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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 (SPCX) IPO is live today at $135: Here’s exactly what you need to know
SpaceX priced its historic IPO at $135 per share today, raising a record $75 billion.
SpaceX officially priced its initial public offering at $135 per share, offering 555,555,555 shares of Class A common stock and raising $75 billion in what is the largest IPO in stock market history. Shares are set to begin trading on the Nasdaq Global Select Market on Friday, June 12, under the ticker symbol SPCX. The previous record holder was Saudi Aramco’s 2019 offering at $29 billion, followed by Alibaba’s $22 billion offering in 2014.
At $135 per share and roughly 555.6 million shares, the implied valuation sits near $1.75 trillion, which would make SpaceX roughly the seventh largest company in the United States, just above Tesla’s current market cap. Regular investors can request shares at the IPO price through Robinhood, Fidelity, Charles Schwab, SoFi, and E*TRADE, though the deal is heavily oversubscribed and most retail allocations will be partial or unfilled. Once trading opens June 12, anyone with a brokerage account can buy SPCX on the open market.
SpaceX’s amended S-1 is sparking a major Tesla merger conversation
The valuation is anchored primarily by Starlink. Starlink crossed 10 million subscribers as of February 2026 and is adding 750,000 to 1.5 million new users per month, with the connectivity segment already posting a $1.19 billion profit last quarter. The offering also bundles in xAI following SpaceX’s all-stock merger earlier this year, adding Grok and the Colossus supercomputer to the investment thesis. As Teslarati reported, Starlink ended 2025 with $10 billion in revenue, a figure analysts project could reach $24 billion by end of 2026.
Wedbush analyst Dan Ives has been vocal in his support. “I think the time is right,” Ives said, adding that the offering expands the Elon Musk ecosystem rather than competing with Tesla. An average 12-month price target of $165 per share represents roughly 22% upside from the IPO price. Not everyone agrees – Motley Fool noted xAI is spending $1 billion per month playing catch-up to OpenAI and Anthropic.
Musk founded SpaceX in 2002 with a single stated purpose. “Elon founded SpaceX with a goal to change humanity, to make us a multi-planet species,” CFO Bret Johnsen said in the company’s retail roadshow video this week. Musk himself has been more direct: “We are building the systems and technologies necessary to provide global connectivity on Earth and beyond, to understand the true nature of the universe, and to extend the light of consciousness to the stars.”
Investor's Corner
Tesla unfolded its first European “folding Supercharger”
Tesla’s folding Supercharger just arrived in Europe and it changes how fast charging expands.
Tesla’s Folding Unit Supercharger has officially landed in Europe, with the company teasing a new installation in its effort for a broader rollout targeting major motorway rest stops across the European continent in Q3 2026. The arrival marks a notable shift in how Tesla is thinking about network expansion, moving from hardware performance alone to engineering the logistics chain itself.
While Tesla did not reveal the exact location for the new folding Supercharger in Europe, the photo shared on X heavily suggests that this maybe somewhere in Norway. Historically, whenever Tesla rolls out an entirely new infrastructure architecture in Europe, whether it was the original Supercharger stalls years ago or these brand-new modular V4 “Folding Units”, Norway is almost always the designated launch pad because of its unmatched EV adoption rate and supportive infrastructure
The Folding Unit, introduced in March 2026, is a factory pre-assembled V4 charging station built on an industrial hinge system mounted to a heavy-duty concrete base. The entire assembly arrives on site ready to unfold and connect. Tesla confirmed the units feature telescopic light poles specifically designed for easy transportation and fast on-site deployment, a detail that signals how carefully the logistics chain has been engineered alongside the hardware itself. The design allows 33% more stalls per delivery truck, cuts installation time roughly in half, and reduces overall deployment costs by more than 20% compared to traditional installations.
Tesla’s newest “Folding V4 Superchargers” are key to its most aggressive expansion yet
Tesla also noted telescopic light poles which provide benefits over traditional Supercharger installations that require fixed-height poles that are awkward to ship, slow to position on site, and often require separate crews and equipment to erect before charging hardware can even be staged. By engineering poles that compress for transit and extend on arrival, Tesla has removed one of the quieter bottlenecks in the physical deployment process. Every hour saved on a light pole installation is an hour redirected toward getting stalls energized. At scale, across dozens of new sites per quarter, those hours add up to a meaningful acceleration in how quickly a location goes from approved permit to serving its first customer.
Each Folding Unit pairs a single V4 power cabinet with eight charging posts. The V4 cabinet delivers up to 500 kW per stall for passenger vehicles and up to 1.2 MW for the Tesla Semi, supporting twice the stalls per cabinet at three times the power density of its predecessor. Longer cables make every new station immediately usable by non-Tesla vehicles, a priority as Tesla continues opening its network to Ford, GM, Rivian, Hyundai, Stellantis, and others.
As Teslarati reported when the Folding Unit was first unveiled, Tesla’s Gigafactory New York produced its final V3 Supercharger cabinet in March 2026 after more than seven years and 15,000 units, completing a full pivot to V4 production. The European arrival of the folding design is the next chapter in that transition.
Faster and cheaper deployment means Tesla can justify building in markets and corridors that were previously too expensive to serve, filling the coverage gaps that have slowed EV adoption outside major urban centers.
First Folding Unit Superchargers in Europe 🇪🇺 https://t.co/KNfYWJukkL pic.twitter.com/YR1udIpH1i
— Tesla Charging (@TeslaCharging) June 10, 2026
Tesla has stunned by gaining yet another approval for its Full Self-Driving suite in Europe, its second in two days and its fifth overall.
Belgium will be the latest country to allow Tesla owners to utilize FSD on public roads in Europe, joining a quickly growing list that started with the Netherlands, Lithuania, and Estonia.
On Tuesday, Denmark announced its approval of the FSD suite, which has now been followed by Belgium just one day later.
The country’s Minister of Mobility, Annick De Ridder, announced the approval on her X account, stating that she had just signed the approval of Tesla FSD. It now goes to the country’s homologation department for the last step of the approval process.
De @Tesla community houdt hier al geruime tijd de vinger aan de pols over de toelating voor de FSD-technologie op onze Vlaamse en Belgische wegen.
Uit waardering voor jullie niet-aflatende interesse (en aanmoediging 😉), krijgen jullie hierbij de primeur: ik heb net de toelating… pic.twitter.com/Yrps4OHTj8— Annick De Ridder (@AnnickDeRidder) June 10, 2026
The Belgian approval is one of mighty importance because it truly shows how quickly countries in Europe could greenlight the FSD suite consecutively. Approvals are already coming in relatively quickly, which is a great sign.
Perhaps the next big development that could come from FSD approvals in Europe is an approval from a country like England, Italy, France, Spain, or Germany. It would be something to see how FSD would perform in a major European metro, such as London, Barcelona, Madrid, Paris, Rome, or Berlin.
Getting Full Self-Driving in Spain and England will be such huge milestones for Tesla. I am so excited to see how FSD performs in Madrid, Barcelona, and London, specifically.
The ultimate test will always be Mumbai or New Delhi. Excited for India’s eventual approval! https://t.co/paw9Ch1qmL pic.twitter.com/9RdDERVSSJ
— TESLARATI (@Teslarati) June 9, 2026
Full Self-Driving does an excellent job of roaming around major U.S. cities like New York and Los Angeles, but other high-profile international cities of significance would truly mark a line in the sand for Tesla, which can simply enable any vehicle in its customer-owned fleet to run FSD with the correct approvals.
SpaceX (SPCX) IPO is live today at $135: Here’s exactly what you need to know
Tesla unfolded its first European “folding Supercharger”
