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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Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
News
Tesla Full Self Driving (FSD) is nearing approval in a new country
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
It appears that Tesla FSD (Supervised) is heading to a new country soon, at least based on comments from Israel’s Transport and Road Safety Minister Miri Regev.
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
Israeli drivers are pushing for FSD rollout
While Tesla’s FSD is already operational in markets like the U.S., Canada, and Australia, Israeli owners have long been unable to use the feature due to regulatory barriers. Despite its premium price tag, however, numerous Tesla owners in Israel have noted that the technology’s safety benefits, at least when approved for real-world use in the country, justify its cost.
It was then no surprise that nearly 1,000 Tesla owners in Israel have already petitioned the government to greenlight FSD’s domestic release in Israel. In a post on X, Regev seemed to confirm that FSD is indeed coming to Israel. “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel,” she wrote in her post.
FSD’s regulatory support in Israel
Regev stated that her Ministry views promoting innovative technologies as essential to improving both road safety and smart mobility. A working group led by Moshe Ben-Zaken, Director General of the Ministry of Transportation has reportedly been tasked to finalize the approval process, coordinating with regulatory and safety agencies to ensure compliance with international standards.
In a comment to Geektime, Israel’s Ministry of Transportation and Road Safety noted that Regev is indeed supporting the release of FSD in the country. “Minister Regev sees great importance in promoting innovative technologies, and in particular in the entry of advanced driving systems (FSD) into the Israeli market, as part of the ministry’s policy to encourage innovation, safety, and smart transportation,” the Ministry stated.
Investor's Corner
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Bank of America has raised its Tesla (NASDAQ:TSLA) price target by 38% to $471, up from $341 per share.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Robotaxi and Optimus momentum
Bank of America analyst Federico Merendi noted that the firm’s price target increase reflects Tesla’s growing potential in its Robotaxi and Optimus programs, among other factors. BofA’s updated valuation is based on a sum-of-the-parts (SOTP) model extending through 2040, which shows the Robotaxi platform accounting for 45% of total value. The model also shows Tesla’s humanoid robot Optimus contributing 19%, and Full Self-Driving (FSD) and the Energy segment adding 17% and 6% respectively.
“Overall, we find that TSLA’s core automotive business represents around 12% of the total value while robotaxi is 45%, FSD is 17%, Energy Generation & Storage is around 6% and Optimus is 19%,” the Bank of America analyst noted.
Still a Neutral rating
Despite recognizing long-term potential in AI-driven verticals, Merendi’s team maintained a Neutral rating, suggesting that much of the optimism is already priced into Tesla’s valuation.
“Our PO revision is driven by a lower cost of equity capital, better Robotaxi progress, and a higher valuation for Optimus to account for the potential entrance into international markets,” the analyst stated.
Interestingly enough, Tesla’s core automotive business, which contributes the lion’s share of the company’s operations today, represents just 12% of total value in BofA’s model.
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