News
Porsche Taycan finds warm welcome among veteran Tesla owners–this is a good thing
The Porsche Taycan may be seeing some delays in its production schedule, but the all-electric vehicle from Stuttgart’s premier sports car maker continues to attract a lot of interest nonetheless. And if a recent statement from Klaus Zellmer, president and CEO of Porsche Cars North America, is any indication, it appears that the Taycan is starting to attract veteran EV adopters, particularly those who are existing Tesla owners.
In a statement to CNBC during the LA Auto Show, Zellmer stated that out of “thousands” of potential US customers who have shown a “sincere interest” in the Taycan, Tesla owners are among the largest groups among non-Porsche owners. The Porsche North America CEO stated that this was a surprise, but it is a very pleasant one considering the loyalty of Tesla’s customer base.
“They currently drive a Tesla, they’re open to experiencing something new now. We’re very happy about that. We were actually surprised right from the get-go to see Tesla be so much in the foreground as a potential source of business,” Zellmer said.
This statement has been interpreted by Tesla critics as a sign that the Taycan is starting to eat into the Silicon Valley-based electric car maker’s customer base. While this may be the case in some cases, there is a good chance that there is a completely different reason behind Tesla owners’ interest in the Taycan. A lot of it has to do with the price of the Taycan itself, as well as its target demographic.
It should be noted that before the Model 3, Tesla exclusively produced premium electric cars that competed in the luxury market. This means that before the Model 3, Tesla’s customers were comprised mostly of upper-tier households that can afford the premium price commanded by the flagship Model S sedan and Model X SUV. This particular demographic also tends to be fully capable of keeping two or more vehicles in their garages.
Considering that the most affordable Taycan, the Taycan 4S, is more expensive than the top-tier Model S Performance, there is a good chance that Porsche’s all-electric sports car is attracting the interest of customers who can afford a thoroughbred sports EV and a Tesla if needed. This is especially true considering that Tesla is focusing most of its efforts in the Model 3, a vehicle that is roughly half the price of the cheapest Taycan, and about a third of the price of the mid-tier Taycan Turbo.
In conclusion, the interest in the Taycan coming from existing Tesla owners bodes well for the electric car movement as a whole. In Porsche’s part, this means that its first foray into the modern all-electric car is seeing interest from some of the most experienced EV owners in the market. This also bodes well for Tesla, as it shows that the company has conditioned its customers to explore other options, but only those that are also all-electric. This is very encouraging, as Tesla is now attempting to disrupt the mid-tier market with the Model 3, a vehicle that is accessible to far more customers than the Model S and X.
As for the bearish thesis that the Porsche Taycan is “stealing” sales from Tesla, this might not hold water at all. Experienced EV buyers, especially those that have owned Teslas in the past, are aware that the Taycan is priced above the Model S despite having far less range and less driver-assist systems like Autopilot. Thus, these customers are likely not “leaving” Tesla because Porsche’s EV is “far superior.” Instead, they are likely purchasing the Taycan for what it truly excels at: a driving experience that echoes the best that Porsche can offer.
For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.
The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.
On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.
Tesla Cybercab has one important piece that AI4 cars might need for FSD
It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”
New official Cybercab documentation from Tesla:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or… https://t.co/P6ut1mZyzr pic.twitter.com/yq6skl9s2J
— Sawyer Merritt (@SawyerMerritt) June 27, 2026
This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.
It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something
There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla Phone? Not quite, but close: analyst
Tesla reveals huge Cybercab detail in new guide for First Responders
