News
Porsche Whistleblower: “60% of all delivered Taycan have battery issues that caused replacements, damages and fires”
“Six out of ten Porsche Taycan” ever delivered have a problem with battery management that affects and damages battery cells, requires replacement of cells and batteries, and is causing vehicle fires, according to a source working at Porsche’s headquarters in Zuffenhausen, Germany. Porsche is reportedly hiding the problem from customers and authorities and quietly replacing damaged battery cell modules without informing customers to cover up the problem. Tesla offered to help Porsche with battery management through Audi contacts years ago, but Porsche management at the time rejected any external help, saying it could handle everything internally, the source noted.
“The problem affects six of ten delivered vehicles,” the source, who could be described as a whistleblower, said.
A Risky Business
The Porsche whistleblower explained that the Taycan’s 800V high-voltage onboard charger used today does not control the charging process well enough and can overcharge some battery cells, causing them to overheat. For safety reasons, overheated battery cells are disabled and isolated from the battery pack, reducing battery capacity and thus the vehicle’s range. The problem occurs when the batteries are charged at a low AC speed of up to 7.5 KW, a common use case for all charging, such as at home or on low-speed chargers, the source said.
The 800V architecture of the Taycan, a vehicle the German automaker is proud of, has many advantages, but the strong current requires a very well-controlled charging process to avoid charging some cells faster than others. The battery cells in a BEV are always charged in parallel to shorten the charging time, but this carries the risk that some cells will be charged faster than others. If one of the many cells in a BEV is charged faster than the rest, overcharging and overheating can occur, which can lead to vehicle fires, if, for instance, an additional air leak happens.
About 1% of the 60% of vehicles affected, or about 360 Taycans out of 36,000 vehicles delivered, had a preventable vehicle, cable, or smoldering fire attributable to the problem, the whistleblower said. These are figures from Porsche’s internal statistics, which the company updates on an ongoing basis to keep track of safety issues. The reason the whistleblower, who works for Porsche in Zuffenhausen, is talking about the problem at all, risking his job and more, is that the company has decided lately not to replace the Taycan’s onboard charger, but to continue shipping vehicles and all future new Taycan models with the problematic system, which may pose a notable safety risk.
Porsche uses an inexpensive onboard charger that does not control the process well, the whistleblower explained to me in detail. Fires have occurred in the Taycan battery, the source explained, due to the problem described. Porsche is reportedly aware of the problem and is working on it, but the automaker has not solved it or informed customers or authorities so far.
Instead, the company is reportedly hiding the problem for cost and reputational reasons, the source stated. This is because if acknowledged, all Taycans would require a recall and the replacement of their onboard charger, and all batteries would have to be inspected and tested and, if affected, replaced. The cost, the source said, would be in the hundreds of millions of euros and the damage to the company’s image could be even greater.
A Remarkably Short Warranty
An apparent hint of Porsche’s challenges with the Taycan’s battery could be seen in the warranty for the all-electric sports car, which happens to be one of the lowest on the market with just 60,000 km or three years if following conditions (Porsche Warranty Requirements) are not met:
Vehicles standing longer than two weeks supposed to be connected to a charger
- Customers must assure that the Taycan’s state of charge remains between 20% – 50%
- Customers must make sure that their Taycan is not exposed to continuous sunlight
Vehicles standing longer than two weeks not connected to a charger
- Customers must charge the Taycan’s battery before to 50%
- Customers must check every three months and assure SoC remains at or above 20%
- Customers must assure that their vehicle’s temperature is between 0C – 20C
While 160,000 km is an average battery warranty in the industry, Porsche confirmed to me the 100,000 km lower, 60,000 km warranty and its restrictions.
It is a well-known risk in the industry that when charging BEVs, an imbalance in the battery cells can lead to a sealed, encapsulated, and deactivated cell that can then overheat and cause battery damage and even fires if, for example, there is an additional leak in the battery box through which air can enter. Porsche’s 800V high-voltage architecture is more vulnerable in this regard than a low-voltage architecture such as Tesla’s 400V, or what other manufacturers use. Most of the BEV battery fire-related problems recorded in the past typically occurred in low-cost BEVs that lack sophisticated battery management systems or onboard chargers. Porsche has cut costs for its premium Taycan BEV, which poses a risk to customers, according to the whistleblower.
