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Tesla’s new Roadster must have otherworldly specs to justify its place above the Model S Plaid
The announcement of the Plaid Model S during Tesla’s recently-held Battery Day showed that the electric car maker is now at a place where it could offer a four-door family sedan that is capable of accelerating from 0-60 mph in less than 2 seconds while traveling over 520 miles per charge. The vehicle is undoubtedly impressive, and its specs alone are enough to place the Model S at the top of the EV rankings once more.
However, the specs of the Model S Plaid have reached the territory of the next-generation Roadster, which was initially announced to have a 0-60 mph time of 1.9 seconds in its base form. Considering that the new Roadster will be commanding a starting price of $200,000, it would almost seem like customers will not have much incentive to purchase the all-electric supercar. Why purchase a $200,000 Roadster, after all, if one could buy a more affordable Model S Plaid that could achieve similar acceleration figures and still haul a whole family and tons of luggage on long trips?
This concern was recently shared with Elon Musk on Twitter by Tesla enthusiast Toby Li. Musk responded simply, noting that the “Roadster will be better.” This confirms a statement shared by Tesla Chief Designer Franz von Holzhausen during a previous interview with Ryan McCaffrey of the Ride the Lightning podcast, where the executive mentioned that the production version of the Roadster will be superior “in every way” compared to its already-insane prototype.
Tesla’s vehicles are designed to be ever-evolving, so there is a very good chance that the Model S Plaid’s sub-2-second 0-60 mph time, 200 mph top speed, and over 520-mile range could still be improved over time. For the next-generation Roadster to justify its place above the Model S Plaid, the vehicle would have to be otherworldly not only in terms of its specs but its real-world performance as well. Fortunately, the Tesla CEO and Chief Designer have teased that this may indeed be the case.
In a way, the Model S Plaid and the next-generation Roadster could end up being vehicles that are poised to dominate their internal combustion and electric rivals. With its specs, the Model S Plaid would be perfectly poised to take on equally premium-priced rivals such as the Porsche Taycan Turbo S and Lucid’s yet-to-be-announced tri-motor variant of its Air sedan, which recently ran a lap around Laguna Seca in 1:33. Tesla’s edge is further highlighted in the Model S Plaid’s $139,990 starting price, which is less than the Taycan Turbo S and Lucid’s flagship Air variant.
The new Roadster could ultimately become a vehicle that serves as the host for Tesla’s most off-the-wall, insane ideas. Among these is Elon Musk’s idea of using literal rocket thrusters to help the vehicle achieve superior acceleration and maneuverability. Other innovations that are as otherworldly could very well be in line for the Roadster, and each would be completely justified. Regardless of the heights that the Model S Plaid could reach, after all, there will always be a place for a halo car that, at its core, is simply a “hardcore smackdown” to gasoline cars, full stop.
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Tesla launches its coolest gift idea ever just a few weeks after it was announced
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention.”
Tesla has launched its coolest gift idea ever, just a few weeks after it was announced.
Tesla is now giving owners the opportunity to gift Full Self-Driving for one month to friends or family through a new gifting program that was suggested to the company last month.
The program will enable people to send a fellow Tesla owner one month of the company’s semi-autonomous driving software, helping them to experience the Full Self-Driving suite and potentially help Tesla gain them as a subscriber of the program, or even an outright purchase.
Tesla is going to allow owners to purchase an FSD Subscription for another owner for different month options
You’ll be able to gift FSD to someone! https://t.co/V29dhf5URj
— TESLARATI (@Teslarati) November 3, 2025
Tesla has officially launched the program on its Shop. Sending one month of Full Self-Driving costs $112:
“Gift one month of Full Self-Driving (Supervised), which allows the vehicle to drive itself almost anywhere with minimal intervention. All sales are final. Can only be purchased and redeemed in the U.S. This gift card is valued at $112.00 and is intended to cover the price of one month of FSD (Supervised), including up to 13% sales tax. It is not guaranteed to cover the full monthly price if pricing or tax rates change. This gift card can be stored in Tesla Wallet and redeemed toward FSD (Supervised) or any other Tesla product or service that accepts gift card payments.”
Tesla has done a great job of expanding Full Self-Driving access over the past few years, especially by offering things like the Subscription program, free trials through referrals, and now this gift card program.
Gifting Full Self-Driving is another iteration of Tesla’s “butts in seats” strategy, which is its belief that it can flip consumers to its vehicles and products by simply letting people experience them.
There is also a reason behind pushing Full Self-Driving so hard, and it has to do with CEO Elon Musk’s compensation package. One tranche requires Musk to achieve a certain number of active paid Full Self-Driving subscriptions.
More people who try the suite are likely to pay for it over the long term.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
Tesla launches its coolest gift idea ever just a few weeks after it was announced
Tesla expands Robotaxi app access once again, this time on a global scale
