News
Tesla Model S Plaid at 50% charge pulls faster than supercars, data shows
During the reign of the Tesla Model S Performance, P100D, P90D, and P85D, electric car critics typically pointed out that the flagship sedan could only achieve its peak performance when the car was fully charged. Critics stated that once the top-tier Model S’ battery dropped to about 50%, drivers should expect a notable drop in performance.
The Model S critique was one of the likely reasons why Porsche highlighted the Taycan’s capability to post consistent 0-60 mph and quarter-mile times regardless of its state of charge. Tesla decided to change the narrative with the Model S Plaid’s performance eventually. The company later noted that the flagship sedan could now post consistent performance figures even as its state of charge decreased.
Data from drivers who have taken delivery of the Model S Plaid has since proven Tesla’s claim. But that’s not all. As per a recent video from Brooks Weisblat, from YouTube channel DragTimes, Model S Plaid with only 50% state of charge could accomplish a full quarter-mile run in the mid-9 seconds. With those results, the Model S Plaid is faster than some of the world’s best supercars today and significantly faster than the Porsche Taycan Turbo S.
The DragTimes host was able to get Dragy data from two separate Model S Plaid owners who launched their cars in regular roads. One of the vehicles had a 98% state of charge, while the other only had 50% of its battery charged. Remarkably, the Model S Plaid posted relatively similar times. The vehicle with 98% charge completed the quarter-mile in 9.39 seconds and the car with just 50% battery finished the same run in 9.56 seconds.
Even more notable, the Model S Plaid with 50% battery actually posted a better 0-60 mph time of 2.38 seconds than the vehicle with 98% charge, which posted a 0-60 mph time of 2.42 seconds. The trap speed of the vehicles at the quarter-mile mark was not too far apart either. The vehicle with 98% battery hit the quarter-mile mark at 152.43 mph and the Model S Plaid with 50% battery hit the same mark at 146.64 mph.
Being a drag racing enthusiast, Weisblat has tested some of the world’s fastest supercars on the quarter-mile. Just like the two Model S Plaid owners who posted their Dragy data, the YouTube host also tested a number of supercars on the street for their real-world performance, including the Ferrari SF90, the McLaren 765LT, the Lamborghini Huracan Evo, and the Porsche Taycan Turbo S. Each of these vehicles’ quarter-mile times were not as impressive as the Model S Plaid with 50% state of charge.
The Ferrari SF90, for example, completed its quarter-mile in 9.64 seconds. The McLaren 765LT, one of the supercar maker’s best quarter-mile vehicles, completed the same run in 9.88 seconds. The Lamborghini Huracan EVO, on the other hand, finished the quarter-mile in 10.44 seconds, while the Porsche Taycan Turbo S completed the run in 10.39 seconds. This is an incredible achievement for the Model S Plaid, and it speaks to the vehicle’s consistent performance.
Watch DragTmes‘ video on the Model S Plaid’s real-world quarter-mile times in the video below.
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Investor's Corner
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
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.