Costs and Savings
The cell damage can be repaired at great expense, but in most cases, Porsche chooses not to, the whistleblower said. To compensate for the vehicle’s reduced range due to encapsulated and deactivated battery cells, Porsche in many cases reportedly unlocks unused, reserved battery capacity, effectively tricking customers into thinking everything has been fixed, even though the affected cells are no longer in use and remain a potential risk, the source said. Customers who don’t know that a cell in their battery has a problem may not even recognize the reduced range in their Taycans because Porsche releases unused battery capacity and therefore the problem is not detected at all from them. This could explain why the number of the reported battery problems on the Taycan shared by the media is much lower than 60%.
For all vehicles Porsche informs needing a repair, the customer is charged 600 euros/cells module, although the internal labor cost is just 26 euros, the whistleblower said. Porsche charges customers even though no repair has taken place at all but just a battery module cell exchange, the source added. A Taycan has 33 battery modules with 12 cells each adding it up to a total of 396 total cells. Issues that happen and should be covered by warranty are, with regards to labor cost, paid by the customer, creating high service and maintenance profits for Porsche.
Considering the battery degradation that all BEVs experience sooner or later, the 60% Taycan customers who have the battery problem described by the whistleblower will have a lower total battery capacity than paid for after the so-called “repair” and will experience an earlier reduction in range and thus a reduction in vehicle value. If the problem of overcharging the onboard charging cell occurs more frequently, the damage can accumulate to the point where a complete battery replacement is required, according to the whistleblower. If what the source reported is correct over time, all 40% Taycans not yet affected by the issue may one day experience the same problem, depending on the charging behavior of their owners.
To pretend to have done a repair that never happened and accept a lower battery capacity caused by a cheap Porsche onboard charger without informing the customer would be misleading, to say the least. Worse, the replaced battery cells and modules are susceptible to the same problem, and owners accustomed to charging at home with AC power up to 7.5 KW may soon be faced with the same problem again after their battery packs have been “repaired.” Disregarding the cost and depreciation is bad, but the safety issue is the most serious problem of all and should be, based on the information my source shared, investigated by authorities in all countries where the Taycan is shipped.
An Invisible Fix
A different, more sophisticated charger for an extra 70 euros from the same supplier with a good reputation would solve the problem, but Porsche has so far decided against the hardware change, according to my sources. What sounds like a small additional cost is not small in the automotive industry, where target costs are a critical measure of team success and on which bonuses depend. The recent decision of Porsche not to use a better more sophisticated charger that would solve the problem for the foreseeable future made the source a whistleblower who rightly saw this as an unacceptable risk to customers.
The Taycan vehicles experiencing the charging problems are divided into three groups by Porsche and dealers, the whistleblower stated. Dealerships are under strict NDA and face losing their Porsche certification if they talk about the practice that the automaker is executing for years.
Affected Taycans are categorized as:
(a) Green – repair
b) Yellow – review with Porsche internal technical department
c) Red – replacement
All vehicles that fall into the “Red” category receive a new battery module or entire battery with spare parts that are available within 24 hours. Not all customers with “Red” designations are informed that the cell module had been replaced on their Taycan, the whistleblower said. The newly installed battery is reportedly “read out” and the data is displayed to the customers who are informed, claiming that it is data from the old battery after the “repair.” This, according to the source, effectively gives false proof that everything has been “fixed”. The new battery is then assigned to the old serial number, and this is how Porsche erases all traces that indicate fraud, the whistleblower said. That’s why it’s hard to prove that Porsche is cheating customers and misleading the public, the source explained to me. While vehicles designated as “Green” had been “fixed,” cars designated as “Yellow” are still undecided and need to be investigated.
If the authorities demand a Taycan recall and replacement of all onboard chargers and batteries, the associated costs will be in the hundreds of millions of euros the source stated. Provided that the whistleblower’s information is accurate, about 60,000 Taycans delivered so far would have to be recalled worldwide, with costly repairs, testing and hardware modifications. The reputational damage would be high and, like the VW Group cheating scandal, a major negative for the iconic automaker that claims safety comes first.
In the past, some Taycan battery fires, such as the one in a garage in the US state of Florida in early 2020 that occurred during nighttime charging, were never fully resolved after investigations began. My source said that Taycan fires were directly attributable to the problem with the charger and could have been prevented if Porsche had used a more expensive, higher-quality charger, as one would expect from a premium automaker. A small deviation during the charging process of only 0.1% can easily cause a vehicle fire when overcharged by 1%, my source said. The supplier has a reputable name, but a cheap charger was chosen to keep costs down.
