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Porsche Taycan isn’t supposed to be a Tesla. Stop it.
Our tryst was short but, truth be told, I, a very happy Tesla owner, haven’t stopped thinking about the Porsche Taycan ever since the day we shared something special together.
It was a day of passion, driven by irrational thinking. Under the guise of a regular four-door sedan whose interior was garbed in strategically placed dark strips of cloth – clearly aimed at hiding the wolf within – it was soon obvious that I was no match for this beast.
“Do you want another go?”
It was an emphatic “no” from me to Porsche’s Platform Director for the Taycan, Bernd Propfe, as I climbed out of a production-ready Turbo S mule, and made every attempt to fight back obvious signs of nausea mixed with an overdose of adrenaline-induced shakes. Having just experienced a series of 720-degree donuts, high-speed drifts, 0-60 mph blasts in 2.6 seconds, followed by what can only be described as multiple time attack sessions on Porsche’s 1.6-mile circuit in Atlanta, the last thing I needed was to hear anyone belabor the point of repeatable performance. I get it. My stomach gets it.
It’s now two weeks later, and the taste of my Salisbury steak that I forcibly held in from lunch that day is as familiar as Taycan’s curvy, sleek and slightly bulbous contours that Porsche birthed to the world.
The Porsche Taycan. (Photo: Sean Mitchell/Teslarati)
The Taycan checks all of the boxes for what an all-electric, high-performance sedan is expected to be. Acceleration on par with Tesla? Check. Over-the-air software updates (like Tesla)? Check. Brand prestige (like Tesla)? Check. And anything not like Tesla, we know solicits ten pages of dialogue from the online vigilante.
And that’s where the line should be drawn.
First, let’s clear the air by saying that I love everything Tesla has done for the automotive industry and beyond. As a three-time Tesla owner with Ludicrous as my daily driving mode, a Tesla solar customer, and the guy greasing the wheels here at Teslarati, I’d say I can be as much of a supporter of Elon Musk and Tesla as the most vocal fanboi. But let’s also take the blinders off, boys and girls, and take a look at the bigger picture.
Porsche Taycan unveiling in North America on September 4, 2019. (Photo: Sean Mitchell/Teslarati)
Porsche has just released arguably the most important car in its history. A legacy automaker, whose iconic 911 has seen over 50 years in production and over 1 million units produced. An automaker that’s willing to go out on a limb and invest billions into the development of its first all-electric high-performance sedan to compete in a market that Tesla unequivocably dominates in. Unwavering to shareholder pressures to minimize disruption to the company’s biggest conventionally powered moneymakers, Porsche has remained focus on building products to support an electric future – a risk that many other automakers aren’t willing to take yet.
This should be celebrated. Porsche Taycan should be celebrated. The extension of Tesla’s electric roadway by another automaker should be celebrated.
After all, isn’t Tesla’s mission to accelerate the world’s transition to sustainable energy? I bet Tesla CEO Elon Musk himself would much rather see the Taycan in the market than not. It was he who once noted, “It’s a good thing,” referring to BMW’s entry into the market with the i3, “They need to bring it to market and keep iterating and improving and make better and better electric cars, and that’s what’s going to result in humanity achieving a sustainable transport future. I wish it was growing faster than it is.”
My early days with the BMW i3 and Tesla Model S (Photo cred: Gene/Teslarati)
Still, the community is quick to point out the Taycan’s slower 0-60 mph time of 2.6 seconds versus Tesla Model S Performance’s 2.4 second time. Combined with the Taycan’s much higher price point that rivals that of some home mortgages, its lesser 280-mile WLTP-rated range versus Tesla’s 345-mile EPA-rated range, and it becomes instant social media fodder for a highlight-reel knockout that derails the entire mission.
But here’s the thing, Porsche never set out to build an affordable EV, as fellow Tesla owner and long-time EVangelist Dennis Pascual reminds us. That’s not their audience. And their audience may not realize the immense value of having up to 370-miles of range like the Model S and access to a vast Supercharger network. For many, it will be their second or third Porsche but first foray into the world of EVs. Having a familiar gauge cluster, albeit in digital form, and driving experience that they’ve been accustomed to is where these owners will find solace with the Taycan.
Porsche’s target buyer also isn’t one that balks at the idea of engaging regenerative braking through a traditional two-pedal driving style. In fact, it’s embraced. With massive 10-piston calipers up front and track-ready ceramic brakes ready to bite, there’s no mistaking the Taycan to be anything less than a driver’s car with Nürburgring roots.
Porsche Taycan Car Configurator Options. (Credit: Porsche)
Configuring a Taycan online, as I found out, was a strength-training exercise for decision paralysis. Everything can be customized.
Must have personalized door sill guards? Porsche has that for you. What material? Black or aluminum? Great. Now, would you like that illuminated? No problem! By the way, did you mean standard aluminum or brushed aluminum?
Tesla’s configuration philosophy: do you want Black interior or Black and White interior? Done.
Porsche’s seemingly endless assortment of options is every bit appreciated and expected by luxury car buyers, as it is daunting for the average Tesla consumer who’s accustomed to simplicity.
My particular Taycan Turbo S build started from a base $180k and quickly skyrocketed to over $240k after tacking on $60k in options. At nearly a quarter-million dollars, we’re in exotic car territory.
Porsche isn’t appealing to the same audience as Tesla. Different strokes for different folks.
The bottom line? The Porsche Taycan isn’t supposed to be a Tesla. And that’s a great thing.
