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Exclusive: Porsche’s electric heart beats in the Taycan’s Zuffenhausen factory
Beside the red-bricked walls of Porsche’s headquarters at Zuffenhausen, an electric transformation is taking place. It is a transformation that echoes back to its earliest days, despite the company’s pedigree with the internal combustion engine. Tall, modern-looking buildings sit side-by-side with older factories and shops that have literally witnessed history. The faint sounds of heavy machinery are audible in the distance, a reminder that work in the historic site is ongoing.
“We’re building a factory within a factory within a city with residences close by, hardly any space, and this in high speed,” says Porsche representative of the project David Tryggvason, lightly pointing out that the timeframe of the project is very Porsche-like: Sporty.
Porsche is actively engaged in a massive construction project in its Stuttgart-Zuffenhausen site, roughly 120 miles from Frankfurt, with the company running full throttle as it prepares for the production of the Taycan. The result of these efforts could only be described as a rebirth of sorts, since the company that started with an electric car is now pushing itself to re-embrace all-electric vehicles, perhaps just as intended by its founder, Ferdinand Porsche, more than a hundred years ago.

An electric transition
A lot is riding on the Porsche Taycan. During the company’s annual press conference, Porsche CEO Oliver Blume and Deputy Chairman of the Executive Board Lutz Meschke emphasized how all-electric vehicles like the Taycan and its lineup of hybrid cars are pertinent for the company’s future. In a statement, Meschke noted that by 2030, vehicles powered by an internal combustion engine would likely be the exception to the rule.
“One thing is clear: from 2030 onwards; there probably won’t be any vehicle model from Porsche without an electric variant. I actually presume that by 2025, we will have electrified significantly more than half of our entire model range. But the combustion engine will still be around in 2030. Our 911 will hopefully still be driving with them for a long time to come. Conventionally powered vehicles will at that point be the niche in our electric fleet,” he said.
Before it can produce a successful electric vehicle, Porsche needs to ensure that it has the facilities necessary to build a completely different type of car. The veteran automaker opted to construct several new facilities to accommodate the Taycan’s production, and it had to overcome numerous challenges to make the buildout possible. The Zuffenhausen site is a stone’s throw away from a residential neighborhood, and the site itself is split by a four-lane road. With space being scarce, Tryggvason notes that the company did the only thing it can do: it built up. Overall, building the Taycan is complex. Setting up the facility even more so. For the project manager, the challenges were worth it. “We believe in the product,” David said.

A high-stakes, collective effort
The company’s bet on the Taycan is evident in its investment for the vehicle and the actions of its own employees. Porsche is spending about 6 billion euros (around $6.81 billion) for the development of its electric mobility initiatives. Porsche Production 4.0, a campaign aimed at ushering in a new era of vehicle production, is also underway. Accelerating these developments is a deal that the carmaker struck with its employees, who agreed to forego a small part of their collective salary increase in exchange for their participation in the Taycan’s production and release.
David Tryggvason and Porsche Press Spokesman Jorg Walz later directed me to the roof of one of the new buildings, and I was able to get a pretty good view of the factory itself. They pointed out how the Taycan starts its life by having its electric motors, batteries, and axles assembled. The electric car’s body then gets put together, painted, and transported across a long conveyor system where it can go through final assembly and married to its electric drive unit.
A key to the successful production run of the Porsche Taycan is the company’s target of manufacturing the vehicle in a “smart, lean and green” manner. Examples of these include a flexi-line that uses automated guided vehicles for simpler assembly despite the expansive customization requests from Taycan buyers, optimizations in the use of resources and space, and an initiative to ensure that the entire production process of the all-electric car at Porsche’s Stuttgart-Zuffenhausen site is CO2-neutral. This is made possible through several programs such as the electrification of logistics vehicles, the use of waste heat in the paint shop, and a pilot trial that involves the adoption of nitrogen-absorbing facade surfaces, to name a few.

Race-bred batteries for a race-bred electric car
Not one to waste a rare opportunity to ask for details about the Taycan, I decided to ask a little about the electric car’s battery performance. Over the past year, several great electric vehicles were released by veteran carmakers such as Jaguar and Mercedes-Benz, but inasmuch as the machines themselves were impressive, their batteries left much to be desired. The I-PACE, for all its stunning interior and excellent design, is pretty much the electric equivalent of a gas guzzler. The Mercedes-Benz EQC seems to be the same.
Porsche uses pouch cells from LG Chem in the Taycan’s battery pack, which is expected to give the vehicle over 300 miles of range per charge under the NEDC standard. The company is aiming for ultra-fast 350 kW charging as well, thanks to its 800-volt technology, which was used first in Porsche’s LMP1 racecar 919 Hybrid. I asked how the Taycan’s battery holds up when charged continually with such a high rate of charge. Walz smiled and candidly stated “We’re very optimistic.”
After the annual press conference, I was able to sit in for an informal discussion of Porsche’s electrification with executive board member Detlev von Platen. The Porsche exec highlighted that the Taycan’s battery cells were closely developed by the company, thanks to its experience from its high-performance hybrid vehicles. Examples include the legendary Porsche 918 Spyder hypercar and the three-time Le Mans-winning Porsche 919 Hybrid racecar, both of which required some work in their batteries.

“So we’re absolutely involved, deeply involved, in the development of the (Taycan’s battery) cells and the technology behind it. We haven’t started last year with the Taycan. We have worked since a long time already on battery technology from motorsport. Our prototypes like the 919 Hybrid was electrified. So I would say, in general terms, that we have started to work on battery technology at least ten years now,” Von Platen candidly said.
I was reminded of David Tryggvason’s overview of the Taycan’s components a couple of days before, when he remarked that some of the Porsche personnel who worked for the 918 Spyder hypercar also worked in the development of the Taycan. Upon hearing Von Platen’s description of Porsche’s work with batteries, I couldn’t help but agree with his point. Porsche has produced several iconic vehicles in the past, and the majority of them are powered by the internal combustion engine. Despite this, it is difficult to argue that the best cars the company has ever produced, such as the 919 Hybrid, are imbued with electric propulsion at their core. Beneath the roaring engines of the vehicles were electric motors and batteries that ultimately unlocked the cars’ real potential.

From the past to the future
An engineer at heart, Ferdinand Porsche started with an electric car at the end of the 19th century. He later dipped his feet in hybrid propulsion, before going ahead and gaining mastery of the internal combustion engine. From this perspective, the development of the Taycan feels like a homage to the company’s roots, and this is a big reason why Porsche is dead serious about the vehicle. In what appears to be a gesture to prove this, the Taycan is being built on the company’s most historic site, and it will be produced alongside the 911, a vehicle that can only be dubbed as the quintessential Porsche.
As I grabbed my travel gear and scurried to the remaining shuttle that was awaiting my presence, I looked back at Porsche’s headquarters one last time. There in the dark sky stood a marvel of orderliness in this ever-changing world. It was a moment that can only to be described as surreal, when the past breathes new life into the future. Seconds later, as I buckled myself down on the shuttle seat and gazed into a disappearing Zuffenhausen site, the sounds of whirring machinery and vehicles rolling off the factory floor can be heard in the distance. Beneath this orchestra of sounds were the rhythmic thumps of heavy equipment that continued to work tirelessly to build Taycan’s upcoming production facilities.
I couldn’t help but imagine that the sounds were representative of the electric heartbeat of a carmaker, coming to life once more.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
News
Tesla launches its solution to rare but relevant Supercharger problem
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:

Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.