Teslarati reached out to Porsche to comment on the whistleblower’s claims and received following feedback on November 23:
“I checked with our R+D department in Weissach and all of the issues addressed lack any basis. Based on this information we can´t confirm any of the issues,” a spokesperson from Porsche said.
The source was confronted with the feedback from Porsche and stated in another phone call that only a very small team is involved in the matter, and it is no surprise for him that many within the automaker do not know about the described issues. Many more details were revealed, but they are not included in this article to protect the source. The source explained that in previous cases, Porsche made sure that employees who leaked information never got a job in the industry again.
Other sources informed me years ago that during the development of the Taycan, meeting target costs was a large challenge and that this may have led to the unwise decision to choose a cheap charger. Currently, the VW Group’s BEVs are lower-margin compared to the company’s ICE models and not all are positive, creating strong pressure from management to reduce costs. Given the Taycan’s high price and good sales figures, it is reasonable to assume that it is profitable, but it may not generate as high margins as the company’s iconic ICE models.
The whistleblower also said that years ago, Tesla offered to help Porsche with its battery management system, but the German automaker declined the offer. Around three years ago, Porsche asked Tesla through Audi contacts if they could help then, but at the time, Tesla declined. My source said it was pure arrogance on Porsche’s part that led to today’s problems, as Tesla had been willing to help them.
Previous problems with Taycan batteries led to a preliminary investigation by the US NHTSA in early 2021 into the sudden discharge of the 12V battery, which could result in the vehicle coming to a sudden stop. The NHTSA noted nine official complaints from Taycan owners, and Porsche recalled 43,000 Taycans to repair shops at that time. Taycan forum members report a variety of different battery problems as well as the media (e.g. a Taycan burned down in Florida), that may or may not be related to what my source reported. Overall, if we add all together, it appears that battery problems with the Taycan are not uncommon and with more age of batteries and vehicles, more issues may be reported. From what the whistleblower explained, the strategy from Porsche seems to be to solve or isolate technical issues without public notice.
The good news for the Audi e-tron GT that is produced on the same VW PPE BEV platform as the Taycan and shares many parts with it, is that Audi opted for a different and better onboard charger. The described problem is not existent with the e-tron GT, the source told me, but it’s unclear why Porsche isn’t learning from the Audi team in that respect.
A Note from the Author
As a writer, I do my best to thoroughly qualify every source, and I choose not to publish a story if there is any doubt about the credibility of the information or the source. I have direct contact with the person that provided the information in this article, know his identity and profession, had several calls and exchanges with him and know people who have met him in person.
My intent is not to disseminate misleading or sensational information, and this is a guiding principle for all my work. Since my source has passed my credibility check through multiple channels and has repeatedly provided many in-depth technical details on the issue, I feel it is my duty to inform the public with this article while I don’t have hard evidence and therefore can’t confirm the information to be right. According to the information provided by the whistleblower, Porsche has decided to take a big risk on the health of its customers for cost, profit and reputation reasons.
As a German who is proud of the heritage of the automotive industry in my home country, and as a former Porsche customer, I am truly shocked by what the whistleblower has told me. The cheating scandal has changed the culture in the German automotive industry many have told me for years, but it looks like the same structural problems remain and lead the industry right into the next big scandal.
Disclaimer
The Author, Alex Voigt does not own or had ever any Porsche or VW Group stock, derivates or other direct or indirect investments in the company. There has been never any business relationship between the author, Porsche, and the VW Group. The original and first clues to this exclusive and disturbing story came from Christoph Krachten, who came across it while researching his German best-selling book about Tesla.
Alex Voigt Patreon Page: https://www.patreon.com/AlexVoigt
News
Tesla brings closure to flagship ‘sentimental’ models, Musk confirms
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Investor's Corner
LIVE BLOG: Tesla (TSLA) Q4 and FY 2025 earnings call
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter.
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter, which was published on Tesla’s Investor Relations website after markets closed on January 28, 2025.
The results cap a quarter in which Tesla produced more than 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products. For the full year, Tesla produced 1.65 million vehicles and delivered 1.63 million, while total energy storage deployments reached 46.7 GWh.
Tesla’s Q4 and FY 2025 Results
According to Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP earnings per share of $0.24 and non-GAAP EPS of $0.50 in the fourth quarter. Total revenue for Q4 came in at $24.901 billion, while GAAP net income was reported at $840 million.
