do not have the same performance. While both are Plaid Model S prototypes, their track results suggest that they are somewhat different, perhaps along the same lines as Porsche’s Taycan Turbo and Turbo S variant.
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- Tesla Model S P100D+ with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)
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- Blue Tesla Model S with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)
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- Red Tesla Model S P100D+ with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)
The differences between the two vehicles were hinted at last month during Tesla’s first excursion into the Nürburgring. Observing the two vehicles, a photographer from motoring publication Motor Authority mentioned that the blue Plaid Model S was able to complete a lap around the iconic German track in 7:40, a couple of seconds faster than the record set by the Porsche Taycan Turbo.
The same photographer also recorded an impressive 7:23 lap with the red Model S Plaid unit, which is identical to a hand-timed lap reported by German media outlet Auto Motor und Sport. Quite interestingly, Tesla departed from its initial Nürburgring rounds after the red Model S Plaid unit seemingly broke down in the middle of a hot lap.
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- Blue Tesla Model S with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)
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- Blue Tesla Model S with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring without a rear diffuser (Photo: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring without a rear diffuser (Photo: Teslarati)
These two vehicles returned to the Nürburgring this week. This time around, the Plaid Model S units sported a refreshed widebody kit that included side vents, and in the case of the blue unit, a massive rear diffuser reminiscent of the one used by Tesla in the next-generation Roadster. Images taken of the red Plaid Model S’ return to the nearly 13-mile closed circuit revealed that the vehicle was not equipped with a rear diffuser, though it had the same side vents and large rear spoiler with Gurney flap found in its blue sibling.
Interestingly, images recently acquired by Teslarati reveal that Tesla has installed the same large rear diffuser in its red Model S at the Nürburgring. The vehicle was brought over to the track at the back of the truck, and once on the road, it was clear that the additional aeros have been installed on the vehicle. A closeup picture of the track-capable flagship sedan further revealed that the red Model S Plaid was fitted with a front lip spoiler as well.
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- Tesla spotted delivering a red Tesla Model S P100D+ with 2nd set of aero improvements to the Nurburgring track (Photo: Teslarati)
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- Tesla spotted delivering a red Tesla Model S P100D+ with 2nd set of aero improvements to the Nurburgring track (Photo: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring with upgraded aero package (Photo: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring with upgraded aero package (Photo: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring with upgraded aero package (Photo: Teslarati)
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- Red Tesla Model S P100D+ spotted at the Nurburgring with upgraded front spoiler (Photo: Teslarati)
With these images in mind, it appears that Tesla is currently testing how each Plaid Model S prototype performs on the Nürburgring with and without additional aeros. This suggests that Tesla is likely benchmarking the two Model S Plaid units against each other, potentially as a way to refine and tune each vehicle’s performance for closed circuit driving. These efforts ultimately bode well for Tesla’s upcoming Plaid versions for the Model S and Model X, as the electric car maker appears to be leaving no stone unturned in its efforts to develop a flagship vehicle that can attack one of the racing world’s most notorious tracks with no hesitation.
Elon Musk has mentioned a few details about Tesla’s upcoming Plaid Model S. For one, the vehicle will have three motors, similar to the next-generation Roadster, which is equipped with one electric motor at the front and two at the rear. Musk also stated in a recent tweet that the production Plaid Model S, which will reflect the final iteration of the car that will set Tesla’s official Nürburgring record, is set to enter its manufacturing stage sometime in Summer 2020. Pricing for the Tesla Model S Plaid variants have not been revealed by Tesla, though Elon Musk has mentioned that the vehicles will be priced higher than the current top-tier Raven Model S Performance with Ludicrous Mode.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
