Morgan Stanley $TSLA analyst Adam Jonas says he just bought a brand new 2026 Tesla Model Y over the weekend to replace his 2021 Model Y.

"The improvements in the car's design, materials, finish, suspension/ride are very noticeable, as are the material improvements in FSD (v13.2.9) with HW4 (vs. my prior MY with HW3 which I already thought was great). But the biggest 'upgrade' for the car is hands down having Grok in the car with the long press of the microphone button on the wheel. I was already a Grok subscriber, but the in-car experience of X's virtual assistant is on another level. The boys and I love Grok the most. I just want to be friends with this dude."

"The end-of-month expiry of the $7,500 Federal EV tax credit (36 month lease) and the offer to carry over my FSD subscription to the new model is what compelled me. I filled out the 'paperwork' over the Tesla App and when I went to the Mount Kisco store to pick up the vehicle, the process took about 7 minutes. I walked in. They had my binder. Walked me to the car. Put the plates on & off I went. I forgot how easy the process of buying/leasing a Tesla is. It was easier than buying a bicycle," he said.

(via his new $TSLA note)

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