News
Tesla Model 3 Performance wins over longtime BMW enthusiast: ‘this is an iPhone moment’
Indie app developer Moshen Chan has been an avid BMW enthusiast for ~20 years. Having a passion for high-speed driving, he has spent a lot of time experiencing the legacy automaker’s Ultimate Driving Machines firsthand. Moshen now drives a Tesla Model 3 Performance, after a test drive with the electric sedan proved that it was a powerful, feature-ridden, and compelling vehicle that could very well be beyond anything that the German veteran automaker currently has to offer.
The indie app developer shared his experience in a series of lengthy posts on a BMW forum, Bimmerfest.com. Chan notes that over the years, he has driven several BMWs, and today, he owns a modified E36 325i with track suspension setup, as well as an E82 135i with Performance Suspension and several other M3 suspension part upgrades. Being in the market for a new vehicle, he was looking at the BMW M2 Competition, the latest iteration of the BMW M3, and lastly, the Tesla Model 3 Performance.
The test drive with the Model 3 Performance proved to be the difference-maker. The BMW enthusiast stated that he was simply blown away by the vehicle, from its hyper-low center of gravity, its low polar moment of inertia, to its silent, instant, brutal acceleration. Chan stated that Tesla ultimately “threw a curve-ball to everything (he) knew about sport sedans & performance cars” and that overall, the Model 3 Performance “absolutely outperforms anything BMW has to offer today.” The app developer further noted that his test drive with the Model 3 Performance was an “iPhone moment.”
“I can say I was very hesitant on the ultra minimalist interior but now I absolutely love it. For me this is an iPhone moment – when a new product suddenly makes everything else seem outdated and old,” Chan wrote.
The indie app developer admits that his Model 3 Performance is not a perfect car and that Tesla still has a lot to learn in terms of customer service, delivery, and providing enough spare parts for its ever-growing fleet. Despite these, Chan noted that he has no regrets with the Model 3 Performance, as the car has now taken over the mantle of the “Ultimate Driving Machine,” at least in terms of his current standards.
“BMW has better build quality. It has more refined finishing and details. That stuff makes me feel good, I guess. But for me, it’s the driving experience that really matters. The overall package of what the Performance Model 3 does for me – greatly makes up for those areas that BMW is better at,” he wrote.
The BMW enthusiast notes that he is not the only one in his circle who committed to the Model 3 Performance. One of his acquaintances, a driving instructor for his local BMW CCA, is selling his M3 and ordering the electric sedan after a test drive as well. Chan, for his part, notes that he would still be keeping his E36 325i for days when he feels like driving a manual transmission, but his E82 135i is going up for sale soon.
The Model 3 Performance is Tesla’s latest high-performance vehicle. Being the first P-branded model fitted with the company’s 2170 cells, the Model 3 Performance is looking to be the first of Tesla’s vehicles that can be driven hard for extended periods of time. When Elon Musk announced the vehicle’s specs, he noted that the electric sedan would be ~15% faster than a BMW M3 around the track. Later reviews of the car from prominent auto publications such as Car & Driver and Road & Track have compared the Model 3 Performance favorably to Germany’s best high-performance sedans like the BMW M3 and the Audi RS5 as well.
It should be noted that the Model 3 Performance’s killer feature has not been rolled out to the fleet as of yet. Tesla has revealed that the Model 3 Performance would eventually be given a dedicated Track Mode, which Elon Musk dubs as an “Expert User Mode” for the vehicle. Initial tests of Track Mode have been positive so far, with reviewers stating that the feature allows drivers to perform advanced, aggressive driving maneuvers (such as drifting) without any issues.
Even without Track Mode, the Model 3 Performance is already establishing itself as a quick, capable vehicle, and one that is seemingly more powerful than what Tesla suggests. The electric car’s 0-60 mph acceleration, for one, is listed as 3.5 seconds by the company, but VBOX tests on a fully charged, completely stock Model 3 Performance show that the vehicle is capable of going from 0-60 mph in just 3.18 seconds. With an upgraded suspension setup, better tires, and Tesla’s future software updates, it would not be too improbable look forward to a Model 3 Performance doing 0-60 in 3 seconds flat.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
