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Tesla Model S ‘Plaid’ variants spied with center display like Model 3 in return from Nurburgring

(Credit: Andre Weller/Imugr)

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After setting impressive unofficial lap times at the Nurburgring, Tesla’s two Model S Plaid Powertrain prototypes have been spotted in a transport trailer in the United States. Quite interestingly, images taken of one of the Plaid vehicles hinted at what appears to be a center-mounted display similar to the 15″ touchscreen on the Tesla Model 3. 

Images of the two track warriors from Tesla were photographed by electric car enthusiast Andre Weller, who shared the photos of the vehicles on the r/TeslaMotors subreddit. It did not take long before some members of the online community pointed out that the blue Model S Plaid prototype seemed to be fitted with a display that’s reminiscent to the one used by the electric car maker in its midsize sedan. 

While this is all speculation for now, it should be noted that an interior refresh for the Model S has been rumored for some time now. This would not be the first time that Tesla used Model 3 parts on the Plaid Model S either, as the tri-motor sedan the company used to set a record at Laguna Seca was curiously equipped with a Model 3 steering wheel.

This is quite different from the current setup of the Model S, which utilizes a 17″ touch panel in portrait orientation for its infotainment system. But this is not all. The blue vehicle also appeared to have a complete interior, as shown by the unmistakable outline of seats in Weller’s photographs. This contrasts with previous reports about the blue vehicle, which alleged that its interior was stripped down. 

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Also noteworthy is the red Model S Plaid prototype that was tied down right behind the blue unit. Prior to Tesla’s departure from the Nurburgring, reports emerged stating that the red Plaid Model S had crashed during a high-speed run. While the accident reportedly rendered the car unusable for the remaining days of the company’s stay in Germany, the driver of the vehicle was unharmed. 

Looking at photos of the red vehicle, it appears that the Plaid Model S was not very damaged from its Nurburgring mishap. Its front fenders and panels seem to be intact, and there are no noticeable dents on its hood. The only thing that seems quite off with the vehicle were its wheels, which were mismatched for some reason, as well as its driver’s side window, which was opened during transit.

(Credit: Andre Weller/Imugr)

Tesla’s two Plaid Model S prototypes were able to set some impressive unofficial times before they departed the iconic German racetrack this year. During the company’s first round of Nurburgring sessions, the red Model S Plaid prototype reportedly completed a hand-stopped lap in 7:23, significantly faster than the 7:42 set by the Porsche Taycan Turbo.

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This time was eventually beaten twice by the blue Plaid Model S in the company’s second round of Nurburgring sessions, with the vehicle reportedly completing a hot lap in 7:13. That’s almost half a minute faster than Porsche’s own unofficial record for the Taycan Turbo. 

The Tesla Model S Plaid prototypes are equipped with larger battery packs, three motors, and seven seats, as per Twitter updates from Elon Musk. Musk has also noted that the updated vehicles will be entering production sometime in late 2020, and they will command a price that’s higher than the Raven Model S Performance, but “less than competitors.”

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

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Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

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This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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Tesla deliveries get a big boost in expectations from Wall Street

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Credit: Tesla

Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.

Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.

The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.

Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.

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Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.

Tesla reports Q1 deliveries, missing expectations slightly

This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.

The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.

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Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.

We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.

For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.

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SpaceX makes first acquisition post-IPO with coding leader Cursor

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Credit: SpaceX

SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.

Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.

Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.

Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.

Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.

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The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.

The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.

This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.

For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.

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Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.

The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.

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