News
Porsche will install 500 fast chargers in USA ahead of Mission E rollout
Porsche Cars North America has announced that it will be building a network of 500 fast chargers in the United States ahead of the upcoming all-electric Mission E rollout in 2019.
Porsche’s Mission E sedan, an electric car comparable to the Tesla Model S, is expected to reach American dealerships sometime next year, followed by the release of the Mission E Cross Turismo in 2020. Apart from these two vehicles, the German legacy carmaker is also considering the electrification of some of its most iconic brands, such as the Macan, Panamera, and the Cayenne.
In a statement to Automotive News, Porsche Cars of North America CEO Klaus Zellmer stated that the 800-volt fast chargers are designed to address the needs of Mission E owners in the region. According to the CEO, the fast charging network will aid in alleviating any range anxiety that owners of the all-electric Porsches might feel when traveling over long distances.
“If you want to buy that car, you want to know what happens if I go skiing and go further than 300 miles. What do I do? So we need to have answers for that,” Zellmer said.
Zellmer noted further that there’s a good chance that the fast chargers will only be used by Mission E owners who travel beyond the vehicle’s 301-mile range. According to the executive, around 80-90% of Mission E owners will likely charge their cars at home or at while at work.
If there is one thing that Zellmer is certain of, however, it is that the 500 fast chargers across the United States will not be free of charge, unlike Tesla’s Supercharger network, which is free to use for owners of the Model S and Model X. The Porsche Cars North America executive further stated that there would be several payment options for Mission E owners, though nothing is finalized yet at this time.
“We are pretty certain that it’s not free of charge. It’s too early to talk about how exactly that payment process for customers will work. There are various opportunities. You could buy a package all included for the car. It could be a membership card that you use. We’re not quite there yet,” the executive said.
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- A concept of the IONITY charging network.
Zellmer also told the publication that Porsche dealers in the United States could opt to build free fast-charging stations for their customers as a means to draw more traffic. The charging time for the vehicle, after all, could be a window of opportunity to engage with customers in dealership offerings. Zellmer, however, noted that dealerships who are interested in this option would have to invest in the construction of the charging stations.
“Dealership investment is not yet finalized, but it’s not a minor cost. It certainly is six-digit numbers that our dealers will have to take,” he said.
Apart from its fast-charging network in the United States, Porsche is also taking part in the construction of the Tesla Supercharger-rivalling IONITY network in Europe. Created by the Volkswagen Group, BMW Group, Daimler AG, and the Ford Motor Company, IONITY exceeds Tesla’s 120 kW Superchargers with its estimated 350 kW output, which is expected to give the Mission E up to 248 miles of range in as little as 15 minutes.
Just like the American fast chargers, using the IONITY network will not be free of charge. According to Porsche’s deputy chairman of the executive board Lutz Meschke, the rates for the upcoming ultra-fast charging network will be comparable to the current prices of gasoline.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
