News
Tesla Model S “Refresh” spied track testing
New photos from the Tesla Fremont Factory obtained by Teslarati show the new Refreshed Tesla Model S and its new features, confirming the long-time speculation of whether the company’s flagship sedan would be updated nine years after its initial release. After the Plaid Model S was announced in 2019, slight cosmetic modifications were added to the car to increase aerodynamic performance in a track setting. Some of these new features included a wider body, a rear diffuser, and a spoiler. Tesla has made several changes to the Refreshed Model S, as seen in the photos below. The vehicle was spotted at both the Fremont Test Track and on public roads when the photographs were taken.
For those who are unfamiliar, Tesla operates its own test track behind the Fremont factory for its vehicles. In 2013, three years after Tesla’s purchase of the Fremont factory from GM, the electric automaker bought the 35-acre property that included the test track from the Union Pacific Railroad. It is located adjacent to the Fremont factory, so Tesla can take cars that need to be tested to the track within a few minutes. In the past, Tesla has tested vehicles like the Model Y and the 2020 Roadster at the track prior to their release, indicating that the new Model S that was spotted could be on its way to the company’s Design Studio shortly.
Initial rumors of the Model S refresh emerged in late 2020 after several updates to the Model 3 and Model Y vehicles. While the Model Y underwent several minor updates, like a new center console, new door paneling, and a heated steering wheel in China, the Model 3 was the subject of more noticeable cosmetic revisions. The mass-market sedan from Tesla was equipped with a full chrome delete kit that now comes standard, a new center console design, new headlights, double-paned glass, a powered trunk, and other interior revisions.
On the other hand, the Model S has only undergone one true cosmetic revision since its initial release nearly nine years ago: the removal of the nosecone. Since the vehicle has gone so many years without a real update or any major changes to its aesthetic qualities, Tesla may have decided it was time to “refresh” the car.
Now, photographs of the new Model S have been captured, showing a wider body, revised fog lights, new wheels, and several other cosmetic revisions.
A few of the more notable changes are a new front diffuser, a part that became standard with the newly-designed Plaid Model S. A diffuser displaces air underneath the vehicle’s body, increasing aerodynamic performance and making the flow of air more efficient during travel. Additionally, the front fascia has also been revised slightly. This is the second revision Tesla has made to this portion of the Model S since its release. The new design includes a larger central air intake vent for improved airflow and ventilation to the battery pack. This eliminates the possibility of overheating and improves battery lifetime and performance.
- The Model S in this photograph shows the revised front fascia, new fog light design, a wider body and new wheels. Photo: Teslarati
- A second photo shows a head-on view of the Model S spotted at Fremont. Photo: Teslarati
- Tesla has placed new wheels on the Model S in this photo, reminiscent of the Arachnid wheels that were included in the referral program. Photo: Teslarati
One of the more interesting and speculative details of the new Model S is that there is no touchscreen protruding from the top of the dash. The Model 3 and Model Y center dash screen can be seen from the outside of the vehicle when looking through the windshield. There is no evidence that Tesla is adopting the 3 and Y center touchscreen design for the Model S refresh. We are currently not aware of any modifications to the vertical touchscreen that has been standard on the Model S and Model X.
The fog lights located on the bottom of the front lip have also been modified, bringing a slightly new look to the lower lights. Additionally, new wheels appear to be on the Model S, and they look to be a revised version of the Arachnid wheels that Tesla included as a Referral Program reward back in 2016. Neither the 19″ Tempest Wheels nor the 21″ Sonic Carbon Twin Turbine Wheels that are available with the Plaid Model S matches the wheels that were equipped on the vehicle that was spotted at the Fremont Factory. This appears to confirm Tesla may also be releasing a new wheel design that will be included with the Refreshed Model S design.
It seems the refreshed Model S has adopted more features that are going to be included on the Plaid Model S, due to be released in late 2021. A wider fender design is paired with new, wider wheels. These modifications were first noticed on the Plaid Model S that was spotted running spirited laps at the Nürburgring in Germany in 2019.
Photo: Teslarati
Another interesting note is the side repeater cameras have been adjusted onto the new fenders, but only slightly. It appears Tesla has moved it forward toward the wheel well. This could be to increase visibility when the cameras are activated.
The final noticeable external revision is a new rear bumper design that is more robust than the original Model S design. This could be indicative that the black Model S in the photos we shared could be the Plaid Model S, as it also has a wider rear bumper. However, it does not have a rear diffuser installed underneath, meaning it could just be a refreshed design.
- Photo: Teslarati
- Photo: Teslarati
- Photo: Teslarati
Tesla is holding its Q4 2020 Earnings Call on Wednesday and many enthusiasts believe the company will announce either a refresh to the Model S, or will indicate the Plaid Model S will be on its way soon. With the several external modifications that have been spotted thanks to the pictures above, we know that Tesla is working on a revised design for its flagship sedan. While no details are known about the interior as of yet, details will be shared as they are found.
The Kilowatts spotted some more photos of the unique Model S at Fremont, providing some additional perspective on what changes Tesla made to its flagship sedan.
Investor's Corner
SpaceX reports beat in first earnings while minimizing losses
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk
Elon Musk sends second warning to SpaceX shorts ahead of first earnings
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
News
Tesla’s AI lead doubles down on FSD’s speed strategy, and owners are confused
Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.
Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.
Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.
With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.
The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.
Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:
What has happened to Mad Max?
At one point it was going 32 in a 35. Traffic ahead had pulled away considerably https://t.co/bjKvaMVTNX pic.twitter.com/aaZSWmLu5v
— TESLARATI (@Teslarati) January 24, 2026
These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.
It is the driver’s responsibility to take over or adjust based on this.
Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.
Max speed control is an anti pattern.
We are working on better learning of user’s implied preferences.
— Ashok Elluswamy (@aelluswamy) August 3, 2026
Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:
This…. is not the way
— Kyle Conner (@itskyleconner) August 4, 2026
😭 I appreciate this mentality ! But currently the no.1 reason I disengage in Australia is incorrect speed zones.
— Ryan’s Model Y (@ryanjaycowan) August 3, 2026
This is fine but you need to start accepting liability for speeding tickets then. https://t.co/lyCgdA83gQ
— Jeremy Judkins (@jeremyjudkins_) August 4, 2026
Okay https://t.co/nOvoXQkNg1 pic.twitter.com/jGRtF2xtox
— Chad Moran (@ChadMoran) August 3, 2026
From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.
I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.
The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.
However, Tesla is not willing to bring back this one level of input because it would technically be a regression.
Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.







