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Tesla Model S Plaid with ‘practically alien’ tech unleashed: 1000 hp, lowest drag coefficient, and PS5-level gaming
The Tesla Model S Plaid formally made its debut at the company’s delivery event at the Fremont Factory today. The expectations for the Model S Plaid were high in the days leading up to its first deliveries, particularly as Tesla retired the Model S Plaid+ and raised the Model S Plaid’s base price by $10,000.
“Tonight we’re going to show you the next BEST version of the Model S,” Tesla Chief designer Franz von Holzhausen said at the beginning of the event.
Elon Musk launched the Tesla Model S through the company’s newly finished test track and triumphantly celebrated the Plaid’s arrival on stage. In honor of the event and the new Model S Elon Musk wore a jacket with the plaid design at the back.
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- Tesla CEO Elon Musk wears a Plaid Mode jacket at the company’s Model S Plaid Delivery Event on June 10th, 2021. (Credit: Tesla)
Below are the official specifications and details of the Model S Plaid.
Price and Range
When Tesla announced the Model S Plaid during the release of its Q4 and FY 2020 Update Letter, the company listed the vehicle with an estimated EPA range of 390 miles per charge. The Plaid+ variant, which was discontinued, had a range similar to the Cybertruck with more than 500 miles per charge. Elon Musk described the Plaid’s speed as
Tesla also improved the Model S car’s Supercharging speed to 187 miles of range in 15 minutes. This is notable, as the Supercharger Network has now grown to 25,000 stations worldwide.
MODEL S PLAID TEST
At Fremont today pic.twitter.com/FQXXMAXWhU— JPR007 (@jpr007) June 11, 2021
During the lead up to the flagship Tesla sedan’s deliveries, images of a Model S Plaid test unit’s Monroney sticker made the rounds online. The sticker listed some interesting information, including a range of 405 miles per charge. This is quite a bit higher than the 390 miles originally announced earlier this year, but lower than the 500+ miles of range that was listed for the discontinued Model S Plaid+.
During the event, Tesla officially announced that the Model S Plaid would have a range of 390 miles per charge.
Battery and Electric Motor
The Model S Plaid was expected to maintain its 18650 battery, but with drastically improved cells. Videos from attendees of the delivery event have shared some videos of the flagship sedan’s battery pack, one of which can be seen below.
https://twitter.com/omg_tesla/status/1403169263251202050?s=20
During the delivery event, Tesla confirmed that the Model S Plaid would feature its most advanced battery to date. Elon Musk highlighted that the vehicle will have carbon-sleeved rotors, the first of its kind. He noted that mixing Carbon (C) and Copper (Cu) is very difficult because they have “very different rates of thermal expansion.”
Similar to other Teslas, the Model S Plaid will feature a single-speed transmission. “It’s single speed from 0-200 mph,” Elon Musk said. He noted that Tesla was able to break the two-second barrier with the Model S Plaid, quite a feat for a four-door production vehicle that seats five passengers. The vehicle can do 0-60mph in under two seconds.
Musk introduced a new and improved heat pump, which he called a HVAC system for the car. “It’s 30% better cold-weather range and requires 50% for cabin heating in freezing condition,” he said. With the use of a heat pump, the Model S Plaid would be capable of running at peak power for extended periods of time. This makes sense considering the that the vehicle was initially honed in the Nurburgring.
Special Plaid Badge
The Tesla Model S Plaid has undergone a number of key changes over the past months. Previous test units and pre-production Model S Plaid vehicles featured a badge that read the words “PLAID” at the rear, but attendees of the delivery event revealed that the flagship sedan now features a new graphical badge with a plaid pattern, similar to the one seen in the background of the posters for event.
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- Credit: @dealer_of_happy/Twitter
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- Credit: @BLKMDL3/Twitter
Updated Yoke Steering
Apart from this, the yoke steering wheel of the Model S Plaid features an updated design that includes ridges on the side. This small change help drivers access the scrollers on the Model S Plaid’s yoke steering wheel through touch, similar to the “F” and “J” keys on the Qwerty keyboard. Drivers should be able to feel the scrollers thanks to the ridges without looking down at the wheel for a safer driving experience.
Lowest Drag Coefficient
Tesla also revealed that the drag coefficient (Cd) of the Tesla Model S Plaid is 0.208, beating the Lucid Air with a drag coefficient of .21, based on tests conducted by Windshear. A few attendees noticed Tesla Model S Plaid vehicles with red and black calipers. Although @klwatts noted that the black calipers were spotted on Model S Plaid test vehicles.
Tesla Software
“I think engineering that is practically alien,” remarked Musk about the Model S Plaid’s features and details.
Elon Musk also introduced a new UI that will roll out in the next software update or later . It includes a new calendar and routes the vehicle based on the places drivers need to go. At this point in the event, he also finally agreed to add Waypoints for Tesla drivers.
Musk talked a bit about the Plaid’s PS5-level performance for entertainment purposes as well. He revealed a clip of Cyberpunk running on a Model S Plaid infotainment system.
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Safety
Similar to its stablemates, the Model S Plaid was built for safety. Musk noted that the Model S Plaid would be “faster than any Porsche (and) safer than any Volvo.” The CEO also noted that Tesla is looking to make the Model S into one of the safest in the world. “We (Tesla) think we can get the lowest probability of [injury] any car ever tested,” Elon Musk said about the Model S. The NHTSA still has to test the Model S Plaid. however Tesla has a good chance of reaching its goal. Musk emphasized that the NHTSA’s top 5 vehicles with the lowest probability of injuries are Tesla vehicles.
Watch the Model S Plaid’s delivery event in the video below.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
