News
Porsche opens orders for Taycan (Mission E), sees warm reception from buyers
Porsche Managing Director Alexander Pollich has announced that interested customers have already begun ordering the all-electric Taycan, formerly known as the Mission E. The Porsche executive stated that the reception to the Taycan has been incredibly positive, ahead of next year’s official unveiling.
Pollich noted that Porsche opened orders for the all-wheel drive, high-performance electric sedan earlier this month. Although he did not quote the exact number or orders the Taycan has received, he did state that the reaction from customers has been “fantastic.” Pollich stated that the Taycan is, in a way, a return to Porsche’s roots, especially considering that the company started with an electric car back in 1898.
“The reaction from customers has been fantastic – from the moment we announced the car to now, when we have asked customers to register their interest for the first cars. The history of Porsche began with an electric car in 1898 and that provides some inspiration and motivation for us. Of course, there was a big gap, but we have led with the introduction of hybrids, and now we will use our heritage and learnings to offer a class-leading electric car,” he said.
Ultimately, the Porsche executive stated that the warm reception to the Taycan is indicative of how keen car buyers are about zero-emissions vehicles. Pollich also acknowledged the importance of Tesla, its biggest rival in the electric car industry, for helping make EVs as viable and even preferable alternatives to gas-powered vehicles. The Porche exec further noted that it would be adopting a similar strategy as Tesla by creating a fast charger network for the Taycan and its future electric car offerings like the Mission E Cross Turismo.
“The next 18 months will be fascinating, as we develop and reveal the car, but what is already clear is that customers are keen. They are talking to our dealers asking how to get to the top of the priority lists and asking to access more information. (Tesla has) been the pioneers and they have set a big challenge. What’s clear is that at Porsche we are planning to rise to that challenge, not just with our car, but in providing owners with the full 360-degree view to allow seamless ownership, including creating a supercharger network,” Pollich said.
Overall, if there is anything highlighted by the warm reception to the Taycan among Porsche’s buyers, it is the fact that interest in electric vehicles is ever-expanding. Porsche, after all, is known as a legacy automaker that makes some of the best sports cars on the market. It is also a carmaker that caters to a rather exclusive customer base. Thus, seeing its demographic being so supportive of the Taycan is indicative of the encouraging future of electric mobility.
The Porsche executive’s statements about Tesla and its own fast-charging network are encouraging for future Taycan owners. One of Tesla’s key strengths, after all, is its Supercharger network, which is the one factor that makes its electric vehicles capable of long-distance travel. Porsche has already committed to its own fast-charging system, partnering with the BMW Group, Daimler AG, Ford and the Volkswagen Group in a project to develop a fast charging network in Europe dubbed as IONITY. The legacy automaker also expects to install 500 fast chargers in the United States ahead of the Taycan’s rollout sometime next year.
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
