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Tesla’s Standard Range strategy for Model S, X puts pressure on Lucid

(Credit: Tesla Photographer/Instagram, Lucid Motors)

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Tesla’s Standard Range strategy with its flagship Model S and Model X is going to put pressure on the automakers that are emphasizing performance with their vehicles, especially Lucid Group, which has targeted Tesla’s two luxury vehicles with its lineup of Air sedan configurations.

Last night, Tesla officially added Standard Range versions of the S and X to its Design Studio, offering its luxury, high-performance vehicles to customers for a hefty discount. The performance metrics remained the same, the only difference was a reduction in range — 310 miles for the Model S, and 269 miles for the Model X.

Tesla Model S and Model X now more affordable with Standard Range variants

These two new configuration options from Tesla will have those on the ropes between Elon Musk’s company and Lucid, run by former Model S team member Peter Rawlinson, at a crossroads. However, the decision may be easier than ever before.

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But the consequences Lucid might feel from Tesla’s new, cheaper configurations are more explicit than ever before. Tesla’s Long Range and Plaid configurations of the S and X were priced relatively similar to Lucid’s top-of-the-line offerings in the Air sedan.

The Model S Plaid comes in at $108,490 before options, and the Lucid Air Grand Touring, the most comparable to the Model S Plaid (within the same price range), is $125,600.

The Model S Plaid has a 1.99-second 0-60 MPH rate, while Lucid’s Air GT will get you there in 2.6 seconds. It trumps the Model S in range, offering 516 miles, while Tesla’s option is still nothing to bat an eye at, with 396 miles.

But now, pricing comes into focus, and undercutting the Air’s Pure configuration that starts at $82,400 by pricing a new Model S at $78,490 may make things a little easier for consumers and a little more difficult for Lucid.

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Lucid missed consensus estimates on vehicle deliveries in Q2, as 1,404 cars made their way to customers. FactSet expected 2,000 cars, and struggling with demand, the last thing it needed was an automaker like Tesla to undercut its products with something superior for less money.

In terms of range, the Air is the best that you can get. But it is about more than that, including the vehicle’s ability to function as a daily driver. Lucid customers have reported issues with software in their vehicles, and as it has been a pain point for many automakers in the early development of EVs, it is something people just don’t want to deal with.

Tesla has its own issues, of course. People have recently come forth with claims that their cars get significantly lower range than they are rated for, and, depending on the person, Elon Musk is a touchy subject.

However, some people don’t give a damn about what the CEO does, they just want a car that works well and is priced reasonably. Lucid may have taken a drastic step back with Tesla’s new Model S and Model X trims. Pressure is being applied to rivals of Tesla through the company’s various price cuts in nearly every market.

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In the U.S., Tesla put everyone in the hot seat early this year with massive price cuts, and it was up to the manufacturers to play ball or take their chances. Ford followed with price cuts of its own, and Lucid did, too.

Lucid introduces new $7,500 discount as EV price war heats up

However, their strategy did not translate to an overwhelming number of sales, and Lucid cut its delivery expectations to just 10,000 units in Q1, despite having over 28,000 reservations for its cars.

Tesla’s new rollout could be a true gut punch to Lucid as its Model S and Model X Standard Range offerings will give consumers one more reason to pick the unequivocal leader in EVs.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla parked 50+ Cybercabs outside its Texas Factory with some crash tested

Dozens of Tesla Cybercabs have been spotted at Giga Texas crash testing facility ahead of launch.

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Tesla Cybercab fleet spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)
Tesla Cybercab fleet spotted at Gigafactory Texas on April 13, 2026 [Credit: Joe Tegtmeyer)

Drone footage captured by longtime Giga Texas observer Joe Tegtmeyer shows over 50 units of Tesla Cybercab at the Austin factory campus, including several units clustered by Tesla’s on-site crash testing facility.

The outbound lot at Gigafactory Texas sits just outside the factory exit and serves as the primary staging area where finished vehicles are held before being loaded onto transport carriers or dispatched for validation testing. On any given day, the lot holds a mix of Model Y and Cybertruck units alongside the growing Tesla Cybercab fleet, as can be seen in the drone footage captured by Joe Tegtmeyer.

Tesla Cybercab fleet spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

Tesla Cybercab fleet spotted at Gigafactory Texas on April 13, 2026 [Credit: Joe Tegtmeyer)

Roughly 50 Cybercab units are visible across the campus, parked in tight organized rows. Most of the units visible still carry steering wheels and pedals, temporary additions Tesla included to satisfy current safety regulations while the vehicles accumulate real-world data ahead of full regulatory approval for a steering wheel-free design.

