Tesla VP Confirms Model S & Model X Refresh Later This Year

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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 Robotaxi Improvements: Reduce Wait Time By Predicting Demand and Scale Operators

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Just over a week into the Robotaxi launch, Tesla began laying the groundwork for a more scalable remote supervision model, which will be key to achieving success with the Robotaxi Network.

About a week ago, Elon Musk posted on X that Tesla will likely reach the crucial safety threshold to enable this shift within a month or two. While that means at least another month of in-vehicle Safety Monitors, it does provide us with a timeline of what to expect.

As soon as we feel it is safe to do so.

Probably within a month or two. We continue to improve the Tesla AI with each mile driven.

— Elon Musk (@elonmusk) June 30, 2025

This timeline came in response to a question about Tesla’s plans for the ratio of autonomous vehicles to remote supervisors. The more vehicles that a single human can supervise, the better, especially if that number can be reduced to something drastic, like a 100:1 ratio. A single human operator would be able to manage an entire city of Robotaxis, which will be critical to make the Robotaxi Network turn a profit.

While Tesla works towards that ambitious future, it is also taking immediate steps to improve the current user experience during the Austin pilot program, where 15-minute wait times have become the norm.

Solving for Wait Times

According to Eric E, one of Tesla’s principal engineers on Robotaxi, the current 15-minute wait times are a classic logistics challenge. The supply of vehicles is lower than the current demand for rides. To solve this, there’s a two-pronged solution for Tesla.

First, Tesla is directly increasing supply by hiring more Safety Monitors/Vehicle Operators in Austin, even hosting an on-site hiring event.

We're looking to hire more Vehicle Operators in Austin, TX to accelerate Robotaxi deployment. We will be hosting an onsite hiring event next Thursday. Please consider applying to the official job posting and completing this hiring event form:

Hiring Event:…

— Ben Costa (@BenCostaTesla) June 28, 2025

Second, Tesla is working to make FSD and the Robotaxi fleet management software faster and smarter. This means they are utilizing the data from the pilot to better orchestrate the fleet by predicting demand and pre-positioning vehicles in prime locations to reduce wait times. After dropping someone off, the vehicle can start traveling to areas of higher demand, even if someone hasn’t booked a ride yet.

Next Up: Remote Supervision

These immediate fixes are all in service of that much larger goal. Scaling the Robotaxi Network isn’t just about having more cars; it’s about increasing the number of vehicles a single human can safely supervise remotely, which is a requirement for Robotaxi to turn a profit.

Elon’s comments give us this timeline. A more flexible and favorable ratio of 3:1 (although still far from the ideal 100:1) is likely to be achieved within a few months.

Tesla is committed to safety, as evidenced by the safety monitors in the vehicle. A single incident could not only tarnish the public’s view of the Robotaxi Network but could also halt Tesla’s operations altogether.

The data gathered from more Robotaxis on the road is crucial to the whole project. Tesla is gathering more data and issuing newer FSD builds specific to the Robotaxi.

As FSD requires less remote oversight per mile driven autonomously, Tesla can safely increase the number of vehicles per remote supervisor, moving the service closer to its ultimate goal.

Tesla has laid out an aggressive roadmap for the Robotaxi Network and its next few phases. We’ll have to wait and see just how this goes over the next few months, and whether they feel comfortable enough to increase the geo-fence and remove safety monitors.

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Tesla to Integrate xAI's Grok Into Optimus, Helping Bring the Robot to Life

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Following the recent news of Grok being almost ready for Tesla vehicles, Elon Musk confirmed on X that the next major step is with Optimus, Tesla’s humanoid Robot. xAI’s advanced Grok models will eventually serve as the voice and brain for Optimus. This will be a convergence of Musk’s two biggest AI ventures — Tesla and xAI.

This will combine a physically humanoid robot - the brawn - with the new brains, Grok. This integration is more than just giving Optimus a voice - it suggests that Tesla is thinking ahead and possibly intends to use Grok to understand the environment around Optimus, while FSD will handle the robot’s movements.

Already does

— Elon Musk (@elonmusk) June 25, 2025

A Symbiotic Relationship

The combination of Optimus and Grok creates a relationship where each component plays to its strengths.

For years, Tesla’s robotics team has been focused on the immense challenge of physical autonomy. Optimus learns complex tasks by observing humans, basically training itself through video by watching humans. This helps Optimus develop the physical dexterity needed to work in the real world. This is the brawn - the ability to navigate, manipulate objects, and perform useful work.

Grok provides the conversational brain. It adds a layer of natural language understanding, reasoning, and interaction. Instead of needing a computer, a specialized app, or pre-programming commands to give Optimus instructions, a user will be able to simply talk to it in a natural way. This makes Optimus infinitely more approachable and useful, especially for tasks in a dynamic environment, such as work or at home.

xAI and Tesla

Viewed from a different perspective, this move isn’t just about upgrading one product. It is the clearest evidence that xAI and Tesla are collaborating together to build a single, unified AI platform. Musk’s biographer, Walter Isaacson, believes Tesla and xAI will merge. Seeing Tesla and xAI both play critical roles in creating Optimus makes us believe that it may very well be the case.

Transformation to a Humanoid Robot

The confirmation of Grok in Optimus is one of the most significant milestones for the project to date. While Optimus’s ability to walk and work (and dance) is already an incredible engineering feat, it has all been physical abilities so far. Adding the ability to interact with Optimus in a human-like way will transform Grok from a machine to a true, general-purpose humanoid robot.

The ability to understand nuanced requests, ask clarifying questions, and respond intelligently is what will ultimately make Optimus a daily fixture in our lives.

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