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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.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
