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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.
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- The Model S in this photograph shows the revised front fascia, new fog light design, a wider body and new wheels. Photo: Teslarati
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- A second photo shows a head-on view of the Model S spotted at Fremont. Photo: Teslarati
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- 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.
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- Photo: Teslarati
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- Photo: Teslarati
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- 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.
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
