The Tesla Model Y has been unveiled, and it will likely prove to be one of the electric car maker’s best-selling vehicles. Equipped with a robust set of features and offered at a reasonable price, the Model Y has the potential to disrupt the highly lucrative crossover SUV market the same way that its sibling, the Model 3, disrupted the passenger sedan segment in the US last year.
As the market prepares for the arrival of the Model Y, it becomes pertinent to compare it to other all-electric SUVs in the market. So far, there are two that are pretty close to the Model Y in size: the Audi e-tron and the Jaguar I-PACE. Faced with this competition, how does the Model Y stack up?
Tesla Model Y
The Model Y could be described as a larger, bulkier version of the Model 3. Similar to the electric sedan, the Tesla Model Y is offered in either RWD or AWD options. The vehicle starts at a $39,000 for the Standard Range version and goes all the way to $60,000 for the Performance variant. Just like Tesla’s other vehicles, the all-electric SUV is designed to go the distance, with the Standard version having 230 miles of range, the Long Range having 300 miles of range, and the Dual Motor AWD and Performance version having 280 miles of range per charge.
The Model Y is no slouch, as even the Standard version can sprint from 0-60 mph in 5.9 seconds. The range-topping Model Y Performance, with its dual motors, hits 60 in 3.5 seconds all the way to a top speed of 150 mph. Being based on the Model 3, the Model Y features a hyper-minimalistic interior, capped off by a stunning panoramic glass roof. A fully-loaded red multicoat red Model Y with Autopilot, Full Self-Driving, and the optional third-row seats (which would boost the car’s seating capacity to seven passengers), would set back buyers around $73,500.
A key advantage of the Model Y is its access to Tesla’s expansive and ever-growing Supercharger Network, allowing owners of the newly-released SUV to go on long road trips without any range anxiety. Being a derivative of the Model 3, the Model Y is also compatible with Tesla’s Supercharger V3 network, which has a maximum power output of 250 kW, or 1,000 miles per hour. Tesla estimates that Supercharger V3’s charging times will average around 15 minutes per vehicle.
Audi e-tron
The Audi e-tron debuted last year, at a time when the Model X was the only SUV in Tesla’s lineup. The size of the e-tron is more comparable with that of the Model Y though, making a comparison between the two vehicles a bit more appropriate. Price-wise, the e-tron is priced higher than the Model Y, costing just under $76,000 for the basic Premium Plus package, while the higher-end Prestige option starts at $81,800. With all the major upgrade boxes ticked on the Premium Plus offering, the e-tron would cost around $88,000.
Performance-wise, the e-tron falls behind the Model Y, with its 0-60 mph time of around 5 seconds and its top speed of 124 mph. Audi has been pretty secretive about the e-tron’s range, though the vehicle’s 95 kWh battery pack suggests that the SUV should have more than 200 miles of range per charge. Inside the vehicle, the e-tron is classic Audi, with multiple configurable screens and several creature comforts.
The Audi e-tron has some tricks up its sleeve when it comes to charging. The SUV could plug into a variety of chargers, including a 150 kW setup that is expected to charge the vehicle’s battery to 80% in just ~30 minutes. Such charging speeds are quite comparable to those of Tesla’s Supercharger V2 stations, which, as the Tesla community has proven over the years, is more than adequate for long trips.
Jaguar I-PACE
The I-PACE is priced at a premium compared to the recently unveiled Model Y, starting at around $70,000 for the S model all the way to the $86,000 HSE or “First Edition” trim. With all options checked, the I-PACE could breach the $100,000 barrier, thanks to rather expensive items like $500 floormats.
Just like the e-tron, the I-PACE falls a bit short of the Model Y’s specs, with its 0-60 mph time of 4.5 seconds, its top speed of t 124 mph, and its range of 234 miles per charge. The I-PACE has one edge over the Model Y though, in the form of its plush interior, which would delight car buyers looking for a more traditional vehicle with more conventional creature comforts and accents. The I-PACE is also available now, unlike the e-tron and the Model Y, which are yet to start rolling out to customers.
The Jaguar I-PACE actually falls behind the Model Y and the Audi e-tron in terms of its charging systems, as it is capable of charging up to 100 kW. This means that charging the vehicle’s 90 kWh battery to 80% (provided that a 100 kW fast charger is available) would take about 40 minutes.
Conclusion
Overall, each vehicle would likely be perfect for specific car buyers. Those looking for an electric SUV that is familiar and conventional would best pick up an I-PACE or an e-tron. Nevertheless, when it comes to bang-for-your-buck value and sheer performance specs, it is difficult to argue against the Model Y.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
