Tesla is testing the new 2021 Model S “Refresh” on the street in preparations for its release, new photographs show.
Rumors of a revamped Model S and Model X design have been flowing through the community since December. Tesla shut down Model S and Model X production lines at the Fremont production factory in December 2020. The Fremont facility is the only location that the S sedan and X SUV are produced, as Tesla’s other currently-operational production plant, Giga Shanghai in China only builds the Model 3 and Y. Fremont also handles 3 and Y production, but it appears to be business as usual at the plant, as no revisions have been made to either car since the Model 3’s refresh in late 2020.
Teslarati sighted the Model S refresh outside of the Fremont Factory over the weekend. Tesla was using the test track it purchased from the Union Pacific Railroad in 2013, which sits near the Fremont Factory, to test the Model S Refresh. These photographs revealed several changes in the exterior shape, like a wider body used to hold wider wheels, a refined central air intake vent, a new rear bumper, and modified fog lights.
The changes were definitely noticeable, but they were from a distance, so not all of the revisions that Tesla may have made could be spotted. However, new, closer photographs have been captured, giving enthusiasts a closer look at what could be a “Refreshed” Model S.
These photographs were taken on E. Warren Ave, a street that runs East to West and sits directly South of Tesla’s Fremont Factory. As you can see from the photographs, the car runs on public roads near the factory, testing the vehicle’s durability and performance while handling everyday streets.
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- Photo: Teslarati
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- Photo: Teslarati
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- Credit: Google Maps
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- Photo: Teslarati
The two photos give a clearer indication of what Teslarati reported yesterday. The changes to the exterior are relatively minor as the shape of the Model S is basically the same. However, there are numerous improvements to the car that will reap positive benefits to the battery, aerodynamic performance, and the look of the car. One of the most notable changes is what appears to be a revised version of the Arachnid wheel that the Model S Refresh is seen with in the picture.
Comparing the photograph that shows the Model S at an angle with another similar photograph of the flagship sedan, we can see the fog light is shaped differently and seems to include a new shape that is more modern and sleek.
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- Photo: Teslarati
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- Credit: CNBC
The front lip has a larger opening, helping to cool the battery pack down, leading to longevity and more efficient cooling. The inclusion of a diffuser also appears to be sitting under the front lip of the car. On the Plaid Model S at the Nürburgring, the diffuser was located under the rear of the car. This helps improve aerodynamics by displacing air more efficiently.
Tesla has a knack for having release candidates drive around Northern California before its official release. Before the Model 3 was launched by Tesla in the Summer of 2017, several release candidates were spotted driving around Palo Alto, and Elon Musk even released a video of the Model 3 before the final design was approved. Additionally, the Model Y was spotted with testing apparatuses attached to the vehicle in December 2019, three months before the car was initially delivered to its first owner in March 2020.
There is no planned release date for the new Model S as of yet. However, there is certainly something going on at the Fremont factory, as some Body In White vehicles were spotted covered in the parking lot of the production facility last week. The covered bodies looked to maintain an irregular shape, but there were no doors or windows installed. Some anticipate the announcement of the Refresh to be made on Wednesday during the Tesla Earnings Call for Q4 2020, but that remains to be seen.
The Kilowatts also shared their thoughts on the sighting of the Model S Refresh, so be sure to check out their video below.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
