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Porsche seems to be adapting elements of Tesla’s Supercharger Network for the Taycan
There are several legacy automakers coming up with vehicles designed to compete against Tesla in the premium electric car segment. Among them, the company that appears to be putting the most effort into its EV push is Porsche, as the automaker is now setting the stage for the release of its first all-electric car — the Taycan, formerly known as the Mission E sedan.
Initially unveiled as a stunning concept car at the 2015 Frankfurt Motor Show, the Taycan instantly attracted a lot of attention and interest among electric car enthusiasts. Unlike other car manufacturers like Jaguar and its impressive I-PACE compact SUV (which does not have a dedicated charging infrastructure), Porsche is putting a lot of effort into making sure that the Taycan becomes a viable alternative to gas-powered vehicles when it gets released. One of these initiatives is the IONITY network, an ultra-fast charging solution being developed with other legacy car companies like Volkswagen and BMW.
In a recent update on its official website, Porsche revealed that it would be rolling out its own dedicated fast-charging solution for the Taycan and its other upcoming all-electric vehicles. The article, which involved an interview with Otmar Bitsche, Director of Development Electrics, Electronics, Electromobility at Porsche and Michael Kiefer, Director of High-Voltage Systems at Porsche Engineering, featured some interesting insights into the company’s efforts at developing Charging Parks, a system that does not seem very different from the Supercharger Network being utilized by Tesla.
Bitsche notes that with the current charging systems in the market, “complicated payment modalities and extremely variable energy prices is a real barrier to the acceptance of electromobility.” This creates an inefficient charging system that becomes a nuisance for electric car drivers. Kiefer described Porsche’s solution to this problem in a statement.
“Someone who wants to drive from Munich to Hamburg in an electric vehicle today needs multiple cards with which they have to authenticate themselves at the charging stations. Porsche eliminates this authentication rigmarole for customers by establishing contracts with all of the charging station operators, so the customer only needs one charging card that is accepted everywhere. And they can also count on a guaranteed electricity price that applies throughout the entire country. Customers of the Porsche charging service ultimately receive just one transparent bill from Porsche,” he said.
Porsche’s response to long-distance charging challenges, apart from its participation in the IONITY network, is the Charging Park. Porsche notes that the Charging Park concept is designed to make charging effortless for electric car owners, in the way that they are placed in strategic locations and are available 24/7. The legacy automaker also mentioned the ChargeBox, a charging solution that could be installed in cities and areas that could not accommodate a Charging Park.
“We have invested a great deal of effort in the issue of user-friendliness. Our charging stations even look different than the predominant ones seen today. They aid the customer through a design that guides the cable cleanly. We’ve also designed the overall system for the lowest possible power loss. That pay-off in terms of operating costs and the potential operator of the Park stands to save a lot of money.
“We have two different variants, the Charging Park and the ChargeBox. The Park is designed for locations with more available space in which a very high volume of charges is to be expected, 24 hours a day, seven days a week. With a small compact station, however, a charging park is possible in the city as well, for example in a residential area. For all areas with extreme space constraints, there is our second variant, the ChargeBox with an integrate battery. It can be connected to the normal low-voltage grid and enables fast charging in spite of its compact dimensions.”
In true Porsche style, its electric cars’ charging system is designed for speed. With the Taycan, for example, the complany plans to equip the vehicle with an 800-volt battery optimized for ultra-fast charging. The Taycan could recharge at speeds of up to ~350 kW through the IONITY network and similar systems, far beyond the ~120 kW offered by Tesla’s current-generation Superchargers.
Overall, Porsche’s decision to focus on a charging network to support its upcoming electric vehicles is a strategic move that can pay off in spades. A dedicated charging system, after all, makes a big difference in the ownership experience of electric cars. Model S, X, and 3 owners, for one, would point to the Supercharger Network as one of the biggest benefits of owning a Tesla, considering that the system enables true long-distance travel. With this in mind, it is quite encouraging to see legacy automakers such as Porsche adopting a rather similar concept for their own vehicles.
Porsche expects to start the production of the Taycan to begin sometime in 2019, though pre-orders for the vehicle could now be filed in the United States and other selected territories. Production of the electric car is expected to be held at the company’s Zuffenhausen facility in Stuttgart, Germany, where it manufactures the Porsche 911, 718 Boxster, and the 718 Cayman. The company plans to roll out 20,000 Taycans per year when the vehicle enters production.
SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