If someone wants to spend their money on this #EV instead of an ICE… I'm cool with it… Still supports the mission of Tesla and of all #rEVolutionaries to get folks into an #EV let's not get into a circular firing squad against EVs, not everyone wants a Tesla
— Dennis Pascual (@dennis_p) September 5, 2019
Tesla has started to perform earthworks engineering on the roughly 3,000-acre site in Fort Bend County, Texas, advancing the massive $10 billion Project Crystal Sun plan to build a vertically integrated solar manufacturing complex.
Flyover drone footage from S.E. Robinson, Jr. released this morning shows the location under development. Tesla has crews on site performing large clearings, but you can also see equipment staging areas, the use of an existing homestead, and active leveling across a substantial portion of the property.
Tesla has started construction on Project Crystal Sun, its $10B vertically integrated solar factory near Houston, Texas.
The plant will make everything from silicon ingots and wafers to finished cells and panels, with operations targeted for Q1 2029.
@SERobinsonJr with a great flyover of the facility:
— TESLARATI (@Teslarati) November 9, 2026
Public filings first submitted in July under Texas’s Jobs, Energy, Technology and Innovation Act describe a plant that would manufacture the full solar chain: everything from silicon ingots, wafers, coated cells, and finished modules.
Tesla projects 9,712 permanent jobs by 2033, ramping from roughly 1,900 positions in the first year of operations, plus a peak of about 1,147 construction jobs. Construction is targeted for 2026–2028, with commercial production beginning in the first quarter of 2029. An accompanying economic analysis estimates the project could add roughly $107 billion to Texas GDP over several decades.
Local incentives have cleared major hurdles. Lamar Consolidated Independent School District unanimously approved school-tax limitations in September, and Fort Bend County commissioners approved a package of abatements and related agreements in late October that could extend equipment tax breaks for as long as 35 years.
Tesla had previously indicated it was evaluating a competing out-of-state location.
The effort fits broader statements by Musk that Tesla and SpaceX are each working toward 100 gigawatts of annual U.S. solar manufacturing capacity. If built as described, Project Crystal Sun would stand as one of the largest domestic attempts to create a fully integrated solar supply chain on American soil.
While Tesla has not issued a formal groundbreaking announcement, the visible site preparation and high-profile social media activity represent a concrete step forward for a project that has moved from confidential filings to active earthworks in a matter of months.
Elon Musk continues to shed more reasons that justify the cancelation of the Tesla Cybertruck, but some of the reasons for the sunset, as well as the process the company is choosing, do not make a lot of sense.
Musk announced last week on X that Tesla would wind down Cybertruck production in mid-2027, a decision that aims to prioritize Cybercab and its importance to the company’s future and passenger transportation as a whole.
But some of what Tesla and Musk are saying does not seem to make much sense. From the process the company is taking with orders to some of the reasoning for the cancelation, the whole situation seems strange.
With that being said: I totally see the merit in prioritizing Cybercab, but I also believe there is room for Cybertruck, a vehicle that has traditionally had low volumes, especially now at its current price point. If it were not for the cancelation, Cybertruck would sell very few units with the recent price adjustments.
Musk Talks Order Rate vs. Production Rate
The first thing that does not make a lot of sense here is the fact that this morning, Musk said that “The Cybertruck order rate far exceeds our production rate. We will try to make as any as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
— Elon Musk (@elonmusk) November 9, 2026
Then why is Tesla STILL accepting orders for the Cybertruck if it already cannot fulfill its order log by mid-2027?
There are so many people ordering Cybertruck that will not receive it. If Tesla already is having trouble seeing how it will build its current orders, why would it allow additional ones?
There are going to be a lot of people who are very upset next June or July, all because they placed an order for a truck that Tesla knew it would not have the time to build. At this point, it seems like a better idea from a customer service standpoint to simply stop accepting orders on a certain date, build those trucks, fulfill those orders, and then close production.
Continuing to accept orders at this point seems wildly strange. If anything, it feels like the $59k Cybertruck orderers will be the ones who get the short end of the stick here, but that’s speculation and just a hunch on my end.
If not Cybertruck, then what?
With only the Model 3 and Model Y available for consumers, meaning the general public, to buy, there is now no utility vehicle in the Tesla lineup, and that is definitely a disappointment.
Ford already washed its hands of the Lightning, which means the Rivian R1T will likely be the best-selling EV pickup on the market, dueling with the GMC Hummer Pickup, Chevy Silverado EV, and the GMC Sierra EV. There are several pickups that are set to hit the market soon, like the Slate EV Truck, and Ford’s new EV pickup, the Fathom.
Tesla could provide some some transparency on what it is planning to do with a future pickup or utility design. Musk said in the past that something much cooler than a minivan will be built. Cries for a full-size SUV have been heard by Tesla, but the company seems to adamant on prioritizing ridesharing vehicles instead of vehicles people want for work, climate, or hobbies.
Some clarity here, past the point of “Tesla is still going to build cars” would be nice. Even a simple, “Yes” response from all the people asking if Tesla will build something larger would be more than enough. We don’t need all the details now, but something would be nice.
Closing Thoughts
More than anything, it is important to note that I do believe Tesla is making a tough decision and one that, from a business standpoint, does make sense. However, I also believe that there is room for the Cybertruck in Tesla’s lineup.
One thing I think it’s worth mentioning is Tesla is not that much different from many companies. They do things that are better for the business that will surely upset consumers. The difference is very few companies have a following like Tesla, so when these things happen, they feel very personal.
Add in the fact that Cybertruck has truly become a symbol of Tesla, and people are even more upset about it.
It will all get figured out, but it’s still very confusing when we step back and take a look at the bigger picture.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.
Tesla begins groundworks on $10B ‘Project Crystal Sun’ in Texas
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
