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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.
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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.
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.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
Elon Musk
The real reason Elon Musk wants every car connected to space
Elon Musk says all cars will eventually need Starlink to handle massive AI bandwidth demand.
Elon Musk is making the case that satellite internet, not fiber or cellular towers, will end up wired into every car on the road. In a string of posts on X, the SpaceX CEO wrote that all cars will have Starlink in the future and called satellite connectivity the only way to get super high bandwidth to billions of vehicles.
The posts started with Musk endorsing a Cloudflare forecast that traffic generated by autonomous AI agents will soon dwarf traffic generated by humans browsing the internet, a shift he described as not a close call at all. From there he narrowed the argument to infrastructure, writing that the only system that can support the insanely fast bandwidth growth needed by AI is Starlink, before extending the logic to cars specifically.
AI agentic Internet traffic will obviously VASTLY exceed human usage. Not a close call at all.
Cloudflare’s forecast is accurate. https://t.co/VztgrinN5k pic.twitter.com/Wo4FiRKjPU
— Elon Musk (@elonmusk) August 9, 2026
The timing lines up with Tesla’s own hardware decisions. On July 20, Tesla confirmed the Cybercab would ship with a Starlink V5 terminal built into its roof, the first time the company had put satellite hardware in a production vehicle. A day later, Tesla’s head of AI, Ashok Elluswamy, explained the connection wasn’t there for safety and that Cybercab’s driving stack runs entirely on onboard cameras and compute, while the satellite link exists for navigation, customer service, and fleet management instead. Musk followed with his own post about the feature, saying riders would be able to watch 4K streaming video during rides.
By July 22, Musk had already said Starlink would extend beyond Cybercab to Tesla’s full lineup. Sunday’s posts push that same logic outward again, this time framed as a requirement across the industry rather than a feature specific to Tesla, and tied directly to the bandwidth AI systems are expected to consume.
SpaceX’s newest Starmind will make earth data centers obsolete
The AI argument has been building on SpaceX’s side for months. The company has an FCC filing pending for a third generation Starlink constellation, and it has separately proposed Starmind, a constellation of up to a million satellites designed to run AI computation directly in orbit rather than just relay data. Musk has said he expects space to become the cheapest place to deploy AI compute within two to three years. Starlink and Starmind serve different jobs inside that vision, one moving data and the other processing it, but Sunday’s posts treat vehicles as one more category of hardware that will eventually need both.
None of this changes anything for Tesla owners today. Cars already on the road keep running on LTE and Wi-Fi, and Tesla hasn’t outlined a retrofit path for existing vehicles. The July 22 commitment applies to future production, not the fleet already delivered. What Musk added on Sunday is the reasoning: satellite connectivity isn’t a Cybercab novelty, it’s a bet that ground based networks won’t keep up with how much data cars, robots, and AI systems are about to generate.
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
