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Porsche Taycan vs Tesla Model S: Powertrain, battery, performance, and features
The Tesla Model S has been sitting on top of the full-sized electric sedan market for a while now — and for good reason. The vehicle, after all, has played a huge part in changing the public’s perception of what electric cars are capable of. Fast, sleek, and equipped with real range, the Model S is a true no-compromises vehicle.
Among all the competitors for the Model S, there is one that is being developed to compete directly with the electric car. That is the Porsche Taycan, formerly known as the Mission E sedan. The Taycan made its debut during the 2015 Frankfurt Motor Show, and it has captured the imagination of EV enthusiasts ever since. Porsche is yet to unveil the production version of the Taycan, though it has several camouflaged units doing real-world tests today.
Porsche appears to be a legacy automaker that is really serious about making the Taycan a successful vehicle — so much so that the company actually released the car’s specs earlier this year. That said, how does the Taycan compare to the golden standard of four-door electric sedans? Here’s a brief comparison.
Powertrain
The Tesla Model S was initially released with an RWD option, though all variants of the vehicle today are now Dual Motor AWD. The Model S uses three-phase, four pole AC induction motors with copper rotors as its powertrain. The car is also equipped with a drive inverter with variable frequency drive and regenerative braking system.
In contrast, Porsche is using permanently excited synchronous motors (PSM) for the Taycan. In true Porsche tradition, the PSM motors are race-bred, having been used in the Porsche 919 Hybrid racecar. Naser Abu Daqqa, Porsche’s director of electric drive systems, notes that the coils used in the Taycan’s PSM motors are “made of wires that aren’t round, but rather rectangular, making it possible to pack the wires more tightly and get more copper into the coil machines—increasing power and torque with the same volume.”
Batteries and Charging
Tesla’s battery packs hold the standard as some of the finest in the industry. With the Model S, Tesla is using 75 kWh or 100 kWh microprocessor controlled, lithium-ion batteries. The Model S also uses 18650 cells as the components of its packs, which allow the vehicle to reach up to 315 miles per charge. The Tesla Model S is fully compatible with the ~120 kW Supercharger Network, which currently has more than 10,900 stalls worldwide.
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The Porsche Taycan is set to use lithium-ion batteries as well. In a press release about the vehicle, the German legacy automaker noted that it would use 4-volt cells in the Taycan’s 800-volt battery pack. Porsche is designing the Taycan for rapid charging at speeds of up to ~350 kW through the upcoming IONITY Network, whose initial construction is underway.
The Porsche Taycan track testing at the Nurburgring.
Performance
The Tesla Model S has a reputation for being a family sedan that can humiliate supercars on the drag strip. The Model S P100D, the vehicle’s top trim, is capable of going from 0-60 mph in just 2.4 seconds with its Ludicrous Mode upgrade. The vehicle’s top speed is software-limited to 155 mph.
Porsche notes that the Taycan would have a 0-60 mph time of 3.5 seconds and a top speed of 155 mph. While this is not as quick as the top-tier Model S P100D, Porsche maintains that the Taycan would be able to handle extended track driving — an area that the Model S does not excel in. Porsche appears to be putting its foot where its mouth is with the Taycan’s track capabilities, as the vehicle has been spotted testing in the Nurburgring multiple times over the past few months.
Software
Tesla is noted for its Autopilot driver-assist system and firmware updates that add features to its vehicles. This was particularly exhibited last year when the company opted to “uncork” the 75D and 100D variants of the Model S and Model X, which lowered the vehicles’ 0-60 mph times. Tesla CEO Elon Musk also noted during the company’s Q2 2018 earnings call that Software V9 would be coming soon, which should introduce the first features of Tesla’s Full Self-Driving suite.
Porsche plans to feature the same system for the Taycan. In an interview with Autocar at the Geneva Motor Show, Porsche chairman Oliver Blume stated that the automaker is also looking to give the Taycan (then called the Mission E sedan) firmware upgrades that improve the car’s performance. Blume also alluded to some degree of self-driving for the vehicle, stating that “there are situations in traffic jams where you will be able to read a newspaper, but our customers take pleasure from driving and this will remain.”
Cargo Space
The Tesla Model S features a lot of space for cargo. The vehicle has a total cargo volume of 31.6 cu ft, comprised of 5.3 cu ft in the frunk, and 26.3 cu ft at the rear. With the back seats folded, the Model S features a very spacious 58.1 cu ft, which is enough to fit an inflatable twin mattress, for those times when drivers would prefer to sleep in their vehicles.
Porsche has not revealed the storage capacity of the Taycan yet, but Stefan Weckbach, the head of electric vehicles at the company, did mention that the car would have 100 liters of storage in the frunk. That’s about 3.53 cu ft, which is smaller than the Model S.
Price
The Model S 75D (the current base model) starts at $74,500, though higher trims like the supercar-slaying P100D could cost as much as $135,000. On the other hand, Porsche expects the Taycan to start at around the ~$75,000 – $85,000 range, putting it close to the price of an entry-level Panamera.
Availability
The Tesla Model S is currently available for purchase, though there are rumors that a refresh featuring an updated interior would be rolled out within the next few quarters. The Porsche Taycan, on the other hand, is expected to start production sometime in 2019, with deliveries likely hitting their stride around 2020.
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Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
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.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
