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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.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
