News
Porsche Taycan win against Tesla Model S is suspicious, says veteran drag racer
Just recently, motoring publication Top Gear posted a video comparing the Porsche Taycan Turbo S to the Tesla Model S Performance. The publication featured a drag race between the two vehicles which ended with the Taycan taking the win from the Model S. The quarter-mile race seemed to be a clean win for the Porsche, but according to a veteran drag racer, there are some aspects of the race that were, to say the least, suspicious.
Brooks of DragTimes has extensive experience on the drag strip, being the owner of vehicles like the McLaren 720S and the new Ford GT. With a garage filled with high-performance cars and innumerable straight-line races under his belt, Brooks knows a thing or two about drag racing. His experiences with his Model S P100D also make him a veteran Tesla owner who knows all the quirks of the all-electric sedan inside out when launching from a straight line.
With this in mind, the veteran drag racer noted that there seems to be several things that are wrong about the results of Top Gear‘s quarter-mile race between the Porsche Taycan Turbo S and the Tesla Model S Performance. The motoring publication listed the Model S’ 0-60 mph time at 2.68 seconds, its 0-100 mph at 6.46 seconds, and its quarter-mile time at 11.08 seconds at 124.0 mph. The DragTimes host noted that this immediately rings some alarm bells, as the Model S Performance is known to clock 10.6-second quarter-mile times regularly.
But it gets stranger. Looking at the figures listed by Top Gear after the two vehicles’ drag race, it appears that the publication basically copy-pasted the exact same performance figures of the Model S from a race against a Mercedes AMG E63S from 2017. This, according to Brooks, is highly suspicious, since the chances of a vehicle having the exact same 0-60 mph, 0-100 mph, quarter-mile time, and trap speed in two different drag races are incredibly thin.
Apart from this, the DragTimes host argued that the Model S which raced against the Taycan Turbo S did not seem to be in Launch Mode. This is because the Model S squats when Launch Mode is engaged, something that did not seem to happen in Top Gear‘s video. The motoring publication did not seem to engage the full capabilities of Ludicrous Plus Mode as well, as the graphics on the vehicle’s MCU and instrument cluster do not feature the same settings as a Model S with its maximum performance enabled.
Top Gear noted that the Porsche Taycan Turbo S completed the quarter-mile in 10.69 seconds, which is 0.39 seconds faster than the Model S’ 11.08-second quarter-mile time. Brooks noted that in drag races, a 0.39-second gap would usually correspond to about four car lengths. This is pretty odd since in the Top Gear video, the Taycan Turbo S was only one car length ahead of the Model S Performance when it crossed the quarter-mile mark.
If the DragTimes host’s observations are correct, then it means that Top Gear misrepresented the Tesla Model S in its recent comparative video against the Porsche Taycan Turbo S. This is unfortunate, as the two vehicles are actually neck-in-neck, and they do feature quarter-mile performance that can make an exciting drag race. The Porsche Taycan Turbo S is a great vehicle too, and its two-speed gearbox will likely give it an advantage over the Tesla Model S Performance at high speeds.
Simply put, the Porsche Taycan Turbo S is a worthy competitor that has the potential to win against a Raven Tesla Model S Performance with Launch Mode and Ludicrous Plus fair and square. Misrepresentations, whether intentional or not, only do Porsche an injustice. The Model S deserves better, and the Taycan Turbo S does too.
Watch Brook’s breakdown of Top Gear‘s Porsche Taycan Turbo S vs Tesla Model S Performance drag race in the video below.
News
Tesla Cybercab gets a for sale date at last
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.