One of the more popular Tesla rumors that has made its way through the community is the possibility of a refreshed design of the Model S and Model X. The two cars have had very minor cosmetic adjustments since their introduction in 2012 and 2015. While they contribute to Tesla’s quarterly sales and delivery figures, they are, in essence, sentimental vehicles. At least, that is what Tesla CEO Elon Musk said during a 2019 Tesla Earnings call. “To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future,” Musk said.
Which begs the question: Why is Tesla planning a refresh of the two vehicles now, a year and a half after Musk called the S and X “sentimental” cars that had relatively minor importance to the future. While the Tesla community has certainly convinced itself that a newly designed Model S and Model X are on the way, there is the possibility that it isn’t even going to happen.
It all started when Tesla shut down Model S and Model X production lines in late 2020. The catalyst to all the rumors was that the company was upgrading production lines to handle the redesigned vehicles, and Tesla could agree upon the right modifications to make for the new models. It all makes sense of why many people jumped to “They’re refreshing the cars” right away. After all, the Model 3 just had an update of its own, and it was mostly cosmetic.
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However, the S and X have been around for so many years, with the only huge change being the nosecone modification. There have been many software updates and performance upgrades, but those apply to every Tesla vehicle, for the most part, with very few exceptions included.
The Model S and Model X production lines being shut down led to me getting nosy and calling my local showroom. I decided to give them a call because they’re always willing to talk about Tesla, and they’re so knowledgeable that it is nice to have a reasonable conversation with someone who knows what is going on within the community. According to who I spoke to, they received emails stating that the lines were being shut down for efficiency reasons. There was no hint toward a redesign of the Model S and Model X. Of course, Tesla isn’t going to tell the showroom associates and sales advisors this. It’s obviously going to stay among the company’s executives.
But if we dig into the efficiency of the Model S and Model X lines at Fremont, it makes a lot of sense. The Model S and Model X only accounted for 18,920 of the over 180,000 vehicles that Tesla delivered in Q4 2020. The car was only delivered 57,039 times for the full year, while Tesla delivered just shy of half a million cars in total.
Tesla Model S and Model X are disappearing from showrooms, further hinting at coming ‘refresh’
Does it make sense to have two production lines dedicated to cars making up only around 12-13% of the total output at Fremont? Could these lines be consolidated into one, with the other line being converted to a 3/Y line? This would alleviate some of the supply constraints that Tesla has with Model 3 and Model Y production. It could enable faster deliveries as demand climbs, and it could enable Tesla to be more efficient in its production of the S and X moving forward.
Musk has been a huge proponent of increasing manufacturing and production efficiency. It makes a lot of sense to me that Tesla would consider shutting down S/X lines to upgrade one line to a 3/Y line; the demand for S/X just isn’t great enough to dedicate two lines to the operation. 3/Y production is much more important.
This is all speculation, and while I do think that Tesla will upgrade and update the S and X in some ways, I don’t see how they can make major changes, especially since the company has already announced and shown the Model S Plaid, which is set to begin deliveries later this year. If Tesla were to refresh the S, there would be a major cause for concern for those who already ordered the Plaid S because it would likely mean a new vehicle would be on its way that would look entirely different than the current Plaid Model S.
It just seems like IF Tesla is going to refresh the S, they will widen the body style as the Plaid Model S has influenced. It will likely not have the rear diffuser or the spoiler. It may just be a wider body style.
Tesla Model S “Refresh” spotted with Plaid-style widebody and new wheels near HQ
Of course, Tesla will also likely implement the 4680 battery cells in the cars, which would revamp the battery pack with more life, power, and longevity. That is if Tesla has the supply for it because the company is still very early on in its battery manufacturing efforts at Kato Road. It is not unlikely that the S and X could be the first cars to use Tesla’s structural battery pack to increase safety and rigidity. Once again, these are all speculation and only thoughts that make sense.
Of course, there is always the possibility that Tesla could be attempting to rebirth the S/X with a complete revamp of its design and infrastructure. It could lead to a less expensive cost. Tesla having 4 vehicles that are mass-market instead of 2 could bring Tesla closer to price parity, increasing the growth of the EV sector. How they will do this, it likely depends on the batteries, which make up so much of the vehicle’s cost. However, the cars will likely need some kind of cosmetic update as well to appeal to customers moving forward. The 3 and Y seem to be more widely accepted, not only because of price but because of look.
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Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Tesla brought its innovative Cybercab robotaxi to the National Federation of the Blind (NFB) Annual Convention in Austin, Texas, on July 3 at the JW Marriott Austin.
The hands-on demonstration highlighted the vehicle’s thoughtful design for blind and visually impaired users, underscoring Tesla’s commitment to inclusive autonomous mobility. Attendees, many using white canes or accompanied by service dogs, experienced the steering-wheel-free Cybercab firsthand.