For full-year 2025, Tesla reported GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Total revenue reached $94.83 billion, including $69.53 billion from automotive operations and $12.78 billion from the company’s energy generation and storage business. GAAP net income for the year totaled $3.79 billion.
Earnings call updates
The following are live updates from Tesla’s Q4 and FY 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story.
16:25 CT – Good day to everyone, and welcome to another Tesla earnings call live blog. There’s a lot to unpack from Tesla’s Q4 and FY 2025 update letter, so I’m pretty sure this earnings call will be quite interesting.
16:30 CT – The Q4 and FY 2025 earnings call officially starts. IR exec Travis Axelrod opens the call. Elon and other executives are present.
16:30 CT – Elon makes his opening statement and explains why Tesla changed its mission to “Amazing Abundance.” “With the continued growth of AI and robotics, I think we’re headed towards a future of universal high income,” Musk said, adding that along the way, Tesla will still be improving its products while keeping the environment safe and healthy.
16:34 CT – Elon noted that the first steps for this future are happening this year, thanks to Tesla’s autonomy and robotics programs, which will be launching and ramping this year. He also highlighted that Tesla will be making major investments this year, though the company will be very strategic when it comes to its funding. “I think it makes a ton of strategic sense,” Musk said.
16:36 CT – Elon also announces the end of the Model S and Model X programs “with an honorable discharge.” If you’re interested in buying a Model S or X, it’s best to do it now, Musk said. The Model S and Model X factory in Fremont will be replaced by an Optimus line. “It’s slightly sad, but it is time to bring the S and X program to an end. It’s part of our overall shift to an autonomous future,” Musk said.
16:38 CT – Elon discusses how Unsupervised FSD is now starting for the Robotaxi service. He noted that these Unsupervised Robotaxis don’t have any chase cars as of yesterday. He reiterated Tesla’s plans for owners to be able to add their own vehicles to the Robotaxi fleet. Autonomy target for the end of the year is about a quarter or half of the United States, Musk said.
16:41 CT – Elon noted that the Tesla Energy team is absolutely killing it. He also stated that Tesla expects its Energy business to continue growing, and that the “solar opportunity is underrated.”
16:43 CT –Elon also added that Tesla Optimus 3 will be unveiled in about three months, probably. The Model S and Model X line in Fremont will be a million-unit Optimus production line. Looks like Optimus is really coming out of the gate with large, meaningful volumes. “The normal S curve for manufacturing ramps is longer for Optimus,” Musk stated. “Long term, I think Optimus will have a significant impact on the US GDP.”
16:44 CT – Elon closes his opening statements with a sincere thanks to the Tesla team. He also noted that he feels fortunate to be able to work alongside such a talented workforce.
Elon ends his opening remarks with an optimistic prediction about the future.“The future is more exciting than you can imagine,” he concluded.
16:47 CT – Tesla CFO Vaibhav Taneja makes his opening remarks. He discusses several aspects of Tesla’s Q4 milestones. He noted that Tesla Energy achieved yet another gross profit record during the fourth quarter. There’s insane demand for the Megapack and Powerwall. Backlogs for these products are healthy this 2026. He also noted that Tesla ended 2025 with a bigger vehicle order backlog compared to recent years.
16:53 CT – Investor questions from Say begin. The first question is about Tesla’s expectations for the Robotaxi Network. Lars Moravy noted that it has the advantage of manufacturing and scale, and Tesla believes that the Robotaxi Network will significantly grow year over year. Elon highlighted that the Cybercab will be produced with no steering wheel or pedals. No fallback. Elon also noted that Tesla expects to produce more Cybercabs than all its other vehicles combined in the future.
16:51 CT – The next question is if Tesla still expects to launch new models, such as affordable cars. Lars Moravy noted that Tesla did release affordable variants last year, and Tesla is still pushing hard to lower its costs. That being said, Tesla is really pushing the Cybercab as its total addressable market is larger than consumer-owned cars. Lars also mentioned that Tesla will produce different vehicles for its Robotaxi services.
16:56 CT – Elon noted that eventually, Tesla will produce mostly autonomous cars. The exception would be the next-generation Roadster, which will be a true driver’s car.
17:03 CT – A question about Elon’s past comments about a potential next pickup truck was asked. Lars noted that the Cybertruck is still performing well in the electric pickup truck segment, though Tesla is known for flexibility. Elon added that Tesla will be transitioning the Cybertruck line to a fully autonomous vehicle line. He also stated that the Cybertruck is a useful vehicle. “An autonomous Cybertruck will be useful for that.”
