News
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 (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
Tesla Q2 Earnings: Here’s what to expect
Tesla Mobile App gets a new feature that wrap fans are going to love
