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Thoughts About the Model X from a Model S Owner
Here’s a little story about my journey to becoming a Model X owner. I started my search for a new car roughly two years ago to replace my aging Acura MDX SUV. Gas prices were at an all time high back then and having a monthly expenditure of $600 for transportation was something I could surely do away with. I did my fair share of research on hybrids in hopes I would eventually choose one as a replacement car, but ultimately dismissed them as an alternative due to the complexities of the powertrain. That was until I ran into Tesla and its Model X. The rest was history.
The Model X Promise
I finally narrowed my search among hybrids and EVs to Tesla’s Model X. The Model S was already available for order at the time and the Model X was still coming soon. I’d driven SUVs for the last 14 years and had an affinity towards them. Needing to survive through the New England winters, while living on a farm with an expanding family, naturally skewed my pursuits for a SUV as it seemed to be the right fit for my lifestyle. Although I had already fallen in love with the Model S, I managed to curb any desires to purchase one and waited patiently on the Model X through much of the second half of 2013 and early 2014.
That was until the Model X delivery estimate began to slip from “early 2014” to “late 2014”, and then again to “second quarter 2015” (it would be postponed yet again later on). I eventually got the hint that the Model X wasn’t going to roll off the production line anytime soon. To make matters worse, my aging SUV was surpassing 200K miles and my kid was becoming of driving age and was to receive the hand-me-down SUV.
Full-size bike stored in the back of a Model S
I really wanted the Model X but inevitably I started to think about whether the Model S could satisfy my criteria for a new car, as follows:
- Must have plenty of room for carrying around luggage, sports gear, bikes, farm stuff, etc.
- Something I could drive all year round and has maximum safety
- Must have enough room for seven people
I left off the need to have a towing package on my must-have list because in my seven years and 200k miles of ownership on the Acura MDX, I never used its built-in towing capabilities once. The MDX had more than ample space for bikes, which I would place inside the car, and roof mounted equipment using the roof rack.
I watched countless Bjorn Nyland videos and ones from Tesla, so much that I was thoroughly convinced that the Model S (real wheel drive was the only option at the time) could be driven in the harshest of winter environments.
My thoughts around owning a seven seater started to dissipate. When my daughter was young, I would haul her and a pack of her friends around in a seven passenger vehicle. But as she grew up and no longer needed rides other than for a few close friends and her boyfriend (sigh), having a vehicle to seat seven became less of a requirement.
And for that reason, I forewent my Model X and ordered the Model S instead during March of 2014. That turned out to be one of the best decisions I’ve ever made in life.
Longing for the Model X
Despite being happily committed to my Model S as a relatively new owner, I still couldn’t stop myself from thinking about the Model X and ultimately ended up putting down a reservation for one once the Design Studio became available. I had convinced myself that a SUV is what I really wanted from the get go. Perhaps I’d trade my Model S in for the X but I still had time to figure that out.
I had also justified placing a deposit on the Model X because my wife’s SUV, a ML 350 diesel, was starting to experience a lot of mechanical and maintenance issues despite being only 20K miles old (we bought it used). I figured that the X would serve as a great replacement vehicle because frankly I was sick of maintaining her SUV.
Finally, Hello Model X
Nearly two years after I was introduced to the Model X online, I finally witnessed its unveiling, along with the rest of the world, via the Model X online test drive videos. The reactions to it seem generally mixed according to friends that attended the Model X launch event. Don’t get me wrong, the Model X is an amazing and transformative vehicle, but to me I felt that I could not obtain much utility from it over what my Model S is already capable of providing.
Sure I’d love to have all wheel drive, autopilot, and being able to open falcon wing doors in tight parking spaces, but even those features aren’t radically different than newer versions of the Model S, less the falcon wing doors.
Model X panoramic windshield
The Model X panoramic windshield is cool although I’m not sure I’d welcome that much sunlight on me while driving. The ‘bio weapon defense mode‘ seems gimmicky to me and a feature that feels cooler to talk about than it would live out in the real world.
The falcon wing doors are amazing and unique but I can’t help but think that its complexity will lead to long term maintenance problems for Tesla. And after all the challenges faced with creating the rad falcon wing doors, they compounded difficulties by creating auto opening front doors. And what about the active rear spoiler? Why is it deployed in all pictures? Will it ever retract?
What surprised me the most during Elon’s 30 minute presentation on the Model X was the amount of time he spent describing the vehicle’s safety rating and air filtration capabilities. Compare this presentation to an Apple product launch event that’s typically packed with detailed specifications and you’re left feeling a bit underwhelmed. Does anyone know the cargo room for the Model X? How wide is it? How tall? How long? What is the max height of the falcon wing doors? Do all the seats fold flat? A car that costs over $132,000 shouldn’t have details as vague as they are.
We caught glimpses of Firmware 7.0 features on the Model X, but there’s still no official word from Tesla that a new interface will be launched with the Model X.
My Future with the Model X
Electric vehicles are the future and Tesla is clearly leading the way in this new vertical. From the Roadster, to the Model S, and to the Model X, Tesla continues to innovate and redefine what an automobile should be like.
While I still have my Model X reservation, I want to know a lot more about it, touch it and maybe even drive it before I decide on the fate of my reservation. Fortunately, my wife’s SUV started behaving as of late, and I’m also very happy with my Model S. Now is probably not the best time for me to pick up a new Model X, but I can easily see a day when all my cars will be electric powered — and made by Tesla.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
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