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Porsche Taycan’s repeatable performance claims put to the test by veteran drag racer
When Porsche launched the Taycan last year, its message was clear. It’s an all-electric performance car built for the track. You can take it with a battery half charged and you’ll still get the same level of performance you’d expect at full charge. At least that’s what Porsche promises.
DragTimes YouTube channel host and Tesla owner Brooks Weisblat recently put the Taycan Turbo’s repeatable performance claim to a real-world test. He took a Taycan Turbo and the more powerful Turbo S out on the track to see how they would perform launching from 0 to 60 mph and covering the 1/4 mile.
Weisblat specifically asked the engineers at Champion Porsche in Pompano Beach, FL to have both cars ready at full charge. However, while the Turbo had a 91% charge when he arrived, while the Turbo S was only at 57%. This presented a unique opportunity to test just how well the vehicles performed with such discrepancy in their battery levels.
At just a little bit more than half charge, the $185,000 Turbo S went from 0 to 60 mph in 2.67 seconds and ran a quarter-mile at 124 mph. It’s impressive for an all-electric vehicle but not so much for one housing the world’s first two-speed gearbox in an electric car.
“I kind of expected it to be a little better especially given it having the transmission,” Weisblat says. “I was expecting track speeds near 130 mph. The launch I wasn’t so sure because Porsche’s claiming it does 0 to 60 in 2.8 seconds.”
Previous testing done by DragTimes shows the Tesla Model S with a 96 percent charge can go from 0 to 60 mph in 2.45 seconds. That’s a couple of tenths of a second faster than the Turbo S, which has acceleration and speed advantages due to its two-speed transmission.
The Turbo, which has 90 less horsepower than the Turbo S, went from 0 to 60 mph at 2.8 seconds. It’s not as fast as the Turbo S but it’s nothing to scoff at. But here’s the kicker. After the first 60 mph, the Turbo S didn’t have much of an advantage over the less powerful Turbo. If the state of charge doesn’t matter as Porsche says, the Turbo should have at least similar or less performance.
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But Weisblat’s testing shows the Turbo at 91% charge went from 60 to 100 mph in 8.41 seconds and took the 1/4 mile at 127 mph. That’s a whole 3 mph faster than the Turbo S, which was at 56% charge when testing began. Had both cars been raced against each other, the Turbo would have won hands down over the Turbo S. Weisblat also says that both Turbo and Turbo S used up about 2% of the battery after each 1/4 mile.
“State of charge does matter with the Porsche. There’s no question about it. Because the Taycan Turbo S sitting at 56 percent is tracking at 124 mph. The Turbo at 91 percent is going 3 mph faster. For those of you who don’t know about road racing or drag racing, that is a significant difference,” he said.
The results would have been different had both cars been charged fully. Weisblat estimates the Turbo S could go the 1/4 mile at 130 mph and launch from 0 to 60 mph at around 2.5 seconds so that it’s right in line with the Tesla Model S. However, he believes that the Turbo S would further drop to 7 seconds once it goes from 60 to 130 mph, just up to par with a Lamborghini Huracan. If so, he says the Model S could be “in trouble,” at least when you take it down to the race track.
To maintain these numbers, Porsche has to keep the Taycan’s battery at optimal temperatures using a unique battery thermal management system. Unfortunately, because the car relies purely on electricity, the Taycan uses up extra energy from the battery just to maintain its energy-intensive temperature control system.
It’s a double-edged sword, especially for an electric vehicle. Porsche had to sacrifice a few things in exchange for performance. A lot of people weren’t happy to hear that the EPA gave the Taycan Turbo S a range rating of 192 miles. The Taycan Turbo didn’t do much better at 201 miles, which is 182 whole miles less than the 373 miles of the Model S Long Range.
But then again, the Taycan isn’t exactly made for most people. In fact, with a six-figure price tag and the Porsche logo on its hood, it’s not even made for mainstream EV buyers. And it’s a good thing for the electric car market as a whole.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
