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Tesla Model S vs. Lucid Air: comparison of range, performance and price

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Photo credit: New Car via YouTube

Silicon Valley-based electric car startup Lucid Motors continues to make a name for itself as a real contender to Tesla, having recently debuted its long range Lucid Air ultra-luxury sedan across a series of meet-and-greet and test ride events in Southern California. Renowned tech reviewer MKBHD billed the Air as possibly being the Future of Luxury. But how does Lucid’s “private jet on wheels” stack up against Tesla’s Model S?

Ben Sullins of YouTube channel Telsanomics takes a deep dive into known published stats for each vehicle, and compares the two on range, performance, price, technology, and interior trim.

First, a disclaimer. Ben’s video was made before Tesla announced that the Model S 60 would no longer be available after April 17. Ben notes in the video description “In this video, I look at how this new base model Lucid Air stacks up against a Tesla Model S 60. Of course, since recording this Tesla has announced they no longer will be offering the 60 but the comparison is still relevant considering the primary variable is the range of the Model S.”

Range, Performance and Price

The base Lucid Air will offer 240 miles of range, rear wheel drive and have 400 horsepower through a single electric motor. Tesla’s base Model S 60 is rated at 210 miles of range with 320 horsepower, and also rear wheel drive.

Both vehicles will also be comparable in price. Lucid says its base model will start at $52,500 after deducting the $7,500 federal tax credit. By comparison, Tesla’s Model S 60 will be priced at $53,700 before incentives. If we are to factor in Tesla’s soon-to-be base Model S 75 into the equation, the price difference increases to a more dramatic $14,500.

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Technology

The Lucid Air has 3 touch screens within the driver’s line of sight. The one located in the center of the car that displays less critical information can retracted into the dashboard when not in use. The other two flank the central instrument panel. There is another touchscreen available for rear seat passengers to adjust heating and cooling as well as sound system settings.

Both the Model S and the Lucid Air will be equipped with hardware that can facilitate fully autonomous driving. Feature updates will come via over-the-air software updates.

Interior

As pointed out by MKBHD in his review video of Lucid Air, the interior appointments of Lucid’s vehicle appear to be aimed more toward the luxury car buyer than those in the Model S. Some Tesla buyers who have purchased a Model S have critiqued Tesla for not matching their expectations when it comes to the quality of the interior materials used. MKBHD commented that the Lucid Air interior seems to have higher quality interior appointments, at least to his eye.

One thing that has impressed those who have ridden in the Lucid Air is the expansive front windshield. Like the Model X, it flows back over the heads of front seat passengers in one unbroken sweep of glass. In fact, the Air name was suggested by the light, airy feel created by all that glass. But that enormous front windshield will not be available on the entry level Air. The company says it will have an aluminum roof, 19″ wheels, and a 10-speaker audio system.

Availability

Tesla Model S and Lucid Air match up quite closely in terms of power, performance, and technology. Tesla CEO Elon Musk is always encouraging other manufacturers to build “compelling electric cars” and Lucid Motors is poised to be that manufacturer that has truly stepped up to the challenge.

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Lucid, for the moment, has big plans. The company has identified a site for its factory in Casa Grande, Arizona and aiming for production beginning in late 2018 to early 2019.

Though Tesla has a 5-year head start on the buildout of its factory, distribution channel and charging network, is that enough to hold back Lucid from becoming a major force in the premium electric vehicle market? One that’s had time to learn, adapt and move arguably more efficiently than Tesla?

Lucid is a serious contender.

Here’s Teslanomics’ comparison of the Tesla Model S vs. Lucid Air. What are your thoughts?

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026. 

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

A call and an invitation

Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”

Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.

“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.

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Tesla FSD’s upcoming rollout in Israel

Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government. 

Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”

Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.

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Tesla China delivery centers look packed as 2025 comes to a close

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

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Credit: @Tslachan/X

Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners. 

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

Full delivery center hints at year-end demand surge

A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff. 

The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover. 

Strong demand in China

Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment

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From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7. 

With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more. 

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