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Tesla Model S Plaid: Everything we know – performance, features, versions and more
Elon Musk remarked during the recently-held third-quarter earnings call that Tesla is continuing the production of the Model S more for “sentimental reasons.” The vehicle, after all, is a niche product compared to the best-selling, reasonably-priced Model 3. Yet, the Model S remains Tesla’s flagship car, and it will remain so, if Musk’s statements are any indication.
“The Model S literally won Motor Trend‘s best car ever in history by the way. It’s incredible, especially the new one with variable damping suspension, hospital operating room HEPA filter for air purification, the raven powertrain. It’s the fastest car in the world, and it’s just so easy to drive. It makes you feel like Superman driving that car. It’s incredibly safe. It’s just an amazing vehicle,” Musk said.
The Model S is Tesla’s first car that it designed from the ground up, and thus, is already about seven years old. As such, it appears that the time is right for Tesla to look into updating the Model S for the Model 3 and Model Y era.
Enter the “Plaid” Model S. The aggressively styled vehicles were brought to the Nurburgring seemingly as part of Tesla’s efforts at establishing its own record at the track, which just so happens to be the location where the Porsche Taycan — a car long expected to be a Model S rival — was tempered as it was refined for release.
Based on images and videos of the Model S Plaid, the vehicle seems to be every bit of a monster as intended by the electric car maker. Here’s what you need to know about Tesla’s Model S with Plaid Powertrain.
It will look slightly different
While the vehicles retain the classic general Model S look, Tesla’s Plaid prototypes in the Nurburgring today feature a widebody kit to accommodate wider tires. The vehicles are also optimized for track use, as could be seen in various aero improvements to the all-electric sedan. Among these are a larger front air intake, a front lip spoiler, large air vents behind the front wheels, a diffuser at the rear, and a new spoiler.
Being test units, it remains uncertain if the Plaid Model S production version will retain these aero enhancements.
It will have three motors
Taking a page from the next-generation Tesla Roadster’s playbook, the Plaid Model S will have a three-motor configuration. Tesla has not announced details about this setup, though one can infer that it involves placing two motors at the rear and one motor at the front, just like the company’s upcoming all-electric supercar.
It will be track-capable
The Model S, even at its P100D trim, was notoriously prone to throttling issues on the track. Not so with the Plaid version. The Plaid Model S is made to attack corners at incredibly high speeds and complete multiple laps around a track without losing performance. So far, comments from eyewitnesses at the Nurburging have remarked that the Plaid vehicles Tesla brought over are almost disturbingly fast, and even at their initial iterations, each vehicle was reportedly finishing five or six laps a day around the nearly 13-mile Nurburgring with optimum performance.
It will likely have at least two trims
Tesla’s Plaid Powertrain appears to be a direct reference to the three electric motors in the vehicle. But it appears that the electric car maker will be releasing more than one variant of its tri-motor Model S. During its initial excursion to the Nurburging, it was reported that the blue Plaid Model S unit was able to complete a 7:40 lap, close to the results of the Taycan Turbo. The red Model S Plaid prototype, on the other hand, achieved a hand-stopped time of 7:23.
This certainly seems to be an indication that the two prototypes correspond to different versions of the vehicle. It might be cliche or Elon Musk’s classic meme lord-worthy humor, but it appears that its red Plaid Model S is the faster of its two prototypes. This is quite interesting, as spy shots of the blue Plaid Model S seem to suggest that the car was stripped down, while the seemingly faster red Model S is attacking the track with all its door panels and extra seats.
Its price will be expensive but cheaper than the Taycan Turbo
Elon Musk has noted on Twitter that the Plaid Model S will be priced higher than the Raven Performance version that is on sale today, though he also noted that the vehicle will cost “less than our competitors.” With this in mind, it appears that a Plaid Model S will start between the $100k-$150k range. This seems to be the case considering that Porsche priced its Taycan Turbo variant at just over $150k before options.
It will enter production in less than a year
Elon Musk has stated that the Tesla Model S Plaid units are set for production around Summer 2020, which is also around the same time that the company will start manufacturing the Model Y crossover. This is quite in line with previous leaks from the Fremont plant, which pointed to the electric car maker tooling the facility for the production of the Model Y and an updated Model S.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
