News
Opinion: Tesla Model S Plaid’s ‘packaging symphony’ shows need for a flagship design update
When rumors of the Tesla Model S Plaid started emerging, many were excited to see the company’s new flagship sedan. It takes something special, after all, to dethrone the Model S “Raven” Performance, a vehicle that is already capable of humbling supercars on the quarter-mile. But while the specs of the Plaid definitely did not disappoint, one could not deny that the car’s exterior left much to be desired.
The Tesla Model S Plaid, to put it bluntly, looks very similar to the Model S “Raven” Performance. Save for a slightly wider stance and some updated accents here and there, the car looks nearly identical to its predecessor. This was something that Tesla critics immediately pounced on, and it was something that could have been avoided. The Model S Plaid, after all, is a revolutionary car in its own right. Its ongoing teardown continues to prove it.
A “Packaging Symphony”
Auto veteran Sandy Munro of Munro & Associates is currently in the process of tearing down and analyzing every aspect of the Model S Plaid, and so far, the expert has been impressed with the vehicle. A recent video posted on the Munro Live YouTube channel showcased the Model S Plaid’s rear motor assembly, and as per one of the team’s experts, the vehicle’s rear cradle and electric drive module are nothing short of a “packaging symphony.”
The Munro team’s thoughts on the Model S Plaid were unsurprising, considering that the vehicle is filled to the brim with new innovation. The team even concluded in its rear cradle review that compared to its predecessors, the Model S Plaid is really a new generation vehicle. And in a lot of ways, the car does show it. Its specs are on a completely different level compared to the numbers achieved by the Model S “Raven” Performance, and the Plaid’s interior is fully revamped as well.
Considering that the Model S Plaid is also a completely different car beneath the hood, one could find it unfortunate that Tesla opted to package all this innovation in a body that, while now iconic, is getting a little bit long in the tooth. This is not to say that the Model S’ look is no longer attractive, of course. The Model S is still a beautiful car and its lines are now timeless, but it’s hard to shake the idea that for a vehicle like the Plaid, it would have been better if Tesla implemented just as much updates in the vehicle’s exterior as it did with the car’s interior.
Missed Opportunities
This is especially strange since, in the months leading up to the Model S Plaid’s official release, the internet was abuzz with fan renders of what the updated vehicle could look like. Some were radical, but most were subtle enough that they would not look out of place in Tesla’s lineup. Very few could have predicted the vehicle’s actual design, however, as the Plaid was pretty much identical to the Model S “Raven” Performance.
There is no doubt that the sheer engineering involved in the Model S Plaid’s creation is absolutely insane. Every square inch of the car’s interior and everything behind the hood of the vehicle proves this. It’s just a bit surprising — if not a tad bit disappointing — that Tesla opted to simply maintain the status quo with the vehicle’s exterior, which is something that the company rarely does. Tesla made a name for itself as an automaker that does what it thinks is best, after all, regardless of what the rest of the auto sector thinks. The Cybertruck’s brutalist XY design is an example of that.
Even in a company like Tesla, with a mission as important as those outlined by CEO Elon Musk, it does not hurt to put extra effort in packaging the company’s most formidable vehicles in a body that looks the part. Tesla already did that with the next-generation Roadster, and there is no reason why the company could not do that for its flagship sedan and SUV. The Model S and Model X Plaid would likely be successful in their respective segments — their specs and performance are just that good — but just imagine how much more successful the vehicles could be if their exteriors were redone as much as their interior and tech.
Watch Munro Live‘s teardown of the Model S Plaid’s rear cradle and electric drive module in the video below.
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Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
