Episode 557: Model S and X Custom Orders Have Ended
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In this milestone episode marking the 10th anniversary of the Model 3 unveiling, host Ryan McCaffrey reflects on the cultural and historical significance of the Model 3 while announcing the official end of custom orders for the Model S and Model X. Tesla has halted all new S and X custom builds, with only inventory vehicles remaining—signaling the end of an era for these flagship EVs. The episode covers Tesla’s strong Q1 2026 delivery numbers (over 358,000 vehicles), a notable 25% year-over-year increase in 'other models' deliveries (S, X, Cybertruck), and speculation about a potential surge in final S and X orders. The podcast also highlights a quiet hardware upgrade in the Model 3’s power electronics, which could enable future vehicle-to-load capabilities. Tragedy strikes with a suspected arson attack on a Tesla showroom in Sydney, Australia, which destroyed several vehicles. Other news includes Kia’s upcoming $35K EV3, Rivian’s 20% delivery growth, and Volkswagen’s $1B investment in Rivian’s software platform. The episode concludes with listener calls on FSD, Sentry Mode tips, and a heartfelt endorsement of a new Netflix special by Jeff Ross.
Tesla has officially ended custom orders for the Model S and Model X, marking the symbolic end of an era.
Q1 2026 deliveries hit 358,000 vehicles, with a 25% year-over-year jump in 'other models' category, driven by final S/X demand.
Model 3 is receiving a hidden hardware upgrade (PCS2 Lite) that may enable future vehicle-to-load functionality.
A suspected arson attack destroyed multiple vehicles at a Tesla showroom in Sydney, Australia—no injuries reported.
Kia’s new EV3, starting at $35K, offers 320-mile range and NACS charging, though its 220-mile base version is underwhelming by current standards.
…and 2 more takeaways available in PodZeus
The End of an Era: Model S and X Custom Orders
“Tesla has officially turned the switch off on custom Model S and X orders. All that’s left are inventory vehicles.”
Celebrating the Model 3's 10th Anniversary
“I feel like the podcast I did that week... was a pretty good time capsule of what that day was like.”
Q1 2026 Delivery Numbers and the S/X Surge
The episode analyzes Tesla’s Q1 2026 delivery numbers—over 358,000 vehicles—highlighting a 25% year-over-year increase in 'other models' deliveries. McCaffrey speculates that the final S and X orders are driving this surge, with a prediction of over 20,000 such vehicles delivered in Q2.
Model 3 Hardware Upgrade and Future Features
A quiet but significant upgrade to the Model 3’s power electronics (PCS2 Lite) has been discovered in Tesla’s service documentation. This could pave the way for vehicle-to-load functionality across the Model 3 and Model Y, potentially benefiting all Tesla owners.
Tragedy in Sydney: Arson at Tesla Showroom
“I just cannot fathom hating anything... to actually go plan out an arson attack on something.”
“A Tesla is the most fun thing you could possibly buy ever. That's what it's meant to be. Our goal is to make... It's not exactly a car. It's actually a thing to maximize enjoyment.”
“I just cannot fathom hating anything... to actually go plan out an arson attack on something.”
“The Model 3 is the most fun thing you could possibly buy ever.”
Host
Tesla
organization
Model 3
other
Model S
other
Model X
other
Elon Musk
person
Ryan McCaffrey
person
Cybertruck
other
Rivian
organization
Patreon
other
Kia EV3
other
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