17:10 CT – A question was asked about when FSD will be 100% Unsupervised. Elon noted that 100% Unsupervised FSD is already being used today, though only in the Austin Robotaxi program. Tesla is still being extremely careful with its rollout.
When asked about Tesla’s chip program, Elon noted that he feels pretty good about Tesla’s chip strategy. But in terms of selling Tesla’s chips outside Tesla, the company has to make sure it has enough chips for Optimus robots, data centers, and other programs first.
17:18 CT – Analyst questions begin. First up is Wolf Research. He asks about Tesla’s increasing Capex, specifically where the majority of it is going. The Tesla CFO noted that programs in six factories are going live this year, so that consumes Capex. The Optimus program also consumes a lot of resources. The growth of Tesla’s current capacity is also consuming a lot of resources. As for how these programs will be funded, the CFO pointed to Tesla’s massive war chest, as well as initiatives such as the Robotaxi Network.
17:21 CT – Morgan Stanley asks about Tesla’s xAI investment. The analyst asked about more information about how Tesla and xAI will work together. The CFO noted that this investment is part of Master Plan Part IV. Elon also mentioned some advantages for xAI’s technology for Tesla’s products, like Grok being used to manage a Robotaxi fleet or a group of Optimus robots.
17:24 CT – Barclays asks Elon about the constraints on memory. Does Tesla have any near term constraints for Tesla vehicles’ memory? Elon responded that the Tesla AI computer is already very compute and memory-efficient. The intelligence per gigabyte is important. Musk noted that Tesla is ahead of the industry by an order of magnitude or more.
17:29 CT – Cannacord asks about startups from China entering the humanoid market. What competitive advantage does Optimus have compared to these rivals? Elon stated that he believes China will be a key competitor in the humanoid robot market. China will be the toughest competitor for Tesla. That being said, Elon noted that Tesla believes Optimus will be ahead in real-world intelligence, electromechanical dexterity, and hand design.
News
Tesla announces massive investment into xAI
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round,” it said.
Tesla has announced a major development in its ventures outside of electric vehicles, as it confirmed today that it invested $2 billion into xAI on January 16.
The move is significant, as it marks the acquisition of shares of Series E Preferred Stock, executed on market terms alongside other investors. The company officially announced it in its Q4 2025 Shareholder Deck, which was released at market close on Wednesday.
The investment follows shareholder approval in 2025 for potential equity stakes in xAI and echoes SpaceX’s earlier $2 billion contribution to xAI’s $10 billion fundraising round.
Tesla said that, earlier this month, it entered an agreement to invest $2 billion to acquire shares of Series E Preferred Stock of xAI:
“Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth… pic.twitter.com/HgtrcHdB2U
— TESLARATI (@Teslarati) January 28, 2026
CEO Elon Musk, who is behind both companies, is now weaving what appears to be an even tighter ecosystem among his ventures, blending Tesla’s hardware prowess with xAI’s cutting-edge AI models, like Grok.
Tesla confirmed the investment in a statement in its Shareholder Deck:
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok).”
It continued:
“In that context, and as part of Tesla’s broader strategy under Master Plan Part IV, Tesla and xAI also entered into a framework agreement in connection with the investment. Among other things, the framework agreement builds upon the existing relationship between Tesla and xAI by providing a framework for evaluating potential AI collaborations between the companies. Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale. This investment is subject to customary regulatory conditions with the expectation to close in Q1’2026.”
The history of the partnership traces back to xAI’s founding in July 2023, as Musk launched the company as a counterweight to dominant AI players like OpenAI and Google.
xAI aimed to “understand the true nature of the universe” through unbiased, truth-seeking AI. Tesla, meanwhile, has long invested in AI for its Full Self-Driving (FSD) software and Optimus robots, training models on vast datasets from its vehicle fleet.
The investment holds profound significance for both companies.
For Tesla, it accelerates its Master Plan Part IV, which envisions AI-driven autonomy in vehicles and humanoid robots. xAI’s Grok could enhance Tesla’s real-world AI applications, from optimizing battery management to predictive maintenance, potentially giving Tesla an edge over its biggest rivals, like Waymo.
Investors, on the other hand, stand to gain from this symbiosis. Tesla Shareholders may see boosted stock value through AI innovations, with analysts projecting enhanced margins and significant future growth in robotics. xAI’s valuation could soar, attracting more capital.