In the latest episode of the Ride the Lightning podcast, Tesla’s VP of Engineering, Lars Moravy, addressed a question that’s been on everyone’s mind—what’s going on with the Model S and Model X?
It turns out Tesla’s engineering and design teams have been thinking about the same thing. They’ve heard the calls for a refresh loud and clear, and changes are on the way to Tesla’s flagship vehicles.
Most importantly, Lars put the rumors to rest—Tesla has no plans to discontinue the Model S and Model X. Not only are they here to stay, but a refresh is also in the works.
Just give it a minute, we’ll get there - Lars Moravy
Refreshed Flagships
According to Lars, the Model S and Model X will finally be getting some attention—but not until later this year. For now, Tesla’s top priority is launching its more affordable next-generation vehicle ahead of Q2 2025.
Still, a refresh is on the way, and many of the upgrades seen in the Model 3 and Model Y refreshes are expected to make their way to Tesla’s flagship vehicles. There’s a lot to break down from that simple statement, so let’s dive into what’s likely coming—and what we’re hopeful to see.
Interior Updates
Both flagship vehicles are expected to receive a Cybertruck-inspired update—though not in the form of sharp angles and stainless steel. Instead, Tesla, we may see many Cybertruck features move over to the Model S and Model X. We may see things like the removal of the driver’s gauge cluster display in favor of a larger center screen, similar to the Cybertruck’s design. Unlike the Model 3 and Model Y refreshes, this screen won’t tilt, simplifying production and increasing part-sharing across the Model S, Model X, and Cybertruck.
These changes streamline Tesla’s supply chain while also making the vehicles easier to repair and service. However, it’s not all about cutting features. Last year, rumors suggested the Model S and Model X would receive a mid-cycle interior refresh, including ambient lighting—now a standard feature across Tesla’s lineup. This subtle yet elegant lighting improves the cabin’s aesthetics without being overly bright or distracting.
Another major update will likely be the transition to a 48V low-voltage electrical system, a move Tesla has already made with the Cybertruck. Tesla recently announced that a lot of the Cybertruck’s tech, such as this 48V LV system, its 800-volt HV architecture, bi-directional charging, and more are coming to future Tesla vehicles.
This upgrade could also bring support for steer-by-wire to the Model S/X, which would greatly improve the usability of the yoke steering wheel.
Exterior Updates
When it comes to exterior changes, we’re a little less sure of what to expect. A complete body makeover is very unlikely, but we could see updates to the front and rear fascias like we’re seeing with the new Model Y. We hope Tesla preserves the iconic design of the Model S. Its sleek, aggressive profile has a broad appeal—even among muscle car enthusiasts who appreciate its sharp lines and commanding presence.
For the Model X, Tesla might follow a similar strategy to the Model Y refresh, further differentiating it from the Model S. We could also see the introduction of a light or rear light bar like we’ve seen recently with the Cybertruck, new Model Y, and the Cybercab. Tesla has really perfected its grill-less look with recent models and we may see that carry over to the revamped Model S and Model X as well.
FSD Hardware Changes
The timing of the refreshed Model S and Model X could overlap with the launch of Tesla’s next-gen FSD hardware, AI5. While this would be unexpected—given that Tesla has yet to fully utilize AI4—it could align with Musk’s June 2024 statement that AI5 would be available in about 18 months. Afterall, the Cybercab will include AI5 when it hits production this summer.
Additionally, like the recently refreshed Model Y, the Model S and Model X have long been rumored to receive a front bumper camera, and this update will likely bring it. In turn, Tesla may remove the HD radar that has been shipping—albeit disabled—with every Model S and Model X. While the radar appeared to be included for data collection purposes, Tesla never fully committed to integrating it into its autonomy stack.
Drivetrain and Battery
The Model S and Model X still use a relatively outdated air suspension system. If you own one, you’re probably familiar with the issue: the camber (angle of the wheels) changes depending on the vehicle’s height, which increases wear on the inner or outer edges of the tires. Combined with the vehicles’ immense acceleration, this can lead to increased tire wear.
