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Tesla confessions: The Model Y is looking better and better the closer it is to production
Note: I don’t usually do personal op-eds, but I’m making an exception this time around. This story may be well worth the read, at least for those who have had the same experience.
I was at Porsche’s 2019 Annual Press Conference in Stuttgart when Tesla unveiled the Model Y. I was dead tired from the day’s activities, but considering that the all-important Model Y was being unveiled that day, I opted to just chuck an extra cup of coffee and pull an all-nighter instead. After all, the Model Y is arguably the EV that can very well make Tesla into a household name. It’s got the price, it’s competing in the crossover segment, and it’s coming at a time when Tesla wasn’t hanging by a thread anymore. And so, I waited, overdosed with caffeine, for the vehicle’s unveiling.
The event started off normal enough. I fired up my word processor and prepared to write. Elon Musk provided a compelling narrative about Tesla’s journey from the Roadster to the present, even bringing out the Model S, Model X, and Model 3 onstage. Then, at the end of the unveiling event, almost seemingly as an afterthought, Musk brought out the Model Y. Out then comes a vehicle that looks nearly identical to a Model 3. In the darkened stage the two were almost indistinguishable from each other. It’s slightly taller, and it was chrome deleted, but that’s about it. Then, following a very brief discussion of its specs and its estimated release date, the Model Y’s unveiling event was done.
Needless to say, I was a bit underwhelmed. I’ve been following the Model Y story for years, and amidst all this excitement for the vehicle, it turned out to be this chunkier Model 3. Other journalists on my bus who also attended the Porsche press conference the following morning felt the same. Jokes were thrown around. “It’s a fat Model 3.” “Why, Model Y?” Even I, the conference’s token reporter from the “obviously pro-Tesla website,” couldn’t really “defend” the Y’s design that much. It’s not like I could say a much. It’s really just a bigger Model 3.
That was months ago. Since then, there have been an increasing number of Model Y sightings across the United States. Bob Lutz has called the Y a “terminally ugly” vehicle, even adding that he doesn’t really know how anyone can buy the Model Y. Yet, amidst all these sightings, and as reports from Tesla indicated that the Model Y might be starting production earlier than expected, something happened. Little by little, the Model Y started to look good — really good. And it doesn’t seem to be just me either. Comments on YouTube videos, Twitter posts, and Reddit threads showed that the Tesla community was warming up to the Y’s very Model 3-esque design.
This became even more evident when the size of the Y became evident. As it turns out, the Model Y seems to be a good deal larger than the Model 3, with some Tesla community members who have personally seen the vehicle stating that the crossover is actually pretty close in size to the Model X, Tesla’s largest vehicle before the massive Cybertruck. The Model Y also looked very attractive with its Gemini Wheels, which appear to be installed in release candidates of its Performance variant. A recent sighting of a white Performance Model Y from StevenMConroy depicts this very well.
Elon Musk has stated that the Model Y has the potential to outsell the Model S, Model X, and Model 3 combined. That’s a statement that sounds hyper-ambitious in a classic Elon Musk kind of way, but it’s feasible. The crossover market is vast, and it’s growing by the year. Combined with its trademark Tesla performance and its reasonable price, the Model Y has a ton of potential. It may have been an acquired taste for the Tesla community or people like me, but for the everyday car buyer, the Model Y may simply be this futuristic crossover that’s cheap to run, blazingly quick, spacious, and surprisingly reasonable in price. That’s a pretty difficult combination to beat.
There were a lot of criticisms that were thrown at the Model Y when it was unveiled, and a lot of it was due to its design. The TSLAQ group on Twitter actually insisted that there was no Model Y at all, and that the vehicle that Tesla unveiled was just a raised Model 3. But then, as the Model Y closes in on its first production, and as more and more release candidates start getting spotted on the road, it is starting to appear that perhaps, just perhaps, Tesla knew what it was doing when it decided on the crossover’s design. The Model Y may not incite the same excitement as the next-gen Roadster or have the same shock value as the Cybertruck, but perhaps, it doesn’t really need to.
It just needs to be. And for all-electric crossovers that are designed to be disruptive, that’s potentially enough. It certainly is for me.
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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