Tesla Cybercab fleet spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

Tesla Cybercab fleet spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

Tesla operates dedicated Crash Labs at both its Giga Texas and Fremont facilities that are purpose-built for controlled structural crash tests. Historically, automakers begin intensive crash testing roughly one to two months before volume production kicks off. The Cybertruck followed almost exactly that pattern. The Cybercab appears to be on the same track facility that we first saw back in October 2025.

Tesla Cybercab crash test units spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

Tesla Cybercab crash test units spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

The first production Cybercab rolled off the Giga Texas line on February 17, 2026. Volume production is now targeted for April. Musk previously wrote on X that “the early production rate will be agonizingly slow, but eventually end up being insanely fast,” and separately stated Tesla is targeting at least 2 million Cybercab units per year. Commercial robotaxi service in Austin is targeted for late 2026.

 

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Tesla 2026 Spring Update drops 12 new features owners have been waiting for

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Tesla announced its Spring 2026 software update, and it’s the most feature-dense seasonal release the company has put out. The update covers twelve named changes spanning FSD, voice AI, safety lighting, dashcam storage, and pet display customization, among other things.

The centerpiece for owners with AI4 hardware is a redesigned Self-Driving app. The new interface lets owners subscribe to Full Self-Driving with a single tap and view ongoing FSD usage stats directly in the vehicle.

Grok gets its biggest in-car upgrade yet. The update adds a “Hey Grok” hands-free wake word along with location-based reminders, so a driver can now say “remind me to pick up groceries when I get home” without touching the screen. Grok first arrived in vehicles in July 2025, but each update has pushed it closer to genuine daily utility. Musk framed the broader vision clearly at Davos in January, saying Tesla is “really moving into a future that is based on autonomy.”

On safety, the update introduces enhanced blind spot warning lights that integrate directly with the cabin’s ambient lighting, building on the blind spot door warning that arrived in update 2026.8.

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Dog Mode has been renamed Pet Mode and now lets owners choose a dog, cat, or hedgehog icon and add their pet’s name to the display.

Dashcam retention now extends up to 24 hours, up from the previous one-hour rolling loop, with a permanent save option for any clip. Weather maps now show rain and snow with better color differentiation and include the past hour of precipitation data along the route.

Tesla has now established a clear rhythm of two major OTA pushes per year. As with last year’s Spring update, that cycle started taking shape in 2025 with adaptive headlights and trunk customization. The 2025 Holiday Update then added Grok to the vehicle for the first time. This Spring follows that structure: the Holiday update introduces new architecture, and the Spring update broadens it across the fleet.

Two notable features still did not make it. IFTTT automations, which launched in China earlier this year, were held back from this North American release for unknown reasons, and Apple CarPlay remains absent, reportedly still delayed by iOS 26 and Apple Maps compatibility issues.

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Below is the full list of feature updates released by Tesla.

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Tesla launches new Model Y interior option

Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.

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Credit: Tesla Malaysia | X

Tesla has rolled out a striking new interior choice for its best-selling Model Y in China, replacing the long-familiar white cabin with a fresh option: Zen Grey.

Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.

The Zen Grey interior swaps the classic black-and-white contrast for a softer, more unified palette. Seats, door panels, and center console trim now feature a warm light-grey tone that covers far more surface area than before.

Previously, black accents on the console, door handles, and lower dashboard are now color-matched in the same pebbled vegan leather, creating a brighter, less clinical cabin.

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Tesla describes the material as durable and easy to maintain while delivering a noticeably more premium feel. Early photos and videos from Chinese owners show the new shade reflecting natural light beautifully, giving the spacious Model Y an even airier, more inviting atmosphere without sacrificing the minimalist design customers expect:

The change is not an added-cost upgrade but a direct replacement for the discontinued white interior on Shanghai-built vehicles. Customers configuring a new Model Y in China, Hong Kong, or Macau now see Zen Grey as the default light-colored choice.

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The update also flows to export markets supplied by Giga Shanghai, including Australia, New Zealand, South Korea, Japan, and the Philippines. Tesla has used its Chinese factory as an innovation hub before, and executives appear to be testing broader appeal with this subtler, warmer tone that avoids the high-maintenance reputation sometimes associated with bright white leather.

Beyond the interior, the refreshed Model Y from Shanghai includes minor exterior tweaks such as blacked-out badges on some trims and optional dark 20-inch wheels.

These changes arrive as Tesla faces stiff competition from domestic EV makers in its largest market. By refreshing the Model Y’s cabin without raising prices, the company is signaling continued commitment to value and constant improvement.

With over 1.2 million Model Y units already on Chinese roads, the Zen Grey launch gives existing owners a fresh talking point and new buyers another reason to choose Tesla. As deliveries ramp up this month, the updated interior is expected to become the dominant light-colored choice across the Asia-Pacific region.

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Tesla has not yet confirmed whether the Zen Grey will reach Fremont, Austin, or Berlin-built Model Ys, but Shanghai’s track record suggests the option could spread quickly if customer feedback remains strong.

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