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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.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Tesla Robotaxi is among its biggest projects currently, but many have been quick to point out the fact that the company has definitely been slow to expand its fleet.
However, there is definitely a method to that madness. CEO Elon Musk answered several concerns during last night’s quarterly earnings call that some might have about that slow rollout of the Robotaxi suite, maintaining the company’s narrative on prioritizing safety and wanting to avoid injuries to anyone, including animals.
Musk said:
“With Robotaxi, our goals are very ambitious for Robotaxi, but we do need to be cautious about causing any accidents or causing any harm to anyone. Although there are, I think, 30,000 to 40,000 automotive deaths per year in the U.S. alone, most of those do not generate any press or maybe, you never really read about almost any of those. If we injure even one person, it’ll be worldwide headline news, and regulators will immediately clamp down on our activities.
We don’t want to injure anyone. We’re going as fast as humanly possible in scaling Robotaxi, but while trying to ensure that we do not harm anyone at all, and ideally do not even run over a pet. That’s really the constraint is we want to grow as fast as possible with Robotaxi without harm to anyone.”
Tesla has maintained an exemplary safety record with its Robotaxi suite, according to internal data. VP of AI, Ashok Elluswamy, said that the Robotaxi suite has driven more than 380,000 miles unsupervised without any incidents.
0 notable incidents across over 380,000 miles traveled by Robotaxi
— Tesla (@Tesla) July 22, 2026
Analyst Colin Langan of Bank of America also pushed Tesla executives for answers regarding the company’s decision to add cities across several states with dozens of vehicles “as opposed to hundreds.”
Elluswamy said there’s a bigger advantage to do it the way Tesla has been because it ensures that its software stack “is a very general one:”
“The reason we have been expanding across different cities instead of just doubling down on a single city, is that we want to make sure that our stack is a very general one. It is a general one. We just want to both prove to ourselves and to other folks that it is working across a lot of different cities without too much effort per city. That’s what we see internally.”
In the past, we have written about Tesla’s decision to be incredibly conservative with its Robotaxi rollout, especially with the incredibly small fleet size compared to competitors. However, there really is not a price anyone can put on safety for those utilizing the platform or pedestrians, so what Tesla is doing is justified.
A year into the Robotaxi program being active, Tesla has made major strides, but many investors and fans would like to see the fleet expand as quickly as the program has to other cities and states.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Tesla’s switch-up on selling Full Self-Driving has paid off big time
Tesla Robotaxi’s slow rollout gets explanation from Elon Musk
