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Tesla vs Porsche: Inside the emerging Nurburgring EV arms race
The results of Tesla’s brief time in Germany’s famed Nürburgring racetrack were impressive. During their stay, Tesla’s two Model S “Plaid” powertrain prototypes showcased great potential, at one point finishing a hand-timed lap of 7 minutes 23 seconds, about 20 seconds faster than the Porsche Taycan, a vehicle that was honed on the historic racecourse. This was made possible by a Silicon Valley-style strategy that allowed the electric car maker to push its vehicles to the limit and establish a presence in the nearly 13-mile track with authority.
The Upstart Newcomer
Elon Musk’s announcement of the Model S’ excursion to the Nürburgring was not universally supported, with some doubting the electric sedan’s capability to take on the “Green Hell,” and others dismissing the proclamation of as plain old “bulls**t.” The Tesla Model S, after all, is known for out-accelerating supercars in a straight line, but the vehicle is prone to throttling its power when driven hard on a closed circuit. To address this, Musk deployed two Model S prototypes, both of which were equipped with a “Plaid Powertrain” setup that featured three electric motors, racing-optimized tires, fenders, a new spoiler, and a slightly different fascia with a bigger air intake. These vehicles were track-worthy.
Tesla’s efforts to set up its Nürburgring sessions was commendable. Not long after Elon Musk’s announcement of the upcoming track runs, a Model S was spotted being transported to the circuit. A Supercharger was set up in the vicinity of the racetrack as well, allowing the prototype vehicles to recharge their batteries in between laps. Tesla seemed to have brought two vehicles, a red prototype accompanied by a blue unit. Reports claim that at least one of the vehicles was stripped of its interior to reduce weight, though images captured of the red Plaid Model S prototype hint that the sedan still had a passenger seat and door trims.
The Old Guard
What is rather ironic is that Tesla’s initiatives at the Nürburgring seemed to be a response to the feat of the Porsche Taycan, which set a record of 7 minutes 42 seconds around the track prior to its official unveiling. Musk has extended his praise for the Taycan on Twitter, stating that the vehicle seems like a good car, and mentioning that its track time at the Green Hell was “great.” While it seemed like Tesla rushed to get the Model S Plaid prototypes to the Nürburgring, it turned out that there was no rush needed at all.
This is because the Taycan’s 7:42 lap record was not officially sanctioned by the Nürburgring. In a statement to Jalopnik, Porsche described the Taycan’s time as “one for ourselves that we use as a point of historical record.” This is the reason that the Taycan’s lap time is not listed among the Nürburgring’s records. That being said, the German carmaker noted that the prototype it utilized for the run was production-spec, which meant that it was not stripped of any unnecessary weight. Porsche even stated that the Taycan it used for its Nürburgring run was actually heavier due to its roll cage, and it had stock tires on.
Quite interestingly, reports have emerged stating that Porsche utilized a Taycan Turbo prototype for its Nürburgring run. This is a rather interesting point, considering that the vehicle used by the company for its record lap was equipped with large yellow brake calipers, which is an option for the higher-end Porsche Taycan Turbo S (the Turbo comes with white calipers). Provided that these reports are true and Porsche did use its less powerful Turbo prototype for its “record attempt” at the nearly 13-mile track, the carmaker’s upcoming rounds with its Taycan Turbo S would be very interesting. The vehicle could definitely raise the stakes if it closes in or beats the Plaid Model S prototype’s 7:23 hand-stopped lap time.
An impending Nürburgring arms race
So what was the result of Tesla’s Silicon Valley-style approach to the Nürburgring? A lot of achievements and respect gained from professionals alike, actually. Professional race driver Robb Holland, who was initially skeptical about Tesla’s Nürburgring attempt, noted in an updated article that he commends Tesla for putting in the right effort, and for achieving a time that is not simply fast for an electric car or a four-door sedan with seven seats; but just plain fast. Tesla’s announcement that its Plaid Model S prototypes will be going for a 7:05 time when they return to the Nürburgring next month hints that more impressive feats could be expected.
Tesla’s Nürburgring session this time around ended with a 7:24 lap time and one of its red Plaid Model S prototypes being pushed hard enough that it retired in the middle of a run. With Tesla’s departure, a number of details have emerged about the electric car maker’s vehicle. For one, each Plaid prototype seemed to be capable of running five or six full laps at full speed around the Nürburgring per day, which is already close to that of high-performance ICE cars. Each vehicle was also charged after every lap, though it is unclear if this was due to heating issues or if Tesla was simply topping up lost range.
What is known from eyewitnesses, unofficial track timers, and racing drivers during Tesla’s testing days was that the Plaid Model S prototypes were very, very fast. In an article on auto news site Jalopnik, Holland mentioned that drivers operating other high-performance vehicles at the Nürburgring stated that the Model S Plaid prototypes were frighteningly fast when they ran their laps, to the point where the vehicles would almost vanish from another high-performance car with capable drivers.
Porsche did not establish its reputation by staying still when there is a powerful new challenger in the field. With Tesla establishing that its upcoming Plaid Model S is fast and track-capable, the German carmaker will likely respond with an equally impressive demonstration, perhaps with the Taycan Turbo S (provided that its initial run was conducted with a Turbo unit, of course) or an even more track-worthy car. For Klaus Zellmer, president and CEO of Porsche Cars North America, Tesla’s challenge is something that is more than welcome. “We call ourselves a true sports car manufacturer, and there aren’t that many ways to prove that it is a true sports car,” he said in a statement to CNET Roadshow.
As Elon Musk has said, now it’s game, set, match.
Tesla’s Automatic Collision Evasion feature can be seen in one of the first owner videos of it in action.
Tesla owner Spencer (@scotsrule08) posted on Monday that the feature “worked flawlessly,” saying FSD reengaged itself just as he was about to hit a curb. Ashok Elluswamy, who leads Tesla’s AI team, shared the clip and wrote, “A guardian angel always looking out for you.”
The video arrives in the middle of a staged rollout. Tesla first shipped Automatic Collision Evasion with FSD (Supervised) v14.3.9 in software update 2026.27.6 earlier this month, which Teslarati covered as it reached cars. Update 2026.27.10, which began going out on September 19, carried the feature improvements with FSD v14.3.10, according to release notes tracked by Not a Tesla App. The newer 2026.27.11 build is now reaching another wave of vehicles.
The new Automatic Collision Evasion feature worked flawlessly! FSD reengaged itself just as I was about to hit a curb.
Kudos @Tesla_AI team! 👏 pic.twitter.com/Fbp15HhpL2
— Spencer (@scotsrule08) September 28, 2026
The feature only runs on HW4 vehicles, and it requires an active FSD purchase or subscription with both FSD (Supervised) and Automatic Emergency Braking enabled. HW3 owners receive FSD v14.2 Lite in the same updates, but that build does not include collision evasion.
Tesla’s release notes describe two triggers. The first is an imminent frontal collision that braking alone may not prevent, in which case the car can activate FSD to steer, brake or accelerate around the hazard. That scenario is limited to highways below 85 mph, with no pedestrians or cyclists detected and no slippery road surface. The second covers a driver who appears inattentive, such as reaching into the back seat, or who seems to have switched off FSD by accident. Spencer’s curb clip appears to fall into that second category.
Tesla plans big safety improvements for Full Self-Driving v15
Once the system takes over, the accelerator is muted and light brake input will not cancel the maneuver. Drivers need to apply firm, deliberate steering force to take back control, and the car chimes to hand control back once the danger has passed.
Elluswamy recently noted that earlier hazard prediction, faster reaction time and better collision avoidance would arrive with FSD v15, the next major version.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
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