The Porsche Taycan is an uncompromising electric sports sedan. Built on a platform designed specifically for EVs and tapping into electric motor tech that powered past flagship vehicles like the 918 Spyder, the Taycan represents the best of what Porsche can offer today, in an unapologetically electric package.
It is then unsurprising to see that with the Taycan’s arrival, the long-debunked narrative of the “Tesla Killer” was reborn. American online auto information resource Edmunds, for one, proudly declared in a tweet that after experiencing the Taycan that its team “got out with a singular thought: This is a Tesla Killer.” The company then proceeded to state that the Taycan has a “driving ability that no Tesla can match,” especially considering that its track-capable and its optimal 0-60 mph launches could be repeated “endlessly.”
While statements such as these foster both healthy and unhealthy debates among the EV and auto community, it is pertinent to highlight the simple fact that the Taycan is NOT a “Tesla Killer.” Instead, it could very well be the first genuine attempt from an experienced premium automaker to design and release an electric vehicle that is, in more ways than one, a potential “killer” of the internal combustion engine. This makes the Taycan the strongest vehicle yet that could accompany Tesla in Elon Musk’s overall plan to transition the transportation sector away from fossil fuels.
The Taycan, particularly the Turbo S variant, is an honest-to-goodness driver’s car. The German automaker made it clear that when it was designing the vehicle, it made sure that the “soul” that is so valued among the traditional car community is present in the electric four-door sedan. This is evident in the way the company tuned the driving dynamics of the car, which was tuned in the Nurburgring. The Taycan is just like any other Porsche: it’s the type of car that you take up to the mountains on a weekend drive. It just happens to be electric.
During its Annual Press Conference earlier this year, Porsche emphasized how the Taycan is the start of its own transition to a full embrace of electric mobility. The company’s executives acknowledged that more electric vehicles are coming, and it is transitioning its fleet as much as possible to do so. Porsche is serious enough in this initiative that it quite literally changed the face of its historic Zuffenhausen factory to make way for the Taycan and its other upcoming electric cars.
Perhaps what really makes the Taycan a compelling vehicle is the fact that unlike other EVs from veteran carmakers that have come before it, the four-door is not an exercise in compromise. It represents a real effort by an experienced automaker to release an EV that is superior to some of its own ICE-powered creations. A look at the vehicle’s specs shows that apart from its range, which is still far from Tesla’s level, the Taycan is a solid electric car. It could even be stated that with the Taycan’s arrival, it would be pretty silly to choose an equally-priced high-performance car with an internal combustion engine.
Elon Musk has always stated that Tesla’s mission is to accelerate the transition of the auto industry towards sustainability. The company has so far been able to accomplish this by introducing vehicles like the Model S and Model 3, both of which are simply better than the available competition. Yet Musk has also been honest about his belief that Tesla could not push the auto industry towards sustainability alone. It needs other automakers to join the fray by offering excellent electric vehicles that beat out gas cars in key metrics. The Taycan could very well be the first in this list.
Tesla has long been a polarizing company, and it will likely continue to be polarizing for years to come. Regardless of how successful the company gets, or how well vehicles like the Model 3 and Model S perform on the market, there will always be car buyers that will refuse to purchase one of its vehicles based on one reason or another. Accelerating the world’s transition to sustainability is a mass effort, and the auto industry would need a lot more vehicles like the Porsche Taycan to accomplish this.
Overall, could the Taycan potentially steal some customers from Tesla’s higher-priced vehicles like the 345-mile, ~$100,000 Model S Performance? Perhaps, if buyers are in the market for a ~$150,000 car that drives like a classic Porsche, and if they are more open to a high-performance EV with 279 miles of range (under the WLTP standard) and less interior space. But will the Taycan affect the Model 3 in any way? Absolutely not.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