With the Cybertruck’s updated air suspension, this is considerably less of an issue due to how the new suspension functions. It would make sense for Tesla to integrate similar improvements, along with other updates to improve handling, much like the changes made to the refreshed Model 3 Performance. Track Mode V3 would also be a welcome addition to both Plaid models.
Additionally, adopting the Cybertruck’s 800V high-voltage architecture could enable the new Model S and Model X to charge faster, potentially reaching the 500kW speeds the Cybertruck will soon support at V4 Superchargers.
New Production Lines
There’s also another interesting tidbit circulating from stock analyst M44_1RJ. It’s rumored that the Model S and Model X production lines, known internally as the GA1 lines at Fremont, are undergoing upgrades. These improvements are likely part of Tesla’s preparations for the upcoming refreshed versions of these vehicles.
We’re eager to see what Tesla has in store for the refreshed Model S and Model X. While we could see completely new features added to these flagship vehicles, we’re more likely to see some of the Cybertruck improvements carry over.
There’s even hope that the Plaid+ variant will make a return to the Model S, providing a sleek and worthy competitor to the Lucid Air Sapphire and other electric hypercars making waves on tracks worldwide.
It seems Tesla has something big in the works, but it’s probably at least six months away. We can expect more tangible updates to surface around late summer, likely after the launch of the Cybercab and Tesla’s more affordable model.
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Tesla has finally released their 2024 Impact Report, and it's filled with impressive new data on the company’s environmental and safety progress. However, the biggest news is the clear and concrete roadmap it provides for the next generation of Tesla products.
For the first time, the report provides specific timelines for Tesla to begin volume production of the purpose-built Cybercab and the ramp-up of the Semi factory. This year’s report shifts from documenting past achievements to defining Tesla’s next phase, with a focus on autonomy and industrial transport.
Upcoming Vehicles
The most significant new items in the report are timelines for Tesla’s anticipated future vehicles.
Next, Tesla is ramping up production of the Semi, following the completion of limited production runs used for testing. This development is closely tied to the ongoing construction of the new Semi Factory, which is nearing completion. Tesla expects this to be one of its largest markets going forward and one of the most impactful. Industrial trucks doing the last 200 miles of delivery account for 16.4% of US vehicle emissions, despite making up only 1.1% of vehicles on the road.
In terms of the Affordable Model, Tesla has mentioned that they intend to launch more affordable products in 2025 and address a key segment of the market. They did not elaborate on this further and seem to have missed the previously provided self-imposed deadline for the first half of 2025.
At this point, we’re unsure whether Tesla will actually launch a distinct and more affordable model or whether it will introduce cut-down versions of the Model Y, as rumored.
Safety
The report supports Tesla’s future plans with some impressive new data points that demonstrate the impact their technology is having.
First, Autopilot (and FSD) has achieved a safety record nearly 10 times higher than the US national average in terms of miles per incident. The data shows one accident for every 6.77 million miles driven with Autopilot (or FSD) engaged, compared to the national average of one accident per 0.70 million miles.
The report also highlighted the Cybertruck’s recent 5-Star overall safety rating from the NHTSA, marking it one of the safest vehicles on the market, especially for a truck. The best part is that Cybertruck holds the lowest overall probability of injury and the lowest rollover risk of any pickup truck ever tested by the agency. Skeptics have always complained about lacking crumple zones, but the results prove otherwise, with Tesla building crumple zones as part of the gigacast.
Sustainability
In terms of sustainability, Tesla’s growing fleet helped to increase the amount of reduced and avoided emissions by 60% year over year, to 32 million metric tons of CO2e. While that’s a small number when you compare it to a full country, it is still a significant impact, especially in cities where pollutants have already decreased due to the ownership of EVs.