Cybercab at the National Federation of the Blind’s Annual Convention in Austin for a hands-on experience of its accessibility features for blind or visually impaired customers⁰⁰For example:⁰– Braille lettering on physical controls
– Space for service animals & assistive… pic.twitter.com/8wrJcDHkw7— Tesla Robotaxi (@robotaxi) July 6, 2026
The showcase emphasized practical features tailored to the needs of the blind community. Braille lettering appears on physical controls, including door releases and emergency buttons, allowing users to navigate interfaces independently through touch. Generous interior space accommodates service animals and assistive devices such as canes, guide dogs, or mobility aids without compromising comfort.
Wheelchair-height seating facilitates easier transfers for users with additional mobility challenges. Photos from the event captured blind attendees approaching the vehicle confidently, service dogs relaxing inside, and hands exploring Braille-equipped handles.
Tesla Robotaxi’s official account detailed these elements, noting the Cybercab’s focus on accessibility, especially noting the Braille lettering and additional space for service animals.
How Tesla Will Transform Mobility for the Blind
Autonomous vehicles like the Cybercab promise revolutionary independence for the roughly 2.2 million visually impaired Americans. Traditional barriers—reliance on sighted drivers, costly paratransit, or limited public transit—often restrict spontaneous travel. Tesla Full Self-Driving aims to eliminate the need for a human operator, enabling on-demand, door-to-door rides via simple app hailing with voice guidance.
Users gain freedom to work, socialize, shop, or attend events anytime without scheduling hassles or safety concerns. This reduces isolation, boosts employment opportunities, and enhances quality of life, turning mobility from a dependency into true personal autonomy.
The NFB demonstration not only gathered valuable feedback but also generated excitement about a future where technology levels the playing field. By prioritizing inclusive design, Tesla advances a vision of transportation that serves everyone, potentially reshaping daily life for blind individuals and setting a standard for the autonomous industry.
As Cybercab deployment scales, these accessibility innovations could mark a significant step toward equitable mobility.
Investor's Corner
Tesla challenges startups to score a gig inside its most advanced European factory
Tesla is challenging startups to bring their best battery tech directly to Gigafactory Berlin.
Tesla has issued an open challenge to startups across Europe, inviting them to bring their best battery technology directly to the floor of Gigafactory Berlin. The program, called the JUNI x Tesla Battery Cell Giga Challenge, opened applications this month with a deadline of July 24, 2026, and is targeting startups with solutions that can make battery cell manufacturing faster, cheaper, safer, and more scalable at an industrial level.
The timing of the challenge is directly tied to Tesla’s most aggressive European battery investment yet. On May 12, 2026, Giga Berlin plant manager André Thierig announced a $250 million investment to scale the factory’s annual 4680 cell production capacity from 8 GWh to 18 GWh, more than doubling the previous target set just months earlier in December 2025. Thierig confirmed the expansion on X, saying the investment “will enable 18 GWh of annual 4680 cell production and create more than 1,500 new jobs.” Combined with a previously announced battery investment at the Grunheide site now approaches $1.2 billion.
Today, we announced a $ 250m investment for our Giga Berlin Cell factory. This will enable 18GWh of annual 4680 cell production and create more than 1500 new jobs. Good news during challenging times for the German industry. pic.twitter.com/ou4SWMfWh9
— André Thierig (@AndrThie) May 12, 2026
The challenge is looking specifically for startups with proven solutions across five categories: materials, equipment, operations, automation, and artificial intelligence. Applications are screened directly by Tesla’s cell manufacturing team in Grunheide, and the strongest submissions move through technical discussions, a pitch day in front of Tesla stakeholders, and potentially a paid pilot project with the cell team. Tesla is not looking for ideas at concept stage. The program requires applicants to demonstrate working prototypes, test data, or prior pilots before being considered.
The historical context matters here. Elon Musk first announced plans for what he called the world’s largest battery cell production facility alongside the Giga Berlin car factory back in 2020, targeting up to 250 GWh of annual capacity. Those plans were shelved in 2022 when Tesla shifted its battery investment focus to the United States to take advantage of Inflation Reduction Act incentives. The revival of cell production at Giga Berlin, now backed by over $1 billion in committed capital, represents a return to an ambition that was set aside for three years. As Teslarati has reported, the 4680 format is central to Tesla’s long-term cost reduction strategy across vehicles, energy storage, including the Tesla Semi and Cybercab.
By opening the challenge to outside startups, Tesla is acknowledging that reaching 18 GWh at Grunheide will require technology it does not currently have in-house, and it is willing to pay for the right solutions. For a startup in the battery supply chain, a paid pilot with Tesla’s European cell team is as close to a direct commercial path as the industry offers.
SpaceX’s newest logo confirms everything about what it’s become
Tesla flexes how it will help the blind with Cybercab
