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What if Tesla doesn’t refresh the Model S or X?

Credit: Instagram | emrEHusmen

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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.

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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.

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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.

A big thanks to our long-time supporters and new subscribers! Thank you.

I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Roadster owners to get “Flying Stunt Mode” and looping track access

Musk says Roadster owners can command the unveiling stunts autonomously, with a Texas looping track.

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Elon Musk says owners of the new Tesla Roadster will be able to ask the car to perform the stunts Tesla showed at its unveiling, with the car doing the driving itself. Musk made the comment Saturday in a reply on X to tech blogger Robert Scoble, and he added a promise of a looping track at Tesla’s Texas headquarters.

Scoble had argued that the person in the Roadster is not really driving it. In his description, the driver operates a computer that tells another computer what to do, with steering, braking and acceleration all handled by wire. Musk answered, “True. You will be able to ask the Roadster to perform any of the tricks shown autonomously, as it will be sentient. Also, we will have a wild looping track (crazier even than Hot Wheels) at our Texas HQ where you can test out your Roadster.”

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At the October 15 event outside Waco, the car drove up a curved ramp until it was upside down, flew off on cold gas thrusters, flipped and landed. It also hovered over a Cybercab, Cybertruck, Semi, Model Y and Model 3 while moving. As we noted in our breakdown of the three Roadster configurations, Musk said at the event that the car “literally is just going to puff itself up” to perform the maneuvers whenever an owner wants. Saturday’s reply adds that the car would run them on its own.

Tesla has described some of the hardware that would make that possible. The Roadster uses steer by wire with a yoke, and its cold gas thrusters rely on electric actuators for small adjustments in flight. A fan system under the car creates suction, which Tesla says is strong enough to hold it upside down, a setup we covered in our look at the Roadster’s fan system and thrusters.

Musk did not say when an autonomous stunt feature might arrive, how it would work, or what he means by sentient. He also gave no size, location or opening date for the Texas track. Production is planned for Giga Texas in 2027 or 2028, and Tesla says the car is not approved for public road use. The Rocket version, the one built to fly, is invite only.

The comment follows a week of Musk teasing the event, including his claim that the demo would be a banger, which we covered before the stream. Tesla reports third quarter earnings on October 21, and shareholders can submit and vote on questions through the Say portal until 4 p.m. EDT on October 20, according to our earnings Q&A preview. A question about autonomous Roadster stunts and the Texas track would be a quick way to get specifics from management.

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Elon Musk

How to use Grok Bot to block spam calls and texts

Musk told users to ask Grok Bot to scrub their phone numbers from spam lists.

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Elon Musk has a new use case for Grok Bot, and it is the spam call. On Thursday he replied to an X user named Arash with a short instruction: “Ask your @Grok @Bot to remove your phone number from spam call & text lists!” Arash had said he got tired of the calls, had an AI bot find his number on listing sites and file removal requests, and packaged the process as a free skill for others.

The skill is called Spam-Call Scrubber, which is described to find a phone number on people search sites and data brokers, submits the opt outs, completes the confirmation emails those sites send back, and rechecks on a schedule the user picks. Using it requires the Grok Bot app. The pitch is time saved, since most broker opt outs sit behind separate forms on separate sites.



Musk said Grok Bot now gives each bot its own email address, and that it can detect scam emails. On Thursday he also said SpaceX would make users whole if the bot botches a purchase or leaks a card, then told users to shop away from Amazon after the retailer blocked the agent, as Teslarati reported. The terms of service we reviewed at the time put responsibility for what an agent does on the user.

For Tesla owners, Grok Bot is not just a phone app. Tesla brought Grok Bot into its vehicles on September 22, and we argued earlier this week that the Cybercab’s real advantage may be the errands it runs during a ride. Every Cybercab and the rest of the Model Y Robotaxi fleet has it enabled. The more routine tasks like this one become, the more a rider has reason to hand over something personal in the back seat.

The new Spam-Call Scrubber skill can be downloaded for free and works on sites that honor removal requests, while noting that listings can reappear, and illegal robocallers do not check any registry. Whether Spam-Call Scrubber cuts anyone’s call volume is something the first wave of users will find out, and Musk’s endorsement guarantees that wave is coming.

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Investor's Corner

Tesla’s flying Roadster just revealed something bigger than the car

Analysts say the Roadster demo puts a Tesla and SpaceX merger back on the table.

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Tesla’s new Roadster, upside down and trailing cold gas thruster smoke, flips over a lineup of Tesla vehicles at the Roadster unveiling near Waco, Texas on October 15, 2026. (Image: Tesla)
Tesla’s new Roadster, upside down and trailing cold gas thruster smoke, flips over a lineup of Tesla vehicles at the Roadster unveiling near Waco, Texas on October 15, 2026. (Image: Tesla)

The Roadster unveiling near Waco ended Thursday night, and by Friday morning much of the investor reaction had less to do with the car than with who owns the rocket technology inside it.

Wedbush analyst Dan Ives said the event “puts the Tesla/SpaceX relationship on the table in a tangible way,” pointing to the propulsion, pressure vessel and control hardware sitting on a Tesla product. Gene Munster of Deepwater Asset Management called the demo “a ridiculous display of engineering” with “no commercial value” beyond embarrassing traditional automakers, though he said it showed Musk wants the two companies together.

The more specific forecast came a day earlier from Barclays. Analyst Dan Levy told clients a deal could be announced before Tesla’s annual meeting, which must happen by December 6, and that an announcement in late October or early November could make shareholder approval harder. Barclays expects SpaceX to be the buyer in an all stock deal, with Tesla holders receiving SpaceX shares at a premium, based on market values of roughly $2.1 trillion for SpaceX and $1.5 trillion for Tesla. If nothing lands around the meeting, the bank still sees an announcement within 6 to 12 months.

The Roadster demo just added more weight to merger speculations. Tesla’s demo used cold gas thrusters and pressure tanks of the kind SpaceX uses on Falcon 9, and Musk described the car as a collaboration between Tesla and SpaceX engineers, as we mentioned in our breakdown of the three Roadster configurations.


Musk has not publicly addressed a deal since the event, as far as we have seen. His most direct answer remains the one he gave at the All In Summit, when he said that with so much collaboration, “who can imagine what action one might take” without ruling anything out. Ives has held to a 2027 timeline since his March note, and Musk pushed back on the China piece of the speculation when ARK floated a year end announcement in August.

The next test is Tesla’s third quarter earnings call on October 21. However, we recall in July that Musk told analysts, “we can’t talk about combining companies and that kind of thing on an earnings call,” so a clear answer wouldn’t be expected.

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