Tesla also mentioned that 99% of their recalls reported in 2024 were resolved using OTA updates, saving owners a trip to the Service Center or a trip by the Tesla Mobile Rangers, all in the name of sustainability and reduced costs.
Impactful Report
Tesla’s 2024 Impact Report is actually one of the most forward-looking publications to date. It puts a clear roadmap of Tesla’s future goals, while also tying them into the sustainability and safety goals achieved last year.
We can’t wait till 2025’s report - because it’ll be even better with this year’s deployment of Robotaxi. You can read all 200+ pages of the impact report here.
Tesla has officially begun internal testing of its awaited virtual queueing system for Superchargers. The news was shared by Tesla’s Director of Charging, Max de Zegher on X.
The Tesla Charging team has begun pressure testing the new feature and is planning for public pilots as their next step. While most users won’t experience heavy congestion at Superchargers, for those who do, it could be a real pain point. Virtual queues are designed to make it easier to charge at congested Superchargers by having a digital queue, rather than relying on owners to remain in line with their vehicles.
Virtual Queues
When we originally delved into Tesla’s plans to introduce a virtual queue system, it seemed obvious that the virtual queue would replace the current “Wild West” first-come, first-served system of vehicles trying to get pulled into a stall. This process will likely have two key integrations.
First up is integration directly into the vehicle software for Tesla vehicles. This means that when you’re navigating to a Supercharger that’s busy and virtual queuing is enabled, you will be automatically placed into the virtual queue upon arrival.
Then, your position in line is displayed on-screen and provides an estimated wait time, allowing you to relax, eat, or take a bathroom break without worrying about your place in line. Finally, once a stall becomes available and it’s your turn, you will receive a notification on your vehicle’s screen, as well as on the Tesla app, directing you to the open stall that will presumably only allow your vehicle to charge. We imagine that there will be a grace period for owners to pull up with their car. If that doesn’t happen within a certain period, the next car will likely be offered the charger.
The second integration is in the Tesla app for non-Tesla drivers. As Tesla continues to install Magic Docks and open Superchargers to non-Tesla EVs, more and more traffic comes to the world’s most reliable fast charging network. That means that Tesla also needs to manage expectations and queue times for non-Tesla vehicles, likely through a similar process, but done over the Tesla app instead.
The Devil’s in the Details
A simple “first-in, first-out” queue sounds great, but Max noted that it is easy to exploit things with bad actors. What prevents a driver from joining a queue remotely to reserve a spot, ignoring a notification, or trying to hop into an unreserved spot?
Well, Tesla should be able to manage these fairly easily, but they still require technical effort to implement. That means GPS geofencing for those attempting to join a queue, a short countdown timer for those late to take their spot, and a lockout for those who try to skip the queue are all needed.
What’s Next?
As Tesla has just started internal testing of this feature, it likely means that public-facing user interfaces and flows aren’t quite ready yet, but the underlying functionality is. It also means that Tesla is working to refine the little details to make the process as smooth and as easily accessible as possible.
While no pilot locations have been announced yet, it seems likely that Tesla will launch the pilot at some of the most notoriously busy Supercharger sites to gather testing data in the near future, once internal testing is complete. That means holiday travel routes or major highways, likely in California first, before rolling out elsewhere.
Virtual Queuing is a fantastic tech-first solution for the Supercharger network that helps transform that experience into a more calm and orderly process. Additionally, establishing a fair system that allows both Tesla and non-Tesla EVs to access will likely improve the overall experience. Along with the pilot program for dynamic Supercharger pricing that incentivizes people to use less-congested Superchargers, these changes should improve the Supercharger experience.
While Max mentioned it was designed for “those rare cases with a wait”, that tends to be the experience in larger cities further North, especially in New York, Michigan, or within Canada, where the few smaller Supercharger sites in big cities tend to be heavily congested. These queues will make the experience smoother for everyone involved, so we’re looking forward to seeing this come to fruition.
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